Fannie Mae Budget Worksheet Details

If you're looking for a way to get your finances under control, a monthly budget worksheet can be a great tool. This form can help you track your income and expenses each month, so you can see where your money is going and make adjustments as needed. You can download a blank budget worksheet or use one of the templates provided below. There are many different ways to create a budget, but having some sort of written record is a key component of successful money management.

Here, you will find quite a few information regarding monthly budget worksheet PDF. Before you fill in the form, it's worth reviewing more about it.

QuestionAnswer
Form NameMonthly Budget Worksheet
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesmonthly budget templates, lunch worksheet, fannie may pdf budget, freddie mac budget

Form Preview Example

Monthly Budget Worksheet

To help you track your expenses and build a monthly budget, use the following worksheet for at least two or three consecutive months. This will give you a sense of where you are spending your money and changes you can make to improve your situation, if necessary.

Budget for the month of

NOTES:

Complete all ields that apply.

Fields with an * are not monthly bills but expenses likely to occur throughout the year. Budget and save a set amount for each that might apply to you so you have the extra money to pay these bills.

If you are having trouble paying your mortgage or other bills, reach out to a HUD-certiied housing counselor at (888) 995-HOPE. Housing counselors can help you contact and work with your lender to get help with your mortgage, and also provide free budget and credit advice.

Category

Monthly Budget

Monthly Actual

Difference

Notes

Income

Monthly pay (after taxes)

Alimony or child support received

Other income

Total Monthly Income

Expenses: Housing

Mortgage or rent

Real estate property tax

Personal property tax

Homeowner’s or renter’s insurance

Homeowner’s association or condo fees

Total Housing Expenses

Expenses: Utilities

Electric

Gas/heating oil

Water/sewage

Telephone

Trash collection

Cable TV

Internet provider

Cell phone

Continued on next page

1

Monthly Budget Worksheet

Category

Monthly Budget

Monthly Actual

Difference

Notes

Expenses: Health/Medical

*Expenses that you can budget for, so you have money saved to pay for unplanned or annual bills.

Medical insurance

Dental insurance

Doctor/lab*

Dentist*

Orthodontist*

Therapist*

Eyeglasses/ophthalmolo-

Hospital/emergency*

Medicines*

Other

Total Health/Medical

Expenses

Expenses: Transportation

*Expenses you can budget for, so you have money saved to pay for unplanned or annual bills.

Car payments

Car insurance

Car maintenance/repair*

Mass transit costs

Gas

Parking/tolls

Tags/inspection*

Total Transportation

Expenses

Expenses: Credit Cards, Loans, OE

*Expenses you can budget for, so you have money saved to pay for unplanned or annual bills.

Credit Card:

Balance:

Credit Card:

Balance:

Credit Card:

Balance:

Student Loans

Legal Fees

Alimony/child support paid

Total Credit Card/Loan/

Other Balances and Fees

Continued on next page

2

Monthly Budget Worksheet

Category

Monthly Budget

Monthly Actual

Difference

Notes

Expenses: Food and Entertainment

Groceries

Meals out

Entertainment (movies, etc.)

Hobbies

Total Food and

Entertainment

Expenses: Children

Child care

School tuition

Lunch money

School supplies

Lessons/sports

New clothing

Personal grooming

Allowances

Other

Total Children Expenses

Expenses: Personal

Dry cleaning/laundry

Personal grooming

New clothing

Total Personal Expenses

Expenses: Savings/Large Expenses

*Expenses you can budget for, so you have money saved to pay for unplanned or annual bills.

Savings amount going into an account each month

Gifts (holiday, birthday)*

House maintenance/ repairs*

Furniture*

Church/charity*

Vacation*

Total Savings/Large

Expenses

Total Monthly Income

Total Monthly Expenses

Difference

3