Housing Worksheet
Use this to calculate the total expenses for this item.
| Rents | $ |
| Real estate taxes | $ |
| Homeowner's insurance | $ |
| Telephone/Utilities | $ |
| Housekeeping/Maintenance | $ |
| Furnishings | $ |
| Appliances | $ |
| Other | $ |
Food Worksheet
Use this to calculate the total expenses for this item.
| Groceries | $ |
| Alcoholic beverages | $ |
| Other | $ |
Transportation Worksheet
Use this to calculate the total expenses for this item.
| Car payments (loans or lease) | $ |
| Gas/Oil | $ |
| Vehicle maintenance | $ |
| Insurance | $ |
| Public transportation | $ |
| Parking/tolls | $ |
| Other | $ |
Health Care Worksheet
Use this to calculate the total expenses for this item.
| Health insurance | $ |
| Prescriptions and other medications | $ |
| Medical supplies | $ |
| Doctor's visits | $ |
| Tests | $ |
| Other health care | $ |
Clothing/Personal Items Worksheet
Use this to calculate the total expenses for this item.
| Clothing | $ |
| Shoes | $ |
| Personal Care Products | $ |
| Personal Services | $ |
| Other | $ |
Entertainment Worksheet
Use this to calculate the total expenses for this item.
| Dining out | $ |
| Leisure Travel | $ |
| Club dues/memberships | $ |
| Movies and movie rentals | $ |
| Other | $ |
Other Worksheet
Use this to calculate the total expenses for this item.
| Education | $ |
| Books/CDs | $ |
| Hobbies/Crafts | $ |
| Gifts | $ |
| Charitable Contributions | $ |
| Life and Other Personal Insurance | $ |
| Other | $ |
Setup Income
Setup Current Expenses Monthly Budget Details| Income Stream | Owner | Amount | Frequency | Start at Age | End at Age | Inflation Rate | Taxable Income | Action | ||
|---|---|---|---|---|---|---|---|---|---|---|
| Salary | John Doe | $425,000 | Annually | 44 | Current Age | 60 | Retirement Age | 3% | Yes | |
| Salary | Jennifer Connor | $250,000 | Annually | 41 | Current Age | 60 | Retirement Age | 3% | Yes | |
| Rental Income | John Doe | $50,000 | Annually | 44 | Current Age | 60 | Retirement Age | Yes | ||
| Consulting | John Doe | $75,000 | Annually | 60 | Retirement Age | 75 | Custom Age | - | Yes | |
| Pension Income | John Doe | $75,000 | Annually | 60 | Retirement Age | 88 | End of Plan | No | ||
| Business Income | - | - | - | - | - | - | - | - | - | |
| - | - | - | - | - | - | - | - | - | - | |
| Social Security Benefit | |||
|---|---|---|---|
| Owner | Benefit Amount | Start at Age | |
| John Doe | $11,400 | 60 | Retirement Age |
| Jennifer Connor | $8,855 | 60 | Retirement Age |
Add Income
| Income Stream | Owner | Amount | |||
| Frequency | Start at Age * | End at Age * | |||
| Inflation Rate | Taxable Income | ||||
Social Security Benefit
| Benefit Amount | Start at Age * |
John Doe's Salary
| Income Stream | Owner | Amount | |||
| Frequency | Start at Age * | End at Age * | |||
| Inflation Rate | Taxable Income | ||||
Social Security Benefit
| Benefit Amount | Start at Age * |
Setup Current Expenses
| Spending | Budget | ||
|---|---|---|---|
| Housing Expenses | $ | ||
| Food Expenses | $ | ||
| Transportation Expenses | $ | ||
| Health Care Expenses | $ | ||
| Personal Items Expenses | $ | ||
| Entertainment Expenses | $ | ||
| Other Expenses | $ | ||
Actual Spending v/s Budget
Personal Budget
- TOTAL MONTHLY INCOME
- $66,667
- TOTAL MONTHLY EXPENSES
- $17,802
- TOTAL MONTHLY SAVINGS
- $3,300
- CASH BALANCE
- $45,565
| Monthly Income | |
|---|---|
| Income Source | Amount |
| Adrian Salary | 35417 |
| Jennifer Salary | 20833 |
| Rental Income | 4167 |
| Consulting | 6250 |
| Monthly Expenses | |
|---|---|
| Category | Amount |
| Housing | 7580 |
| Food | 2137 |
| Transportation | 2140 |
| Health Care | 2144 |
| Personal Items | 1139 |
| Entertainment | 1076 |
| Other | 1586 |
| Monthly Savings | |
|---|---|
| Date | Amount |
| 30th Sep 2017 | 3300 |
| 31st Aug 2017 | 3000 |
| 31st Jul 2017 | 3000 |
| 30th Jun 2017 | 3000 |
Monthly Budget Details
- $ 17,802 Spent
$ 1,281 Left
- $ 7,580 Spent
$ 337 Left
- $ 2,137 Spent
$ 196 Left
- $ 2,140 Spent
$ 193 Left
- $ 2,144 Spent
$ 189 Left
- $ 1,139 Spent
$ 111 Left
- $ 1,076 Spent
$ 174 Left
- $ 1,586 Spent
$ 80 Left