Budget Worksheet Format for Printing (PDF)
 
Plan your budget with this printable worksheet.

Income Annual Amount

Annual Income (after taxes)

Essential Annual Expenses  
Contribution to retirement savings

Housing  
  Rent or mortgage
  Property taxes and insurance
  Home and appliance maintenance
  Utilities
  Other

Necessities  
  Groceries
  Health and beauty aids
  Clothing
  Laundry and dry cleaning

Health Care and Insurance  
  Health insurance
  Medicare premiums
  Dental and vision care
  Other uncovered expenses
  Life insurance
  Long-term care insurance

Family care  
  Long-term care for parent
  Assisted living for parent
  Support for children or grandchildren
  Other

Routine transportation  
  Auto loan or lease payment
  Insurance
  Maintenance, excise tax
  Gasoline
  Auto club
  Other

Miscellaneous

SUB-TOTAL: Essential annual
expenses
 

Discretionary Annual Expenses  
Entertainment  
  Club Membership
  Travel and vacations
  Hobbies
  Continued education
  Other

Gifts and charitable contributions

Miscellaneous

SUB-TOTAL: Discretionary annual
expenses
 

TOTAL: Essential and discretionary
annual expenses
 
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