Monthly Budget Worksheet Template
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3Monthly 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
that apply.
•
with an * are not monthly bills but expenses likely to occur throughout the year. Budget and save a set amount
Fields
for each that might apply to you so you have the extra money to pay these bills.
•
you are having trouble paying your mortgage or other bills, reach out to a
If
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
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Parent category: Financial