Budget Worksheet Template
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1B U D G E T W O R K S H E E T
INCOME
Annual Amount
Annual Amount
Annual Income (After Taxes)
Routine Transportation
Auto Loan or Lease Payment
ESSENTIAL ANNUAL EXPENSES
Insurance
Contribution to Retirement Savings
Maintenance, Excise Tax
Gasoline
Housing
Auto Club
Rent or Mortgage
Other
Property Taxes and Insurance
Home and Appliance Maintenance
Miscellaneous
Utilities
Sub-Total: Essential
Other
Annual Expenses
Necessities
Groceries
DISCRETIONARY ANNUAL EXPENSES
Health and Beauty Aids
Entertainment
Clothing
Laundry and Dry Cleaning
Club Membership
Travel and Vacations
Health Care and Insurance
Hobbies
Health Insurance
Medicare Premiums
Continued Education
Dental and Vision Care
Other
Other Uncovered Expenses
Gifts and Charitable Contributions
Life Insurance
Miscellaneous
Long-Term Care Insurance
Family Care
Sub-Total: Discretionary
Annual Expenses
Long-Term Care for Parent
Assisted Living for Parent
Support for Children or Grandchildren
Other
TOTAL: ESSENTIAL ANNUAL EXPENSES + DISCRETIONARY ANNUAL EXPENSES =
Fidelity Brokerage Services, Member NYSE, SIPC
100 Summer Street, Boston, MA 02110
369366
1.799042.100
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Parent category: Financial