Personal Financial Budget Worksheet Template
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2Rev. 8/14
EDU-009
Personal Financial
udget Worksheet
(Monthly/Annual Spending Plan)
Monthly
Annual
Income
Salary (self & other)
$
$
Investment income
Social Security income
Rental income
Other income
Total income
$
$
Expenses
Donations
Religious
$
$
Charitable
Other donations
Savings & Investments
Emergency funds
Other savings
Retirement plans
Stocks, bonds, mutual funds
Real estate
Annuities
Income taxes
Insurance
Life
Health
Disability
Auto
Homeowner’s/renter’s
Long-Term care
Other insurance
Liabilities
Mortgage/rent
Home equity loans/lines of credit
Real estate taxes
Automobile loan(s)
Personal loan(s)
Credit cards
Other liabilities
EDU-009
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Parent category: Financial