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Create a Family Budget

Download a printable version

You’ll be amazed at how much you can save when you stick to a monthly spending plan. This printable worksheet makes keeping your family finances on track a cinch! Fill out the form below to see where your monthly budget currently stands and then use the second column to create some new goals:

Money coming in: This currently is: I want this to be:
Monthly income 1
(post tax)
$ $
Monthly income 2
(post tax)
$ $
Government or retirement income $ $
Investment income $ $
Other ______________ $ $
Total monthly income
$ $
Money going out: This currently is: I want this to be:
Rent or mortgage payment $ $
Car payment 1 $ $
Car payment 2 $ $
Credit card payment 1 $ $
Credit card payment 2 $ $
Car insurance $ $
Gas and car repairs $ $
Home insurance $ $
Other loans $ $
Health Insurance $ $
Life insurance $ $
Childcare and tuition $ $
Groceries $ $
Utility bills $ $
Phone bills $ $
Internet access $ $
Cable bill $ $
Clothing $ $
Eating out $ $
Entertainment $ $
Gifts $ $
Other _______________ $ $
Other _______________ $ $
Other _______________
$ $
Total monthly expenses
$ $
Income minus expenses
$ $
Money going to savings This currently is: I want this to be:
401(k) savings (pre-tax) $ $
Savings account 1 $ $
Savings account 2 $ $
IRA account $ $
Other ________________
$ $
Total monthly savings
$ $

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