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https://www.vertex42.com/ExcelTemplates/family-budget-planner.html
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV
INCOME
Wages & Tips
Interest Income
Dividends
Gifts Received
Refunds/Reimbursements
Transfer From Savings
Other
Other
Other
Total INCOME
HOME EXPENSES
Mortgage/Rent
Electricity
Gas/Oil
Water/Sewer/Trash
Phone
Cable/Satellite
Internet
Furnishings/Appliances
Lawn/Garden
Home Supplies
Maintenance
Improvements
Other
Total HOME EXPENSES
DAILY LIVING
Groceries
Personal Supplies
Clothing
Cleaning Services
Dining/Eating Out
Dry Cleaning
Salon/Barber
Discretionary [Name 1]
Discretionary [Name 2]
Other
© 2008 Vertex42 LLC
1,500
Monthly
DEC Total Average
Total DAILY LIVING
CHILDREN
Medical
Clothing
School Tuition
School Lunch
School Supplies
Babysitting
Toys/Games
Other
Total CHILDREN
TRANSPORTATION
Vehicle Payments
Fuel
Bus/Taxi/Train Fare
Repairs
Registration/License
Other
Total TRANSPORTATION
HEALTH
Doctor/Dentist
Medicine/Drugs
Health Club Dues
Emergency
Other
Total HEALTH
INSURANCE
Auto
Health
Home/Rental
Life
Other
Total INSURANCE
EDUCATION
Tuition
Books
Music Lessons
Other
Total EDUCATION
CHARITY/GIFTS
Gifts Given
Charitable Donations
Religious Donations
Other
Total CHARITY/GIFTS
SAVINGS
Emergency Fund
Transfer to Savings
Retirement (401k, IRA)
Investments
College
Other
Total SAVINGS
OBLIGATIONS
Student Loan
Other Loan
Credit Card #1
Credit Card #2
Credit Card #3
Alimony/Child Support
Federal Taxes
State/Local Taxes
Legal Fees
Other
Total OBLIGATIONS
BUSINESS EXPENSE
Deductible Expenses
Non-Deductible Expenses
Other
Other
Total BUSINESS EXPENSE
ENTERTAINMENT
Videos/DVDs
Music
Games
Rentals
Movies/Theater
Concerts/Plays
Books
Hobbies
Film/Photos
Sports
Outdoor Recreation
Toys/Gadgets
Other
Total ENTERTAINMENT
PETS
Food
Medical
Toys/Supplies
Other
Total PETS
{42}
SUBSCRIPTIONS
Newspaper
Magazines
Dues
Club Memberships
Other
Total SUBSCRIPTIONS
VACATION
Travel
Lodging
Food
Rental Car
Entertainment
Other
Total VACATION
[42]
MISCELLANEOUS
Bank Fees
Postage
Other
Other
Other
Total MISCELLANEOUS
Help
© 2008 Vertex42 LLC
Instructions
This family budget planner is meant to help you create a budget for an entire year.
Doing this will help you make predictions about where you may stand financially
in the future. If you are moving, changing jobs, purchasing a home, or making other
major life changes, it is essential to plan for many months down the road.