Budget Worksheet
ANNUAL LIVING EXPENSES PERSONAL BUDGET
Please take your time to fill out this budget sheet. If this is not completed then we will assume that all monies that you earn are spent. This spreadsheet assists us in determining your spending at retirement, as well as how much monies you may save above and beyond current savings to meet your goals. A good estimate will suffice, no exact figures are necessary. Please over estimate rather than under estimate so that the plan remains conservative. You need only fill out one of the columns (monthly, quarterly OR annually) not all three. If you use Microsoft Money, Quicken or any other type of software to track your expenses then please print out a summary of that rather than taking your time on this spreadsheet.
| Monthly | Quarterly | Annually | |
Expenses
Net Expenses |
Loans
| Description of Loan | Term | Date of 1st Payment | Rate | Current Balance | Original Balance | Extra Paid, if any |
Auto Loan Payment | ||||||
Mortgage | ||||||
Home Equity Loan | ||||||
Other Loans (please) |