Annual Budget Worksheet


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How to create an Annual Budget Worksheet? An easy way to start completing your budget is to download this Annual Budget Planning Worksheet template now!

Every day brings new projects, emails, documents, and task lists, and often it is not that different from the work you have done before. Many of our day-to-day tasks are similar to something we have done before. Don't reinvent the wheel every time you start to work on something new!

Instead, we provide this standardized Annual Budget Worksheet template with text and formatting as a starting point to help professionalize the way you are working. Our private, business and legal document templates are regularly screened by professionals. If time or quality is of the essence, this ready-made template can help you to save time and to focus on the topics that really matter, such as:

ANNUAL BUDGET WORKSHEET
  • INCOME
  • FINANCIAL AID
  •  Loans
  •  Grants & scholarships
  •  Fellowship or stipend
  • OTHER INCOME
  •  Savings at beginning of school year
  •  Money from family
  •  Work income during school year
  •  Other:
  •  Other:
  •  Total Income
  • EXPENSES (for the academic year)
  •  (Consider what you will need for the entire school year. It may help to look at what you
  • plan to spend per month based on the monthly budget worksheet)
  •  Tuition and fees
  •  Books and supplies
  • HOUSING
  •  Apartment rent
  •  Groceries
  •  Apartment utilities (including deposits)
  •  Apartment deposit
  •  Apartment supplies (cleaning, tools, furniture, dishes, cookware)
  •  Local transportation (car, bus)
  •  Clothes, grooming, laundry
  •  Cell phone
  •  Take out and restaurant food and beverage
  •  Entertainment (movies, DVDs, parties)
  •  Unexpected expenses/ emergencies
  •  Savings/ Debt repayment
  •  Other:
  •  Total expenses
  •  Enter your total income (from above)
  •  Enter your total expenses (from above)
  •  Subtract to get your bottom line
  • *Adapted from Michigan State University, Office of Financial Aid.
  • MONTHLY BUDGET WORKSHEET
  • INCOME (per month):
  • FINANCIAL AID
  •  Loans
  •  Grants & scholarships
  •  Fellowship or stipend
  • OTHER INCOME
  •  Savings
  •  Money from family
  •  Work income
  •  Other:
  •  Other:
  •  Total Income
  • EXPENSES (per month):
  •  Tuition and fees
  •  Books and supplies
  • HOUSING
  •  Apartment rent
  •  Groceries
  •  Apartment utilities
  •  Apartment supplies (cleaning, tools, furniture, dishes, cookware)
  •  Local transportation (car, bus)
  •  Clothes, grooming, laundry
  •  Cell phone
  •  Take out and restaurant food and beverage
  •  Entertainment (movies, DVDs, parties) (consider a weekly allowance)
  •  Unexpected expenses/ emergencies
  •  Savings/ Debt repayment
  •  Other:
  •  Total expenses
  •  Enter your total income (from above)
  •  Enter your total expenses (from above)
  •  Subtract to get your bottom line.

Using this budget planning template guarantees you will save time, cost and effort! It comes in Microsoft Office format, is ready to be tailored to your personal needs. Completing your document has never been easier!

Download this Annual Budget Worksheet template now for your own benefit!

MONTHLY BUDGET WORKSHEET INCOME (per month): FINANCIAL AID Loans Grants scholarships Fellowship or stipend OTHER INCOME Savings Money from family Work income Other: Other: Total Income EXPENSES (per month): Tuition and fees Books and supplies HOUSING Apartment rent Groceries Apartment utilities Apartment supplies (cleaning, tools, furniture, dishes, cookware) Local transportation (car, bus) Clothes, grooming, laundry Cell phone Take out and restaurant food and beverage Entertainment (movies, DVDs, parties) (consider a weekly allowance) Unexpected expenses/ emergencies Savings/ Debt repayment Other: Total expenses Enter your total income (from above) Enter your total expenses (from above) Subtract to get your bottom line Adapted from Michigan State University, Office of Financial Aid..


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