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Family Budget Worksheet
I. INCOME
Monthly One Time Annual Total
Husband _______ ________ ___________
Wife _______ ________ ___________
Dividends/interest _______ ________ ___________
Gifts _______ ________ ___________
Bonuses _______ ________ ___________
Tax refunds _______ ________ ___________
Other _______ ________ ___________
Total _______ ________ ___________
II. SET EXPENSES & OBLIGATIONS
Monthly One Time Annual Total
Tithe _______ ________ ___________
Rent or mortgage _______ ________ ___________
Second mortgage _______ ________ ___________
Electricity _______ ________ ___________
Heat/cooling _______ ________ ___________
Telephone (not cell) _______ ________ ___________
Water & sewer _______ ________ ___________
Garbage _______ ________ ___________
Child care _______ ________ ___________
Education loans _______ ________ ___________
Income tax _______ ________ ___________
Property tax _______ ________ ___________
Home insurance _______ ________ ___________
Life insurance _______ ________ ___________
Med./dental insurance _______ ________ ___________
Disability insurance _______ ________ ___________
Auto loan or lease _______ ________ ___________
Other installment loans _______ ________ ___________
Savings _______ ________ ___________
Other _______ ________ ___________
Total _______ ________ ___________
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If you work just for money, you’ll never make it, but if you love what you’re doing and you always put the customer first, success will be yours. | Ray Kroc