Your Detailed Budget
Recording your average monthly expenses can help you budget for the future.
This detailed worksheet can help you document both regular expenditures and the ones that may arrive unexpectedly.
Completing this worksheet can help you budget for expenses coming down the pike and reduce the chance of excess or
unanticipated expenses throwing your budget – and subsequently your long-term goals – off schedule.
First and Last Name
CLIENT:_____________________________________
Spouse's First and Last Name
CO-CLIENT:____________________________________
Determine your basic living expenses.
HOME Expenses
Category
Monthly Budget
Mortgage
$0
Equity Line
$0
Real Estate Tax
$0
Rent
$0
Homeowners Insurance
$0
Association Fees
$0
Electricity
$0
Gas/Oil
$0
Trash Pickup
$0
Water/Sewer
$0
Cable/Satellite TV
$0
Internet
$0
Maintenance
$0
Other
$0
SUBTOTAL
$0
Determine your basic living expenses. continued on page 2
Determine your basic living expenses. continued
VEHICLE Expenses
Category
Monthly Budget
Loan Payment
$0
Lease Payment
$0
Insurance
$0
Fuel
$0
Repairs/Maintenance
$0
Parking/Tolls
$0
Docking/Storage
$0
Other
$0
SUBTOTAL
$0
Personal Expenses
Category
Monthly Budget
Alimony
$0
Business Expense
$0
Care for Parent/Other
$0
Cash - Miscellaneous
$0
Child Care/Expenses
$0
Credit Card Debt Payment
$0
Groceries
$0
Healthcare - Dental
$0
Healthcare - Medical
$0
Healthcare - Prescription
$0
Healthcare - Vision
$0
Household Items
$0
Laundry/Dry Cleaning
$0
Personal Care
$0
Personal Loan Payment
$0
Pet Care
$0
Phone
$0
Public Transportation
$0
Student Loan Payment
$0
Other
$0
SUBTOTAL
$0
Determine your basic living expenses. continued on page 3
Determine your basic living expenses. continued
PERSONAL INSURANCE EXPENSES
Category
Monthly Budget
Disability
$0
Life
$0
LTC
$0
Medical
$0
Other
$0
SUBTOTAL
$0
TOTAL BASIC LIVING EXPENSES
$ 0
Determine extra living expenses. These are your more discretionary expenses.
EXTRA LIVING EXPENSES
Category
Monthly Budget
Books/Magazines
$0
Charitable Donations
$0
Clothing
$0
Club Dues
$0
Dining
$0
Entertainment
$0
Furniture
$0
Gifts
$0
Hobbies
$0
Household Help
$0
Lawn Care
$0
Vacation/Travel
$0
SUBTOTAL
$0
TOTAL EXTRA LIVING EXPENSES
$0
Financial Advisor Name
Approved Title
Address Street, Suite 100 // City, ST 00000
T 000.000.0000 // T 800.000.0000 // F 000.000.0000
[email protected] // website.com
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