Financial Budgeting

Financial Budgeting

Monthly Monthly

Budget Actual

Amount Amount Difference

Revenues:

Wages X X X

Bonuses X X X

Investment Income X X X

Interest Income X X X

Miscellaneous Income X X X

Federal Income Tax X X X

State and Local Income Tax X X X

Social Security/Medicare Tax X X X

Total Revenue X X X



Expenditures:

Fixed Expenses:

Home Mortgage or Rent X X X

Property Tax X X X

Utilities X X X

Electricity X X X

Water and Sewer X X X

Natural Gas or Oil X X X

Health and Medical X X X

Debt Payments X X X

Student Loan X X X

Credit Cards X X X

Other Loans X X X

Investments and Savings X X X

IRA/ 401(K) X X X

Stocks/Bonds/Mutual Funds X X X

College Fund X X X

Savings X X X

Emergency Fund X X X

Family Obligations X X X

Variable Expenses:

Food X X X

Transportation X X X

Clothing and Entertainment X X X

Miscellaneous X X X

Total Expenditures X X X



Revenues - Expenditures X X X

Objectives



Objective 1



Objective 2



Objective 3



Objective 4



Objective 5