General Budget Worksheet
Track your income and expenses here.
| Income (Monthly) | Current |
|---|---|
| Base Pay (Net) | $ ________.____ |
| Other Job Take-Home Pay | $ ________.____ |
| Other Income (Monthly) | $ ________.____ |
| Child Support/Alimony | $ ________.____ |
| Benefits | $ ________.____ |
| Rental Home Income | $ ________.____ |
| Retirement Pay | $ ________.____ |
| Social Security Benefits | $ ________.____ |
| Survivor Benefit Plan | $ ________.____ |
| Interest/Dividends | $ ________.____ |
| Other | $ ________.____ |
| Other | $ ________.____ |
| Total | $ ________.____ |
| Total of All Income | $ _______.____ |
| Expenses | Amount |
|---|---|
| Housing (Rent/Mortgage) | $ ________.____ |
| Housing Maintenance | $ ________.____ |
| Electric | $ ________.____ |
| Gas/Oil | $ ________.____ |
| Water/Sewer | $ ________.____ |
| Telephone (Home) | $ ________.____ |
| Telephone (Cellular) | $ ________.____ |
| Trash Pickup | $ ________.____ |
| Cable/Satellite/Internet | $ ________.____ |
| Automobile Payment | $ ________.____ |
| Auto Insurance | $ ________.____ |
| Life Insurance | $ ________.____ |
| Child Support/Alimony | $ ________.____ |
| Medical Insurance | $ ________.____ |
| Entertainment/Hobbies | $ ________.____ |
| Alcohol/Cigarettes | $ ________.____ |
| Barber/Beauty | $ ________.____ |
| Pet Costs | $ ________.____ |
| Property Tax (Monthly Figure) | $ ________.____ |
| Savings | $ ________.____ |
| Food Costs (Work and School) | $ ________.____ |
| Food (Groceries) | $ ________.____ |
| Clothing | $ ________.____ |
| Transportation (Gas, Bus, or Subway Fare) | $ ________.____ |
| Car Maintenance | $ ________.____ |
| Personal Needs | $ ________.____ |
| Child Care | $ ________.____ |
| One Time/Annual Expenses | $ ________.____ |
| Other Health Costs | $ ________.____ |
| Other | $ ________.____ |
| Other | $ ________.____ |
| Other | $ ________.____ |
| Debt Payments (Credit Cards, Loans, etc.) | $ ________.____ |
| Total Expenses | $ _______.____ |
| Monthly Totals | |
|---|---|
| Total | |
| Total Income | $ ________.____ |
| Total Expenses | $ ________.____ |
| Surplus/Deficit (Difference + or –) | $ _______.____ |
Workplace Options (WPO). (Revised 2023). General budget worksheet (B. Schuette, Ed.). Raleigh, NC: Author.