Budget Basics Worksheet
Filling out this chart will help you figure out what kind of financial shape you're in--then come chat with
Lake Champlain Islands Realty!
| Income |  |
| Take Home Pay/All family members |  |
| Child Support/Alimony |  |
| Pension/Social Security |  |
| Disability/Other Insurance |  |
| Interest/Dividends |  |
| Other |  |
| Total Income |  |
| Expenses |  |
| Rent/Mortgage (include taxes, principal, and insurance) |  |
| Life Insurance |  |
| Health/Disability Insurance |  |
| Vehicle Insurance |  |
| Homeowners or Other Insurance |  |
| Car Payments |  |
| Other Loan Payments |  |
| Savings/Pension Contribution |  |
| Utilities (gas, water, electric, phone) |  |
| Credit Card Payments |  |
| Car Upkeep (gas, maintenance) |  |
| Clothing |  |
| Personal Care Products (shampoo, shaving cream, etc.) |  |
| Groceries |  |
| Food prepared outside the home (restaurant meals and carry out) |  |
| Medical/Dental/Prescriptions |  |
| Household Goods (hardware, lawn and garden) |  |
| Recreation/Entertainment |  |
| Child Care |  |
| Education (continuing education, lessons for children) |  |
| Charitable Donations |  |
| Miscellaneous |  |
 |  |
| Total Expenses = |  |
 |  |
| Remaining Income After Expenses = |