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 =*