Budgeting Worksheet

This budget plan helps you organize and track your income and expenses, while allowing you to keep your spending in check and help you reach your savings/investing goals for the future.

Step 1: Calculate Your Monthly Income

Figure out how much you get paid each month, after taxes are removed, and add it to the table below.

Step 2: Calculate Your Monthly Expenses

Record your expenses using the table below. For expenses that change from month-to-month (such as utilities), use your average spending based on past month’s bills. Figure out

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