Free Worksheets

Download our FREE Budget Planner Worksheet to better understand your finances.

Below you’ll find key words and information to help you accurately fill out your worksheet and gain a clear picture of where you stand. We recommend using a MONTHLY OR ANNUAL total to make things easier.

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1. Enter all forms of income, including part-time or freelance jobs, bonuses and investments.

2. Total of all housing expenses, NOT including utilities. This includes:

  • Rent/Mortgage
  • Home Insurance
  • Maintenance
  • Property Taxes

3. Find the total cost of all your utilities. This includes:

  • Electricity
  • Heating/Gas
  • Water
  • Internet/Cable
  • Cell Phones/ Landlines

4. All transportation cost. This includes:

  • Car payments
  • License & Registration
  • Insurance
  • Gas/Fuel (hybrid and electric cars too!)

5. Common Medical Expenses, not including emergency care:

  • Health Insurance
  • Dental
  • Glasses or contact lenses
  • Prescriptions
  • Life Insurance

6. Any financial responsibilities or commitments such as:

  • Bank fees
  • Interest payment(s)
  • Credit card payment(s)
  • Student Loans
  • Emergency Fund Savings
  • Income Taxes
  • Retirement

7. Now include a monthly or yearly average of how much you spend on fun and enjoyment. Be sure to include:

  • Personal Gifts
  • Entertainment
  • Vacation
  • Pets
  • Hobbies
  • Dining out
  • Holiday expenses (travel, gifts, food, etc.)

Contact Us

  • 888-996-9134
  • 4540 Campus Dr, Newport Beach, CA, 92660