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Monthly incomeAmountEmergency Fund Savings
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After-tax salary or wagesCurrent BalanceMonthly Contribution
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Any additional income (rental, financial aid, self-employment, child support, pension, etc.)Savings Account
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Total$0
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Needs (Monthly)AmountCurrent Life Savings/Investments
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Rent/mortgageAccount TypeCurrent BalanceMonthly ContributionEmployer Match (Monthly)Fund Investment
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Homeowners or renters insurance premiums401k
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Property tax (if not already included in the mortgage paymentRoth 401k
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Home maintenance and repairsTSP
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Auto insurance premiumsRoth TSP
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Health insurance premiumsIRA
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Out-of-pocket medical costsRoth IRA
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Life insurance premiumsMutual Fund
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Electricity and natural gas billBrokrage Account
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Water billOther
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Sanitation/garbage billTotal Spent on Savings Per Month$0
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Groceries, toiletries and other essentials
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Car payment
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Parking and registration feesDebt Information
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Car maintenance and repairsLoan TypeCreditorBalance Owed ($)Minimum Monthly PaymentInterest Rate (%)
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GasolineCredit Card
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Public transportationCredit Card
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Phone billCredit Card
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Internet billCredit Card
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Babysitter, nanny, day careStudent Loan
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DiapersStudent Loan
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Bottles and other suppliesStudent Loan
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Tuition/education feesCar Loan
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School suppliesCar Loan
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Tutoring, test/college prep coursesHome Loan
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Child support or alimony paymentsPersonal Loan
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OtherMisc
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Total Spent on Necessities$0 Total Spent on Debt Per Month$0
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Wants (Monthly)Amount
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Clothing, jewelry, etc.
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Dining out
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Special meals at home
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Alcohol
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Movie, concert and event ticketsYour Totals
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Gym or club membershipsNeeds$0
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Travel expenses (airline tickets, hotels, rental cars, etc.)Wants$0
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Cable or streaming packagesEmergency Fund
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Home decor itemsLife Savings$0
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Sports, music lessons, etc.Debt$0
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Pool / Lawn / Pest Control MaintenanceMonthly Spent (Needs+Wants+Debt)$0
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Other
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Total Spent on Wants$0
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