ABCDEFGHIJKLMNOPQRSTUVWXYZAAABAC
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MonthlyAnnualFinancial Bishop - Example Spending Plan
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Person A300036000
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Person B250030000
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Total:550066000
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Monthly ExpensesJanFebMarAprMayJuneJulyAugSeptOctNovDecTotals
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Actual Income5500500050005000500050005000500050005000500050005000-
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Giving/Charity-200--200-200-200-200-200-200-
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Brokerage Investments-3793662937937937937937937938903
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Person A 401K / 403(b)-11881800012131213121312131213121325278
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Person B 401K / 403(b)-11881800012131213121312131213121325278
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Car Investment-10053552002002002002002006555
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H.S.A. Investments-20011612002002002002002002361
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Cell Phones-100--100-100-100-100-100-100-
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Mortgage-700--676-676-1014-676-676-676-
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Electricity-75--126-68-39-30-23-38-
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Internet-40--40-40-40-40-40-40-
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Water-75--62-64-62-69-65-66-
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Gas-30--30-35-320-8-31-
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Home Security System-15--15-15-15-15-15-15-
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Envelope $ to Spend-620--
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Medical Insurance-75-75-75-75-75-75-75-
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Sub Total4985
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Savings Account
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4-Month Emergency Fund01000000000010000
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Car-502706-5050305030386
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Misc. House Expenses-504014356-55-1154025-354572
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Holiday/Bday-4004040-1914040409
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Exercise-25-25252525-29252571
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Clothing-25252525252525150
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Travel-2501320-2763-451242700700-665489
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0
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15677
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Quarterly Expenses
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Insurance-756092-42266757575480
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Sub Total515
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Spending Balance: 0
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Buffer100
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Total Expenses:-2545
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Total:16257
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Total Investing:3855
Company Match Person A
-$400
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Company Match Person B
-$400
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Investing & Savings:4295
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Investment %70.09%
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Expense %46.27%
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