ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
EXPENSES
2
3
FixedVariable
4
Rent$100.00Gas$100.00
5
Utilities $100.00Food$100.00
6
Car$100.00Gym$100.00
7
Car Insurance$100.00Other$100.00
8
Debt/Loans $100.00
9
Phone$100.00
10
11
$600.00$400.00
12
13
Total Monthly Expenses$1,000.00
14
Total Annual Expenses$12,000.00
15
16
INCOME
17
Paycheck (1)Paycheck (2)
18
19
Hours80
*40 hours week x 2 weeks
Hours80
*40 hours week x 2 weeks
20
Hourly$20.00Hourly$20.00
21
Commission, Tips, etc$100.00Commission, Tips, etc$100.00
22
Pre Tax$1,700.00Pre Tax$1,700.00
23
24
Less Taxes (25%)$1,275.00
*Modify tax rate accordingly
Less Taxes (25%)$1,275.00
*Modify tax rate accordingly
25
26
Pre-Tax (Monthly)$3,650.00
27
Post-Tax/Take Home (Monthly)
$2,550.00
**ADD IN OTHER COMMISSION HERE IF APPLICABLE:
$250.00
28
Pre-Tax (Annual)$43,800.00
29
Post-Tax/Take Home (Annual)$30,600.00
30
31
MONTHLY SAVINGS GOAL
32
33
SAVINGS
34
Monthly Post-Tax Pay$2,550.00
35
Expenses$1,000.00
36
Monthly Savings$1,550.00
*This is how much you should be saving per month, after expenses are deducted - ideal goal
37
Annual Savings$18,600.00
38
39
ASSETS **update manually
40
CashInvestments
Any other accounts (i.e. house or wedding fund)
41
Checking Account$1,000.00401K$1,000.00$1,000.00
42
Savings Account$1,000.00Investments$1,000.00$1,000.00
43
44
$2,000.00$2,000.00$2,000.00
45
46
Total Savings$6,000.00
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100