TriFI Budget Template
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Budgeting Worksheet
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Create your budget by making a copy of this spreadsheet and adjust the frequency and amount columns for your personal lifestyle.
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IncomeFrequencyAmountMonthlyYearly
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Net IncomeBi-Weekly$1,100$2,750$28,600
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Net Additional IncomeMonthly$100$100$1,200
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Net Additional IncomeMonthly$75$75$900
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Total Budgeted Income$2,925$30,700
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Expenses
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HousingFrequencyAmountMonthlyYearly
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Mortgage/RentMonthly$500$500$6,000
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MaintenanceYearly$0$0$0
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Homeowner's/Renter's InsuranceYearly$170$14$170
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Real Estate/Property TaxesYearly$0$0$0
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HOA DuesYearly$0$0$0
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Total$514$6,170
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TransportationFrequencyAmountMonthlyYearly
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Car loan(s)Monthly$200$200$2,400
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Auto InsuranceMonthly$70$70$840
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GasMonthly$120$120$1,440
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Oil Changes/MaintenanceYearly$120$10$120
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Title FeesYearly$0$0$0
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Personal Property TaxesYearly$0$0$0
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Parking Fees/MiscellaneousMonthly$50$50$600
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Total$450$5,400
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HealthFrequencyAmountMonthlyYearly
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Health InsuranceMonthly$300$300$3,600
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Doctors' VisitsYearly$0$0$0
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Dental Yearly$0$0$0
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Glasses/ContactsYearly$0$0$0
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MedicationsYearly$100$8$100
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Medical DevicesYearly$0$0$0
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Gym MembershipYearly$0$0$0
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Other HealthYearly$0$0$0
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Specialty CareYearly$0$0$0
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Long Term Care InsuranceYearly$0$0$0
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Total$308$3,700
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UtilitiesFrequencyAmountMonthlyYearly
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Natural GasMonthly$0$0$0
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ElectricMonthly$100$100$1,200
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WaterMonthly$20$20$240
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SewerMonthly$0$0$0
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Trash/RecyclingMonthly$0$0$0
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Phone serviceMonthly$60$60$720
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InternetMonthly$70$70$840
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TV/Streaming ServicesMonthly$15$15$180
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Other SubscriptionsYearly$0$0$0
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Total$265$3,180
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PersonalFrequencyAmountMonthlyYearly
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GroceriesMonthly$300$300$3,600Investing Your Net Savings
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ClothingYearly$250$21$250
Average Annual Rate of Return
4%
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ToiletriesMonthly$25$25$300
Percentage
1 year2 years5 years10 years
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Personal MaintenanceYearly$0$0$010%$449.28$467.25$525.59$639.47
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Baby SittersYearly$0$0$025%$1,123.20$1,168.13$1,313.99$1,598.66
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TuitionYearly$0$0$050%$2,246.40$2,336.26$2,627.97$3,197.33
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School SuppliesYearly$0$0$075%$3,369.60$3,504.38$3,941.96$4,795.99
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Life/Disability InsuranceYearly$0$0$0100%$4,492.80$4,672.51$5,255.94$6,394.66
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Child Support/AlimonyYearly$0$0$0
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Total$346$4,150
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EntertainmentFrequencyAmountMonthlyYearly
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Bars/RestaurantsMonthly$50$50$600
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TravelYearly$300$25$300
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Other EntertainmentMonthly$10$10$120
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Total$85$1,020
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GivingFrequencyAmountMonthlyYearly
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TithingYearly$0$0$0
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Charitable DonationsYearly$0$0$0
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GiftsMonthly$20$20$240
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Total$20$240
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PetsFrequencyAmountMonthlyYearly
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Vet VisitsYearly$0$0$0
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FoodMonthly$0$0$0
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MedicineYearly$0$0$0
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Other Pet CareMonthly$0$0$0
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Total$0$0
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Debt ReductionFrequencyAmountMonthlyYearly
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Credit CardsMonthly$0$0$0
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Personal LoansYearly$0$0$0
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Student LoansMonthly$0$0$0
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Total$0$0
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Savings & InvestmentsFrequencyAmountMonthlyYearly
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Emergency FundMonthly$100$100$1,200
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Standard IRAMonthly$20$20$240
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Roth IRAMonthly$10$10$120
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Additional InvestmentsMonthly$20$20$240
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Miscellaneous savingsMonthly$60$60$720
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Total$210$2,520
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Total Budgeted Expenses$2,198$26,380
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Net (Deficit) Savings$727$4,320
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