Personal Budget Project Overview COMPLETE
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PBP Overview - MONTHLY - Per #????? - ???NAME??????????????????
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OccupationREPLACE THIS WITH YOUR OCCUPATIONHelpItalicized Items Require Detailed Proof
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Monthly IncomeProjectedActual[42]MONTHLY BUDGET SUMMARYProjectedActual
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Wages & Tips (MONTHLY)2,000.00$8,000Total Income2,000.008,000.00
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Interest IncomeDon't Total Expenses1,682.0053,573.43
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DividendsWaitNET ( Money that is left over )318.00(45,573.43)
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Gifts ReceivedUntilRED MEANS OVER BUDGET
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Refunds/ReinbursementsThe
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Transfer From SavingsLastF. DAILY LIVINGProjectedActual
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OtherMinuteGroceries11.00
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OtherPersonal Supplies - Hygiene11.00
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Total Monthly Income2,000.008,000.00Clothing11.00
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Cleaning11.00
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A. HOME EXPENSESProjectedActualEducation/Lessons11.00
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Rent/Mortgage1,000.00Dining/Eating Out11.00
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Home/Rental Insurance11.00Salon/Barber11.00
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Electricity11.00Pet Food11.00
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Gas/Oil (for Heating the Home)
Other
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Water/Sewer/Trash11.00Total F. DAILY LIVING88.000.00
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Phone (including 15% Taxes)11.00G. ENTERTAINMENTProjectedActual
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Cable/Satellite (including 15% Taxes)11.00Videos/DVDs11.00
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Internet11.00Music11.00
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Furnishings/Appliances11.00Games11.00
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Lawn/Garden11.00Rentals11.00
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Maintenance/Supplies11.00Movies/Theater11.00
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Improvements11.00Concerts/Plays11.00
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Netflix, Hulu, Etc. 11.00Books11.00
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Total A. HOME EXPENSES1,121.000.00Hobbies11.00
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B. TRANSPORTATIONProjectedActualFilm/Photos11.00
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Vehicle Payments11.00Sports11.00
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Auto Insurance11.00Outdoor Recreation11.00
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Fuel11.00Toys/Gadgets11.00
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Bus/Taxi/Train Fare11.00Vacation/Travel11.00165.43
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Repairs / Maintenance11.00Other11.00
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Registration/License11.00Total G. ENTERTAINMENT154.00165.43
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OtherH. SAVINGS ( Must be 10% of Income after Taxes)ProjectedActual
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Total B. TRANSPORTATION66.000.00Emergency Fund11.009,999.00
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C. HEALTHProjectedActualTransfer to Savings Account 11.00100.00
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Health Insurance11.00Retirement (401k, IRA)11.009,999.00
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Doctor/Dentist11.00Investments11.009,999.00
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Medicine/ OTC Drugs11.00Education Savings Account (for your kids)11.00
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Life Insurance11.00Total H. SAVINGS ( Must be 10% of Income after Taxes)55.0030,097.00
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Veterinarian/Pet Care11.00I. OBLIGATIONSProjectedActual
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Gym MembershipStudent Loan11.00
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Total C. HEALTH55.000.00Other Loan11.00
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D. CHARITY/GIFTSProjectedActualCredit Cards11.00
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Gifts Given11.00999.00Alimony/Child Care11.00
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Charitable Donations11.0099.00Federal Taxes (SS and Medicare Included)11.0022213
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Religious Donations11.00State/Local Taxes11.00
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Total D. CHARITY/GIFTS33.001,098.00Total I. OBLIGATIONS66.0022,213.00
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E. SUBSCRIPTIONSProjectedActualJ. MISCELLANEOUSProjectedActual
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Newspaper/ Magazines11.00Bank Fees11.00
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Dues/Memberships11.00Postage11.00
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Total E. SUBSCRIPTIONS22.000.00Total J. MISCELLANEOUS22.000.00
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