BERKSHIRE WEALTH GROUP
Financial advice for a new generation of stewards
Personal Budget Worksheet
Name:
Date:
Period:
Monthly Income
| Source | Amount ($) |
|---|---|
| Salary/Wages (Net) | |
| Bonus/Commission | |
| Business Income | |
| Investment Income | |
| Rental Income | |
| Other Income | |
| TOTAL MONTHLY INCOME | $0.00 |
Housing
| Mortgage/Rent | |
| Property Taxes | |
| Home/Rental Insurance | |
| HOA Fees | |
| Maintenance/Repairs | |
| TOTAL HOUSING | $0.00 |
Utilities
| Electricity | |
| Gas/Heating Oil | |
| Water/Sewer | |
| Internet/Cable/Phone | |
| Trash/Recycling | |
| TOTAL UTILITIES | $0.00 |
Transportation
| Car Payment(s) | |
| Auto Insurance | |
| Gas/Fuel | |
| Maintenance/Repairs | |
| Registration/Fees | |
| Public Transportation | |
| TOTAL TRANSPORTATION | $0.00 |
Food
| Groceries | |
| Dining Out/Restaurants | |
| Coffee/Snacks | |
| TOTAL FOOD | $0.00 |
Healthcare
| Health Insurance Premiums | |
| Prescriptions | |
| Co-pays/Medical Expenses | |
| Dental/Vision | |
| Gym/Fitness | |
| TOTAL HEALTHCARE | $0.00 |
Personal & Family
| Clothing/Shoes | |
| Personal Care (Hair, etc.) | |
| Childcare/Tuition | |
| Child Support/Alimony | |
| Pet Care | |
| Entertainment/Hobbies | |
| Subscriptions (Streaming, etc.) | |
| Gifts/Donations | |
| TOTAL PERSONAL & FAMILY | $0.00 |
Debt Payments
| Credit Card Payments | |
| Student Loans | |
| Personal Loans | |
| Other Debt | |
| TOTAL DEBT PAYMENTS | $0.00 |
Savings & Investments
| Emergency Fund | |
| Retirement (401k, IRA, etc.) | |
| Investment Accounts | |
| Education Savings (529, etc.) | |
| Other Savings Goals | |
| TOTAL SAVINGS & INVESTMENTS | $0.00 |
Monthly Summary
Total Monthly Income:
$0.00
Total Monthly Expenses:
$0.00
Net Cash Flow:
$0.00