1. Daily Tracking Sheet
Internet
Mortgage 2nd Car Payment Child Support/
Date Property Taxes Insurance HOA Gas/Electric Telephone/Cell Water/Sewer/ Trash Groceries Car Payment DMV Registration Auto Insurance Gas/Oil/ Repairs Day Care Taxes Medical Phone
or Rent or Recreational Alimony
Cable TV
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

2. Daily Tracking Sheet
31
Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

3. Daily Tracking Sheet
Savings Goals/ Misc. Misc.
Emergency Savings Amount Desciption

4. Daily Tracking Sheet
$0.00 $0.00

5. Monthly Tracking Sheet
Net Income Income Income Income Income Totals
Net Income Per Week: $0.00
Monthly Expense Budget Week 1 Week 2 Week 3 Week4
Mortgage/Rent $0.00 $0.00
2nd Mortgage $0.00 $0.00
Property Taxes/12 $0.00 $0.00
Housing Homeowner’s Insurance $0.00 $0.00
Gas & Electric $0.00 $0.00
Water/Sewer/Garbage $0.00 $0.00
HOA Dues $0.00 $0.00
Telephone/Cell $0.00 $0.00
Food: Dining Out $0.00 $0.00
Food
Groceries $0.00 $0.00
Insurance Insurance $0.00 $0.00
Medical Medical $0.00 $0.00
Car Payment $0.00 $0.00
2nd Car Payment $0.00 $0.00
Auto Insurance $0.00 $0.00
Auto
DMV Registration/12 $0.00 $0.00
Gas/Oil $0.00 $0.00
Repairs $0.00 $0.00
Childcare $0.00 $0.00
Family
Alimony $0.00 $0.00
Taxes Taxes $0.00 $0.00
Miscellaneous (Cable TV, etc.) $0.00 $0.00
Personal (Cosmetics, clothes.) $0.00 $0.00
Personal
Entertainment $0.00 $0.00
Gifts/Contributions $0.00 $0.00
Savings Savings $0.00 $0.00
Total Expense $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Totals Total Income $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Total Surplus or Deficit $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

6. Monthly Budget
Monthly Income Gross Net
Source:
Job
Spouse’s Job
Part-Time Job
Rental, Room & Board Received
Commissions, Bonuses
Tax Refund (annual amt. divided by 12)
Investment Income
Government Benefits
Unemployment Insurance
Child Support/Alimony
Support from Family/Friends
Personal Loans Collected
Garage/Yard Sales
Other
Total Monthly Income 0.00 0.00

7. Monthly Budget
Financial Goals Target Date Total Current Additional # of pay periods Savings Needed Savings Needed
Needed Savings Savings Needed until target date per pay period per month
Example: A New Car 36 months $20,650 $6,250 $14,400 72 200 400
Short-term Goals
Mid-Range Goals
Long-Term Goals
TOTAL:

8. Monthly Budget
Necessary Expenses Current Proposed Discretionary Expenses Current Proposed
Housing
Personal 0 0
Rent/Mortgage
2nd Mortgage Beauty/Barber
Property Taxes Clothing/Jewelry
Insurance Cosmetics
HOA Dues Manicure/Other
Gas/Electricity Entertainment 0 0
Water/Sewer/Trash Cable
Telephone Movie/Video
Food Dining Out
Groceries
Dining Out Sports/Hobbies/Clubs
At work/school Vacations/Travel
Insurance Life Books/Magazines
Health/Dental CDs/MP3
Disability Miscellaneous 0 0
Medical Care Pet Care/Vet
Doctor Gifts
Optometrist/Lenses Cell Phone
Dental Postage
Prescriptions Cigarettes/Alcohol
Counseling/Therapy Donations/Tithing
Transportation Internet Access
Car Payment 1 Other
Car Payment 2 Total Discretionary Expenses: 0 0
Insurance
Gas/Oil
Repairs Creditor Name Monthly Payments Balance
DMV/Smog
Tolls/Parking
Public Transportation
Child Care
Daycare/Sitting
Child Support/Alimony
Miscellaneous
Banking Fees
Laundry
Union Dues
Other
Income Taxes

9. Monthly Budget
Prior Year
Estimated Tax Payments
Savings
Emergency
Goals
Total Essential Expenses 0 0 Total Debt Payments: 0 0

10. Monthly Budget
First, determine your total monthly expenses:
Total Necessary Expenses 0.00
Total Discretionary Expenses 0.00
Total Debt Payments 0.00
Total Monthly Expenses 0.00
Now let’s see if your budget balances:
Total Monthly Net Income 0.00
Minus Total Monthly Expenses 0.00
Balance (+/-) 0.00