| Plan your budget with this printable worksheet. | |||
| Income | Annual Amount | ||
| Annual Income (after taxes) |
|
||
| Essential Annual Expenses | |||
| Contribution to retirement savings |
|
||
| Housing | |||
| Rent or mortgage |
|
||
| Property taxes and insurance |
|
||
| Home and appliance maintenance |
|
||
| Utilities |
|
||
| Other |
|
||
| Necessities | |||
| Groceries |
|
||
| Health and beauty aids |
|
||
| Clothing |
|
||
| Laundry and dry cleaning |
|
||
| Health Care and Insurance | |||
| Health insurance |
|
||
| Medicare premiums |
|
||
| Dental and vision care |
|
||
| Other uncovered expenses |
|
||
| Life insurance |
|
||
| Long-term care insurance |
|
||
| Family care | |||
| Long-term care for parent |
|
||
| Assisted living for parent |
|
||
| Support for children or grandchildren |
|
||
| Other |
|
||
| Routine transportation | |||
| Auto loan or lease payment |
|
||
| Insurance |
|
||
| Maintenance, excise tax |
|
||
| Gasoline |
|
||
| Auto club |
|
||
| Other |
|
||
| Miscellaneous |
|
||
| SUB-TOTAL: Essential annual expenses |
|
||
| Discretionary Annual Expenses | |||
| Entertainment | |||
| Club Membership |
|
||
| Travel and vacations |
|
||
| Hobbies |
|
||
| Continued education |
|
||
| Other |
|
||
| Gifts and charitable contributions |
|
||
| Miscellaneous |
|
||
| SUB-TOTAL: Discretionary annual expenses |
|
||
| TOTAL: Essential and discretionary annual expenses |
|
||
| PDFs require Adobe® Reader®. | |||
| Fidelity Brokerage Service, Member NYSE, SIPC | |||
|
||||
