Monthly Budget

It’s time to know where your money is going every month.

This form will show you how much money you need every month to cover necessities. While your mortgage or rent is listed here, we won’t get into the details of your credit card bills, student loans, and other debt yet. This monthly budget form is just your starting point.

Step 1

Write down what you’re spending for the month in each of the categories listed. If you don’t know exactly, just make your best guess. We’re keeping it simple for now.

Step 2

Note that the total amount you spend on each category will be calculated for you at the bottom of each page. You may go to the next or previous page at any point to make any corrections.

Step 3

The last page will add everything up for you. Easy!