Find Out Where Your Money Goes

How much am I spending?

Where does all the money go? An itemization of your living expenses may help you budget better and plan for future expenses. Use this calculator to help you recall and itemize your living expenses.

Personal Information

Client Name

Advisor Name

Assumptions

Monthly or annual figures?

Expenses

Mortgage payment or rent ($)

Vacation home (mortgage) ($)

Automobile loan(s) ($)

Personal loan(s) ($)

Charge accounts ($)

Federal income taxes ($)

State income taxes ($)

FICA (social security taxes) ($)

Real estate taxes ($)

Other taxes ($)

Utilities ($)

Household repairs and maintenance ($)

Food ($)

Clothing and laundry ($)

Educational expenses ($)

Child care ($)

Automobile expenses (gas, repairs, etc.) ($)

Other transportation expenses ($)

Life insurance premiums ($)

Homeowners (renters) insurance ($)

Automobile insurance ($)

Medical, dental and disability insurance ($)

Entertainment and dining ($)

Recreation and travel ($)

Club dues ($)

Hobbies ($)

Gifts ($)

Major home improvements and furnishings ($)

Professional services ($)

Charitable contributions ($)

Other and miscellaneous expenses ($)

Personal Budget Calculator Example

Embedded Example of this Personal Budget Calculator

Personal Budget Calculator Example

Another Example of this Personal Budget Calculator

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

Cash Flow

College

Credit & Debit

Home & Mortgage

Taxation

Insurance

Paycheck & Benefits

Qualified Plans

Retirement

Saving

Investment

Auto

Business

Other

Find Out Where Your Money Goes

How much am I spending?

Personal Information

Assumptions

Expenses

Personal Budget Calculator Example

Personal Budget Calculator Example