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Raymond James - Budget Worksheet

Budget Worksheet

Use this budget worksheet to track your expenses for the next month. If your bills vary, it may take several months to develop an accurate account. After your totals have been calculated, print out this form and keep it in a convenient location. Compare your expenses to the budget every month to ensure that you’re not overspending. Adjust accordingly for salary or bill increases.

Income

Monthly salary (minus taxes)
Investment Income
Other (child support, alimony, etc.)

Expenses

Housing

 Housing (rent, mortgage, association dues)
 Home Care (repairs, lawn service, etc.)

Utilities

Electric
Gas
Water
Trash Service
Telephone
Cellular Service
Cable/Television
Internet Access
Other

Food

Groceries
Dining Out
Other

Auto

Loans
Maintenance
Gas
Other

Insurance

Health
Auto
Home
Life
Other

Loans

Education (student loans, tuition)
Credit Card Payments
Other Loans

Personal care

Toiletries
Prescription Medication
Entertainment
Gym Memberships
Vacation/Travel
Other (clothing, gifts, etc.)

Savings

Emergency Fund Savings
Other Savings

Miscellaneous Expenses

Totals

Total Income: $
Total Expenses: $
Balance: $



1600 Wilson Blvd
Suite 704
Arlington, VA 22209
Phone: 703-816-8888
Fax: 703-816-8887
Toll-Free: 866-219-2496
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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