HTML Preview Household Annual Budget page number 1.
ANNUAL HOUSEHOLD BUDGET
Monthly
Amount
Annual
Amount
INCOME (Inflow)
Client's Gross Income -$
Spouse's Gross Income -$
-$
Client's Social Security Income -$
Spouse's Social Security Income -$
-$
Client's Pension Income -$
Spouse's Pension Income -$
-$
Other Income - Rental / K-1's / Etc. -$
-$
Gifts or other INFLOW of Cash -$
-$
TOTAL INCOME & GIFTS -$
EXPENSES (Outflow)
Housing
Real Estate Taxes -$
Mortgage Payment (Principal & Interest) -$
Home Equity Payments -$
Home Owner's Insurance -$
Rent -$
Co-Op or Association Dues -$
Telephone -$
Gas or Oil Heat -$
Electricity -$
Cable/Satellite TV -$
Water -$
Yard Care -$
House Cleaning -$
Total Housing Expenses -$
Food/Clothing/Transportation
Grocery Shopping -$
Clothing & Laundry -$
Other -$
Auto Maintenance -$
Enter monthly income and expense amounts in the appropriate monthly amount column, the
annual amount will automatically calculate and subtotal in Excel. If certain items do not occur
monthly, simply estimate the annual amount, divide by 12 and enter in the monthly amount
column. Please complete to the best of your ability and sign on the last page.