Family Annual Budget



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How do I create a monthly and annual family budget? Are you making an annual budget for the family and household costs? Download this extensive Family Budget template to make an annual overview of the budget now!

Whether you manage the finances at work or at home, adequate communication is essential and important. When you are determining your regular expenses is an important step in identifying the level of income you need to support day to day living expenses and the gaps or surpluses to be explored further with your financial planner. Accurately keeping track of financial data is not only critical for running the day-to-day operations of your small or medium-sized business, but it is also important when seeking funds from investors or lenders to grow your business to the next level. 

For those working in Finance, it's important to use accurate data and have every detail double-checked. Our basic or advanced finance document templates are intuitive and available in several kinds of formats (such as PDF, WORD, PPT, XLS. The Excel spreadsheets include the necessary formulas as well.) Therefore, we recommend that you download this example Yearly Budget Planner template now. If you already have a budget in place or know your total annual expenses.

We provide a professional family budget template that will professionalize your finance, and gives you insight in annual income and expenses. Our templates are all screened by professionals. 

Overview of income and costs:
  • Expected Monthly Income
  • Actual Monthly Income
  • Extra income
  • Actual Monthly Costs
  • Housing costs
  • Mortgage costs or rent costs
  • Second mortgage costs or rent costs
  • Phone costs
  • Electricity costs
  • Gas costs
  • Water and sewer costs
  • Cable costs
  • Waste removal costs
  • Maintenance or repairs costs
  • Supplies costs
  • Transportation costs
  • Vehicle 1 payment costs
  • Transportation costs Bus/taxi fare
  • Insurance costs
  • Licensing costs
  • Fuel costs
  • Maintenance costs
  • Insurance costs
  • Home costs
  • Health costs
  • Life costs
  • Food costs
  • Household / Groceries costs
  • Dining out 
  • Children costs
  • Medical costs
  • Clothing costs
  • School tuition fees
  • School supplies costs
  • Organization dues or fees costs
  • Lunch money 
  • Child care
  • Toys/games costs
  • Pets costs
  • Food costs
  • Medical costs
  • Grooming costs
  • Personal Care costs
  • Medical costs
  • Hair/nails costs
  • Clothing costs
  • Dry cleaning costs
  • Health club costs
  • Organization dues or fees
  • Entertainment costs
  • Movies/Dvd costs
  • Apps/online purchases costs
  • Hobby costs
  • Concerts costs
  • Sporting events costs
  • Live theater costs
  • Loans
  • Personal costs
  • Student costs
  • Credit card costs
  • Taxes
  • Savings or Investments
  • Retirement account
  • Investment account
  • College costs
  • Gifts and Donations
  • Charity 
  • Legal costs
  • Attorney costs
  • Alimony costs
  • Payments on lien or judgment costs

Using this Budget Planner template guarantees that you will save time and effort and enables you to reach the next level of success in your project, education, work, and business. Download it now!

Looking for more? Our collection of financial documents, templates, forms, and spreadsheets includes templates designed specifically for small business owners, private individuals, or Finance Staff. Find financial projections to calculate your startup expenses, payroll costs, sales forecast, cash flow, income statement, balance sheet, break-even analysis, financial ratios, cost of goods sold, amortization, and depreciation for your company. 

These financial planning templates also work with OpenOffice and Google Spreadsheets, so if you are operating your business on a very tight budget, hopefully, you'll be able to make these financial templates work for you as well.




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