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Monthly Budget Plan                                                               Month:




Use these offline Budget Plan to note your budget expenses for the month. The Budget Plan includes budget-line
items for the following:


          • Family Income
          • Housing Expenses
          • Transportation
          • Family Care
          • Living Expenses
          • Family Entertainment
          • Obligations
          • Savings


Any questions or comments, visit our site at:
http://www.SayPlanning.com/SayGoodCredit/




© 2002-03 SayPlanning Network of Life-Event Centers                                                              1
visit: http://www.SayPlanning.com
Monthly Budget Plan                                                                   Month:



Family Income
                                                      Week1   Week2     Week3               Week4            Extra Wk

Employment Income 1

Employment Income 2

Employment Income 3

Social Security Payments

Alimony Payments

Government Support Payments

Investments

Savings

Other Income Payments




Total



Total Month



                                                                          Link to: http://www.SayPlanning.com/saygoodcredit/
                                                                      to enter your date using our online budget planning form




© 2002-03 SayPlanning Network of Life-Event Centers                                                                         2
visit: http://www.SayPlanning.com
Monthly Budget Plan                                                                   Month:



Housing Expenses
                                                      Week1   Week2     Week3               Week4            Extra Wk

Monthly Mortgage (including escrow)

Monthly Rent

Heating Costs

Telephone

Electricity

Cable / Dish Services

Gas / Propane

Internet Connection

Water / Sewage

Repair Costs

Trash Removal

Home Improvement

Maintenance

Other

Other

Total



Total Month



                                                                          Link to: http://www.SayPlanning.com/saygoodcredit/
                                                                      to enter your date using our online budget planning form




© 2002-03 SayPlanning Network of Life-Event Centers                                                                         3
visit: http://www.SayPlanning.com
Monthly Budget Plan                                                                   Month:



Transportation
                                                      Week1   Week2     Week3               Week4            Extra Wk

Auto Loan Payment 1

Auto Loan Payment 2

Auto Loan Payment 3

Auto Insurance

Gas / Oil

Maintenance

Taxes

Licensing

Parking

Public Transportation

Tolls

Other

Other




Total



Total Month



                                                                          Link to: http://www.SayPlanning.com/saygoodcredit/
                                                                      to enter your date using our online budget planning form




© 2002-03 SayPlanning Network of Life-Event Centers                                                                         4
visit: http://www.SayPlanning.com
Monthly Budget Plan                                                                   Month:



Family Care
                                                      Week1   Week2     Week3               Week4            Extra Wk

Health Insurance

Disability Insurance

Life Insurance

Other Insurance

Doctor / Hospital Visits

Dentist Visits

Eye Care

Veterinarian

Prescriptions

Over-the-Counter Medications

Child Care

Elder Care

Health Clubs

Other Dues

Other Care

Total



Total Month



                                                                          Link to: http://www.SayPlanning.com/saygoodcredit/
                                                                      to enter your date using our online budget planning form




© 2002-03 SayPlanning Network of Life-Event Centers                                                                         5
visit: http://www.SayPlanning.com
Monthly Budget Plan                                                                   Month:



Living Expenses
                                                      Week1   Week2     Week3               Week4            Extra Wk

Essential Groceries

Non-Essential Groceries

Home Living Supplies

Vendor Snacks, Coffee, Donuts

Work/School-Related Lunches

Pet Food

Adult Clothing

Children’s Clothing

Work Clothes

Education Expenses

House Cleaning Services

Garden Care Services

Postage

Other Living Expenses

Other Living Expenses

Total



Total Month



                                                                          Link to: http://www.SayPlanning.com/saygoodcredit/
                                                                      to enter your date using our online budget planning form




© 2002-03 SayPlanning Network of Life-Event Centers                                                                         6
visit: http://www.SayPlanning.com
Monthly Budget Plan                                                                   Month:



Family Entertainment
                                                      Week1   Week2     Week3               Week4            Extra Wk

Dining Out

Movies Out

Other Outside Entertainment

Movie Rentals

Cigarettes, Beer, Wine, Liquor

Lottery Tickets

Casino / Other Gambling

Birthdays / Anniversaries

Holidays

Weekend / Day Trips

Vacation Travel

Other

Other




Total



Total Month



                                                                          Link to: http://www.SayPlanning.com/saygoodcredit/
                                                                      to enter your date using our online budget planning form




© 2002-03 SayPlanning Network of Life-Event Centers                                                                         7
visit: http://www.SayPlanning.com
Monthly Budget Plan                                                                   Month:



Obligations
                                                      Week1   Week2     Week3               Week4            Extra Wk

Credit Card Payment 1

Credit Card Payment 2

Credit Card Payment 3

Credit Card Payment 4

Student Loan Payments

Home Equity Loan/Line Payments

Personal Loan Payments 1

Personal Loan Payments 2

Alimony / Child Support Payments

Other Support Payments

Liens or Judgments

Other Property Tax Payments

Charitable Donations

Other




Total



Total Month



                                                                          Link to: http://www.SayPlanning.com/saygoodcredit/
                                                                      to enter your date using our online budget planning form




© 2002-03 SayPlanning Network of Life-Event Centers                                                                         8
visit: http://www.SayPlanning.com
Monthly Budget Plan                                                                   Month:



Savings
                                                      Week1   Week2     Week3               Week4            Extra Wk

401K Contributions

IRA Contributions

Monthly Investment Deposits

College Savings Deposits

Retirement Savings Deposits

General Savings Deposits

Financial Goal:

Financial Goal:

Financial Goal:




Total



Total Month



                                                                          Link to: http://www.SayPlanning.com/saygoodcredit/
                                                                      to enter your date using our online budget planning form




© 2002-03 SayPlanning Network of Life-Event Centers                                                                         9
visit: http://www.SayPlanning.com

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Monthly Budget Plan Template

  • 1. Monthly Budget Plan Month: Use these offline Budget Plan to note your budget expenses for the month. The Budget Plan includes budget-line items for the following: • Family Income • Housing Expenses • Transportation • Family Care • Living Expenses • Family Entertainment • Obligations • Savings Any questions or comments, visit our site at: http://www.SayPlanning.com/SayGoodCredit/ © 2002-03 SayPlanning Network of Life-Event Centers 1 visit: http://www.SayPlanning.com
  • 2. Monthly Budget Plan Month: Family Income Week1 Week2 Week3 Week4 Extra Wk Employment Income 1 Employment Income 2 Employment Income 3 Social Security Payments Alimony Payments Government Support Payments Investments Savings Other Income Payments Total Total Month Link to: http://www.SayPlanning.com/saygoodcredit/ to enter your date using our online budget planning form © 2002-03 SayPlanning Network of Life-Event Centers 2 visit: http://www.SayPlanning.com
  • 3. Monthly Budget Plan Month: Housing Expenses Week1 Week2 Week3 Week4 Extra Wk Monthly Mortgage (including escrow) Monthly Rent Heating Costs Telephone Electricity Cable / Dish Services Gas / Propane Internet Connection Water / Sewage Repair Costs Trash Removal Home Improvement Maintenance Other Other Total Total Month Link to: http://www.SayPlanning.com/saygoodcredit/ to enter your date using our online budget planning form © 2002-03 SayPlanning Network of Life-Event Centers 3 visit: http://www.SayPlanning.com
  • 4. Monthly Budget Plan Month: Transportation Week1 Week2 Week3 Week4 Extra Wk Auto Loan Payment 1 Auto Loan Payment 2 Auto Loan Payment 3 Auto Insurance Gas / Oil Maintenance Taxes Licensing Parking Public Transportation Tolls Other Other Total Total Month Link to: http://www.SayPlanning.com/saygoodcredit/ to enter your date using our online budget planning form © 2002-03 SayPlanning Network of Life-Event Centers 4 visit: http://www.SayPlanning.com
  • 5. Monthly Budget Plan Month: Family Care Week1 Week2 Week3 Week4 Extra Wk Health Insurance Disability Insurance Life Insurance Other Insurance Doctor / Hospital Visits Dentist Visits Eye Care Veterinarian Prescriptions Over-the-Counter Medications Child Care Elder Care Health Clubs Other Dues Other Care Total Total Month Link to: http://www.SayPlanning.com/saygoodcredit/ to enter your date using our online budget planning form © 2002-03 SayPlanning Network of Life-Event Centers 5 visit: http://www.SayPlanning.com
  • 6. Monthly Budget Plan Month: Living Expenses Week1 Week2 Week3 Week4 Extra Wk Essential Groceries Non-Essential Groceries Home Living Supplies Vendor Snacks, Coffee, Donuts Work/School-Related Lunches Pet Food Adult Clothing Children’s Clothing Work Clothes Education Expenses House Cleaning Services Garden Care Services Postage Other Living Expenses Other Living Expenses Total Total Month Link to: http://www.SayPlanning.com/saygoodcredit/ to enter your date using our online budget planning form © 2002-03 SayPlanning Network of Life-Event Centers 6 visit: http://www.SayPlanning.com
  • 7. Monthly Budget Plan Month: Family Entertainment Week1 Week2 Week3 Week4 Extra Wk Dining Out Movies Out Other Outside Entertainment Movie Rentals Cigarettes, Beer, Wine, Liquor Lottery Tickets Casino / Other Gambling Birthdays / Anniversaries Holidays Weekend / Day Trips Vacation Travel Other Other Total Total Month Link to: http://www.SayPlanning.com/saygoodcredit/ to enter your date using our online budget planning form © 2002-03 SayPlanning Network of Life-Event Centers 7 visit: http://www.SayPlanning.com
  • 8. Monthly Budget Plan Month: Obligations Week1 Week2 Week3 Week4 Extra Wk Credit Card Payment 1 Credit Card Payment 2 Credit Card Payment 3 Credit Card Payment 4 Student Loan Payments Home Equity Loan/Line Payments Personal Loan Payments 1 Personal Loan Payments 2 Alimony / Child Support Payments Other Support Payments Liens or Judgments Other Property Tax Payments Charitable Donations Other Total Total Month Link to: http://www.SayPlanning.com/saygoodcredit/ to enter your date using our online budget planning form © 2002-03 SayPlanning Network of Life-Event Centers 8 visit: http://www.SayPlanning.com
  • 9. Monthly Budget Plan Month: Savings Week1 Week2 Week3 Week4 Extra Wk 401K Contributions IRA Contributions Monthly Investment Deposits College Savings Deposits Retirement Savings Deposits General Savings Deposits Financial Goal: Financial Goal: Financial Goal: Total Total Month Link to: http://www.SayPlanning.com/saygoodcredit/ to enter your date using our online budget planning form © 2002-03 SayPlanning Network of Life-Event Centers 9 visit: http://www.SayPlanning.com