Resource

Budget worksheet

Enter your monthly income and estimated monthly expenses to evaluate your current budget and make adjustments.

You will view the completed form as a PDF.

This sample budget form is for informational purposes only and is not intended to constitute legal, financial, or tax advice. Certain recommendations or guidelines may not be appropriate for everyone. Consult your personal advisor or attorney for advice specific to your unique circumstances before taking action. © 2019 WEA Member Benefit Trust, All Rights Reserved.

  • Your budget worksheet

  • Date Format: MM slash DD slash YYYY
  • Monthly income


  • Monthly expenses

  • Home

  • (25-35% suggested)

  • Utilities

  • (5-10% suggested)

  • Food/household

  • (5-15% suggested)

  • Health and medical

  • Transportation

  • Entertainment/recreation

  • Pets

  • Clothing

  • Debt reduction

  • Savings

  • Miscellaneous

  • Totals

  • (Surplus or deficit)