Upload
alex-lim
View
212
Download
0
Embed Size (px)
Citation preview
Monthly Spending Tracker
Spending PlannerMonthly Spending PlannerMonthly GuidelineJanFebMarchAprilMayJuneJulyAugSeptOctNovDecYearINCOMEWages / PensionSecondary incomeChild tax creditChild care allowanceSupport paymentsInterest/dividendsOtherOtherIncome totals0.000.000.000.000.000.000.000.000.000.000.000.000.00EXPENSESSavingsSavings for seasonal exp.Longterm savingsRetirement (RRSP)Investment savingsRESPBondsIncome tax (additional)OtherSavings totals0.000.000.000.000.000.000.000.000.000.000.000.000.00Payment ObligationsCredit cardCredit cardCredit cardCredit cardLoanLoanVehicle leaseLine of creditChild/spousal supportStudent loansOtherOtherPayment obligation totals0.000.000.000.000.000.000.000.000.000.000.000.000.00InsuranceLife insuranceDisability insuranceExtended health insuranceOtherInsurance totals0.000.000.000.000.000.000.000.000.000.000.000.000.00HousingMortgageSecond mortgageMortgage insuranceStrata feesPad rentProperty taxesRentStorage lockerHome securityHome insuranceOtherHousing totals0.000.000.000.000.000.000.000.000.000.000.000.000.00UtilitiesHydroNatural gasAlternate heating sourceWater, sewer, garbageCableHome telephoneSecond phone lineCellular telephoneInternetOtherUtilities totals0.000.000.000.000.000.000.000.000.000.000.000.000.00HouseholdHome repairsHome improvementsGardening suppliesLinensHome dcorSeasonal dcorKitchen gadgetsOutdoor home/yard suppliesLandscape/gardening servicesOtherHousing totals0.000.000.000.000.000.000.000.000.000.000.000.000.00Living CostsProvincial medical (MSP)GroceriesLunch & coffee breaksLaundry/dry cleaningWork/professional clothingHousecleaning serviceBank service chargesOtherLiving costs totals0.000.000.000.000.000.000.000.000.000.000.000.000.00HealthMedical treatmentsDentalOrthodonticsOpticalPrescriptionsOver-the-counter drugsDeductibles/out-of-pocketOtherHealth totals0.000.000.000.000.000.000.000.000.000.000.000.000.00TransportationGas/fuel vehicle 1Insurance vehicle 1Gas/fuel vehicle 2Insurance vehicle 2ParkingMaintenanceRepairsCar wash/detailing servicesPublic transportationTaxisBicycle costsOtherTransportation totals0.000.000.000.000.000.000.000.000.000.000.000.000.00ChildrenDaycareBabysittingActivitiesLessonsSportsClothingSchool feesSchool suppliesSchool fundraisersOtherChildren totals0.000.000.000.000.000.000.000.000.000.000.000.000.00PetsPet foodVeterinarians/pet medicinesPet insuranceOtherPet totals0.000.000.000.000.000.000.000.000.000.000.000.000.00PersonalClothing, including shoesTobaccoAlcoholGifts familyGifts friendsGifts hostess/housewarmingHaircutsPersonal groomingCosmeticsSalon servicesOtherPersonal totals0.000.000.000.000.000.000.000.000.000.000.000.000.00EducationTuition feesBooksSupplies (ink/paper/pens/etc)Course materials (calculator)OtherEducation totals0.000.000.000.000.000.000.000.000.000.000.000.000.00EntertainmentDining outLottery tickets/gambling/bingoEntertaining at home/BBQVideo/DVD rentalsMovies/playsBooksMusic (CDs, etc.)Hockey/football/etc. poolsConcerts/clubsHobbies (e.g crafts, baking)OtherEntertainment totals0.000.000.000.000.000.000.000.000.000.000.000.000.00RecreationSports equipmentActivitiesTeam duesLicensesOtherRecreation totals0.000.000.000.000.000.000.000.000.000.000.000.000.00Donations/SubscriptionsMagazinesNewspapersReligious organizationsCharityOtherDonation/subscription totals0.000.000.000.000.000.000.000.000.000.000.000.000.00Vacations/TravelPlane fareAccommodations, e.g. hotelCamping feesFoodRecreation activitiesEntertainmentSouvenirsRental carSpending moneyPet boarding/house sitterOtherVacation totals0.000.000.000.000.000.000.000.000.000.000.000.000.00MiscellaneousProfessional duesAssociation feesGym membershipAnnual family membershipStore membershipOtherMiscellaneous totals0.000.000.000.000.000.000.000.000.000.000.000.000.00Total expenses0.000.000.000.000.000.000.000.000.000.000.000.000.00Cash short/extra0.000.000.000.000.000.000.000.000.000.000.000.000.00For more budgeting help, visit MyMoneyCoach.ca
Monthly GuidelineFor more budgeting help, visit MyMoneyCoach.ca
Budgeting WorksheetBudget WorksheetMonthly AmountIndicate here if Annual ExpenseINCOMEwages / pensionsecond incomecommission / tipschild tax benefitssupport paymentsotherTOTAL INCOME0HOUSING EXPENSESfirst mortgagesecond mortgagerentproperty taxes*strata fee / pad rentalhouse / tenant insurancehydrogasalternate heating sourcewater / sewer / garbage*phone (incl. long distance)cell phone(s)cableinternetstorage lockerhome securityrepairs / maintenance*household items (e.g. dcor, gardening supplies)*otherLIVING EXPENSESgroceriespersonal care (e.g. grooming, cosmetics)baby / infant needs (e.g. diapers, formula)laundry / dry cleaningbus / taxifuel (vehicle 1 / vehicle 2)insurance (vehicle 1 / vehicle 2)*parkingauto maintenance*auto membership*health expensesprovincial medical premiumsspecialists (e.g. massage, chiropractor, physiotherapy)eye care*prescriptions*dental / orthodontist*over-the-counter*deductibles / out-of-pocket*otherinsurancelife insurancedisabilityextended healthother (e.g. critical illness, payment protection)pets / vet bills / insurance*bank fees / safety deposit boxincome tax instalments*other living expensesWORK EXPENSESdaycarelunches / breaks (person 1)lunches / breaks (person 2)special / professional clothing*license fees / professional dues*work supplies (e.g. tools, classroom supplies)*otherPERSONAL EXPENSESclothing & shoes (adults)*tobaccoalcoholrecreation (e.g. sports equipment & fees, activities)fitness membershipseating outentertainment (e.g. movies, event tickets, social activities)lottery / gaming / bingobabysittinghair care*salon services (e.g. tanning, aesthetics)*magazines / newspapers / bookseducation (tuition & supplies)*gifts / special occasions*hobbies*travel / vacations*donations / charity / assisting family*annual memberships (store, online, family, etc.)*otherchildrenclothing & shoes (kids)*allowancelessons / activitiesschool supplies / fees*gifts*otherPAYMENTSchild / spousal supportsecured debtsmoney owed to family / friendscredit cardsloansline of creditstudent loanleaseother debt paymentemergency savingsincome tax (additional)RRSPRESPother savings paymentTOTAL EXPENSES0.*The items identified with an asterisk (*) typically occur irregularly throughout the year.For more budgeting help, visit MyMoneyCoach.ca
For more budgeting help, visit MyMoneyCoach.ca
MBD001FA1BE.bin
MBD00206593.bin