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Net Income
Salary (main income)
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Month
Year
Investment Income (interest, dividends, rental, etc)
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Month
Year
Pension, Social security benefits
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Month
Year
Other (Pension, Social security, Alimony, Student loans received, etc)
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Month
Year
Savings
Emergency Fund
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Month
Year
Investments
$
Month
Year
Retirement
$
Month
Year
Spending
Housing Costs (mortgages, rent, property taxes, maintenance, etc)
$
Month
Year
Food (groceries, take-out, etc)
$
Month
Year
Transportation (car lease/loans, gas, parking, public transit, etc)
$
Month
Year
Household (utilities, cellphone, cable, internet, etc)
$
Month
Year
Health (insurance, medications, etc)
$
Month
Year
Education (student loans, textbook and stationary, etc)
$
Month
Year
Entertainment (vacations, hobbies, alcohol, etc)
$
Month
Year
Personal (clothes, jewelry, personal grooming, alcohol, etc)
$
Month
Year
Miscellaneous (gifts, donations, pets, services, etc)
$
Month
Year
Yearly Budget
Total Income
$
Total Savings
$
Total Spending
$
Total Cashflow
$