The Financial Sciences Company · Budget Worksheet ·
The Budget Worksheet
See where your money goes each month.
A few short lists: what comes in, then what goes out. Type a number where one applies and skip the rest. You end with one page you can keep: what comes in, what goes out, and what’s left.
Helpful to have nearby
- Last month’s bank statement or banking app
- A credit card statement
- Anything you pay once or twice a year, such as property tax or car insurance. You can enter those as yearly amounts.
Your budget ·
Where it goes
Source · your entries
Needs, wants, and saving
Needs are the bills you’d pay in a lean month. Wants are the spending you choose. The labels are a starting point. Your own judgment about what’s essential matters more.
Every line
Want help making the numbers work?
A budget shows where you stand today. We can help you plan from there: how much to keep in cash, what you can afford to spend, and how savings and income fit into the bigger picture.
Pick a time on the calendarOr call or text 214-436-7440.
To book: cal.com/thefinancialsciences/intro · or call or text 214-436-7440
The Budget Worksheet is an educational tool. It reflects only the amounts entered and is not a financial plan, a projection, or personalized investment, tax, or legal advice. The Financial Sciences Company, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.