Your Confidential Financial Organizer
Print this form out and complete.
Budget

This budget worksheet will help you understand what resources you have available to meet your monthly expenses. Fill in the areas relevant to you and we will create a final budget that reflects your current information. If you have questions contact Ellenbecker Investment Group Inc. at 262-691-3200.
Monthly Income
Person 1
Person 2
Wages, Salary, Commissions & Bonuses $_______________________ $_______________________
Other Sources
(Alimony, Rental Income etc.) 		$_______________________ $_______________________
Total Monthly Income: $_______________________

$_______________________
     
Total Annual Income (A)
(Monthly Total X 12)		 $_______________________ $_______________________
     
Monthly Expenses $_______________________ $_______________________
Mortgage/Rent Payments $_______________________ $_______________________
Property Tax (if not part of mortgage) $_______________________ $_______________________
Medical/Health $_______________________ $_______________________
Insurance Premiums (Life Disability) $_______________________ $_______________________
  $_______________________ $_______________________
Tuition and Child/Life Care $_______________________ $_______________________
     
Monthly Household Expenses    
Homeowner’s Insurance $_______________________ $_______________________
Telephone, Cell Phone $_______________________ $_______________________
Cable & Computer $_______________________ $_______________________
Gas & Electric $_______________________ $_______________________
Water $_______________________ $_______________________
     
     
     
     
     
Budget Page 2    
Monthly Household Expenses Con't
Person 1
Person 2
Transportation (Car Payments, Insurance & Repairs, Commuting, gas) $_______________________ $_______________________
Services (house cleaning, Landscaping, Snow Plowing) $_______________________ $_______________________
Groceries $_______________________ $_______________________
Dining Out $_______________________ $_______________________
Clothing, Dry Cleaning $_______________________ $_______________________
Entertainment (Movies, Vacations) $_______________________ $_______________________
Pet supplies and Services $_______________________ $_______________________
Other (Hairdressing, Newspapers, etc.) $_______________________ $_______________________
     
Monthly Credit Card Payments    
Credit Card #1 $_______________________ $_______________________
Credit Card #2 $_______________________ $_______________________
Credit Card #3 $_______________________ $_______________________
Credit Card #4 $_______________________ $_______________________
     
Monthly Charitable Contributions    
Gifts & Donations $_______________________ $_______________________
     
Other Monthly Expenses    
Other $_______________________ $_______________________
Other $_______________________ $_______________________
Other $_______________________ $_______________________
Other    
     
Total Monthly Expenses: $_______________________ $_______________________
     
Total Annual Expenses (B)
(Monthly Total X 12)		 $_______________________ $_______________________
     
     
Total Annual Income (A) $_______________________ $_______________________
     
Total Annual Expenses (B)   (-)$_______________________ (-)$_______________________
 
Total Dollars Available $_______________________ $_______________________