How to Make a Monthly Budget Worksheet

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    • 1). If you have a home desktop PC, mac or personal notebook, you may access for free or can download a budget management software such as Microsoft Money to help design your monthly budget worksheet.

    • 2). Design your monthly budget worksheet around 6 main categories:
      1. Total Monthly Gross Income
      2. Monthly Home Budget Expenses
      3. Monthly Car Expenses
      4. Monthly Debts
      5. Monthly Family Miscellaneous Expenses
      6. Total Net Monthly Income (free income available)

    • 3). Monthly household budget expenses should include rent or mortgage, property and casualty, loan payments, utilities, taxes, and any household repairs.

    • 4). Automotive expenses include car loans, gasoline, auto insurance, and maintenance make up the next category on your monthly budget worksheet.

    • 5). Debts should include any credit loans and monthly balance you choose to pay make up the next budget worksheet category.

    • 6). Next list any Miscellaneous expenses are any other personal expenses such as:
      -childcare/school
      -clothing, groceries
      -family entertainment, cable, videos, newspaper, magazines
      -medical, vet
      -clubs, association dues
      -investments, life insurance
      -vacation, gifts for holidays
      -haircuts, nails, etc.

    • 7). Figure total monthly income at top of your budget worksheet, then total your monthly expenses for each category, and subtract to get your net income balance at the bottom.

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