PERSONAL FAMILY BUDGET

 

 

MONTH:                    YEAR:

1

2

3

4

5

NAME OF BILLS

MNTHLY OWED MIN

MO/TOTAL PAID

AMOUNT SAVED

TOTAL PAYCHECKS

HOUSE

 

 

 

 

AUTO

 

 

 

 

Student Loans

 

 

 

 

CREDIT CARDS

 

 

 

 

_________ B: $________

 

 

 

RENTS

_________ B: $________

 

 

 

DIVIDENDS

 

 

 

 

REFUNDS

 

 

 

 

 

 

 

 

 

 

ELECTRIC

 

 

 

 

GAS

 

 

 

 

PHONE

 

 

 

 

CABLE

 

 

 

 

SEWER

 

 

 

 

WATER

 

 

 

 

DRY CLEANING

 

 

 

 

YARD MAINT

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DAY CARE

 

 

 

 

CELL PHONE

 

 

 

 

INSURANCE

 

 

 

 

TRASH PICKUP

 

 

 

 

INTERNET

 

 

 

 

NEWSPAPER

 

 

 

 

GAS

 

 

 

 

GROCERIES

 

 

 

 

DOCTOR

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SPENDING $$$

 

 

 

 

MISC.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IRA - SEP

 

 

 

 

MONEY MARKET

 

 

 

 

401K

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL

 

 

 

 

 

 

 

 

 

 

SURVIVAL NUMBER

TOTAL CHECKS WROTE

TOTAL MONTHLY SAVED

NET INCOME FOR MONTH

 

Money Market Balance_______________________________

 

Money Market Float

(needs to be)_______________________________________

% Saved of Net Reserve

This Month_________________________________________

 

$ Saved YTD _______________________________________

 

Cash Net Worth ____________________________________

 

TOTAL NET WORTH ____________________________

 

NET WORTH

 

        401k Balance______________________________

 

        Mutual Fund Balance_______________________

 

        Stock Balance_____________________________

 

        Equity in Home____________________________

 

        Equity in Rentals___________________________

 

Thank you for visiting teamnks.com!


NKS Financial 4825 J Street, Suite 100 Sacramento, CA 95819-3747
Phone: Fax:

Copyright © 2010 NKS Financial
Portions Copyright © 2010 a la mode, inc.
Another XSite by a la mode, inc. | Admin LoginTerms of UseSite Map