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Tools & Resources / Budget Worksheet

Use this worksheet to plan your monthly expenses so you put as much as possible toward retirement. Your budget should allow you to spend a reasonable amount on things that are important to you — like eating out or family vacations — and save wisely for retirement.

BUDGET WORKSHEET

Basic Monthly Living Expenses

Retirement
Groceries
Housing expenses
Childcare
Utilities
Shoes & clothing
Transportation
Other monthly payments
Health
Emergency fund
Basic Expenses Subtotal

$0

Discretionary Monthly Living Expenses

Eating out
Vacations
Entertainment
Savings for other goals
Pets
Other
Total Discretionary Expenses

$0

Total Monthly Budget

$0

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Remember: If you're not contributing the maximum to your retirement accounts, consider cutting back on some of your discretionary expenses so you can increase your contribution.

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