Savings Calculator

To be successful, you need to know where your money is going. Here’s our handy budget. As you are going through, consider first the goals most important to you. Maybe retirement, travel, buying a second or a third, fourth home; Also think about where you can cut back and what else you spend on that may not be important

Monthly Budget

Fixed Expenses

Mortgage/Rent

$

Home Insurance

$

Car Payment

$

Coffee/Alcohol

$

Car Insurance

$

Student Loans

$

Life Insurance

$

Association Dues

$

Storage

$

Rental Property Monthly

$

Utilities (power, gas, water, sewer)

$

Phone

$

Groceries

$

Health Insurance

$

Child Care

$

Gasoline

$

Cable

$

Other:

$

Other:

$

Other:

$

Other:

$

Total Fixed:

$

Variable Expenses

Dining Out

$

Fun/Entertainment

$

Subscriptions

$

Dry Cleaning

$

Beauty, Nails, Waxing

$

Clothes

$

Visa

$

MasterCard

$

Am. Express

$

Other Cards

$

Other Cards

$

Other Cards

$

Total Variable:

$

Total Expenses:

$

Est. Monthly Savings:

$

Desired Savings Target:

$

Net Income Client:

$

Net Income Co-Client:

$

Other Income Client:

$

Other Income Co-Client:

$

Total Net Income:

$

Savings to Allocate:

$