Make a retirement budget

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Retirement budget

Use this work sheet to come up with a monthly spending plan. Compare your total income with total expenses to see if or where you need to adjust.
List monthly income from any sources
  Savings $______________  
Pension $______________
Investment interest $______________
Investment dividends $______________
IRA $______________
Annuities $______________
Part-time job $______________
Social Security $______________
Other $______________
Total monthly net income $______________
List monthly expenses
  Rent/mortgage $______________  
Insurance/taxes $______________
Telephone $______________
Heating $______________
Electricity $______________
Garbage/recycling $______________
Water $______________
Sewage $______________
Cable $______________
Other $______________
Credit card $______________
Credit card 1

Credit card 2

Credit card 3

$______________

$______________

$______________

Groceries $______________
Restaurant meals $______________
Auto loan $______________
Auto insurance $______________
License/registration $______________
Gas $______________
Other $______________
Medical expenses $______________
Prescriptions $______________
Elder care $______________
Life/health insurance $______________
Travel/entertainment $______________
Charity/gifts $______________
Clothing $______________
Savings $______________
Other $______________
Total monthly expenses $______________
View worksheet archive
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