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STEP CATEGORY ITEM AMOUNT CHOICE

2 INCOME Annual Gross Wage Record your career here

Monthly Gross
3 Wage

4 Net Wage (monthly) Record your state here

Monthly Savings Record % here. Goal is at


5 SAVINGS Account least 10%

Record % here. Goal is at


6 Monthly Retirement least 10%

Total Monthly
7 Savings

Monthly Amount
8 MONTHLY MONEY for Budget

Record your city here & #


9 COST OF LIVING Monthly Rent of people

10 Renter's Insurance

Record Cable Type & # of


11 Cable/Satellite people

Internet # of people

Home Phone # of people

Mobile Phone Plan

Electricity/Gas # of people

12 Total Cost of Living


Public Record which city's
13 TRANSPORTATION Transportation example you used here

Record the price of your


14 Car Payment car here

15 Car Insurance

16 Car Maintenance

Record your mileage plan


17 Gas here

Total Cost of
18 Transportation

19 FOOD Groceries Record which plan

20 Dining Out Record which plan

21 Total Cost of Food

22 HEALTH Health Insurance

23 Dental Insurance

24 Eye Insurance

25 Haircut

Other
26 Grooming/Hygiene

27 Gym Membership

28 Total Cost of Health

Record total amount of


29 EDUCATION Student Loan debt
DISCRETIONARY
30 SPENDING "Wants"

31 MONTHLY SPENDING Total Costs

MONTHLY Do you have a surplus or a


32 BALANCE Balance deficit?