Monthly Spending Tracker

Monthly Spending Planner
Monthly Guideline
Jan Feb March April May June July Aug Sept Oct Nov Dec Year
INCOME
Wages / Pension Secondary income Child tax credit Child care allowance Support payments Interest/dividends Other Other Income totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
EXPENSES Savings
Savings for seasonal exp. Longterm savings Retirement (RRSP) Investment savings RESP Bonds Income tax (additional) Other Savings totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Payment Obligations
Credit card Credit card Credit card Credit card Loan Loan Vehicle lease Line of credit Child/spousal support Student loans Other Other Payment obligation totals
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0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Insurance
Life insurance Disability insurance Extended health insurance Other Insurance totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Housing
Mortgage Second mortgage Mortgage insurance Strata fees Pad rent Property taxes Rent Storage locker Home security Home insurance Other Housing totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Utilities
Hydro Natural gas Alternate heating source Water, sewer, garbage Cable Home telephone Second phone line Cellular telephone Internet Other Utilities totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Monthly Guideline
Jan
Feb
March
April
May
June
July
Aug
Sept
Oct
Nov
Dec
Year
Household
Home repairs Home improvements Gardening supplies Linens Home dcor Seasonal dcor Kitchen gadgets Outdoor home/yard supplies Landscape/gardening services Other Housing totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Living costs
Provincial medical (MSP) Groceries Lunch & coffee breaks Laundry/dry cleaning Work/professional clothing Housecleaning service Bank service charges Other Living costs totals
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0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Health
Medical treatments Dental Orthodontics Optical Prescriptions Over-the-counter drugs Deductibles/out-of-pocket Other Health totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Transportation
Gas/fuel vehicle 1 Insurance vehicle 1 Gas/fuel vehicle 2 Insurance vehicle 2 Parking Maintenance Repairs Car wash/detailing services Public transportation Taxis Bicycle costs Other Transportation totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Children
Daycare Babysitting Activities Lessons Sports Clothing School fees School supplies School fundraisers Other Children totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Pets
Pet food Veterinarians/pet medicines Pet insurance Other Pet totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Personal
Clothing, including shoes Tobacco Alcohol Gifts family Gifts friends
Gifts hostess/housewarming Haircuts Personal grooming Cosmetics Salon services Other Personal totals
Monthly Guideline
Jan
Feb
March
April
May
June
July
Aug
Sept
Oct
Nov
Dec
Year
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Education
Tuition fees Books Supplies (ink/paper/pens/etc) Course materials (calculator) Other Education totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Entertainment
Dining out Lottery tickets/gambling/bingo Entertaining at home/BBQ Video/DVD rentals Movies/plays Books Music (CDs, etc.) Hockey/football/etc. pools Concerts/clubs Hobbies (e.g crafts, baking) Other Entertainment totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Recreation
Sports equipment Activities Team dues Licenses Other Recreation totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Donations/Subscriptions
Magazines Newspapers Religious organizations Charity Other Donation/subscription totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Vacations/Travel
Plane fare Accommodations, e.g. hotel Camping fees Food Recreation activities Entertainment Souvenirs Rental car Spending money Pet boarding/house sitter Other Vacation totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Miscellaneous
Professional dues Association fees Gym membership Annual family membership Store membership Other Miscellaneous totals
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total expenses Cash short/extra
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
Budget Worksheet
INCOME wages / pension second income commission / tips child tax benefits support payments other TOTAL INCOME
Monthly Amount
Indicate here if Annual Expense
HOUSING EXPENSES first mortgage second mortgage rent property taxes* strata fee / pad rental house / tenant insurance hydro gas alternate heating source water / sewer / garbage* phone (incl. long distance) cell phone(s) cable internet storage locker home security repairs / maintenance* household items (e.g. dcor, gardening supplies)* other
LIVING EXPENSES groceries personal care (e.g. grooming, cosmetics) baby / infant needs (e.g. diapers, formula) laundry / dry cleaning bus / taxi fuel (vehicle 1 / vehicle 2) insurance (vehicle 1 / vehicle 2)* parking auto maintenance* auto membership* health expenses provincial medical premiums specialists (e.g. massage, chiropractor, physiotherapy) eye care* prescriptions* dental / orthodontist* over-the-counter* deductibles / out-of-pocket* other insurance life insurance disability extended health other (e.g. critical illness, payment protection) pets / vet bills / insurance* bank fees / safety deposit box income tax instalments* other living expenses
WORK EXPENSES daycare lunches / breaks (person 1) lunches / breaks (person 2) special / professional clothing* license fees / professional dues* work supplies (e.g. tools, classroom supplies)* other
PERSONAL EXPENSES clothing & shoes (adults)* tobacco alcohol recreation (e.g. sports equipment & fees, activities) fitness memberships eating out entertainment (e.g. movies, event tickets, social activities) lottery / gaming / bingo babysitting hair care* salon services (e.g. tanning, aesthetics)* magazines / newspapers / books education (tuition & supplies)* gifts / special occasions* hobbies* travel / vacations* donations / charity / assisting family* annual memberships (store, online, family, etc.)* other children clothing & shoes (kids)* allowance lessons / activities school supplies / fees* gifts* other
PAYMENTS child / spousal support secured debts money owed to family / friends credit cards loans line of credit student loan lease other debt payment emergency savings income tax (additional) RRSP RESP other savings payment TOTAL EXPENSES . *The items identified with an asterisk (*) typically occur irregularly throughout the year. For more budgeting help, visit MyMoneyCoach.ca 0

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