Financial Results, Inc. 
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Basic Lesson #5 Create a Rough Monthly Household Budget; Then review spending each month for increase spending awareness

Financial Results Insurance Services   

Where does it all go?  Well, lets find out. 

Then, let's practice conscious spending awareness and plan for success and watch for areas when and where we can save money.

How to create a budget and practice conscious spending awareness.

  • Use Household budget planning worksheet
  • Add any additional categories you wish at the bottom
  • Track spending against budget categories estimates for 3 months
  • Review with open mind each month for improved spending awareness
  • Forecast remaining 9 months in the year.
  • Update annually
  • Its easy with practice and important tool to keep on financial track
Monthly-Household--Budget -Planning-Worksheet Rough Est. $

Amount 

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Income Categories - In Flows Amount 
Source 1  
Source 2  
Source 3  
Other  
Total Income / In-Flows  
   
Categories - Out Flows  
Housing  
Rent / Mortgage  
Property Taxes  
Phone  
Electricity, Gas, Water, Garbage  
Maintenance and Repairs  
Supplies  
Other  
   
Food  
Groceries  
Dinning Out  
   
Insurance  
Home  
Health  
Life  
Disability  
   
Children  
Dental  
Clothing  
School Tuition  
School Supplies  
Organization Dues and Fees  
Lunch Money  
Childcare  
Toys/Games  
Other  
   
Pets  
   
Personal Care  
Hair Cuts  
Clothing  
Health Club  
Other  
   
Entertainment  
Outings / Parties  
Travel  
   
Transportation  
Vehicle Payment 1  
Vehicle Payment 2  
Bart/Bus/Taxi  
Car Insurance  
Car Registration  
Fuel / Gas  
Maintenance and Repairs  
   
Loans  
Personal  
Student  
Credit Card 1  
Credit Card 2  
Credit Card 3  
   
Gifts and Donations  
   
Total Expenses / Out-Flows  
Over / Short  

For assistance in calculating and understanding your household budget contact us, we are bookkeeping and accounting experts and can make your household budget planning easy and enjoyable. 

I can be reached by phone 925-947-1005 (Office) or 925-818-1631 (Cell) to schedule a convenient time to meet.

Or email me at finresultsmichaela@sbcglobal.net

Available Schedule:

Monday through Friday 9 a.m. to 7 p.m.; Saturday 10 a.m. to 4 p.m.

Working together creates opportunity and will improve your financial success.

Thank you.

Michael Andrews, MBA 
Financial Results Insurance Services
Health Insurance, Life and Disability, Annuities and Long Term Care 
1610 Oak Park Blvd, Suite #207
Pleasant Hill, CA 94523
Lic #0I19501

Office #925-947-1005; Fax #925-947-1119

Cell #925-818-1631

 

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