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Budget Review

Time to fill out your budget! Remember: Always use MONTHLY amounts. If you have a yearly number, simply divide by 12 to input the estimated monthly amount.


Let's first start with your Income. This includes your HOUSEHOLD after-tax, or take-home, salary and any other monthly income you receive. If you are married, include all income within your household, and do the same with your expenses.

Any dependents?
Yes
No

Now, it is time for your expenses! Categorize them as best you can and there will be additional spots at the bottom for you to list out any other expenses that may have been missed. Again, use MONTHLY estimates only.

If you have any money that you are actively investing or saving each month, put that monthly amount down below!

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