Make a Budget

Figuring out your budget is the first—and possibly the most important—step in getting your finances in order.

In an era when just about everybody is worried about losing their job, nearly half of us are living paycheck-to-paycheck. Now's the time to grit your teeth, slim down your budget, and start living within your means.

Start by filling in your monthly income and monthly expenses. Remember, it's monthly, so for items like health club memberships or bonuses, which are generally once-a-year payments, divide by twelve. Credit card charges should be split up according to whatever you spent the money on (groceries, clothes, etc.), but interest and finance charges have their own category.

Then just press "Calculate Results" to get your total income (after tax), total expenses, and cash flow, which is simply your income minus expenses.

If your cash flow is very low—or in the negative numbers—you'll need to either earn more or start prioritizing. (It might not be as hard as you think: take a peek at our Money Makeover couple's budget.)

Then, for fun, subtract your liabilities (all that you owe) from your assets (all that you own) and find out your net worth.

 

Marital Status single  married 


This will help us calculate your federal income tax correctly.
If you checked married, then the numbers you enter below should be for your combined household.

 

Monthly Income

 
Salaries and Bonuses (before taxes)  $

Investment Income, such as Interest, Earnings, and Dividends (before taxes)

$



Monthly Expenses
  % of Monthly
Expenses
Rent/Mortgage
(include maintenance fees)
$ %
     
IRA and 401(k) $ %
Groceries $ %
Gas/Electric/Water $ %
Telephone $ %
Eating Out $ %
Clothes $ %
Student Loan Payment/Tuition $ %
Auto Expenses
(payments, garage, gas)
$ %
     
Bus/Subway/Taxi $ %
Health Insurance $ %
Renter's Insurance $ %
Child Care $ %
Auto Insurance $ %
Disability Insurance $ %
Life Insurance $ %
Home Expenses $ %
Laundry/Dry Cleaning $ %
Medical & Dental (not covered by insurance) $ %
     
Bank Fees $ %
Credit Card Interest Payments & Finance Charges $ %
     
Hobbies $ %
Nightlife $ %
Movies/Theater/Cable TV/DVDs $ %
Internet Access Fee $ %
Concerts/CDs/iTunes $ %
Gifts $ %
Vacation $ %
Magazines/Newspapers/Books $ %
Personal Care $ %
Health Club/Recreation Fees $ %
Membership Dues/Charitable Contributions $ %
     
Pets/Pet Care $ %
Miscellaneous $ %
 
     
  Total Monthly Income (after tax) $
minus Total Monthly Expenses $
equals Monthly Cash Flow $

 


Figure Out Your Net Worth

 

 
Assets  
Home(s) (market value) $
Furniture/Art $
Car $
Savings/Investments $
Retirement Accounts $
Other $
Liabilities  
Mortgage $
Credit Card Debt $
Student Loans $
Other Loans $
Other $

 

  Total Assets $
minus Total Liabilities $
equals Net Worth $