Finance Budget Schedule
I. Income Schedule
Source of Income | Frequency | Expected Amount |
Monthly Salary | Monthly | $5,000 |
Quarterly Dividends | Quarterly | $500 |
Annual Bonus | Annually | $3,000 |
II. Expense Allocation
Expense Category | Budgeted Amount | Payment Schedule |
Housing | $1,200 | Monthly (1st) |
Utilities | $300 | Monthly (15th) |
Groceries | $500 | Monthly (Various) |
Insurance | $250 | Monthly (20th) |
Discretionary | $400 | Monthly (Various) |
III. Savings Plan
Savings Goal | Contribution Schedule | Target Goal | Completion Date |
Emergency Fund | $300 monthly | $10,000 | [Month Day, Year] |
Vacation Fund | $200 monthly | $2,400 | [Month Day, Year] |
IV. Investment Contributions
Investment Type | Contribution Schedule | Amount |
401k | Monthly | $400 |
Stock Market | Monthly | $300 |
V. Regular Financial Reviews
Review Type | Review Frequency | Next Scheduled Review | Key Focus Areas |
Quarterly Review | Quarterly | [Month Day, Year] | Expense trends, savings progress |
Annual Review | Annually | [Month Day, Year] | Investment performance, annual goals |
Prepared by:
[Your Name]
[Your Job Title]
[Your Company Name]
[Your Company Website]
Finance Templates @ Template.net
