Finance Budget Schedule
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]
