Monthly Budget Worksheet

Managing your finances starts with knowing exactly where your money is going. Our Monthly Budget Worksheet makes it easy to map out monthly expenses, helping you stay organized and uncover ways to save. When filling it out, be honest about your spending and avoid overestimating your spending-getting a clear, accurate picture is key to building a strong financial plan.

We have organized our worksheet into a few simple categories to make tracking your expenses easier:

  • House
  • Daily living
  • Entertainment
  • Transportation
  • Health
  • Debts, Loans
  • Charity, Gifts

These sections help you see exactly where your money is going and identify areas where you can adjust your spending.

Map out your monthly spending in minutes!

Retirement Wausau WI Budget Worksheet