8-9. BUDGET WORKSHEET (Step 4) INCOME ITEMS
Source of Income
Preliminary
Revised
Revised
Salary, Wages, Commissions, Tips, Etc. Self ......................................................................................... Spouse ................................................................................................. Interest Earned On Savings Accounts Name of Institution: _ _________________________________________ Name of Institution: _ _________________________________________ Interest Earned On Bonds From: _ _______________________________________________________ From: _ _______________________________________________________ Dividend Income From: _ _______________________________________________________ From: _ _______________________________________________________ Other Investment Income From: _ _______________________________________________________ From: _ _______________________________________________________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
Social Security Benefits . ......................................................................
$_____________
$_____________
$_____________
VA Benefits ............................................................................................
$_____________
$_____________
$_____________
Pensions and/or Annuities Being Received ........................................
$_____________
$_____________
$_____________
Other Income From: _ _______________________________________________________ From: _ _______________________________________________________ From: _ _______________________________________________________
$_____________ $_____________ $_____________
$_____________ $_____________ $_____________
$_____________ $_____________ $_____________
TOTAL INCOME: $_____________
$_____________
$_____________
EXPENSE ITEMS
Source of Expense
Preliminary
Revised
Revised
FIXED EXPENSES Mortgage Payment or Rent Personal Residence .......................................................................... Other: _ _______________________________________________________ Car Payments Vehicle: ______________________________________________________ Vehicle: ______________________________________________________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
$_____________ $_____________
CHAPTER 8: PRINCIPLES OF FINANCIAL PLANNING
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