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Rommmate Budget

This monthly budget template is meant to help users create a personalized budget to feel financially prepared for various goals and expenses. It provides tabs to build a budget for one month or a whole year, with categories for income, housing, transportation, health, charity, daily living, entertainment, savings, debts, subscriptions, and miscellaneous items. The template tracks starting balance, total income and expenses, net amount, and projected ending balance to keep users on track with their financial plans. It also offers help and advice from a local TD Canada Trust branch.

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57 views3 pages

Rommmate Budget

This monthly budget template is meant to help users create a personalized budget to feel financially prepared for various goals and expenses. It provides tabs to build a budget for one month or a whole year, with categories for income, housing, transportation, health, charity, daily living, entertainment, savings, debts, subscriptions, and miscellaneous items. The template tracks starting balance, total income and expenses, net amount, and projected ending balance to keep users on track with their financial plans. It also offers help and advice from a local TD Canada Trust branch.

Uploaded by

api-339459052
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Monthly Budget Template

This budget template is meant to help you create a budget that works for you. Whether youre saving for your wedding or expecting a new baby, making a
budget can help you feel financially prepared. Try building your budget for one month on the Monthly Budget tab, then when you get the hang of it, create
a budget for the whole year on the Yearly Budget. Need a hand? Click on the Help tab below.
Starting Balance $1,500.00
Total Income $5,760.00
Total Expenses $5,290.00
NET (Income - Expenses) $470.00
Projected End Balance $1,970.00

THIS MONTH

INCOME
Net Income (Partner 1) $2,880.00
Net Income (Partner 2) $2,880.00
Other
Other
Total INCOME $5,760.00

HOME EXPENSES
Mortgage/Rent $1,200.00
Homel Insurance $0.00
Electricity $0.00
Gas/Oil $0.00
Water/Sewer/Trash $0.00
Phone $40.00
Cable/Satellite $35.00
Internet $0.00
Furnishings/Appliances $0.00
Lawn/Garden $100.00
Maintenance/Supplies $100.00
Improvements $100.00
Property Taxes
Other
Total HOME EXPENSES $1,575.00

TRANSPORTATION
Car Payments $0.00
Car Insurance $0.00
Fuel/Gas $0.00
Bus/Taxi/Train Fare $186.00
Repairs/Maintenance
Registration/License
Parking
THIS MONTH
Other
Total TRANSPORTATION $186.00

HEALTH
Health Insurance $104.00
Doctor/Dentist
Medicine/Drugs
Health Club Dues
Life Insurance
Veterinarian/Pet Care
Other
Total HEALTH $104.00

CHARITY/GIFTS
Gifts $300.00
Donations
Other
Total CHARITY/GIFTS $300.00

DAILY LIVING
Groceries $1,000.00
Personal Supplies $500.00
Clothing $500.00
Cleaning $200.00
Education/Lessons
Dining/Eating Out/Coffee $300.00
Salon/Barber $100.00
Pet Food
Other
Total DAILY LIVING $2,600.00

ENTERTAINMENT
Videos/DVDs $175.00
Music/Games $100.00
Movies/Theater $100.00
Concerts/Plays $150.00
Books
Hobbies
Film/Photos
Sports
Outdoor Recreation
Toys/Gadgets
Vacation/Travel
Other
Total ENTERTAINMENT $525.00

SAVING & INVESTING


Emergency Fund
Savings Account/Other Non-Registered Savings
THIS MONTH
Retirement (RRSPs, GIC)
Investments
Education (RESP)
Other
Total SAVING & INVESTING $0.00

LOANS & OTHER DEBTS


Loan/Line of Credit
Credit Card
Student Loan
Alimony/Child Support
Other
Total LOANS & OTHER DEBTS $0.00

SUBSCRIPTIONS
Newspaper
Magazines
Dues/Memberships
Other
Total SUBSCRIPTIONS $0.00

MISCELLANEOUS
Postage
Other
Other
Total MISCELLANEOUS $0.00

Come in and talk to us about how we can help you build a budget that fits your life.
Visit your local TD Canada Trust branch or call 1-866-222-3456 to book an appointment.

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