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ONE Budget

Step 1 of 11 – Personal Information

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Name
First Last
Primary Email
Phone

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Mortgage/Rent Monthly
Homeowners Insurance Monthly
Utilities Monthly
Maintenance Monthly
Total Monthly Housing*

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Car Payment Monthly
Gas/Maintenance/License Monthly
Auto Insurance Monthly
Parking/Rideshare/Tolls/Bus/Train Monthly
Total Monthly Transportation

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Groceries/Instacart Monthly
Clothing/Dry Cleaning Monthly
Domestic Help Monthly
Total Monthly Household

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Health Insurance Monthly
Fitness & Mental Wellness Monthly
Mental Health Monthly
Membership Fees Monthly
Medical/Dental/Drugs Monthly
Life Insurance Monthly
Disability Income Insurance Monthly
Total Monthly Wellness

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Personal Care Monthly
Professional Dues Monthly
Child Care Monthly
Education/School Monthly
Cash/Allowances Monthly
Total Monthly Personal Responsibility

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Credit Card Payments Monthly
Personal Loan Payments Monthly
Non-Qualified Savings Monthly
College Savings Monthly
Special Purchase Savings Monthly
Vacation Fund Monthly
Fun Money Monthly
Total Monthly Loan Payments
Total Personal Responsibility
Total Monthly Variable or Discretionary

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Household Furnishings Monthly
Recreation/Club Dues Monthly
Dining Out Monthly
Movies/Sporting Events Monthly
Babysitters Monthly
Hobbies Monthly
Vacation/Travel Monthly
Total Monthly Entertainment

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Gifts/Contributions Monthly

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Property Taxes Annually
Federal Income Taxes Monthly
State Income Taxes Monthly
FICA/Self-Employ. Taxes Monthly
Estimated Annual Taxes Paid

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Total Monthly Discretionary Expenses
Total Monthly Expenses
Total Annual/Periodic Expenses

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