60 Walnut Street Suite 101A Wellesley, MA 02481 Phone :781.772.2450 Fax:781.431.9777 www.balancewealthadvisor.com Budget Information Current Expenses: Last Updated: Monthly Annual Expenses Expenses Cable TV Online/Internet Dining (take-out/restaurant) Dues (work/unions) Entertainment (movies,shows, etc.) Gifts to charities Gifts to family and others Hobbies Recreation (gym, golf, etc.) Subscriptions (newspaper, magazines) Travel (vacation) Other (pets, allowances, kids sports, etc.) Monthly Spending: (Cash purchases not itemized) Committed Expenses Housing Home/rent insurance premium Real estate taxes Utilities - telephone (Home - local/LD) - cell phone - gas/oil - electric Other (lawn, snow, etc.) Note here: Food, clothing, transportation Food/groceries Clothing Auto Insurance premium(s) Auto maint. (tune-up, oil, tires, etc.) Auto gasoline (monthly) Vehicle tax Other (tolls, bus, taxi) Loan Payments Mortgage/(P&I only) Home Equity (Loan/Line) Other Real Estate Vehicle #1 Vehicle #2 Other_________________ Credit cards: 

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Budget Information.pdf

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