"Spending Plan Template - Finance in the Classroom"

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Name ________________________________ Date ________
SPENDING PLAN
F
: ____________________
OR MONTH OF
PLAN
ACTUAL
MONTHLY INCOME
Earned Income
$__________________
$__________________
Unearned Income
$__________________
$__________________
T
I
$__________________
$__________________
OTAL
NCOME
MONTHLY EXPENSES
Fixed Expenses
Pay Yourself First
$_________________
$__________________
Car Payment
$_________________
$__________________
Car Insurance
$_________________
$__________________
Other ________________
$_________________
$__________________
Other ________________
$_________________
$__________________
Total Fixed Expenses
$_________________
$__________________
Variable Expenses
Savings
$_________________
$__________________
Gas
$_________________
$__________________
Food
$_________________
$__________________
Clothing
$_________________
$__________________
Entertainment
$_________________
$__________________
School Supplies
$_________________
$__________________
Activities
$_________________
$__________________
Charitable Giving
$_________________
$__________________
Other
$_________________
$__________________
Total Variable Expenses
$_________________
$__________________
T
E
(Fixed + Variable Expenses) $_________________
$__________________
OTAL
XPENSES
P
L
(Income – Total Expenses) $_________________
$__________________
ROFIT OR
OSS
A
: ______________________________________________________
DJUSTMENTS FOR NEXT MONTH
________________________________________________________________________________
FinanceInTheClassroom.org
Name ________________________________ Date ________
SPENDING PLAN
F
: ____________________
OR MONTH OF
PLAN
ACTUAL
MONTHLY INCOME
Earned Income
$__________________
$__________________
Unearned Income
$__________________
$__________________
T
I
$__________________
$__________________
OTAL
NCOME
MONTHLY EXPENSES
Fixed Expenses
Pay Yourself First
$_________________
$__________________
Car Payment
$_________________
$__________________
Car Insurance
$_________________
$__________________
Other ________________
$_________________
$__________________
Other ________________
$_________________
$__________________
Total Fixed Expenses
$_________________
$__________________
Variable Expenses
Savings
$_________________
$__________________
Gas
$_________________
$__________________
Food
$_________________
$__________________
Clothing
$_________________
$__________________
Entertainment
$_________________
$__________________
School Supplies
$_________________
$__________________
Activities
$_________________
$__________________
Charitable Giving
$_________________
$__________________
Other
$_________________
$__________________
Total Variable Expenses
$_________________
$__________________
T
E
(Fixed + Variable Expenses) $_________________
$__________________
OTAL
XPENSES
P
L
(Income – Total Expenses) $_________________
$__________________
ROFIT OR
OSS
A
: ______________________________________________________
DJUSTMENTS FOR NEXT MONTH
________________________________________________________________________________
FinanceInTheClassroom.org