Budget Stretcher's FREE Forms and Worksheets


Budget Stretcher offers FREE, simple and easy Budget Forms and Worksheets to use with The Complete Budget and Bill Organizer. This page will show you a list of those forms, along with samples and instructions, and give you links where you can print and use these forms.

Now you can get Budget Stretcher's Budget and Credit Card Payment Forms that calculate. Get yours by visiting http://www.homemoneyhelp.com/calcforms/screenshots.html



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Here is an explanation of each version of the below forms. :

Standard Forms - You are able to print these forms and complete them by hand. At the top of each forms is a link to a Printable Copy.

Fill in and Print - The forms are designed so that you can fill in your Budget information and print the form. CAUTION: If you leave the page before printing you will lose all information entered.

Sample & Instructions - Each form has an identical form completed to show you what it should look like when you are done. These forms also give brief instructions for completing the form.

These will appear as links under the title of each form. All you need to do is click on these links to be taken to that version of the form.


Budget Worksheet

Standard Form
Fill in and Print
Sample & Instructions

The Budget Worksheet is designed to provide you a place to brainstorm all of your income and expenses and put them on paper in the rough.

Income Housing Other Bills
Source Amount Expenses Amount Expenses Amount
           
           
           
           
           
           
           
           
Total   Total   Total  
Household Household (Cont) Savings
Source Amount Expenses Amount Expenses Amount
           
           
           
           
           
           
           
           
Total   Total   Total  




Budget Form

Standard Form
Fill in and Print
Sample & Instructions

The Budget Form is designed to provide you a with a well organized look at your income and expenses, and how your actual expenses stack up against the ideal budget percentages.

There are five tables to your budget. Expenses, Income, Income Available for Savings, Bill Percentages and Paycheck Distribution. In order to fully understand the Budget Form, please visit The Complete Budget and Bill Organizer. There are general instructions that will guide you through the entire budget process.

Expenses
Housing
House Payment/Rent
 
Taxes & Ins
 
Other Bills
Car Payment 1
 
Car Payment 2
 
Car Insurance
 
Life & Health Ins
 
Electric
 
Other Utilities
 
Telephone
 
Internet Fees
 
Credit Card 1
 
Credit Card 2
 
Credit Card 3
 
Installment Loan 1
 
Installment Loan 2
 
Cable/Sat
 
Other Bill 1
 
Other Bill 2
 
Other Bill 3
 
Household
Household Budget
 
Total Expenses
 
Income
Main Income  
Second Income
 
Other Income
 
Total Income
 
Income Available for Savings
Total Income
 
Total Expenses Minus
 
Savings
 
Bill Percentages
Estimated Actual
Housing 30%
 
 
Household Expenses 30%
 
 
Other Bills 30%
 
 
Savings 10%
 
 


Paycheck Distribution
Weekly Monthly
Amount Deposited in
Checking for Housing &
Other Bills 60%
 
 
Amount of Cash For
Household Expenses 30%
 
 
Amount for Long
Term Saving (invested) 5%
 
 
Amount for Crisis Fund
(saving account) 5%
 
 




Monthly Bill Summary

Standard Form
Fill in and Print
Sample & Instructions

The Monthly Bill Summary is used to list your bills in the order in which they need to be paid each month. Using this form, you can identify quickly which bills have been paid and which bills still need to be paid.

Month ____________________

LIST YOUR BILLS BELOW  PAYMENT DATE DUE DATE PAID CHECK # COMMENTS 
                      
                      
                      
                      
                      
                      
                      
                      
                      
                      
                      
                      
                    
                      
                      
                      
Totals                    



Budget Ledger

Standard Form
Fill in and Print
Sample & Instructions

The Budget Ledger is designed to provide you a quick and easy way to keep track of when and how much you paid on your bills. This form covers a 6 month period. When the 6 month period is over and you total your bills you will be able to see how much each bill is costing you. You will also be able to determine an average monthly cost on bills that vary from month to month like your utility bills.

Enter Month>>>>>              
Company Name Date/Amt Pd Date/Amt Pd Date/Amt Pd Date/Amt Pd Date/Amt Pd Date/Amt Pd 6 Mo Total Pd
                           
                           
                           
                           
                           
                           
                           
                           
                           
                           
                           
                           
                           
                           
                           
                           
                           
                           
                           
Monthly Totals              



Monthly Bill Summary Part 2

Standard Form
Fill in and Print
Sample & Instructions

The Monthly Bill Summary - Part 2 is used to sort your bills by payday to enable you to have approximately the same amount of money coming out each payday.

Month ____________________

Paycheck 1
Paycheck 2
Bill Amount Bill Amount
       
       
       
       
       
       
       
       
       
       
Total   Total  
 
Paycheck 3
Paycheck 4
Bill Amount Bill Amount
       
       
       
       
       
       
       
       
       
       
Total   Total