Budget Worksheet

Fixed costs:

Housing

Location:  _______________
Selling Price: ____________________ (if new add applicable taxes  -  6% GST)
Down Payment: _____________________
Loan Amount: ______________________
15 Year Mortgage:      Monthly Payment:  ___________________
                                  Total Cost of House: __________________
                                  Interest Paid: _______________________                 Use interest
25 Year Mortgage:     Monthly Payment: ____________________                    rate of
                                 Total Cost of House: ___________________                   6.5% fixed
                                  Interest Paid: _______________________

Transportation

Car Selected: ____________________
Selling Price: ________________________ (including taxes)
Down payment: _________________________
Loan Amount:  _________________________
Monthly Payment: ______________________ for ___________years.
Total Cost of Car: ______________________
Total Interest Paid: _____________________

Variable Costs:

Food and Utilities
 To determine the actual amounts for the budget talk to your parents or other adults and take the monthly averages.

 

 

 

Phone
 Decide on:
   Phone:     _________________
   Phone and Internet:  _________________
   Phone, Internet, Cell: _________________
Check advertisements or contact the company to get info.

Cable
 Decide on:
   No Cable:  _________________________
   Basic Cable:  _________________________
   The Works:  _________________________
Check advertisements or contact the company to get info.

Clothing
 Determine the type of clothing you need to buy for the job and check advertising for what you might need.

Entertainment
 Determine the type of activities you would like to do each month and what it will cost

Savings
 Determine the amount you will actually be able to save.

Miscellaneous
 Identify miscellaneous items and their costs.

Career Information

Occupation:  ________________________________
Yearly Salary:_______________________________
 

Education (cost of this will not be included in the budget)

Education required for you chosen career: ____________________
Approximate cost:  ______________________
How will you pay for your education? Include this information in your reflection.