|
|
BUDGET QUESTIONS INCOME Gross Wages per Pay Period: 1. How often do you get paid? Husband: __________________ Wife: ____________________ 2. What is the gross pay each period (before deductions) Husband: __________________ Wife: ____________________ 3. Amount, if any, received from overtime on average paycheck: Husband: __________________ Wife: ____________________ 4. What are the deductions per pay period for: Husband Wife (a) Payroll taxes (including social security) $__________ $__________ (b) Insurance $__________ $__________ (c) Union dues $__________ $__________ (d) Other (specify) $__________ $__________ Other income per month: 5. If self-employed: gross income from business: $__________ $__________ 6. From real property: $__________ $__________ 7. Interest and dividends: $__________ $__________ 8. Social security and other government assistance: $__________ $__________ 9. Pension and retirement income $__________ $__________ 10. Spousal support: $__________ $__________ 11. Child Support: $__________ $__________ 12. Other income: $__________ $__________ specify source
13. For any child support received: please write name, age, and relationship of each child for whom you receive support.
14. If you think that you income may increase or decrease more than 10% within the next year, describe why you think so, and the amount of the increase or decrease. (if you income is seasonal, put in which months are the 'good' and/or 'bad' season, and the amount of the monthly increase or decrease in income during this season.
MONTHLY EXPENSES Husband Wife 15. Rent/mortgage payment: $___________ $____________ Are property taxes included? ____ ____ Is property insurance included? ____ ____ 16. Home maintenance: $___________ $____________ 17. Electricity, heating fuel: $___________ $____________ 18. Water and sewer: $___________ $____________ 19. Telephone: $___________ $____________ 20. Garbage: $___________ $____________ 21. Security: $___________ $____________ 22. Cable: $___________ $____________ 23. Other Utilities: _________ $___________ $____________ 24. Food: $___________ $____________ 25. Clothing: $___________ $____________ 26. Laundry/ dry cleaning: $___________ $____________ 27. Medical/ dental: $___________ $____________ 28. Transportation: $___________ $____________
29. Recreation/ clubs/ entertainment/ newspapers/ periodicals/ books: $___________ $____________ 30. Charitable Contributions: $___________ $____________ 31. Homeowner's/ renter's insurance: $___________ $____________ 32. Life insurance: (if not deducted from paycheck) $___________ $____________ 33. Health insurance: (if not deducted from paycheck) $___________ $____________ 32. Auto insurance: $___________ $____________ 33. Other insurance: (if not deducted from paycheck) $___________ $____________ 34. Real estate taxes: (if not escrowed with mortgage) $___________ $____________ 35. Other taxes: (include estimated quarterly taxes not deducted from paycheck if you pay these)$___________ $____________ 36. Auto installment payments: $___________ $____________ 37. Other installment payments: put name of item for which payments are being made: _________________ $___________ $_____________ _________________ $___________ $_____________ 38. Child support paid: $___________ $_____________ 39. Spousal support paid: $___________ $_____________ 40. Other expenses: _________________ $___________ $_____________ _________________ $___________ $_____________ _________________ $___________ $_____________ _________________ $___________ $_____________ |