Budget Calculator

Retirement Information:

Name: Current Age: Age You Plan to Retire: Years until retired:

Monthly income

(Only enter income you're currently receiving)

Wages, after tax?:

Military:

Other:

Rental income:

Social Security benefits:

Pension, FERS, CSRS, etc:

401k, TSP, 457B, etc:

IRA distribution:

SUB-TOTAL MONTHLY INCOME :

Current Monthly income (Spouse)

(Only enter income you're currently receiving)

Wages, after tax?:

Military:

Other:

Rental income:

Social Security benefits:

Pension, FERS, CSRS, etc:

401k, TSP, 457B, etc:

IRA distribution:

SUB-TOTAL MONTHLY INCOME :

TOTAL MONTHLY INCOME :

Expenses:- Needs (monthly)

Rent/mortgage:

Renters or home insurance premiums:

Property tax bill:

Auto insurance premiums:

Health insurance premiums:

Out-of-pocket medical costs:

Life insurance premiums:

Electricity and natural gas bill:

Water bill:

Sanitation/garbage bill:

Groceries and other essentials:

Car payment:

Parking and registration fees:

Car maintenance and repairs:

Gasoline:

Public transportation:

Phone bill:

Internet bill:

Minimum student loan payments:

Other minimum loan payments?:

Child support or alimony payments:

Home maintenance and repair:

Homeowners association fees:

Other:

TOTAL SPENT ON NECESSITIES :

Expenses:- Wants (monthly)

Clothing, jewelry, etc.:

Dining out:

Special meals at home:

Alcohol:

Movie, concert and event tickets:

Gym or club memberships:

Travel expenses:

Cable or streaming packages:

Home decor items:

Furniture:

Gardener/pool/alarm service:

Other:

TOTAL SPENT ON WANTS :

Savings & Debt Repayment (monthly)

Emergency fund contributions:

Savings account contributions:

401(k) contributions:

Individual retirement account contributions:

Other investments:

Credit card payments:

Excess payments on student loans:

Excess payments on mortgage:

Other:

TOTAL SPENT ON SAVINGS AND PAYING OFF DEBT :

Summary

TOTAL MONTHLY INCOME:

TOTAL SPENT ON NECESSITIES:

TOTAL SPENT ON WANTS:

TOTAL SPENT ON SAVINGS AND PAYING OFF DEBT:

Total Monthly Spending:

Total Monthly Unallocated Income:

Monthly Anticipated Spending Based On 3% Inflation

At Retirement :

10 Years Retired :

20 Years Retired :

30 Years Retired :

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