Annual Budget

Annual Budget Template

Section 1: Revenue

• List of sources of revenue and estimated amounts for each source
• Wages and salaries
• Interest income
• Rental income
• Dividends
• Other income

Section 2: Expenses

• List of categories of expenses
• Rent or mortgage
• Utilities
• Food
• Transportation
• Healthcare
• Education
• Entertainment
• Clothing
• Other expenses

Section 3: Savings and Investments

• Savings goals
• Retirement savings
• Emergency fund
• Investments
• Other savings

Section 4: Miscellaneous

• Any other items not covered in previous sections
• Miscellaneous expenses
• Miscellaneous income

Total Budget:

• Total revenue
• Total expenses
• Net income/surplus

Notes:

• This template is for a single person, but can be adapted for couples or families.
• The categories for expenses can be modified to fit your specific needs.
• You can adjust the budget amounts as needed throughout the year.
• It is important to track your spending and review your budget regularly to ensure you are sticking to your goals.