Monthly Balanced Budget

James Oyeniyi
Date:

Please complete and send back to our office at least three busines days prior to your meeting. Fax: 312-706-9779 Email: siara.lump@nm.com

Client Income $3,186 PROJECTED MONTHLY "SURPLUS"

$591
ACTUAL MONTHLY INCOME (After Partner/Spouse Income $0 (Actual income minus expenses)
Tax) Other Income $0
Total monthly income $3,186 ENTERTAINMENT
Video/DVD rentals $0
HOUSING CDs $0
Primary residence mortgage/rent $700 Movies $0
Second mortgage/Home Eq. Loan $0 Concerts $0
Electricity $75 Sporting events $0
Gas $50 Live theater $0
Water and sewer $0 Travel (monthly) $0
Cable $0 Other $0
Internet $0 Subtotals $0
Waste removal $0
Maintenance or repairs $0 LOANS
Home telephone $0 Student loans $0
Cell phones $0 Loans from others (personal) $0
Subtotals $825 Credit card $0
Credit card $0
TRANSPORTATION Other $0
Vehicle #1 payment $0 Subtotals $0
Vehicle #2 payment $0
Public Transportation $0 TAXES
Car insurance $0 Federal $0
License and Taxes $0 State $0
Fuel $125 Real Estate $0
Maintenance $0 Other $0
Car Replacement Fund $0 Subtotals $0
Subtotals $125
SAVINGS OR INVESTMENTS
PERSONAL INSURANCE Retirement account $0
Homeowners Insurance $0 Investment account $0
Health Insurance $18 Education/School $0
Dental Insurance $10 Short-term savings/emergency $500
Life Insurance $0 Subtotals $500
Disability Insurance $0
Long Term Care Insurance $5 PETS
Subtotals $33 Food $0
Medical $0
FOOD Grooming $0
Groceries $200 Toys $0
Dining out $150 Other $0
Other $0 Subtotals $0
Subtotals $350
GIFTS AND DONATIONS
PERSONAL CARE Charity 1 $550
Medical/Dental (co-pays, prescriptions) $0 Charity 2 $0
Hair/nails $0 Subtotals $550
Clothing $200
Dry cleaning $0 OTHER
Health club $12 Alimony payments $0
Organization dues or fees $0 Child support payments $0
Other $0 Payments on lien or judgment $0
Domestic Help $0 School Tuition $0
Professional Dues (Attorney, CPA) $0 Adult Education $0
Dependent/Child Care $0 Payments to support family $0
Subtotals $212 Subtotals $0

TOTAL MONTHLY COSTS $2,595

Revised 09/13