Type into a PDF, then save your copy.
Choose Fillable PDF, download it and open it in a PDF reader that supports forms. Click a shaded field to type or a checkbox to mark it. Save as a new file, then reopen it to check your answers. If your browser preview does not let you type or save, use a form-supporting reader such as Adobe Acrobat Reader. PDF edits stay in your file and do not update website progress.
Family budget worksheet
Compare monthly take home income, spending, savings, and the amount left.
How to use it
Use the same time period for every amount. Record actual take home income, estimate variable costs, and add occasional expenses to your plan. Review the totals with the household members involved.
A look inside
- Choose the month and who is contributing.
- List expected take home income.
Includes a preparation checklist and a separate working copy with editable prompts.
Using Word, PDF, or Google Docs
- Word: Download the .docx file, replace the bracketed prompts, and save a new copy. You can change wording and add table rows.
- PDF: Download and open it in a PDF reader that supports forms. Type in the fields, check boxes, and save your completed copy. Reopen it to confirm your answers saved.
- Google Docs: Download the Word file. In Google Drive, choose New, then File upload. Upload the .docx file, then open it with Google Docs. Choose File, then Save as Google Docs if conversion is needed.
No Google account connection is required here. Uploading and editing happens in your own Google account.
Put it into action
Use your checklist or planning workspace to track the next step.
Open related planning toolsTrack a follow upUseful official resource: CFPB Your Money Your Goals
Template reviewed 2026-10-01. Original Life’s Checklists resource; linked organizations do not endorse this template.
These original templates help you organize information and draft messages. Use the receiving organization’s required forms when applicable. Location-specific rights and requirements need checking locally. Keep private information out of shared copies.