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Planning for College — Budget Worksheet

All the experts agree that making and sticking to a realistic budget is the first step toward controlling your financial destiny. Do yourself a favor - make a budget and live by it. We think you will find it to be easy to do once you get started. Plus, by holding to a well-planned budget, you will save yourself headaches and a lot of money.

You can view/print another version of this worksheet with helpful hints on living within a budget, click here.

Resources:	Academic Year
Savings	$
Family Contribution	$
Gifts	$
INCOME:
Employment Earnings	$
College Work Study	$
Nontaxable (AFDC, VA, Soc. Sec., etc.)	$
GRANTS:
Pell Grant	$
SSIG Grant	$
UCOPE Grant	$
SCHOLARSHIPS:
Institutional	$
Private	$
Other	$
Tuition Waivers/Credits	$
Stipends	$
Assistantships/Fellowships	$
LOANS:
Perkins Loan	$
Stafford Loan(s)	$
PLUS Loan	$
Institutional	$
Private	$
MISCELLANEOUS FINANCIAL AID:
Vocational Rehabilitation	$
Other	$

Total Academic Year Resources:	$

Enter your estimated expenses in the boxes below. You may enter an amount either as a monthly expense or an expense for the year. Please leave "0" in the boxes you do not use.

Number of Months in your academic year:
Expenses:	Monthly	Academic Year
Savings Plan(s)	$	$
EDUCATIONAL:
Tuition and Fees	$	$
Books and Supplies	$	$
Special Equipment	$	$
ROOM & BOARD:
Housing (Rent, Mortgage)	$	$
Utilities	$	$
Phone	$	$
Groceries/Meal Plan	$	$
Snacks, Sodas, Coffee	$	$
Off-campus Meals	$	$
Taxes (property, etc.)	$	$
Furnishings & Decorations	$	$
TRANSPORTATION:
Car Payment	$	$
Gas, Oil & Repair	$	$
License & Registration	$	$
Commuting Expenses	$	$
PERSONAL:
Toiletries	$	$
Household Supplies	$	$
Clothing	$	$
Dry Cleaning/Laundry	$	$
Barber/Beauty Shop	$	$
Doctor & Dentist Visits	$	$
Prescriptions	$	$
Other Personal Items	$	$
INSURANCE:
Medical Insurance	$	$
Life Insurance	$	$
Car Insurance	$	$
Personal Property Ins.	$	$
DISCRETIONARY:
Cable TV	$	$
Entertainment	$	$
Magazines/Novels, CDs	$	$
Gifts (i.e. charities, holidays)	$	$
Membership Fees (i.e. gym)	$	$
Sports/Hobbies	$	$
Cellular Phone	$	$
Internet/On-line Services	$	$
MISCELLANEOUS:
Child Care	$	$
Alimony or Support	$	$
Installments (i.e. credit cards)	$	$
Pocket Money	$	$
Emergency	$	$

Total Academic Year Expenses:		$

REMAINING Academic Year Funds:

Academic Year Resources:	$
*Minus* Academic Year Expenses:	$
*Equals* Discretionary Income:	$

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