MY MONTHLY BUDGET
Create your monthly budget to learn how much you’re earning, spending, and saving!
MY FINANCIAL GOALS
Fill in your short-term and long-term goals to learn how long and how much you will need to save to achieve
If you don’t any income then start with $300 to practice. your money dreams! We've helped you get started with some ideas.
Money Coming in to Me Monthly Short-Term Goals (Under 1 Year)
MY MONTHLY INCOME AMOUNT Save up for a new phone
My Total Income This Month: $0.00
Money I'm Spending Monthly Mid-Term Goals (1–5 Years)
MY MONTHLY EXPENSES COST Buy a car
PAY YOURSELF FIRST
savings account (start with 10% of your monthly $0.00
income)
TRANSPORTATION
ENTERTAINMENT
Long-Term Goals (Over 5 Years)
PERSONAL
DONATIONS Brought to you by Junior Achievement, where we empower young people to own their economic success! Learn
more about us at https://www.ja.org.
OTHER
My Total Expenses This Month: $0.00
Did I have extra to save? Or did I overspend?
Save or Overspend (-)? $0.00
SAMPLE MONTHLY BUDGET SAMPLE FINANCIAL GOALS
Create your monthly budget to learn how much you’re earning, spending, and Fill in your short-term and long-term goals to learn how long and how much you will need to save to
saving! achieve your money dreams! We've helped you get started with some ideas.
Money Coming in to Me Monthly Short-Term Goals (Under 1 Year)
MY MONTHLY INCOME AMOUNT Take electric guitar lessons and buy a guitar
chores $20.00 Take driver's ed classes
cash gift $50.00 Find a part time job
wages from work $300.00
other (add more rows if you need)
My Total Income This Month: $370.00
Money I'm Spending Monthly Mid-Term Goals (1–5 Years)
MY MONTHLY EXPENSES COST Plan for community college first 2 years, then University
PAY YOURSELF FIRST Take a month-long trip to Europe
savings account (start with 10% of your monthly $37.00 Buy a used car that is worth about $10,000
income)
TRANSPORTATION
city bus pass $25.00
electric scooter rental $10.00
ENTERTAINMENT
Long-Term Goals (Over 5 Years)
streaming service $7.99
arcade $20.00 Save enough for a down payment on a house
eating out $34.00 Get my Master's Degree
chess tournament ticket $4.00 Buy an off-road vehicle
PERSONAL
cell phone $50.00
wellness (haircut and deodorant) $33.75
running shoes $65.00
school supplies (poetry notebook) $1.50
gifts $10.00
DONATIONS Brought to you by Junior Achievement, where we empower young people to own their economic success! Learn
more about us at https://www.ja.org.
clean water giving $10.00
OTHER
other (add more rows if you need)
My Total Expenses This Month: $271.24
Did I have extra to save? Or did I overspend?
Save or Overspend (-)? $98.76
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