How much am I spending?

The answer might surprise you! Use this calculator to see where your money’s going. Then you can build a budget that feels better for you.

Savings

Emergency Fund ($)

Investments ($)

Retirement ($)

Home

Mortgage payment or rent ($)

Vacation home mortgage ($)

Utilities (electricity, heat, water, telephone, etc.) ($)

Household repairs and maintenance ($)

Loans

Automobile ($)

Personal ($)

Student ($)

Taxes

Federal ($)

State ($)

FICA (social security taxes) ($)

Real estate ($)

Other ($)

Auto/Transportation

Auto Insurance ($)

Automobile expenses (gas, repairs, etc.) ($)

Monthly public transit ($)

Personal

Food ($)

Clothing ($)

Entertainment and dining ($)

Health Insurance ($)

Personal (gifts, charity, hobbies, etc.) ($)

Miscellaneous (magazines, child care, etc.) ($)

Annual Expenses

Tuition ($)

Vacation ($)

Other ($)

Income

Monthly Pay ($)

Monthly Other ($)

Annual Gifts ($)

Annual Tax Return ($)

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

Cash Flow

College

Credit & Debit

Home & Mortgage

Taxation

Insurance

Paycheck & Benefits

Qualified Plans

Retirement

Saving

Investment

Auto

Business

Other