Let’s Talk BUDGET!
Let’s Talk BUDGETING!
A budget by definition is - an estimate of income and expenditure (expenses) for a set period of time.
A budget helps to visually see what money comes in and what money goes out, it can help achieve a certain goal, aid in not spending money you don’t have, prepare for emergencies, pay down debts, plan for retirement, plan for vacations, new homes, or just help you to be in control of your finances.
The importance of a budget is for you to know where your money is going and how to manage it.
I will link a few amazing budget items that can help you on your budgeting journey.
Budget Categories and what each category should include - Take what you need and leave what doesn’t pertain to you. This will help you to know exactly where to place your money each month.
Household Budget
Mortgage/Rent
HOA Fees
Property Taxes
Home Insurance/Renters Insurance
Utilities – cable, internet, trash, water & sewer, electricity, gas, cell
Lawn care
Home repairs & appliance replacement (This could also be included in your emergency budget)
Tools & Supplies
Personal Use Budget
Makeup
Hair Products
Hair Appointments
Vitamins
Menstrual Products (Pads, Tampons, Liners)
Clothing & Shoes
Physical Activity (Gym membership, fitness subscription, exercise equipment, fitness class cost)
Self-care activities (Waxes, facials, massages, manicures, pedicures, etc.)
Medical Budget
Health Insurance Premiums
Health Insurance Deductible
Co-pays
Prescriptions
Dental Insurance
Orthodontics (Braces, Invisalign)
Eye Care (glasses, contacts, contact solution)
Therapy
Life insurance
Work Budget
Uniforms or Work Clothing
Dry Cleaning
Transportation (Parking Fees, Tolls, Train/Bus Fare, Uber/Lyft)
Professional Fees & Licensing (Renewal Fees, Certification Fees
Equipment, Tools & Supplies
Transportation
Gas
Car Payments
Car Insurance
Tolls
Car Repairs
Car Registration
Public Transportation
Car Maintenance (Oil changes, services, new tires, etc.)
Parking fees
Family
Groceries
Restaurants & Take-out
Subscriptions (Netflix, Peacock, Disney+, Amazon Prime, etc.)
Household Supplies (Cleaning Products, Laundry Products, Soap, Paper Goods, etc.)
Saving & Debt
Emergency Fund
Sinking Fund (Home repairs, Car Repairs, Vacations, Holidays)
Retirement Contributions
Charitable Giving
Minimum Payments
Fees & Charges (new card fees, late fees, overdrafts, etc.)
Personal Loan Debt/Credit Card Debt
Student Loan Payments
Gifting
Birthday Gifts
Graduations Gifts
Holiday Gifts
Baby Shower Gifts
Job Promotion Gifts
Fun Money
Event Tickets
Concerts & Festivals
Happy Hours
Date Nights (Girls/Guys’ Night Out)
Vacation
Pets
Initial Pet cost
Veterinary Care (Shots)
Pet food
Toys, Leashes, Cages, etc
Grooming
Pet Sitting Fees
Do these categories apply to you? Was there anything that you still need a category for? Are you ready to start this budgeting journey?