1. My Budget Project Math of Finance Block:_____
Your Name
My Budget Project
Math of Finance
Block:_____
11/18/2018

2. Salary Job Title: Annual Salary: Monthly Salary: Optional:
Add Part-time Job Title:
Monthly PT Job Earnings:
Total Monthly Income:
11/18/2018

3. Expenses: House Location of house: Price of house: Down Payment:
Need 20% Down
Mortgage Amount:
Monthly Mortgage Payment:
Assume 4%, 30-year mortgage
Annual Taxes:
Monthly Taxes:
Monthly Home Insurance Payment: $80
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4. Photo of Home
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5. Expenses: Utilities Monthly electric bill: $150 Monthly gas bill: $100
Monthly water bill: $60
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6. Expenses - Transportation
Make: Model: Year:
Price:
Length of loan:
Monthly Payment:
Assume 4.9% interest
Monthly Insurance:
Assume $2,000 per year
Insert picture of vehicle on next slide
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7. Photo of Vehicle
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8. Expenses - Transportation
Annual mileage:
Monthly mileage:
Gallons / month:
Assume 25 miles per gallon
Monthly Fuel Cost:
Assume $2.19 per gallon
Annual maintenance costs:
Monthly maintenance costs:
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9. Expenses: Electronic Utilities
Cellphone provider:
Cellphone model:
Monthly minutes:
Monthly data:
Cellphone Monthly Cost:
Include monthly cost of phone (if applicable)
TV Content Provider:
TV Monthly Cost:
Internet provider:
Internet Monthly Cost:
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10. Picture of Cellphone
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11. Expenses - Groceries Favorite grocery store:
Favorite foods (list 4 or 5):
Monthly Grocery Budget:
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12. Expenses - Entertainment
Favorite places to dine out:
How many times a week you dine out:
Monthly dining out:
Includes fast food
Monthly expense for going to the movies, concerts, DVD’S or games is:
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13. Favorite places to shop for clothes/footwear: What brands you prefer:
Expenses - Clothing
Favorite places to shop for clothes/footwear:
What brands you prefer:
Monthly clothes costs:
Includes footwear
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14. Expenses - Health & Personal Care
Item Monthly Cost
Total Monthly Cost:
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15. Expenses - Gifts Annual Birthday Amount: Annual Christmas Amount:
Annual Miscellaneous Amount:
Annual Total:
Monthly Gift Amount:
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16. Expenses - Other Monthly Student Loan Payment: Misc Monthly Cost #1:
For:
Misc Monthly Cost #2:
Misc Monthly Cost #3:
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17. Type of savings account: Interest rate: Monthly savings:
Bank:
Type of savings account:
Interest rate:
Monthly savings:
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18. Monthly Summary Monthly net income:
Monthly expenses (including savings):
In the Black (how much money is left over): or
In the Red (how much money is short):
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19. Write-up State what you learned doing this project.
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