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Take the Challenge

Knowing what you spend and discovering ways to save is the first step to achieving financial success!

Name
Date of Birth
/ / (mm/dd/yyyy)
Best Way to Contact You

Preferred Branch



 

BUDGETING WORKSHEET
INCOME
Monthly gross income
Add: Any additional income (child support etc.)
Total Monthly Gross Income
Subtract: Taxes, Health Ins. & Other Payroll Deductions
Subtract: Savings, 401K, etc.
Total monthly spending income
EXPENSES
HOUSING EXPENSES
Rent or Mortgage
Utilities
Insurance
Repairs
Taxes
Total Housing Expenses
CAR EXPENSES
Loan Payment(s)
Gas
Insurance
Maintenance & Repair
Total Car Expenses
DEBTS
Creditor #1
Creditor #2
Creditor #3
Creditor #4
Total Credit Card & Other Debt
MISCELLANEOUS
Charitable Contributions
Groceries, Lunches, Meals Out
Childcare/Support
School Tuition/Supplies
Medical Bills & CoPays
Prescription Medicines
Pet Supplies & Vet Exams
Entertainment, Cable, Video Rentals
Club Dues
Newspapers, Magazine Subscriptions
Clothing
Haircuts
Gifts
Other
Total Miscellaneous
Total monthly expenses
Monthly Surplus or Shortage

By clicking submit, you authorize us to check financial information data, which may include the Credit Union obtaining a credit report or credit score from any consumer reporting agency to verify your eligibility for any accounts and services we offer or you may request.

After submitting this form, you will be contacted within 24 hours by a Financial Services Representative.

Questions? Please contact us today!

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