Debt Management

Budget Planning Worksheet

Resources
Family Contribution		Monthly	Yearly
Your Parents
You
Friends / Relatives

Savings
Summer Job(s)
Other

Non-Taxable Income
AFDC
Veterans Benefits
Social Security
Other

Financial Aid Grants
Federal Pell Grant
FSEOG
State Grant
Institutional Grant

Federal Direct Loans
Subsidized Direct Loan(s)
Unsubsidized Direct Loan(s)

Loans
Federal Perkins
Institutional
State
Other

Scholarships
Institutional
Private

Employment
Federal Work-Study
Institutional
Co-op Education
Off-Campus

Other Resources
Other

All Resources:

Expenses
Education		Monthly	Yearly
Tuition
Books
Fees
Supplies

Housing
Dormitory / Rent
Utilities
Telephone

Food
Board Plan
Personal

Transportation
Bus / Train / Air
Commuting
Car Repair / Insurance

Health
Insurance
Doctors
Prescriptions

Personal / Miscellaneous
Laundry / Cleaning
Drug Store Items

Entertainment
Movies / Concerts
Other

In-School Interest Payments
Direct Unsubsidized Loan
Other Non-Deferred Loan

Other Expenses
Dependent Care
Emergencies
Other

All Expenses:

Balance:

All Resources minus all Expenses equals the Balance.

This information was originally developed by the US Department of Education.

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