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Read the monthly budget review guide or view the Household Monthly Budget & Actuals Toolkit.
Monthly budget check
Compare a few categories, check the records, and choose one follow-up.
Month / year: ____________________ Reviewed on: ____________________
Compare your own amounts
For income: difference = actual − plan. For outflows: difference = plan − actual. A blank plan is unfinished; $0 is an intentional zero plan.
| Category | Income or outflow? | Plan ($) | Actual ($) | Difference ($) |
|---|---|---|---|---|
Check before drawing a conclusion
- I checked the dates and included the records I intended to review.
- I did not count a purchase and its credit-card payment twice.
- I placed refunds in their original categories as negative amounts.
- I counted savings transfers once and noted any missing entries.
One thing to check or change
Observation:
Next action and date: