Elder Care Budget Worksheet

To effectively plan and budget, one must keep accurate and up-to-date information on income and expenses. This worksheet will certainly help.

Today’s date
Elder’s name

Income and Assets Inventory

Wages/commissions
Savings
Social Security
Stocks/bonds
IRA/Keough
Pensions/profit sharing
Rental income
Real estate
Investments
Other

Average Monthly Expenses


Housing
Home maintenance/repairs
Taxes
Insurance
Food
Utilities
Cable TV
Transportation
Auto maintenance
License/sticker fees
Vehicle insurance
Medical
Dental
Prescriptions
Long-term-care insurance
Assisted-living services
Adult day services
Eyeglasses/hearing aids
Personal care
Clothing
Laundry/housekeeping
Entertainment
Memberships
Fitness
Travel
Gifts
Donations

Total Expenses
Total Income
Subtract Total Expenses
Monthly Balance