Budget Breakdown Submissions

How would Money with Katie approach your budget? Share your info below, and we may share a suggested breakdown over on our Instagram (@moneywithkatie)! *By submitting your data, your first initial, age, job title, location, and other financial info may be shared. Reminder: Money with Katie is not a certified financial professional, and this is not financial advice. Please do your own due diligence with a CFP/CPA.

Today's Date

Name

(Posts will remain anonymous; this is if we need to reach out to you for clarification!)

Age

Location

Living Situation

Single income living alone
Single income living with roommates
Single income supporting a family
Dual income, no kids
Dual income supporting a family
Currently unemployed

Annual Pre-Tax Household Income

Monthly Take-Home Pay

What do you (and/or your partner) do for work?

When we feature Budget Breakdowns, it's helpful to contextualize someone's income with their employment status!

How much do you save each month?

Do you rent or own your home?

How much are your all-in housing costs every month?

How much do you spend on transportation every month?

What are your debt payments every month?

What do you spend on "discretionary" or "fun" spending every month?

Feel free to give examples, like dining out, travel, shopping, or something else!

What is your current net worth?

(inclusive of all retirement accounts, savings accounts, etc. and equity in any real estate)

Have you ever received an inheritance, and if so, how much?

This could be in the form of a gifted down payment, a large lump sum, etc.

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