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You can easily save your budget to refer to later once you’ve entered your income and expenses.

Step 1 of 3

Monthly income:

Monthly income:

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$
$

Monthly housing expenses:

Monthly housing expenses:

$
$
$
$

Monthly transportation expenses:

Monthly transportation expenses:

$
$
$
$
$

Monthly living expenses:

Monthly living expenses:

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$
$
$

Monthly child care / care for other dependents expenses:

Monthly child care / care for other dependents expenses:

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$

Monthly savings:

Monthly savings:

$
$
$
$

Monthly health-care & insurance expenses:

Monthly health-care & insurance expenses:

$
$
$
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$

Monthly loan & credit card payments:

Monthly loan & credit card payments:

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$
Calculator and coins

Your monthly income:
$75,000

Your monthly expenses:
$39,600

What's left over:
$35,400

Looks like you’re keeping up with your bills for today, but what about your needs for tomorrow?

Get ahead by reviewing your results with an advisor

You have money left over after paying your bills. Have you thought about what you could do to invest and multiply that extra cash?

Review your results with an advisor

Looks like you might be at risk of falling behind. We recommend you talk to an advisor to help find ways to make ends meet.

Review your results with an advisor

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Manage your budget:

Manage your budget

Now that you’ve entered your income and expenses, you can fine-tune and update your budget as your needs change.

A graph is displayed showing your results. The following statement describes your results.
See what happens if you change your monthly income.
See what happens if you change your monthly income.
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See what happens if you change your monthly expenses.
See what happens if you change your monthly expenses.
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Back to results Assumptions Start over Print Save

Your income is $X and your expenses are $X. This leaves you with a $X shortfall.This leaves you with a $X surplus.

Your next steps

Your next steps

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Tools & Calculators

Sun Life Budget calculator August 28, 2017
 
www.sunlife.ca/budgetcalculator
Page 1 of 1
Calculator and coins

YOUR MONTHLY INCOME:

$75,000

YOUR MONTHLY EXPENSES:

$39,600

WHAT'S LEFT OVER:

$X

Looks like you’re keeping up with your bills for today, but what about your needs for tomorrow?

You have money left over after paying your bills. Have you thought about what you could do to invest and multiply that extra cash?

Looks like you might be at risk of falling behind. We recommend you talk to an advisor to help find ways to make ends meet.

Get ahead by reviewing your results with an advisor:

Review your results with an advisor:

Review your results with an advisor:

www.sunlife.ca/findanadvisor
MANAGE YOUR BUDGET:
Expenses vs Income
bar graph image
Your monthly expenses
Your monthly income
Expenses
pie graph image
Housing expenses
Transportation expenses
Living expenses
Child care/care for dependents
Monthly savings
Health care & insurance
Loan & credit card payments
Unused income
Income
pie graph image
Salary
Rental income
Pension income
Other #0
Other #1
Other #2
Other #3
Other #4
Other #5
Other #6
Other #7
Other #8
Other #9
Your income is $700 and your expenses are $3,390. This leaves you with a $2,690 shortfall.This leaves you with a $2,690 surplus.
WHAT YOU TOLD US:
MONTHLY INCOME:
•
Wages/salary: X
•
Rental income: X
•
Pension income: X
MONTHLY HOUSING EXPENSES:
•
Rent/mortgage: X
•
Utilities: X
•
Home maintenance & improvements/condo fees: X
•
Property tax: X
•
$X (edit)
MONTHLY TRANSPORTATION EXPENSES:
•
Car loan/lease payment: X
•
Gas/oil changes & repairs: X
•
Car insurance: X
•
Public transit: X
•
Parking fees: X
•
$X (edit)
MONTHLY LIVING EXPENSES:
•
Groceries: X
•
Clothing & grooming: X
•
Coffee, lunches & dining out: X
•
Charitable donations: X
•
$X (edit)
MONTHLY CHILD CARE/CARE FOR DEPENDENTS EXPENSES:
•
Daycare, after-school care: X
•
Activities/lessons: X
•
$X (edit)
MONTHLY SAVINGS:
•
TFSA contributions: X
•
RRSP contributions: X
•
RESP contributions: X
•
Workplace savings: X
•
$X (edit)
HEALTHCARE & INSURANCE:
•
Vision/optometrists: X
•
Dental: X
•
Prescriptions/non prescription drugs: X
•
Life insurance premiums: X
•
Health insurance premiums: X
•
$X (edit)
MONTHLY LOAN & CREDIT CARD PAYMENTS:
•
Credit card payments: X
•
Other loan payments: X
•
$X (edit)
ASSUMPTIONS: