Picture of happy young couple spending time with their child
SAVING YOUR RESULTS

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

Step 1 of X

MONTHLY INCOME:

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MONTHLY HOUSING EXPENSES:

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MONTHLY TRANSPORTATION EXPENSES:

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MONTHLY LIVING EXPENSES:

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MONTHLY CHILD CARE / CARE FOR OTHER DEPENDENTS EXPENSES:

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$

MONTHLY SAVINGS:

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MONTHLY HEALTH-CARE & INSURANCE EXPENSES:

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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

Don’t forget to save your budget so you can return and update it as your needs change.

Remember your results

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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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

Now that you’re thinking about your budget, here’s some more to consider:

Managing your money

Tips to help you look after your finances.

You might want to think about…

Here are some helpful pointers for a brighter future.

Protecting yourself and your family

Some things to think about when it comes to life and health insurance.

Review your results with an advisor

Review your budget with an advisor to find ways to make your money go further.

Find an advisor

Get a quote

You can buy some of our insurance products online.

Not sure how much insurance you need? Calculate your needs using one of our tools.

Tools & Calculators
Budget calculator August 28, 2017
 

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
legend yellow
Your monthly expenses
legend dark blue
Your monthly income
Expenses
pie graph image
legend dark blue
Housing expenses
legend medium blue
Transportation expenses
legend green
Living expenses
legend light grey
Child care/care for dependents
legend yellow
Monthly savings
legend red
Health care & insurance
legend dark grey
Loan & credit card payments
legend pale blue
Unused income
Income
pie graph image
legend yellow
Salary
legend dark blue
Rental income
legend dark blue
Pension income
legend light blue
Other #0
legend green
Other #1
legend red
Other #2
legend grey
Other #3
legend dark-grey
Other #4
legend orange
Other #5
legend light-green
Other #6
legend beige
Other #7
legend burgundy
Other #8
legend black
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 ax: 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: