Budget Intake Form

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Budget Intake Form

We will anonymize any and all data before publishing, but need to collect it so we can deduplicate or follow up with clarifying questions

Email^*

Where do you live?^*

Choose

Other (specify below)

Baltimore

Brooklyn

Boston

Five Towns

Manhattan

Morristown

Lakewood

Long Island

Philadelphia

Pittsburgh

Silver Spring

Teaneck

Westchester County

Where do you live (other)?

Do you have a budget or will you be guesstimating?^*

Choose

Budget

Guesstimating

Family

How many kids do you have?^*

What are their ages? Separate in a comma separated list

Each question will be in a section either titled monthly or annual. Please be sure to answer the question using the appropriate number of a monthly number if you’re in a monthly section, or an annual number if you’re in an annual section. Does this make sense?^*

Yes

Fixed Monthly Expenses

All of these are MONTHLY

Rent/Mortgage (don’t include property taxes and home insurance)^*

Property Tax + Home Insurance^*

Car Payments (loan or lease payment)^*

Do you have a car lease?^*

Yes

Car Insurance^*

Health Insurance^*

Life Insurance^*

What type of life insurance do you primarily have?^*

Choose

Term

Whole

Universal

None

Not sure

Utilities (electricity, gas, water, etc.)^*

What is your largest utility expense?^*

Choose

Electricity

Gas

Water

Oil

All about the same

Internet/Phone^*

Tuition (All ages including pre elementary full time care at a facility)^*

Maiser^*

Paying down bad credit card debt^*

Reminder before continuing, did you make sure all of the numbers on this page are monthly?^*

Yes

Variable Monthly Expenses

All of these are MONTHLY

Groceries^*

Family’s Primary Diet^*

Choose

Frozen and Convenience Foods Diet: This includes families that rely heavily on frozen foods, such as frozen pizzas, ready-to-eat meals, and other convenience foods. These options can offer cost and time savings, though they might vary in nutritional value compared to fresh options.

Pasta and Grain-Based Diet: This category is for families who consume a lot of pasta, rice, and other grains. It's typically a more budget-friendly option and can be significant for families looking to manage a tighter grocery budget.

High-Protein Diet: This option includes families whose diet is rich in protein sources such as meat, fish, and poultry. This category recognizes that these families might not exclusively eat one type of protein but have a general preference for high-protein foods.

Plant-Based Diet: For households that focus mainly on fruits, vegetables, legumes, and grains. This option can include vegetarians and those who prefer plant-based meals, even if they occasionally consume meat or fish.

Balanced Diverse Diet: This category is for families who maintain a balanced diet, including a mix of meat, fish, dairy, fruits, vegetables, and grains. It represents a more comprehensive approach to eating, with no particular emphasis on one food group.

Dairy and Eggs Diet: For households that consume a lot of dairy products (milk, cheese, yogurt) and eggs. This option is particularly relevant for vegetarian families or those who prefer dairy and eggs as primary sources of protein.

Clothing^*

Transportation (gas, public transport)^*

Medical Expenses (including co-pays, prescriptions)^*

Non-tuition Childcare/Babysitting^*

Household Supplies (cleaning, toiletries, etc.)^*

Entertainment/Recreation^*

Dining Out^*

Guest Hosting/Hachnasas Orchim^*

Haircuts^*

Reminder before continuing, did you make sure all of the numbers on this page are monthly?^*

Yes

Variable Annual Expenses

All of these are ANNUAL

Pesach (food, matzos, wine, seder, chol hamoed trips, etc.)^*

Sukkos (lulav, esrog, food, wine, chol hamoed trips, etc.)^*

Yomim Noroyim (Kapparos, Rosh Hashana, etc.)^*

Summer Camp^*

Seforim^*

Shul Membership Dues (if NOT paid with maiser)^*

Tzedaka Above Maiser^*

Car Maintenance^*

Home Maintenance/Improvements^*

Vacations^*

Gifts^*

Monthly Savings/Investing Contributions (Optional Section)

All of these are MONTHLY

Saving for Down Payment / Saving for a House

Future Simchas

Retirement

Emergency Fund

Education

General

Any other savings? Tell me about them all here!

Reminder before continuing, did you make sure all of the numbers on this page are monthly?^*

Yes

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