UC BERKELEY 2014 BIWEEKLY PAY PLANNER
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1 UC BERKELEY Biweekly Pay Planner Directions Use the attached Income/Expense list to aid in your review of your personal budget. Post your monthly expenses/bill payments (Example: PG&E, cable, rent/mortgage) to the attached calendar on the day they are due to your financial institutions, etc. Use the Biweekly Calculator Tool to estimate your biweekly paycheck and post that amount to the calendar on the biweekly paydays (every other Wednesday beginning on Sept 24). Review the calendar to determine if you need to make any changes to your automatic payments, deductions, and flat deductions for additional tax withholdings, 457b, or 403 BIWEEKLY PAY PLANNER WHAT CAN AFFECTED EMPLOYEES DO TO PREPARE? Apply for a one time loan and/or vacation/comp time payout (see the Transition Assistance Program for more information) Ask your supervisor/manager any questions you might have For additional information see If you have any questions or comments please biweekly@lists.berkeley.edu or call (510)
2 Income Monthly pay (after taxes) Alimony or child support Other income Total Monthly Income Expenses: Housing Mortgage or rent Real estate property tax Personal property tax Home or rent insurance Home or condo fees Total Housing Exp Expenses: Utilities Electric Gas/heating oil Water/sewage Telephone/Cell phone Trash collection Cable TV Internet provider Total Utilities Exp Expenses: Health/Medical Medical insurance Dental insurance Doctor/lab* Dentist* Orthodontist* Eyeglasses/ophthalmol. Hospital/emergency* Medicines* Other Total Health/Medical Exp Expenses: Transportation Car payments Car insurance Car maintenance/repair* Gas Parking/tolls Tags/inspection* Total Transportation Exp Monthly $ Timing Notes Category Monthly $ Timing Notes Expenses: Credit Cards, Loans, OE Credit Card: Credit Card: Credit Card: Student Loans Legal Fees Alimony/child support paid Total Credit Card/Loan/ Other Balances and Fees Expenses: Food and Entertainment Groceries Meals out Entertainment (movies, etc.) Hobbies Total Food & Entertainment Expenses: Children Child care School tuition Lunch money School supplies Lessons/sports New clothing Personal grooming Allowances Other Total Children Exp Expenses: Personal Dry cleaning/laundry Personal grooming New clothing Total Personal Exp Expenses: Savings/Large Expenses Savings each month Gifts (holiday, birthday)* House maint/repairs* Furniture* Church/charity* Vacation* Total Savings/Large Exp Total Monthly Income Total Monthly Expenses Difference
3 JANUARY FEBRUARY
4 MARCH APRIL
5 MAY JUNE Attend Information Sessions regarding 14 Biweekly 15 Payroll Apply for 18 Financial 19 Assistance Conversion 2. Review finances and change bill payment dates if necessary Loan or Cash out Vacation or Comp Time
6 JULY AUGUST Monthly paycheck for hours worked 7/1 7/ Semi Monthly paycheck for hours worked 7/16 7/ Semi Monthly paycheck for hours worked 8/1 8/ Monthly paycheck for hours worked 8/1 8/31
7 SEPTEMBER OCTOBER 8/ Monthly paycheck for hours worked 8/1 8/ paycheck 17 for 18 Semi Monthly paycheck for hours worked 8/16 8/31 2 nd Biweekly hours worked 9/14 9/ st Biweekly paycheck for hours worked 8/31 9/
8 NOVEMBER DECEMBER /
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