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 http://controller.berkeley.edu/payroll/biweekly If you have any questions or comments please email biweekly@lists.berkeley.edu or call (510) 642 1336.
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
JANUARY FEBRUARY 1 2 3 4 1 5 6 7 8 9 10 11 2 3 4 5 6 7 8 12 13 14 15 16 17 18 9 10 11 12 13 14 15 19 20 21 22 23 24 25 16 17 18 19 20 21 22 26 27 28 29 30 31 23 24 25 26 27 28
MARCH APRIL 1 1 2 3 4 5 2 3 4 5 6 7 8 6 7 8 9 10 11 12 9 10 11 12 13 14 15 13 14 15 16 17 18 19 16 17 18 19 20 21 22 20 21 22 23 24 25 26 23 24 25 26 27 28 29 27 28 29 30 30 31
MAY JUNE 1 2 3 1 2 3 4 5 6 7 4 5 6 7 8 9 10 8 9 10 11 12 13 14 1. Attend Information Sessions 11 12 13 regarding 14 Biweekly 15 Payroll 16 17 15 16 17 Apply for 18 Financial 19 Assistance 20 21 Conversion 2. Review finances and change bill payment dates if necessary 18 19 20 21 22 23 24 Loan or Cash out Vacation or Comp Time 22 23 24 25 26 27 28 25 26 27 28 29 30 31 29 30
JULY AUGUST 1 2 3 4 5 Monthly paycheck for hours worked 7/1 7/31 1 2 6 7 8 9 10 11 12 3 4 5 6 7 8 Semi Monthly paycheck for hours worked 7/16 7/31 9 13 14 15 16 17 18 19 10 11 12 13 14 15 16 Semi Monthly paycheck for hours worked 8/1 8/15 20 21 22 23 24 25 26 17 18 19 20 21 22 23 27 28 29 30 31 24 25 26 27 28 29 30 31 Monthly paycheck for hours worked 8/1 8/31
SEPTEMBER OCTOBER 8/31 1 2 3 4 5 6 1 2 3 4 7 8 9 10 11 12 13 Monthly paycheck for hours worked 8/1 8/31 5 6 7 8 9 10 11 14 15 16 17 18 19 20 12 13 14 15 16 paycheck 17 for 18 Semi Monthly paycheck for hours worked 8/16 8/31 2 nd Biweekly hours worked 9/14 9/27 21 22 23 24 25 26 27 19 20 21 22 23 24 25 1 st Biweekly paycheck for hours worked 8/31 9/13 28 29 30 26 27 28 29 30 31
NOVEMBER DECEMBER 1 1 2 3 4 5 6 2 3 4 5 6 7 8 7 8 9 10 11 12 13 9 10 11 12 13 14 15 14 15 16 17 18 19 20 16 17 18 19 20 21 22 21 22 23 24 25 26 27 23/30 24 25 26 27 28 29 28 29 30 31