All branches Personnel & Career Budget worksheet

Financial Readiness / Budget Worksheet

Build a monthly budget — income, expenses, savings, and debt — for a financial-readiness review or PCS planning.

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What this worksheet covers

Open it in the toolkit and these fields prefill from your service profile — rank, name, and unit are filled in on the spot.

Administrative data

  • Name (Last, First, MI)
  • Grade / rank

Budget

  • Monthly income (base pay, BAH, BAS, other)
  • Monthly expenses (housing, transport, food, insurance…)
  • Savings / TSP contributions
  • Debts (balance, payment, interest)
  • Financial goals
Draft / worksheet aid. Prepare it here, then transcribe into your official system of record. This is not an official submission — verify against the current official Budget worksheet before use.

Related Personnel & Career worksheets

AF / USSF Career Intentions WorksheetCareer intentions worksheet · Air & Space Force AF Form 3902 — Off-Duty / Outside Employment RequestAF Form 3902 · Air & Space Force Army Reenlistment / Retention WorksheetRetention worksheet · Army CG Reenlistment / Career Intentions WorksheetCareer intentions worksheet · Coast Guard DA 3355 — Promotion Point WorksheetDA Form 3355 · Army DA 4187 — Personnel ActionDA Form 4187 · Army
Fill, save & export this worksheetPrefilled from your profile · autosaves to your account · export to PDF. Free to preview, Pro to save & export.
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