Shown below is an example of a family budget sheet that illustrates the types of information used to understand an overall financial picture. 

***Other information you may also want to include...    

Bucket lists and travel ideas    

Upcoming large expenses such as house improvements and repairs   

Yearly gift giving expenses     

Health and Life insurance policy and coverage details   

Future retirement or Social Security payment amounts   

To Do reminder list regarding anything financial   

 A list of any other open accounts that earn savings points