Download Expense Worksheet

Expense Worksheet
Name:
Date:
FIXED EXPENSES
Monthly
Housing
VARIABLE EXPENSES
Annual
Monthly
Food
Mortgage P & I
Groceries
Home Equity Payments
Meals out
Property Taxes
Total Food
Condo Fees/Dues
Other
Total Housing
Clothing
Purchases
Cleaning/Tailoring
Utilities
Total Clothing
Oil, Gas, Electric
Telephone
Household
Water & Sewer
Maintenance/Repairs
Cable
Furnishings/Purchases
Refuse Collection
Services (cleaning/lawn etc)
Home Security
Total Household
Sewage
Total Utilities
Recreation
Vacations
Insurance
Entertainment
Life
Subscriptions
Medical Premiums (H)
Sport/Hobbies/Activities
Medical Premiums (W)
Membership Dues/Expenses
Disability
Total Recreation
Long Term Care
Homeowners
Personal Items
Automobile
Gifts
Umbrella
Gifts-Charitable
Other
Tobacco/Alcohol
Total Insurance
Education (self)
Various
Other Expenses-Misc. Cash
Pet Care
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Total Personal Items
Annual
FIXED EXPENSES
Consumer Debt
VARIABLE EXPENSES
Education
Auto Loan
Private Schools
Term Loans
College
Credit Cards
Other
Other
Total Education
Other
Total Consumer Debt
Contributions to Savings
Health Care
401-K Plans
Prescriptions
Pension
Medical-Out of Pocket
Deferred Compensation
Dental
403(b) Plans
Other
Other
Total Health Care
Total Savings
Transportation
Other Fixed Expenses
Gas
Other
Repairs
Other
Other
Other
Total Transportation
Other
Total Other Fixed
Total Fixed Expenses
Total Variable Expenses
Total Expenses