Please print this worksheet and complete offline.
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Expense Worksheet
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Your Spending Record
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Monthly $
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Yearly $
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| Housing | ||
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Mortgage/rent |
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Real estate taxes
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Gas
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Electric
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Water/sewer
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Phone/Internet
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Cable/satellite
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Trash collection
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Home repairs/maint.
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Yard work/snow removal
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| Auto | ||
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Car loan/lease pmt.
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Gasoline
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Parking fees
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License tabs
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Repairs/maint.
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| Other Transportation | ||
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Bus
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Train
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| Food | ||
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Groceries
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Eating out
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School lunches
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| Clothes | ||
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Adult(s)
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Kid(s)
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| Entertainment | ||
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Movies/sporting events
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Recreation
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Recreational Vehicles
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Other
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| Kid's Activities | ||
| School | ||
| Lessons | ||
| Camp | ||
| Sports | ||
| Activities with friends | ||
| Charity | ||
| Donations | ||
| Church pledge | ||
| Medical/Dental | ||
| Premiums | ||
| Co-pays | ||
| Prescriptions | ||
| Vitamins | ||
| Insurance | ||
| Auto | ||
| Life | ||
| Health | ||
| Home | ||
| Disability | ||
| Long-term care | ||
| Allowances | ||
| "Grown-ups" | ||
| Children | ||
| Personal | ||
| Haircuts/etc. | ||
| Dry cleaning/laundry | ||
| Gifts | ||
| Subscriptions | ||
| Savings | ||
| Retirement savings* | ||
| Home or car down payment | ||
| Vacations | ||
| Debt Payments | ||
| Student loans | ||
| Home equity loan | ||
| Credit cards | ||
| Other loans | ||
| Other | ||
| Total: | ||
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Your Spending Record
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Monthly $
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Yearly $
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*If you put away your own retirement savings, enter the amount. If it's automatically deducted from your paycheck, skip it.