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| MONTHLY INCOME |
| After-tax salary, pension, social security |
$iiiiiiiii |
| Investment income |
$ |
| Other (e.g., child support, rental income) |
$ |
|
TOTAL MONTHLY INCOME
|
$______ |
| MONTHLY EXPENSES |
| Housing |
| Mortgage/rent |
$iiiiiiii |
| Utilities (e.g., phone, gas, electric) |
$ |
| Property taxes |
$ |
| Maintenance and supplies |
$____ |
| Food |
| Groceries |
$i |
| Dining out |
$ |
| Transportation |
| Fuel and maintenance |
$iiiiiii |
| Other (e.g., tolls, parking, bus) |
$___ |
| Childcare and education |
| Childcare/babysitters |
$iiii |
| Education expenses |
$__ |
| Consumer debt |
| Auto payments |
$iiii |
| Credit card payments |
$ |
| Other debt payments |
$__ |
| Clothing |
| Purchases |
$iiiiiii |
| Alterations, laundry, dry cleaning |
$____ |
| Insurance premiums |
| Medical/dental insurance |
$iiiii |
| Auto insurance |
$ |
| Homeowner's insurance |
$ |
| Life insurance |
$ |
| Disability insurance |
$ |
| Other insurance premiums |
$___ |
| Miscellaneous |
| Entertainment, vacations, travel |
$ |
| Other |
$ |
|
TOTAL MONTHLY EXPENSES
|
$____ |