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