|
Enter actual expenses for the past 4 months from your records and keep
track of expenses for this and the next month. Label the months in the
spaces provided at the top of the table.
Monthly Expenses
| MONTH |
Amount |
Amount |
Amount |
Amount |
Amount |
Amount |
Amount |
| Dwelling:
|
|
|
|
|
|
|
|
Rent Payment
|
|
|
|
|
|
|
|
House Payment
|
|
|
|
|
|
|
|
Property Tax
|
|
|
|
|
|
|
|
House Repair
|
|
|
|
|
|
|
|
Miscellaneous
Expenses (lawn
mowing,
cleaning,
snow shoveling)
|
|
|
|
|
|
|
|
Homeowner’s
Association Dues
|
|
|
|
|
|
|
|
| Insurance
|
|
|
|
|
|
|
|
Furniture/Appliance
Payments |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
Transportation:
|
|
|
|
|
|
|
|
Car Payment(s)
|
|
|
|
|
|
|
|
Other Vehicle
Payment(s)
|
|
|
|
|
|
|
|
Vehicle
Upkeep/Repair
|
|
|
|
|
|
|
|
Fuel
|
|
|
|
|
|
|
|
Insurance
|
|
|
|
|
|
|
|
License(s)
|
|
|
|
|
|
|
|
Public
Transportation |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
Utilities:
|
|
|
|
|
|
|
|
Telephone
|
|
|
|
|
|
|
|
Gas
|
|
|
|
|
|
|
|
Electricity
|
|
|
|
|
|
|
|
Water
|
|
|
|
|
|
|
|
| Trash
|
|
|
|
|
|
|
|
| Personal
|
|
|
|
|
|
|
|
| Groceries
|
|
|
|
|
|
|
|
| Dining Out
|
|
|
|
|
|
|
|
| Entertainment
|
|
|
|
|
|
|
|
| Tobacco Products
|
|
|
|
|
|
|
|
Medical/Dental/
Vision Insurance |
|
|
|
|
|
|
|
| Clothing
|
|
|
|
|
|
|
|
Laundry/Dry
Cleaning |
|
|
|
|
|
|
|
Medical/Dental/
Vision/Hospital Exp. |
|
|
|
|
|
|
|
| Prescriptions
|
|
|
|
|
|
|
|
| Education
|
|
|
|
|
|
|
|
| Credit Card Payments |
|
|
|
|
|
|
|
| Loan Payments
|
|
|
|
|
|
|
|
| Pets
|
|
|
|
|
|
|
|
Dues & Subscriptions
|
|
|
|
|
|
|
|
| Gifts
|
|
|
|
|
|
|
|
| Donations
|
|
|
|
|
|
|
|
Travel
|
|
|
|
|
|
|
|
| Cable TV
|
|
|
|
|
|
|
|
Personal
Hobbies/Crafts |
|
|
|
|
|
|
|
| Music
|
|
|
|
|
|
|
|
| Personal Assistant
|
|
|
|
|
|
|
|
Assistive technology
purchase, payments
&
maintenance |
|
|
|
|
|
|
|
Internet Access
|
|
|
|
|
|
|
|
| Other:
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| Total |
|
|
|
|
|
|
|
Average Expenses per Month (Total ÷ 6 months)
$_______________________
Sources of Income:
Sources of Income
| Source |
Amount per Month |
| |
|
| |
|
| |
|
| |
|
© July 1998, 1st Revision June 1999, 2nd Revision February
2001 | 
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