Monthly Expenses

Current

Goal

Comments
or Observations

$

$

.

$

$

.

Mortgage payments/rent

$

$

.

Maintenance or repairs

$

$

.

Property taxes

$

$

.

Utilities (gas/water/electricity)

$

$

.

Telephone/cable/internet

$

$

.

Housekeeping/ laundry/
dry cleaning

$

$

.

Other housing expenses

$

$

.

$

$

.

Car loan/lease payments

$

$

.

Fuel, maintenance, repairs

$

$

.

Auto insurance

$

$

.

Public transportation

$

$

.

Other transportation expenses

$

$

.

$

$

.

Groceries

$

$

.

Restaurants

$

$

.

Hobbies, pastimes
(Golf/theater/sports)

$

$

.

Books, magazines

$

$

.

Vacations

$

$

.

Other

$

$

.

$

$

.

$

$

.

Doctors, dentists, etc.

$

$

.

Prescriptions

$

$

.

Health insurance

$

$

.

$

$

.

Schools, colleges

$

$

.

Child care

$

$

.

Alimony and child support

$

$

.

$

$

.

Clothing, shoes, etc

$

$

.

Charitable contributions

$

$

.

Gifts, birthdays, holidays

$

$

.

Pets, veterinarian expenses

$

$

.

Paying off debts or credit cards

$

$

.

Life and disability insurance

$

$

.

Pocket money

$

$

.

Other

$

$

.

Taxes

$

$

.

Social Security

$

$

.

Federal, state, local taxes

$

$

.

$

$

.