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Income And Expense Summary

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Monthly Income
Pay (before taxes)
Interest and dividends
Investment income
Social Security
Retirement plans
Other income
TOTAL INCOME

Monthly Expenses
Savings and investments
(ideally, 10%–15% of net income)
Charitable donations
Gifts
Taxes
Federal
State
Local
Sales
Social Security
Shelter
Mortgage/rent
Property tax
Homeowners/renters insurance
Electricity
Gas
Telephone
Water
Trash collection
Household maintenance
Furnishings
Home security
Transportation
Vehicle payments
Auto insurance/registration
Fuel
Vehicle maintenance
Public transportation
Tolls
Food
Groceries
Outside meals
Snacks
Other
Personal Health And Grooming
Clothing
Medical and dental care
Hair care
Toiletries
Recreation
Hobbies
Vacation
Entertainment
Newspaper/magazines/books
Physical fitness
Cable/satellite TV
Internet access
Financial
Professional services
Banking/credit card fees
Life insurance
Health insurance
Disability insurance
Other insurance
Education/Professional Development
Child care
Tuition
Allowances
Other
TOTAL EXPENSES

Summary
TOTAL INCOME
LESS TOTAL EXPENSES
TOTAL CASH FLOW (deficit)

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Updated Thursday, July 19, 2007
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