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EXPENSE ACCOUNT FOR YOUR NAME HERE

ITEM MONTHLY ONLY PUT MONTHLY


PAYMENT DOLLAR AMOUNTS
HOME UNDER MONTHLY
PAYMENT COLUMN
Rent $500.00
Mortgage $0.00 IF YOU PAY A BILL Y
HELOC or HEL $0.00 DIVIDE BY 12 FOR M
Additional Loans AMOUNT
Maintenance Fee
HOA Fee DON'T INCLUDE ITEM
Property Tax AUTOMATICALLY TAK
Home Insurance FROM PAYCHECK
(I.e. insurance/401(
Telephone pension etc.
Cell Phone $50.00
Internet $0.00
Cable $0.00
Electricity $0.00
Heating Oil $0.00
Coal $15.00
Water $0.00
Garden
Firewood
Repairs $50.00
Lawn Care
Snow Care
Alarm System
Firewood
Pool/Hot Tub
TOTAL MONTHLY HOUSE

CAR MONTHLY
PAYMENT
Monthly Car 1 Payment
Monthly Car 2 Payment
Monthly Car 3 Payment
Monthly Car 4 Payment
Gas for ALL cars
Car Maintenance
Parking Lots
Car Tolls
Car EZ PASS
Car Parking Tickets
Car Sat Radio
Emergency Road Service

TOTAL CAR EXP

MONTHLY MONTHLY
INSURANCE PAYMENT

Health Insurance DON'T INCLUDE ITEM


Life Insurance AUTOMATICALLY TAK
Disability Insurance FROM PAYCHECK
Long Term Care Ins (I.e. insurance/401(
Dental Insurance
Car Insurance

TOTAL MONTHLY
INSURANCE

MONTHLY MISC

Food $150.00
Eating out $50.00
Pet Food
Video Rentals
Movies
Sports games
Computer
Costco
Membership Dues
Hair $20.00
Makeup
Clothes
Massage
Manicure
Gifts
Vacations
Donations
Books
Magazines
Newspaper
Vet Bills
Health Club
Dentist
Eye Doctor
Medication
Toiletries $20.00
Jewelry
Child Care
Misc

TOTAL MONTHLY MISC

MONTHLY DEBT PAYMENTS

Credit Cards ENTER YOUR MONTHLY


401k Loan DO NOT PUT IN
Student Loans THE BALANCE OF WHAT
Personal Loan
Bank Loan

TOTAL MONTHLY DEBT PAYMENTS


TOTAL MONTHLY
EXPENSES

MONTHLY SAVINGS/TAX PAYMENTS

Emergency Fund $100.00


Educational Accounts
After-Tax Retirement funds
Other
TOTAL MONTHLY SAVINGS/TAX $100.00

MONTHLY INCOME MONTHLY


INCOME
$2,200.00
AFTER-TAX INCOME
AFTER-TAX INCOME
ALIMONY
UNEMPLOYMENT CK
SOCIAL SEC
DIVIDENDSINCOME
PENSION INCOME
IRA INCOME

TOTAL MONTHLY INCOME

EXCESS OR DEFICIT
(c) 2008 CNBC, Inc. All Rights Reserved
OUR NAME HERE

NLY PUT MONTHLY


OLLAR AMOUNTS
NDER MONTHLY
AYMENT COLUMN

F YOU PAY A BILL YEARLY


IVIDE BY 12 FOR MONTHLY

ON'T INCLUDE ITEMS


UTOMATICALLY TAKEN
ROM PAYCHECK
I.e. insurance/401(k)
ension etc.
$615.00

$0.00

ON'T INCLUDE ITEMS


UTOMATICALLY TAKEN
ROM PAYCHECK
I.e. insurance/401(k)/pension

$0.00
$240.00

NTER YOUR MONTHLY PAYMENTS


O NOT PUT IN
HE BALANCE OF WHAT YOU OWE

0.00
$855.00

$100.00

$0.00

-$855.00

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