Expense Plan

Percent of Monthly Percent

Category Total Spend Annual Spend LY Spend Change
Mortgage 40.0% $ 900 $ 10,800 $ 10,800 0.0%
Taxes 11.5% $ 258 $ 3,100 $ 3,000 3.3%
Car Payment 11.1% $ 250 $ 3,000 $ 3,000 0.0%
Food 11.1% $ 250 $ 3,000 $ 2,700 11.1%
Utilities 8.1% $ 183 $ 2,200 $ 1,900 15.8%
Entertainment 7.4% $ 167 $ 2,000 $ 2,250 -11.1%
Insurance 5.6% $ 125 $ 1,500 $ 1,500 0.0%
Gasoline 5.2% $ 117 $ 1,400 $ 1,200 16.7%
Totals $ 2,250 $ 27,000 $ 26,350 2.5%
 Savings Analysis
Beginning Savings Balance $ 1,500

Net
Month Income Spending Savings
Jan $ 3,000 $ 3,000
Feb $ 3,000 $ 2,000
Mar $ 3,000 $ 4,000
Apr $ 3,000 $ 3,000
May $ 3,000 $ 3,150
Jun $ 3,000 $ 3,300
Jul $ 3,000 $ 3,250
Aug $ 3,000 $ 2,700
Sep $ 3,000 $ 3,100
Oct $ 3,000 $ 3,350
Nov $ 3,000 $ 3,450
Dec $ 3,000 $ 3,700