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2023 Projected

Monthly income Amount


Wages (Military) 6,000
Other (e.g, Tax Refund) 0
Total 6,000

Expenses (reoccurring monthly)


Checking Projected
Susan ($3,000) 3,000
Alarm service 40
Electricity bill 100
Natural gas bill 75
Water bill 40
Internet bill 60
Streaming Services 105
Cell Phone 245
Gasoline 150
Health Insurance 240
Groceries 700
Eating out 150
Yard Work 120
Fun activities 100
Miscellaneous 115
Total spent on monthly reoccurring exp 5,240

Periodic (Member Advantage Savings) Projected


House Insurance Premiums 135
Umbrella Insurance Premiums 15
Auto Insurance Premiums 115
Travel 100
Gifts 120
Furniture/décor 25
Home improvements 100
Car maintenance/repairs 75
Home maintenance/repairs 75
Total spent on periodic monthly set aside 760

Income remaining 0

Additional Savings Projected


Other deposits (e.g., VA) 3,800
Total savings 3,800

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