Client's Name: Monthly

or

Annual

Expense Worksheet

Date: __________________

TOTAL INCOME (all sources): Monthly HOUSING Mortgage Condo Fees/ Association Fees Electricity/ Gas Water Garbage Removal Telephone/ PC Cable/ Sattelite TV/ Internet Security System Pool Service Lawn Service Maid Service Maintenance/ Improvements Property Taxes Pest/ Bug Service Homeowner's Insurance/ Other Total CHILD CARE Support Payments Daycare/ Education Sports Activities Other Total TRANSPORTATION Loan/ Lease Payment #1 Loan/ Lease Payment #2 Loan/ Lease Payment #3 Gasoline Maintenance/ Improvements Registration/ Inspection/ Excise Tax Other Total GROCERIES Food/ Beverages Household supplies Other Other Total

CLOTHING Client #1

or

Annual

Monthly ENTERTAINMENT Dining Out

Client #2 Children Total FURNISHINGS Inside/ Outside

Sports Tickets Theater Tickets Recreation/ Hobbies Movies/ Videos Club Membership Fees Other

Total PERSONAL CARE AND CASH Dry Cleaning

Total VACATIONS AND HOLIDAY Travel Tickets

Hair/ Nails/ Facials Cosmetics/ Shoe Shine Massage

Hotels Food Entertainment

Health Club Other

Auto Other Total

Total

MEDICAL/ DENTAL/ VISION Co-Pay(s)/ Deductibles Prescriptions/ Health Care Costs Vitamins Other Total

CHARITABLE CONTRIBUTIONS Favorite Charity

EDUCATION SELF IMPROVEMENT Private School/ College Classes/ Books/ Paper Association Fees/ Subscriptions

Cash Donations Other Total GIFTS Holidays Birthdays Weddings Other

Hobbies/ Other

Total Total

INSTALLMENT DEBT PAYMENTS Student Loans Credit Cards Other Total PROFESSIONAL SERVICES Financial Planner Accountant Other Total

PETS Food Veterinarian Pet Insurance/ Other Total MISCELLANEOUS Support/ Alimony Other Other Total

or

Annual

Expenses and Budgeting Worksheet.pdf

TOTAL INCOME (all sources):. Page 1 of 1. Expenses and Budgeting Worksheet.pdf. Expenses and Budgeting Worksheet.pdf. Open. Extract. Open with. Sign In.

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