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CategorySub CategoryPerson 1Person 2
Spending Total
Notes
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Home$20,349.98Add your notes in this column.
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Mortgage Principaln/an/a$3,873.84
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Mortgage Interestn/an/a$5,813.31
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Property Taxn/an/a$3,312.00
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Insurancen/an/a$687.00
7
Improvementn/an/a$1,152.00
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Servicen/an/a$1,152.00
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HOA Feesn/an/a$4,200.00
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Lawn & Garden$0.00$0.00$0.00
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Supplies$0.00$159.83$159.83
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Furnishings$0.00$0.00$0.00
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Food & Dining$8,193.70
15
Groceries$0.00$4,079.12$4,079.12
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Restaurants$0.00$3,042.41$3,042.41
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Fast Food$0.00$439.40$439.40
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Alcohol & Bars$0.00$582.33$582.33
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Coffee Shops$0.00$50.44$50.44
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Travel$1,633.52
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Hotel$0.00$1,632.08$1,632.08
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General$0.00$508.58$508.58
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Air Travel$0.00-$786.54-$786.54
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Rental Car/Taxi$0.00$279.40$279.40
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Health & Fitness$5,030.55
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Insurance$0.00$2,758.80$2,758.80
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Dentist$0.00$166.10$166.10
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Sports$0.00$1,285.86$1,285.86
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Doctor$0.00$0.00$0.00
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Pharmacy$0.00$615.20$615.20
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Eyecare$0.00$204.59$204.59
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Bills & Utilities$1,719.31
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Utilities$0.00$1,161.99$1,161.99
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Mobile Phone$0.00$207.87$207.87
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Internet$0.00$349.45$349.45
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Auto & Transport$2,076.13
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Gas & Fuel$0.00$355.78$355.78
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Insurance$0.00$582.12$582.12
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Parking$0.00$79.46$79.46
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Tolls$0.00$70.00$70.00
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Service & Parts$0.00$721.85$721.85
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Property Tax$0.00$149.88$149.88
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Public Transportation$0.00$117.04$117.04
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Entertainment$667.14
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TV & Movies$0.00$74.10$74.10
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Amusement$0.00$122.26$122.26
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Arts$0.00$470.78$470.78
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Shopping$600.28
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Electronics & Software$0.00$281.77$281.77
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Clothing$0.00$255.02$255.02
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Books$0.00$0.00$0.00
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Sporting Goods$0.00$32.49$32.49
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Toys & Hobbies$0.00$31.00$31.00
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Gifts & Donations$508.00
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Gift$0.00$386.12$386.12
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Charity$0.00$121.88$121.88
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Personal Care$106.39
66
General$0.00$106.39$106.39
67
Laundry$0.00$0.00$0.00
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69
Fees & Charges$0.00
70
Bank Fees$0.00$0.00$0.00
71
Service Fees$0.00$0.00$0.00
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73
Major one time Purchases
74
Car Purchase
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76
Subtotal(1)$5,331.42$25,866.44$31,197.85
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GRAND TOTAL$10,174.99$30,710.01$40,885.00
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4% SWR Basis$254,374.75$767,750.25$1,022,125.00
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(1): Defined as all expenses minus mortgage interest & principal
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