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Mouni Money Tracker
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www.mounifinance.com
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NET WORTH$Credit Cards/LoansAmountInterest Rate
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Assets (current value of car, home, property, jewelry, business)$0
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Investments (include 401K, non retirement — all investments)
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Savings
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Debt (students loans, credit card debt, mortgage)$0
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TOTAL NET WORTH$0
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INCOMEIncome SourcesGross Monthly Amount
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Gross monthly income (all income before taxes)$0
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Net monthly income (Take-home after taxes/pre-tax deductions)
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RECURRING MONTHLY COSTS (50-60% of take home)
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Rent / Mortgage
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Utilities (gas, water, electric, internet, cable, etc.)
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Insurance (medical, auto, home / renters, etc.)
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Car Payment / Transportation (Gas, train, etc.)
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Debt Payments (credit card payments, loan repayments, etc.)
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Groceries (do not include restaurants/eating out)
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Clothes (approximate)
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Childcare Expenses or Enter Your Own Category
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Phone
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Subscriptions (Netflix, gym membership, meal services, Amazon, etc.)
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Miscellaneous (automatically adds 15% for things you forgot)$0
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FIXED COSTS TOTAL$0
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INVESTMENTS (10% of take home)
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Post-Tax Retirement Savings
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Stocks, Regular Brokerage Accounts
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Add your own here
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INVESTMENTS TOTAL$0
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SAVINGS GOALS (5-10% of take home)
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Vacations, Travel
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Gifts
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Long Term Emergency Fund
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Tithing/Charity
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Other
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SAVINGS TOTAL$0
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VALUES-ALIGNED SPENDING (20-35% of take home)
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SPENDING TOTAL (Anything you want to spend on!)$0
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