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Expenses
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3
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Monthly ExpensesAmtNotesRetirement AmtRetirement notes
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Groceries
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Restaurants
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Coffee Shops
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Mortgage/Rent
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Home improvement
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Car - fuel
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Car - Parking
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Public Transportation
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Heating (if gas or oil)
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Electricity
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Internet/ home phone/cable
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Mobile phones
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Education
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Netflix, Hulu, other streaming media services
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Entertainment (events/experiences)
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Child care
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Kids activities
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Gifts
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Garbage (often billed bi-monthly or quarterly)
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Water/sewer (often billed quarterly)
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Health Insurance (premiums and copays)
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Health, fitness, self-care (gym memberships, etc.)
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Hobbies
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Clothes Shopping
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Other Shopping (books, electronics, knick-knacks, etc.)
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Subscriptions (magazines, online news services, etc.)
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Fees and Charges from banks, credit cards, etc.
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SUBTOTAL - Monthly expenses, per month$0.00
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SUBTOTAL - Monthly expenses, per year$0.00
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$0.00
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36
Yearly ExpensesNotesRetirement AmtRetirement notes
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Home insurance (may be inc. in mortgage)
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Home property Taxes (may be inc. in mortgage)
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Other insurance (Umbrella policy, etc.)
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Auto Insurance
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Travel/Vacation
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Auto Maintenance
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Pets
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Auto Registration
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Income Taxes (total taxes paid, not refund or additional owed when filing)
46
Tax prep services
47
Charity
48
Home Furnishings
49
Home Maintenance
50
SUBTOTAL - Yearly expenses, per year$0.00$0.00
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$0.00
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53
Investment savings additions, per yearNotesRetirement AmtRetirement notes
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Savings accts
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IRAs
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401(k)/403(b)
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Taxable investment accounts
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HSA - if applicable
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SUBTOTAL - Savings, per year$0.00
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TOTAL OUTFLOW THIS YEAR$0.00$0.00
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per month$0.00$0.00
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65
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Income
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SourceYearly totalNotesRetirement AmtRetirement notes
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W-2 Job (gross income, not after-tax income)
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1099 contract work
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Rental Income (after any expenses not included above)
72
Royalties
73
Social Security
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Other
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TOTAL yearly gross income$0.00$0.00
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77
78
79
80
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82
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84
85
86
87
88
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90
91
92
93
94
95
96
97
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99
100