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Spending Plan Categories
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INCOMEPest Control / Termite Bond10. Personal
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Monthly Salary HOA Dues / Condo DuesGifts
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Interest IncomePool MaintenanceBirthdays
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Dividends OtherChristmas
6
Commissions/Bonuses/TipsTOTALAnniversary / Wedding
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Retirement Income5. Food Graduation
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Net Business IncomeGroceriesOther
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Cash GiftsEating OutPets Expenses
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Child Support / Alimony (Income)OtherFood
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Other IncomeTOTALVeterinary
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TOTAL6. Transportation Vaccinations & Prescriptions
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EXPENSESAuto PaymentsBoarding / Pet Sitting
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1. Giving Gas & OilOther
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Local ParishAuto InsuranceOther Financial
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DioceseLicenses & TaxesAllowances
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Poor & NeedyRepairs / Maintenance / TiresChildcare / Baby Sitting
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Other MinistriesTolls / Transit Fares / ParkingAlimony / Child Support
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OtherOn Star / Satellite RadioLife Insurance
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TOTALAAA / Auto ClubLiability Insurance
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2 TaxesOtherTax Preparation
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FederalTOTALBank Charges
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Medicare/Social Security7. Clothing Credit Card Fees
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State & Local TaxesAdultsOther Personal
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OtherChildren / DiapersCleaning Supplies
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Laundry / Dry CleaningToiletries / Cosmetics
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TOTALOtherHair Care
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3. Saving & InvestingChildren / DiapersVitamins / Supplements
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Emergency SavingsLaundry / Dry CleaningPostage
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Auto ReplacementOtherSports / Hobbies
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401K / 403B / Retirement PlansTOTALSubscriptions / Dues
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College Funds8. Medical & Health Other
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Stocks/Bonds/OtherDoctor
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IRADentist11. Vacations / Entertainment
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OtherPrescriptionsActivities
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TOTALEye Care / Glasses / ContactsVacations / Travel / Motel
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4. HousingHealth / Dental / Vision InsuranceVideos / Books / Music
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Mortgage(s)Disability InsuranceOther
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Prepayment of Mortgage PrincipleLong Term Care InsuranceTOTAL
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Property TaxDeductibles12. Debts (see debt list)
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Homeowner / Flood InsuranceHSA / Flex spendingCredit Card & Bank Loan payments
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RentOther
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Renter InsuranceTOTAL
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Electricity9. EducationTOTAL EXPENSES
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Lawn Care / GardeningAdult Ed / Student Loans
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Water / SanitationTuition / SuppliesTotal Income
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House gasTutoring / LessonsMinus Total Expenses
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Maintenance / PoolActivitiesEquals Surplus or Deficit
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Cable / Internet / TelephoneOther
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TOTAL
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57
58
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60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
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95
96
97
98
99
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