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Annual Income, Saving & Expense Chart

  Month______ Month______ Month______ Month______ Month______ Month______ Total 
Actual Monthly Income
First Earner              
Second Earner              
Part-time              
Social Security / Pension              
Interest / Dividends              
Rentals              
Tax Refunds              
Gifts / Bonuses              
Sales Profits              
TOTAL              
Saving
Saving / Investment / Retirement              
Actual Expenses
Housing
Rent / Mortgage / Second Mortgage              
Property Taxes (if not in mortgage)              
Electricity / Gas / Heating Oil              
Water & Sewer              
Telephone / Online Services              
Garbage / Pest Control              
Maintenance              
Housekeeping Services              
Food
Groceries              
Lunches / Snacks / Beverages              
School Lunches              
Transportation
Gasoline / Auto Maintenance              
Bus / Metro / Parking / Tolls / Carpool              
License Tags / Taxes              
Insurance
Automobile              
Home Owners / Renters              
Medical / Life / Disability              
Life and Disability              
Clothing
Apparel / Shoes              
Dry Cleaning / Laundry              
Health Care
Physicians and Dentists              
Medication / Prescriptions              
Personal
Hair / Nails              
Toiletries              
Tobacco              
Entertainment
Cable              
Videos / Movies / Plays / Concerts              
Vacation              
Sports and Hobbies' Fees              
Newspaper / Books / Magazines              
Dining Out / Beverages              
Gifts & Contributions
Religious / Charities              
Birthdays / Holidays              
Chaunkah / Christmas / Kwanza, etc.              
Family
Child Care              
Allowance              
Music / Dance Lessons / Sports              
Child Support / Alimony              
Education
Tuition / Books / Supplies              
Credit Obligations
Automobile Loans / Leases              
Secured Loans              
Unsecured Loans              
Credit Card Payments              
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