Monthly Expenses

Current

Goal

Comments or Observations

Savings (savings acct./401k, etc.)

$

$

Housing Expenses

$

$

Mortgage payments/ rent

$

$

Maintenance or repairs

$

$

Property taxes

$

$

Utilities (gas/water/electricity)

$

$

Telephone/cable/internet

$

$

Housekeeping/ laundry/dry cleaning

$

$

Other housing expenses

$

$

Transportation Expenses

$

$

Car loan/lease payments

$

$

Fuel, maintenance, repairs

$

$

Auto insurance

$

$

Public transportation

$

$

Other transportation expenses

$

$

Food & Entertainment Expenses

$

$

Groceries

$

$

Restaurants

$

$

Hobbies, pastimes (Golf/theater/sports)

$

$

Books, magazines

$

$

Vacations

$

$

Other

$

$

Romance/Entertainment

$

$

Health Care Expenses

$

$

Doctors, dentists, etc.

$

$

Prescriptions

$

$

Health insurance

$

$

Family Expenses

$

$

Schools, colleges

$

$

Child care

$

$

Alimony and child support

$

$

Other Expenses

$

$

Clothing, shoes, etc

$

$

Charitable contributions

$

$

Gifts, birthdays, holidays

$

$

Pets, veterinarian expenses

$

$

Paying off debts or credit cards

$

$

Life and disability insurance

$

$

Pocket money

$

$

Other

$

$

Taxes

$

$

Social Security

$

$

Federal, state, local taxes

$

$

Total Expenses

$

$