Expense Sheet

Name Email
Housing Monthly Annually
Real Estate Taxes-Residential
Real Estate-Investment Real Estate
Mortgage
Utilities
Telephone
Homeowner’s Insurance Premium-Residential
Insurance Premium-Investment Real Estate
Other Household (Newspaper, Magazines, Water, Sewer)
HOUSING TOTAL
FOOD, CLOTHING, TRANSPORTATION Monthly Annually
Food/Groceries
Clothing/Laundry/Dry Cleaning
Auto Maintenance (Gas, Oil, Filters, etc.)
Auto Insurance Premiums
Auto License
Other Transportation (Public, Parking)
Food, Clothing, Transportation Total
OTHER COMMITTED EXPENSES Monthly Annually
Adult/Other Education
Personal Care (Haircut, Perms, etc.)
Medical/Dental/Eye Care
Prescription Drugs
Dependent Care (Child, Grandchild)
Business Meal/Travel
Alimony Payments
Other Deductible Expenses
Long Term Care Premiums
Medical Insurance Premiums
Umbrella Policy Premiums
Medical Premium
Other Committed Expenses Total
DISCRETIONARY EXPENSES Monthly Annually
Entertainment/Dining
Recreation/Travel
Cash Religious/Charitable Contributions
Gifts, Christmas, Birthdays
Hobbies
Home Improvements
Miscellaneous Purchases
Other Deductible Expenses/Tax Preparation
Club Memberships, Dues
TOTAL EXPENSES

INCOME TAXES

Client Second Person
Client (Filing Separately)
Federal Income Tax Paid
State Income Tax Paid

CASH RESERVES

CURRENT VALUE OWNER
Checking
Savings
CD/Money Mkts
TOTAL CASH RESERVES

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