Monthly Household Spending Worksheet  --  Date Prepared _________

Monthly Expenses

Current

Goal

Comments or Observations

Savings

$

$

Housing Expenses

·         Mortgage payments or rent

$

$

·         Property taxes

$

$

·         Maintenance or repairs

$

$

·         Utilities (gas/water/electricity)

$

$

·         Telephone/cable/internet

$

$

·         Housekeeping, laundry

$

$

·         Other housing expenses

$

$

Transportation Expenses

·         Car loan or lease payments

$

$

·         Fuel, maintenance, repairs

$

$

·         Auto insurance

$

$

·         Public transportation

$

$

·         Other transportation expenses

$

$

Food & Entertainment Expenses

·         Groceries

$

$

·         Restaurants

$

$

·         Sports, hobbies, pastimes

$

$

·         Books, magazines

$

$

·         Vacations

$

$

·         Other

$

$

Health Care Expenses

·         Doctors, dentists, etc.

$

$

·         Prescriptions

$

$

·         Health insurance

$

$

·         Other health care expenses

$

$

Family Expenses

·         Schools, colleges

$

$

·         Child care

$

$

·         Alimony and child support

$

$

·         Other family expenses

$

$

Other Expenses

·         Clothing, shoes, etc

$

$

·         Charitable contributions

$

$

·         Gifts, birthdays, holidays

$

$

·         Pets, veterinarian expenses

$

$

·         Paying off debts or credit cards

$

$

·         Life and disability insurance

$

$

·         Walking around money

$

$

·         Other

$

$

Taxes

$

$

Social Security

$

$

Federal, state, local taxes

$

$

Total Expenses

$

$