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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