Monthly Income Expense Record
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1Monthly Income / Expense Record
Expense
Due
Present
Projected
Date
Amount
Future Amount
Rent/Mortgage
Gas/Oil
Electric
Water/Sewage
Phone
Life Insurance
Car Insurance
Taxes (if not included in mortgage)
Homeowner’s/Tenant Insurance (if not included in
mortgage)
Installment loan with ____________
Installment loan with ____________
Charge Account _______________
Charge Account _______________
Charge Account _______________
Charge Account ______________
Charge Account ______________
Food-Grocery Store
Auto expenses
Gasoline/Transportation
Medical (doctor, dentist, eye care, prescriptions)
Daycare
Lunches/snacks, coffee, etc.
Cable TV
Pay per view, video rental
Dry cleaning, laundry
Education expenses (including books)
Church/religious donations
Other donations
Pet expenses
Barber/hair salon
Allowances (including children)
Cigarettes/beverages (including alcoholic)
Newspaper/magazines, etc.
Entertainment (including babysitting expense)
Fast Food
Clubs, sports hobbies
New clothing/shoes
College Funds
Gifts-Birthdays, anniversaries
Gifts-Holidays
Emergency Savings
Saving for ________________
Other Expenses
_______________________ - _____________________________ = $_______________
Total Net Income
Total Expenses
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Parent category: Financial