Monthly Household Spending Worksheet
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1Monthly 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
$
$
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