QUALITY LIFE PLAN RECORDKEEPING month/year ___________________________________
Expense Items Typical Monthly Overspending (O) REAL Expenses P/LLC or Start date Notes
Payment Amount Underspending (U) (added or adjusted) Corp. REAL exp.
Accounting/Professional
Advertising
Alimony and child support
Auto
Auto club fee
Auto insurance
Auto maintenance fund
Auto monthly payments
Auto replacement fund
Gas
License/registration fees
Parking/garage & tolls
Bank service charges
(including late fees)
Books & magazines
Cash Reserve (lifestyle
upgrade or emergency fund)
Clothing & personal care
Computer/software/supplies
Entertainment
SUB-TOTALS 0 0
month/year _____________________________________
Expense Items Typical Monthly Overspending (O) REAL Expenses P/LLC or Start date Notes
Payment Amount Underspending (U) (added or adjusted) Corp. REAL exp.
Food
Groceries
Meals out
Health
Alternative health care
Health club membership
Health expense fund
Other health expenses not
covered by insurance
Supplements
Home
Home maintenance fund
Home repair/maintenance
Home security system
Homeowner association fee
Homeowner/renter insurance
Landscape maintenance
Property taxes
Rent/mortgage
SUB-TOTALS 0 0
month/year ___________________________________
Expense Items Typical Monthly Overspending (O) REAL Expenses P/LLC or Start date Notes
Payment Amount Underspending (U) (added or adjusted) Corp. REAL exp.
Household items (non-food)
Insurances(except auto & home)
Dental insurance
Disability insurance
Health insurance
Liability insurance
Life insurance (head of hsehold)
Life insurance (other)
Life insurance (other)
Other insurances
Interest charges
Investments
Business capital
Commission fees
Contributions to savings
IRA's etc.
Extra principal payments
Mortgage acceleration
Mortgages (investment)
SUB-TOTALS 0 0
month/year____________________________________
Expense Items Typical Monthly Overspending (O) REAL Expenses P/LLC or Start date Notes
Payment Amount Underspending (U) (added or adjusted) Corp. REAL exp.
Transaction fees (invstmnts)
Pet(s)
Taxes
Payroll
Personal property
Property
Quarterly income tax (1/3)
Telephones
Telephone 1
Telephone 2
Telephone 3
Other
Transportation (other)
Travel
Tuition & education
SUB-TOTALS 0 0
month/year____________________________________
Expense Items Typical Monthly Overspending (O) REAL Expenses P/LLC or Start date Notes
Payment Amount Underspending (U) (added or adjusted) Corp. REAL exp.
Utillities
Cable
Electric
Gas
Internet Service
Water
Other
Other
Other
Vacations
Other
Other
Other
Other
Other
SUB-TOTALS 0 0
GRAND TOTALS 0 0
1% or .01 of real exp. 0
Adjusted real exp. 0