Personal Spending Worksheet Current Proposed Actual Current Proposed Actual Current Proposed Actual Amount Amount Amount Amount Amount Amount INCOME TRANSPORTATION TRAVEL/VAC Salary Auto Payment # 1 Small Trips Salary Auto Payment # 2 Major Trips Int/Div Insurance Camps/Retreats Other Gas/Oil Other - Taxes Annual Registration TOTAL TRAVEL 0 0 0 - Payroll Ded Maint/Repair - Ret Contrib Road Svc/Parking EDUCATION - Other Other Continuing Ed. NET INCOME 0 0 0 TOTAL TRANS 0 0 0 Tuition Materials HOUSING EXPENSE RECREATION Lessons/Tutoring 1st Mortgage (Prin+Int) Dining Out Other 2nd Mortgage Cable/Dish TOTAL EDUC 0 0 0 Prop Tax Video/Movies Insurance Concerts/Plays MISCELLANEOUS Gas & Electric Internet Access Charity/Donations Water/Sewer/Trash Sports/Gym Alimony/Support Phone/Long Distance Book/CD's Life Insurance Cell Phone Photo Develop Financial Advice Housekeeper Hobbies/Crafts Postage Maint/Repair Other Newspaper & Sub. Security/HOA TOTAL REC 0 0 0 Gifts/Cards Pest/Pool Health/Vitamins Other HEALTH/MEDICAL Allowance TOTAL HOUSING 0 0 0 Med/Dent Insurance Annual Fees/Fines Med/Dent Copays Other LIVING EXPENSE Prescriptions TOTAL MISC 0 0 0 Groceries Vision/Orthodontics Lunches/Lattes Chiropractor SAVINGS Childcare Counseling Short Term Pets (Food & Vet) Other Holidays Clothing/Cosmetics TOTAL HEALTH 0 0 0 Long Term Laundry/Dry Clean TOTAL SAVINGS 0 0 0 Beauty/Barber Household Misc. Other TOTAL LIVING 0 0 0 - Some amounts must be entered as negative numbers for the spreadsheet to work. Personal Spending Worksheet Current Proposed Actual Amount Amount INVESTMENTS IRAs Education Other TOTAL INVESTMENTS 0 0 0 DEBT Estimated Taxes Credit Card/Loan Credit Card/Loan Student Loan Personal Loan Other TOTAL DEBT 0 0 0 CURRENT PROPOSED ACTUAL TOTAL EXPENSES 0 0 0 TOTAL INCOME 0 0 0 DIFFERENCE 0 0 0 - Some amounts must be entered as negative numbers for the spreadsheet to work.
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