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Document Sample
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.
