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Financial-Worksheet

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Financial-Worksheet Powered By Docstoc
					                MONTHLY INCOME            VS              MONTHLY EXPENSES
                                               Mortgage #1
Wages, Applicant                                                                $632
                                               Mortgage # 2
Wages, Co-Applicant
                                                             Balance:

Social Sec. Income, Applicant    $1,196        Property Taxes                   $333
Social Sec. Income, Co-                        Home Insurance
                                 $1,196             Condo Association Fees or
                                                                                 $80
Applicant
Pension, Applicant               $818          Home Maintenance/Lawn Service

Pension, Co-Applicant            $109          Gas and/or Oil

Disability                                     Electricity                      $258
Annuity                                        Phone (Land Line)                 $60
Investment                                     Cell Phones, Pagers

Investment                                     Cable / Satellite TV              $98
Other Income                                   Computer / Internet

Total Monthly Income             $3,319        Water

 Minus Total Monthly Expenses    $3,006        Garbage Collection

   Monthly Surplus / Shortfall   $313          Food/ Groceries                  $500
                      ASSETS:                  Dining Out (include lunches)
                                               Credit Card Bills
Checking
                                                             Balance:
                                                                                $200
Savings                                        Auto Loans or Leases             $400
Stocks / Bonds                                 Car Insurance                    $110
Real Estate
(Excluding Primary Residence)
                                               Gasoline, Tolls, Parking         $200
Other Assets                                   Public Transportation

Total Assets                       $0          Car Maintenance / Reg

                                               Clothing Purchases

                                               Laundry / Dry Cleaning

                                               Haircuts / Manicures

                                               Health Insurance

                                               Medical/ Dental/prescription     $135
                                               Misc

                                          ## Total Monthly Expenses             $3,006

				
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