|
|
| Income: | Month | Year |
|
Wages, salary, commissions |
$ |
$ |
|
Dividends, interest, capital gains |
$ |
$ |
|
Pension and/or Social Security |
$ |
$ |
|
Annuity income |
$ |
$ |
|
|
$ |
$ |
|
Other income |
$ |
$ |
|
|
|
|
|
Total Income |
$ |
$ |
|
|
|
|
|
Expenses: |
|
|
|
Mortgage/Rent |
$ |
$ |
|
Telephone |
$ |
$ |
|
Gas/Electric/Water/Cable/Etc. |
$ |
$ |
|
Insurance Life/Health/Homeowners/Auto/Etc. |
$ |
$ |
|
Groceries/Dining Out/Entertaining |
$ |
$ |
|
Clothing/Dry cleaning |
$ |
$ |
|
|
$ |
$ |
|
Maintenance Home/Car |
$ |
$ |
|
Tuition/Education/Dues |
$ |
$ |
|
Vacations/Travel |
$ |
$ |
|
Loans Car/Credit cards/Home equity/Etc. |
$ |
$ |
|
Gas/Public transportation |
$ |
$ |
|
Gifts/Donations |
$ |
$ |
|
Medical/Dental/Drugstore |
$ |
$ |
|
Taxes Federal/State/Social Security/Etc. |
$ |
$ |
|
Other Expenses |
$ |
$ |
|
|
|
|
|
Total Expenses |
$ |
$ |
|
|
|
|
|
Total Income |
$ |
$ |
|
Minus (-) |
|
|
|
Total Expenses |
$ |
$ |
|
|
|
|
|
Total available
for savings/investments |
$ |
$ |