Page 1

Expense Worksheet

Client's Name: Monthly

or

Annual

HOUSING

Monthly CLOTHING

or

Date: Annual

Monthly ENTERTAINMENT

Mortgage

Client #1

Dining Out

Condo Fees/ Association Fees Electricity/ Gas

Client #2

Sports Tickets

Children

Water Garbage Removal

Theater Tickets Total

Telephone/ PC

Recreation/ Hobbies Movies/ Videos

FURNISHINGS

Cable/ Sattelite TV/ Internet Security System Pool Service

Club Membership Fees

Inside/ Outside

Other Total

Lawn Service

PERSONAL CARE AND CASH

Total VACATIONS AND HOLIDAY

Maid Service

Dry Clenaing

Travel Tickets

Maintenance/ Improvements Property Taxes

Hair/ Nails/ Facials

Hotels

Cosmetics/ Shoe Shine

Food

Pest/ Bug Service

Massage

Entertainment

Health Club

Auto

Homeowner's Insurance/ Other Total

0

0

Other

Other Total

Total

CHILD CARE Support Payments

MEDICAL/ DENTAL/ VISION

CHARITABLE CONTRIBUTIONS

Daycare/ Education

Co-Pay(s)/ Deductibles

Favorite Charity

Sports Activities

Prescriptions/ Health Care Costs Vitamins

Cash Donations

Other Total

0

0

Other

Other

Total Total

TRANSPORTATION

GIFTS

Loan/ Lease Payment #1

EDUCATION SELF IMPROVEMENT

Holidays

Loan/ Lease Payment #2

Private School/ College

Birthdays

Loan/ Lease Payment #3

Classes/ Books/ Paper

Weddings

Gasoline

Association Fees/ Subscriptions

Other

Maintenance/ Improvements

Hobbies/ Other

Registration/ Inspection/ Excise Tax

Total Total

Other

PETS Total

GROCERIES Food/ Beverages Household supplies Other

INSTALLMENT DEBT PAYMENTS Student Loans

Food Veterinarian

Credit Cards

Pet Insurance/ Other

Other

Total Total MISCELLANEOUS

1

or

Annual


Other

PROFESSIONAL SERVICES Total

Support/ Alimony

Financial Planner Accountant

Other Other

Other

Total Total

2

Sample budget  

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