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Assessing your Monthly Income & Expenses

Monthly Expenses: Fixed Expenses

 
Car Payments: $____________ per month
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
Building and Grounds Maintenance: $____________ per month
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
Cable Television: $____________ per month
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
Utilities: $____________ per month
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
Housekeeping: $____________ per month
  Name/Service: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
Insurance Premiums: $____________ per month
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
Loans: $____________ per month
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
 
Monthly Expenses: Variable Expenses
Mortgage: $____________ per month
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
Rent: $____________ per month
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
Taxes: $____________ per month
  Accountant: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
Unreimbursed Medical Expenses: $____________ per month
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
Credit Cards: $____________ per month
Card #1 Account #: _________________________
  Bank Name: _________________________
  Phone: _________________________
Card #2 Account #: _________________________
  Bank Name: _________________________
  Phone: _________________________
Card #3 Account #: _________________________
  Bank Name: _________________________
  Phone: _________________________
Charitable Contributions: $____________ per month
  Organization: _________________________
  Phone: _________________________
  Contact: _________________________
 
  Clothing: _________________________
  Other: _________________________
 
Total Monthly Expenses: _________________________
 
Monthly Income
Annuities: $____________ per month
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
Employment Income: $____________ per month
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
Certificate of Deposits: $____________ per month
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
Investment Income: $____________ per month
(such as IRAs, 401(k)s, Keogh Plans, Pensions, etc.)
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
Money Market Accounts: $____________ per month
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
Mutual Funds: $____________ per month
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
Rental Income: $____________ per month
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
Stocks and Bonds: $____________ per month
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
Social Security: $____________ per month
Other: $____________ per month
 
Total Monthly Income: $____________


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