Generational Expense Pie Chart Planning Sheet
| |
|Generational Expense Pie Chart Planning Sheet |
|Total Income = 100% of Available Money |
| Using percentages, where do you spend your money? |
|What categories do your parents spend money on? |
|What categories do your grandparents spend money on? |
| |
|Using Microsoft Excel or a pie chart creating software |
|Create a pie chart to represent your expense percentages |
|Create individual pie charts to represent your parents and grandparents (or Elders) |
|**PLEASE UNDERSTAND** We are NOT asking for actual dollar amounts! |
|*** These are to be estimated percentages*** |
|**** ALL personal monies are PRIVATE and therefore respected |
|*** Only Percentages please |
| [pic] [pic] |
|Use the list below as a planning sheet as you consider what you spend |
|Necessary Expenses: |
|Rent or Mortgage __________% |
|Taxes __________% |
|Gas & Electric __________% |
|Auto Insurance __________% |
|Food & Groceries (not dining out) __________% |
|Clothing & personal upkeep __________% |
|Healthcare or Insurance Costs __________% |
|Student Loans __________% |
|Home Repairs __________% |
|Childcare (daycare & babysitters) __________% |
|Child & Baby Expenses __________% |
|Credit Card Bills __________% |
|Auto Loan (s) __________% |
|Gasoline __________% |
|Cable or Satellite TV __________% |
|Entertainment (not dining out) __________% |
|Dining Out __________% |
|Travel & Vacation __________% |
|Pets, Pet Care and Pet Food __________% |
|Technology (Internet, cell phone etc) __________% |
|Gym membership __________% |
|Cigarettes & Tobacco __________% |
|Savings +_________% |
|EQUALS ___100%___ |
Remember – Fill in the category you actually spend money on.
You may combine expenses if they are linked.
ONLY used percentages - NOT dollar amounts!
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