Generational Expense Pie Chart Planning Sheet



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|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? |

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|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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