Financial Tracking Sheet - MochaMoney
[Pages:5]Financial Tracking Sheet
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The first step to financial freedom is understanding exactly where your money is going. Use this Financial Tracking Sheet to see exactly how you're spending your hard earned money.
1. Collect your credit card statements, receipts, and other bills to determine how much you spend on each item listed below. Divide items that are billed on a yearly basis, like property taxes and home owner's insurance, by twelve to figure out how much you're spending for that item on a monthly basis. Record the amounts spent for each item in column 1 (Actual Amount Spent). 2. Use your income tax return to determine how much money you actually bring in each month. Record this monthly income at the bottom of the Financial Tracking Sheet. 3. Add up all your monthly expenses you listed in column 1. 4. Subtract your monthly expenses from your monthly income. This is how much money you have left over at the end of each month. If the amount is negative, this is how much you are going into debt each month! 5. Review each category of your spending to determine where you can cut costs. Record the new figures in column 2 (New Budgeted Amount). Total the values in column 2 to determine how much money you will now have left over at the end of each month.
Actual Amount Spent
Transportation
Car Payment Car Insurance Gas Tolls Car Wash / Oil / Maintenance Public Transportation Tokens/Passes
____________ ____________ ____________ ____________ ____________ ____________
Entertainment
Cable Movies Video Rentals Theater / Plays / Sporting Events Magazine / Newspaper Subscriptions Vacations Other
____________ ____________ ____________ ____________ ____________ ____________ ____________
Food
Groceries Dining Out Vending Machines Snacks Coffee
____________ ____________ ____________ ____________ ____________
Housing
Rent / Mortgage Property Tax Home Owners Insurance Home Association / Condo Fees
____________ ____________ ____________ ____________
New Budgeted Amount
____________ ____________ ____________ ____________ ____________ ____________
____________ ____________ ____________ ____________ ____________ ____________ ____________
____________ ____________ ____________ ____________ ____________
____________ ____________ ____________ ____________
Communication
Cell Phone Land Line Phone Internet Access
Utilities
Heat Electric Gas Water
Personal Care
Hair Cuts Hair Appointments Weaves Manicures / Pedicures Toiletries / Personal Care Items Make-Up
____________ ____________ ____________
____________ ____________ ____________ ____________
____________ ____________ ____________ ____________ ____________ ____________
Giving
Tithes Charitable Donations Christmas / Holiday Gifts Birthday Gifts
____________ ____________ ____________ ____________
Clothing
Clothes Shoes Accessories Dry Cleaning / Washing
____________ ____________ ____________ ____________
____________ ____________ ____________
____________ ____________ ____________ ____________
____________ ____________ ____________ ____________ ____________ ____________
____________ ____________ ____________ ____________
____________ ____________ ____________ ____________
Child Care
Day Care Baby-Sitting
Education
Student Loans Tuition Books Miscellaneous
Health
Health Insurance Insurance Co-Pays Gym / Yoga Membership Prescription Medications Glasses
____________ ____________
____________ ____________ ____________ ____________
____________ ____________ ____________ ____________ ____________
Fees and Credit Cards
Bank Fees
____________
ATM Withdrawal Fees
____________
Minimal Monthly Credit Card Payments ____________
Organizational Memberships and Dues ____________
Other Insurance Disability Insurance Life Insurance
____________ ____________
____________ ____________
____________ ____________ ____________ ____________
____________ ____________ ____________ ____________ ____________
____________ ____________ ____________ ____________
____________ ____________
Pets Food Vet Costs
____________ ____________
____________ ____________
Hobby Expenses
____________
____________
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TOTAL MONTHLY EXPENSES MONTHLY INCOME
____________ ____________
____________ ____________
MONTHLY INCOME ? EXPENSES
____________
____________
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