MONTHLY INCOME AND EXPENSE WORKSHEET



MONTHLY INCOME AND EXPENSE WORKSHEET

This worksheet will give you a good basic understanding of what your current income and expenses really are.

My Income My Expenses

Fixed Expenses

Wages $ ____________ Rent/Mortgage $ ____________

Public assistance $ ____________ Property taxes/

Insurance $ ____________

Child support/

Alimony $ ____________ Trash collection $ ____________

Interest/Dividends $ ____________ Cable $ ____________

Social Security $ ____________ Car payment $ ____________

Advanced Earned

Income Credit $ ____________

Other $ ____________ Car insurance $ ____________

Other loan payments $ ____________

Health insurance $ ____________

Day care/Elder care $ ____________

Flexible Expenses

Savings $ ____________

Gas/Oil $ ____________

Electricity $ ____________

Water $ ____________

Telephone/Cell phone $ ____________

Food $ ____________

Transportation/Gas $ ____________

Car maintenance $ ____________

Education $ ____________

Personal expenses $ ____________

Charity/Donations $ ____________

_________________$ ____________

_________________$ ____________

_________________$ ____________

Total Income $ ____________ Total Expenses $ ____________

Money Matters

FDIC Money Smart – Financial Education Curriculum

Handout

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