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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