"Monthly Spending Spreadsheet Template - Wells Fargo"

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Track your spending
Find out if your spending habits are in line with your priorities.
Month:
Income sources
Wages
Retirement income (social security, 401(k), etc.)
Investment income (capital gains, dividends, etc.)
Rental property income
Other (annuities, settlements, etc.)
Income total
Fixed expenses
Rent/mortgage
Car payment
Insurance
Debts (loans, credit card, etc.)
Other
Fixed expenses total
Flexible expenses
Groceries
Phone
Cable & internet
Utilities (electric, gas & water)
Gas or public transit fares
Clothing
Other
Flexible expenses total
Discretionary expenses
Entertainment & restaurants
Travel
Gifts
Charitable giving
Other
Total monthly income
Total monthly expenses
What’s left? (Subtract total monthly expenses from total
monthly income)
Track your spending - Form FE02 - 0912
Track your spending
Find out if your spending habits are in line with your priorities.
Month:
Income sources
Wages
Retirement income (social security, 401(k), etc.)
Investment income (capital gains, dividends, etc.)
Rental property income
Other (annuities, settlements, etc.)
Income total
Fixed expenses
Rent/mortgage
Car payment
Insurance
Debts (loans, credit card, etc.)
Other
Fixed expenses total
Flexible expenses
Groceries
Phone
Cable & internet
Utilities (electric, gas & water)
Gas or public transit fares
Clothing
Other
Flexible expenses total
Discretionary expenses
Entertainment & restaurants
Travel
Gifts
Charitable giving
Other
Total monthly income
Total monthly expenses
What’s left? (Subtract total monthly expenses from total
monthly income)
Track your spending - Form FE02 - 0912