"Monthly Expense Form"

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MONTHLY EXPENSE FORM
A.
RENT
____________
B.
HOUSE / REAL ESTATE EXPENSES
1.
Principal, interest, insurance and taxes
all included or if not all included:
____________
(a)
Principal and interest
____________
(b)
Real Estate Taxes
____________
(c)
Real Estate Insurance
____________
2.
Second Mortgage / Home Equity Loan
____________
3.
Neighborhood Association or other dues
____________
4.
Other related payments
____________
TOTAL HOUSE / REAL ESTATE EXPENSES:
____________
C.
UTILITIES
1.
Electric
____________
2.
Natural Gas
____________
3.
Oil
____________
4.
Water and Sewer
____________
5.
Garbage / Trash
____________
6.
Water Softener
____________
7.
Local/Basic Telephone
____________
8.
Long Distance Telephone
____________
9.
Cellular Phone
____________
10.
Cable / Satellite TV
____________
11.
Internet
____________
12.
Other (Specify):________________
____________
TOTAL UTILITIES:
____________
MONTHLY EXPENSE FORM
A.
RENT
____________
B.
HOUSE / REAL ESTATE EXPENSES
1.
Principal, interest, insurance and taxes
all included or if not all included:
____________
(a)
Principal and interest
____________
(b)
Real Estate Taxes
____________
(c)
Real Estate Insurance
____________
2.
Second Mortgage / Home Equity Loan
____________
3.
Neighborhood Association or other dues
____________
4.
Other related payments
____________
TOTAL HOUSE / REAL ESTATE EXPENSES:
____________
C.
UTILITIES
1.
Electric
____________
2.
Natural Gas
____________
3.
Oil
____________
4.
Water and Sewer
____________
5.
Garbage / Trash
____________
6.
Water Softener
____________
7.
Local/Basic Telephone
____________
8.
Long Distance Telephone
____________
9.
Cellular Phone
____________
10.
Cable / Satellite TV
____________
11.
Internet
____________
12.
Other (Specify):________________
____________
TOTAL UTILITIES:
____________
D.
MISCELLANEOUS HOME EXPENSES:
1.
Necessary painting and home repair
_____________
2.
Yard maintenance
_____________
3.
Snow removal
_____________
4.
Newspapers / Magazines
_____________
5.
Miscellaneous (i.e., pool, etc.)
_____________
TOTAL MISCELLANEOUS HOME EXPENSES:
___________
E.
TRANSPORTATION EXPENSES:
1.
Vehicle Payments:
(a)
Your vehicle
_____________
(b)
Other vehicle (specify______)
_____________
(c)
Other vehicle (specify______)
_____________
2.
Gas and oil
_____________
3.
Repairs / Maintenance
_____________
4.
Insurance
_____________
5.
License Plates
_____________
6.
Parking
_____________
7.
Bus Fare, Taxis, etc.
_____________
TOTAL TRANSPORTATION EXPENSES:
___________
F.
GROCERY / DRUG STORE EXPENSES:
1.
Food
_____________
2.
Cleaning & Paper Products
_____________
3.
Toiletries / Cosmetics
_____________
4.
Non-prescriptive drugs & vitamins
_____________
TOTAL GROCERY / DRUG STORE EXPENSES:
___________
G.
CLOTHING EXPENSES:
1.
You
____________
2.
Children
____________
3.
Other
____________
TOTAL CLOTHING EXPENSES:
____________
H.
MEDICAL / DENTAL / OPTICAL EXPENSES:
1.
Insurance premiums:
Medical – Adult
a.
____________
Dental – Adult
b.
____________
Medical – Children
c.
____________
Dental – Children
d.
____________
2.
Uninsured medical, dental, optical,
prescriptive and other uninsured
health care expenses – Adult
____________
3.
Uninsured medical, dental, optical,
prescriptive and other uninsured
health care expenses – Children
____________
TOTAL MEDICAL / DENTAL / OPTICAL EXPENSES:
____________
I.
INSURANCE: LIFE / DISABILITY:
1.
Life
____________
2.
Disability
____________
TOTAL INSURANCE: LIFE / DISABILITY:
____________
J.
DRYCLEANING:
____________
K.
HAIRDRESSER / BARBER:
____________
L.
REQUIRED DUES:
____________
M.
RECREATION / ENTERTAINMENT:
____________
N.
NON-COLLEGE EDUCATION EXPENSES (CHILD/CHILDREN):
1.
Nursery School
____________
2.
School lunches
____________
3.
Tuition / Registration
____________
4.
Books, Supplies, etc.
____________
5.
Bus / Transportation
____________
TOTAL NON-COLLEGE EDUCATION EXPENSES:
___________
O.
COLLEGE / TRADE SCHOOL EXPENSES (CHILD/CHILDREN):
1.
Tuition
___________
2.
Room and Board
___________
3.
Books
___________
4.
Fees
___________
5.
Transportation
___________
6.
Other
___________
TOTAL COLLEGE / TRADE SCHOOL EXPENSES (CHILDREN):
___________
P.
COLLEGE / TRADE SCHOOL EXPENSES (ADULT)
1.
Tuition
___________
2.
Books
___________
3.
Fees
___________
TOTAL COLLEGE / TRADE SCHOOL EXPENSES (ADULT):
___________
Q.
CHILD CARE EXPENSES:
___________
MISCELLANEOUS CHILDREN’S EXPENSES:
R.
1.
Allowance
__________
2.
Camps
__________
3.
Music lessons
__________
4.
Non-School Related Activities
__________
5.
Miscellaneous
__________
TOTAL MISCELLANEOUS CHILDREN’S EXPENSES:
___________
S.
PERIODIC BILL AND CREDIT CARD PAYMENTS:
Owed To:
Total Owed:
Minimum Monthly
Payment:
1.
________________ ___________
_______________
2.
________________ ___________
_______________
3.
________________ ___________
_______________
4.
________________ ___________
_______________
5.
________________ ___________
_______________
6.
________________ ___________
_______________
7.
________________ ___________
_______________
8.
________________ ___________
_______________
TOTAL PERIODIC BILL AND CREDIT CARD PAYMENTS:
____________
T.
OTHER NECESSARY EXPENSES:
Expense:
Amount:
1.
_____________________________
_______________
2.
_____________________________
_______________
3.
_____________________________
_______________
TOTAL OTHER NECESSARY EXPENSES:
____________
TOTAL MONTHLY EXPENSES…………………………………………….
$___________