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Income & Expense Worksheet

My Income My Expense
Fixed Expenses
Wages $                      Rent/Mortgage $                     
Public assistance $                      Property taxes/Insurance $                     
Child support/Alimony $                      Trash collection $                     
Interest/Dividends $                      Car Payments $                     
Social Security $                      Car Insurance $                     
Other $                      Other loan payments $                     
Health insurance $                     
Day care/Elder care $                     
Flexible Expenses
Savings $                     
Gas/Oil $                     
Electricity $                     
Water $                     
Telephone $                     
Food $                     
Transportation/Gas $                     
Car maintenance $                     
Education $                     
Personal expenses $                     
Other $                     
 

Total Income $                     

Total Expenses $                     
 

Remember to plan for income and expenses that do not occur on a monthly basis.

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