Worksheet
Estimated Monthly Income and Expense
Estimated Monthly Income:
1. Paychecks (Net/"Take Home")
$
2. Interest/Dividends
$
3. Social Security/Pension
$
4. Alimony/Child Support
$
5. Other
$
6. Total Estimated Monthly Income
(Add lines 1 through 5)
$
Estimated Monthly Expenses:
7. Mortgages/Rent
$
8. Homeowner's/Renter's Insurance
$
9. Real Estate Taxes
$
10. Water & Sewer
$
11. House Repairs
$
12. Groceries
$
13. Telephone
$
14. Gas (House)
$
15. Electric
$
16. Credit Cards
$
17. Car Payments
$
18. Car Insurance
$
19. Licenses (Car)
$
20. Gas (Car)
$
21. Car Repairs/Maintenance
$
22. Clothing
$
23. Medical/Dental
$
24. Medical Insurance
$
25. Prescriptions
$
26. Loan Payments
(Not included in Line 7 or 17)
$
27. Tution
$
28. Contributions
$
29. Cellular Telephone
$
30. Pager
$
31. Recreation/Vacation
$
32. Other Insurance
$
33. Income Taxes
$
34. Alimony/Child Support
$
35. Transportation
$
36. Miscellaneous
$
37. Other
$
38.
Total Estimated Monthly Expenses
(Add lines 7 through 37)
$
38.
*Excess/Deficit
(Subtract Line 38 from Line 6)
$
*If Line 38 is greater than Line 6, your estimated monthly expenses exceed your estimated monthly income.