Professional Documents
Culture Documents
HOME
Rent/Mortgage
Renter’s/Homeowners’
Insurance
Property Tax (?)
Home Maintenance/
Renovations
CAR
Car Payment
Auto Insurance
Gas
Repairs/ maintenance
HEALTHCARE
Health Insurance
Meds
Out-of-pocket
co-pays
Misc. Drugstore $$
Eyeglasses/Contacts
LOANS
Student loan payment
Car payment
Water/Sewer,
Trash/Recycle
Electricity/Gas
UTILITIES (con’t)
Cell phone
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Flex Budget
Roku/Cable TV/DISH
Internet
Netflix/Amazon Prime
Hulu/HBO/etc.
CHURCH
Offering
Special Gifts
Other donations
CHARITIES
SELF-EMPLOYMENT TAX
Quarterly Tax DUE
Jan 15; April 15; June 15;
Sep 15; Jan 15
INCOME TAX
Federal due April 15
State due April 15
CREDIT CARDS
Visa
Others?
SAVINGS
Vacation Fund
Emergency Fund
401K / IRA
FOOD/STAPLES
Groceries
Pharmacy
Target, etc.
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Flex Budget
GIFTS / ENTERTAINMENT
(Concerts, plays, news/magazines, computer games/expenses, postage, etc.)
TRAVEL (list anticipated trips each month & expenses for each)
Food & Lodging
Transportation (Uber,
flights, metro/subway, etc.)
Books, misc.
Entertainment
Restaurants
GRAND TOTALS
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