Lifestyle Expense Worksheet
First & Last Name(s)
*
First Name
Last Name
Date
-
Month
-
Day
Year
Date
Email
example@example.com
Household Expenses
Rows
Monthly
Annual
Association/HOA Fees
Home Furnishings
Property Improvement
Property Taxes
Rent/Lease Payment
Other
Monthly Total
Annual Total
Utilities
Rows
Monthly
Annual
Cable TV/Satellite
Cell phone
Domestic Help
Electric
Gas
Internet Service
Telephone
Trash/Recycling
Water
Other
Monthly Total
Annual Total
Food & Household Incidentals
Rows
Monthly
Annual
Dining Out
Groceries
Household Supplies
Vitamin/Supplement
Other
Monthly Total
Annual Total
Automobile Expenses
Rows
Monthly
Annual
Car Wash
Gas/Oil
Repairs
Tags/Emissions
Other
Monthly Total
Annual Total
Personal Expenses
Rows
Monthly
Annual
Book, Papers, Subscriptions
Charitable/Tithe
Clothing & Personal Items
Entertainment
Gifts/Birthdays
Hobbies
Holidays
Laundry/Dry Cleaning
Medical Expenses/Rx
Membership/Dues
Personal Maintenance
Pet Expenses
Supplies/Misc.
Tax Prep Fees
Vacations
Other
Monthly Total
Annual Total
Insurance Premiums
Rows
Monthly
Annual
Life Insurance Premium
Long-term Care Premium
Medical Insurance Premium
Auto Insurance Premium
Home Insurance Premium
2nd Home Insurance Premium
Other
Monthly Total
Annual Total
Loan Payments
Goals
Goals
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