Excerpted
from the "Money
Instruction Book" -
A Wealth-Building Course in Personal Finance
by Paul Richard - ICFE Executive Director
Print out this page and use for keeping track of your expenses.
| INCOME: | AMOUNT | EXPENSES: | AMOUNT |
|---|---|---|---|
| SALARY | $__________ | CHURCH | $__________ |
| SALARY | $__________ | OTHER | $__________ |
| Other: | $__________ | OTHER | $__________ |
| Other: | $__________ | SAVINGS | |
| Other: | $__________ | SAVINGS | $__________ |
| LOANS RECEIVABLE: | $__________ | RETIREMENT | $__________ |
| STOCK DIVIDENDS: | $__________ | HOUSING | |
| INVESTMENT INCOME: | $__________ | Rent/1st mortgage | $__________ |
| INTEREST | 2nd Mortgage | $__________ | |
| Savings #1 | $__________ | Other | $__________ |
| Savings #2 | $__________ | INSURANCE | |
| Savings #3 | $__________ | Property & Casualty | $__________ |
| $__________ | Life | $__________ | |
| Other | $__________ | Health | $__________ |
| Other | $__________ | Long Term Care | $__________ |
| MOTOR VEHICLES | |||
| 1.__________________ | $__________ | ||
| 2.__________________ | $__________ | ||
| Auto Insurance | $__________ | ||
| PENSION PLAN | $__________ | HOUSEHOLD | $__________ |
| IRA or KEOGH PLAN | $__________ | Grocery | $__________ |
| GIFTS | $__________ | Household | $__________ |
| Other | $__________ | Medicines/Sundries | $__________ |
| Other | $__________ | Subscriptions | $__________ |
| Child Care | $__________ | ||
| UTILITIES | |||
| ELECTRIC/GAS | $__________ | ||
| TOTAL INCOME | $__________ | Water/Sewer | $__________ |
| Trash Removal | $__________ | ||
| Cable TV | $__________ | ||
| Other | $__________ | ||
| CHARGE CARDS | |||
| #1 | $__________ | ||
| #2 | $__________ | ||
| Spending Plan Summary | Other | $__________ | |
| TOTAL INCOME: | $__________ | Other | $__________ |
| TOTAL EXPENSES: | $(__________) | Other | |
| CASH FLOW: - + | $__________ | Clothing | $__________ |
| Other | $__________ | ||
| Other | $__________ | ||
| TOTAL EXPENSES | $__________ | ||