| Sources
of Income |
You |
Your
Spouse |
| Salary,
wages |
|
|
| Interest
income |
|
|
| Rental
income |
|
|
| Other
income |
|
|
| TOTAL
CASH AVAILABLE (1) |
$ |
$ |
| |
|
|
| Living
Expenses |
|
|
| Food |
|
|
| Clothing |
|
|
| Housing - Rent or Mortgage |
|
|
| Utilities - Hydro, oil, gas, water etc. |
|
|
| Transportation |
|
|
| Recreation & Entertainment |
|
|
| Home furnishings |
|
|
| Spending Money |
|
|
| Misx. - gifts, etc. |
|
|
| Life insurance premiums |
|
|
| Medical insurance, Dental insurance |
|
|
| Automobile insurance |
|
|
| Fire insurance |
|
|
| |
|
|
| TAXES |
|
|
| Income |
|
|
| Property |
|
|
| Investments - monthly $ amount |
|
|
| |
|
|
| LOANS |
|
|
| Repayments |
|
|
| Installment Debt |
|
|
| TOTAL EXPENSES (2) |
$ |
$ |
| EXCESS CASH (1-2) (3) |
$ |
$ |
| NORMAL PLANNED SAVINGS (4) |
$ |
$ |
| NET EXCESS CASH (3-4) (5) |
$ |
$ |
| |
|
|
| Note:
any non-monthly payments should be broken into monthly
payments |
