How Often Do

 

 

SEMI-

 

TOTAL

 

They Occur?

MONTHLY

QUARTERLY

ANNUAL

ANNUAL

ANNUAL

     Housing

 

 

 

 

 

 

Mortgage/Rent - # 1

 

 

 

 

 

 

Mortgage/Rent - # 2

 

 

 

 

 

 

Real Estate Taxes # 1

 

 

 

 

 

 

Real Estate Taxes # 2

 

 

 

 

 

 

Maintenance/Improvements

 

 

 

 

 

 

Association Dues

 

 

 

 

 

 

Gas

 

 

 

 

 

 

Electricity

 

 

 

 

 

 

Water/Trash

 

 

 

 

 

 

Cable TV

 

 

 

 

 

 

Telephone

 

 

 

 

 

 

Gardner

 

 

 

 

 

 

House Cleaning

 

 

 

 

 

 

Internet/E-Mail

 

 

 

 

 

 

Homeowners Insurance

 

 

 

 

 

 

Other

 

 

 

 

 

 

Total Housing Expense

 

 

 

 

 

   Food

 

 

 

 

 

 

Groceries

 

 

 

 

 

 

Dining Out

 

 

 

 

 

 

Other

 

 

 

 

 

 

Total Food Expense

 

 

 

 

 

         Transportation

 

 

 

 

 

 

Auto Payments

 

 

 

 

 

 

Gasoline

 

 

 

 

 

 

Repairs

 

 

 

 

 

 

Registration

 

 

 

 

 

 

Auto Insurance

 

 

 

 

 

 

Moving Expenses

 

 

 

 

 

 

Other

 

 

 

 

 

 

Total Transportation Expense

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

        Personal

 

 

 

 

 

 

Clothing

 

 

 

 

 

 

Personal Care/Hair

 

 

 

 

 

 

Publications

 

 

 

 

 

 

Education - Tuition

 

 

 

 

 

 

Education - Room and Board

 

 

 

 

 

 

Education - Books and Supplies

 

 

 

 

 

 

Personal Gifts

 

 

 

 

 

 

Laundry/Dry Cleaning

 

 

 

 

 

 

Cash Out-of-Pocket

 

 

 

 

 

 

Investment/Banking Fees

 

 

 

 

 

 

Tax Prep./Financial Planning

 

 

 

 

 

 

Life Insurance

 

 

 

 

 

 

Health Insurance

 

 

 

 

 

 

Disability Insurance

 

 

 

 

 

 

Medical/Dental Expenses

 

 

 

 

 

 

Medicare Supplemental

 

 

 

 

 

 

Volunteer Activities

 

 

 

 

 

 

Alimony

 

 

 

 

 

 

Child Care

 

 

 

 

 

 

Charitable Donations

 

 

 

 

 

 

Unreimbursed Employee Expenses

 

 

 

 

 

 

Other

 

 

 

 

 

 

Total Personal Expense

 

 

 

 

 

Entertainment

 

 

 

 

 

 

Hobbies

 

 

 

 

 

 

Entertainment

 

 

 

 

 

 

Participant Sports

 

 

 

 

 

 

Vacation

 

 

 

 

 

 

Other

 

 

 

 

 

 

Total Entertainment Expense

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Lifestyle Expenses