HTML Preview Monthly Household Expense Sheet page number 1.


G:\Publications\Retirement Section\Seminar Handouts\monthly expenses worksheet sample..doc
Sample
Monthly Expenses Worksheet
CURRENTLY IN RETIREMENT
Mortgage payment or rent
1,100.00
975.00
Real estate taxes
191.00
120.00
Home repairs/improvements
150.00
25.00
Household repairs/replacements
50.00
25.00
Maintenance contracts
0
0
Telephone bill
35.00
35.00
Garbage
42.00
42.00
Water/sewer
28.00
28.00
Home heating
150.00
110.00
Other utilities
45.00
45.00
Groceries
400.00
400.00
Food at restaurants
160.00
100.00
New clothing
100.00
25.00
Cleaning bills
50.00
10.00
Personal expenses (cosmetics, haircuts)
40.00
40.00
Auto payments
450.00
450.00
Auto maintenance/repairs
50.00
50.00
Gas/oil
60.00
60.00
Parking
0
0
Licenses
48.00
5.00
Other transportation (bus, etc.)
0
0
Entertainment/recreation
100.00
400.00
Education (lessons, tuition, etc.)
200.00
0
Health insurance premiums
42.00
82.00
Medical/dental bills
50.00
50.00
Medication
20.00
20.00
Life/disability insurance premiums
24.00
0
Insurance (home and auto)
27.00
22.00
Child/parent/other support
500.00
0
Personal loan payments
0
0
Credit card payments
100.00
0
Liquor/tobacco
0
0
Pet supplies
25.00
25.00
Donations/contributions
25.00
0
Gifts
20.00
20.00
Other taxes
989.00
558.00
Other
Retirement contributions
835.00 0
TOTAL EXPENSES
6,106.00
3725.00
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