Monthly Expense Planner
Download a blank fillable Monthly Expense Planner in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Monthly Expense Planner with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3Monthly Expense Planner
122 E. College Ave., Suite 1E, Appleton, WI 54911-5741
866-226-5225
•
Use this worksheet to help determine transfer amounts for your savings, bills and spending accounts within the
Cash Momentum
TM
system. It may be helpful to take your bank statements from the last three months and calculate an
average of each of these categories for the monthly total. The worksheet will calculate the annual total for you.
Bills (fixed expenses)
Monthly
Annual
Note the due date of each bill on the worksheet. This will help you determine when to schedule transfers between your accounts.
Mortgage/rent
Balance:____________ Rate:______
0
Home equity loan/line of credit
Balance:____________ Rate:______
0
Property taxes
0
Homeowner’s/renter’s insurance
0
Utilities: gas
0
Utilities: electric
0
Utilities: water and sewer
0
Utilities: other
0
Phone
0
Cable
0
Internet
0
Other:
0
Auto loan/lease payments:
Balance:____________ Rate:______
0
Balance:____________ Rate:______
0
Auto insurance payment
0
Auto registration/taxes:
0
Divide an annual bill by 12 for the Monthly column.
Medical copays/out of pocket or deductible
0
Medical prescriptions
0
Life insurance
0
Disability income insurance
0
Long-term care insurance
0
Other insurance
0
Children (daycare, activities)
0
Education (tuition, fees)
0
Support (child, spouse)
0
Church contributions (tithing)
0
Student loan payments
Balance:____________ Rate:______
0
Credit card payments
Balance:____________ Rate:______
0
Other loan payments: ___________
Balance:____________ Rate:______
___________
Balance:____________ Rate:______
0
Total bills
0
0
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial