Living Expense Worksheet - Financial Fitness
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1LIVING EXPENSE WORKSHEET
Notice: Not every category may pertain to your financial situation so some may be left blank. Please
remember to record the annual amount of each expense to ensure accurate and consistent results.
Category
Annual
Category
Annual
Category
Annual
Amount
Amount
Amount
Alimony
Food/Groceries
Miscellaneous
Association/Dues
Gifts
Mortgage
Payments
Automobile Fuel
Gym/Personal Trainer
Personal Care
Automobile Insurance
Health Insurance (Medical,
Pet Care
Dental, & Vision)
Automobile Maintenance
Hobbies
Professional Fees
Automobile Payments
Home Equity Line/Loan
Property Taxes
Payments
Cable/Internet
Home Furnishings
Rent
Charity
Home Improvement
Retirement
Contribution
Child Care
Homeowners / Renters
Savings
Insurance
Child Support
Home Lawn/Maintenance
Student Loan
and Trash
Payments
Clothing/Dry Cleaning
Home Security
Subscriptions
Clothing/Purchases
Homeowner’s Association
Telephone
Country Club/Other
Life Insurance
Travel
Memberships
Credit Card Payments
Long-Term Care Insurance
Utilities
Disability Insurance
Maid Service/Nanny
Umbrella
Insurance
Education
Medical/Doctors and
Vacations
Dentists
Entertainment
Medical/General
Other
Food/Dining
Medical/Prescriptions
Other
Total
Total
Total
Comments:
Total Living
$
Expenses :
To get Total Living
Expenses simply add the
three totals above together.
305 Chesapeake Avenue, Suite 208, Towson, MD 21204
Phone: (410) 929-7250 Fax: (410) 929-7252
2016 21447 exp. 4/18
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Parent category: Financial