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Spending Analysis


Use in conjunction with the Financial Survey and be sure to complete this form in pencil.



Category Total Monthly Spending
Housing (all expenses including mortgage/rent, utilities, insurance, taxes, etc.) $
Transportation (car payments; money spent on car, bus, train, taxicab, etc) $
Food (groceries, animal feed, anything you would purchase at the grocery store) $
Entertainment (all money spent on vacations, eating out, any kind of fun activity) $
Clothing (all clothing including shoes and seasonal clothing purchases) $
Medical (doctor, dentist, eye glasses, medication, co-pay, insurance, etc.) $
Miscellaneous (anything that doesn't fit in any other category) $
Insurance (other than car, home or health) $
Child Care / Education Expenses (child or adult) $
Charitable Giving (money given to church, charity, helping others, tithe, etc.) $
Debt payment ( other than car or home mortgage) $
Saving (money put in the bank and left there for future emergencies) $
Investing (any money put into long-term investments for the future) $
Other (any necessary category not already listed) $

                                                                                           1. Total of all categories $_________________

                                                                                           2. Total take-home pay $_________________

                                     3. Total take-home pay - Total all categories (line 2 - line 1) $_________________



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