AFSA Education Foundation

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AFSA Education Foundation: Brightening Your Financial Horizon

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Annual Income, Saving & Expense Chart

	JULY.	AUG.	SEPT.	OCT.	NOV.	DEC.	TOTAL
ACTUAL MONTHLY INCOME
First Earner
Second Earner
Part-time
Social Security/Pension
Interest/Dividends
Rentals
Tax Refunds
Gifts/Bonuses
Sales Profits
INCOME TOTAL
SAVING
Saving/Investment/Retirement
ACTUAL EXPENSES
HOUSING
Rent/Mortgage/2nd Mortgage
Property Taxes (if not in mortgage)
Electricity/Gas/Heating Oil
Water & Sewer
Telephone/On-line Services
Garbage/Pest Control
Maintenance
Housekeeping Services
FOOD
Groceries
Lunches/Snacks/Beverages
School Lunches
TRANSPORTATION
Gasoline/Auto Maintenance
Bus/Metro/Parking/Tolls/Carpool
License Tags/Taxes
INSURANCE
Automobile
Home Owners/Renters
Medical/Life/Disability
Life and Disability
CLOTHING
Apparel/Shoes
Dry Cleaning/Laundry
HEALTH CARE
Physicians and Dentist
Medication/Prescriptions
PERSONAL
Hair/Nails
Toiletries
Tobacco
ENTERTAINMENT
Cable
Videos/Movies/Plays/Concerts
Vacation
Sports and Hobbies' Fees
Newspaper/Books/Magazines
Dining Out/Beverages
GIFTS & CONTRIBUTIONS
Religious/Charities
Birthdays/Holidays
Chaunkah, Christmas, Kwanza, etc.
FAMILY
Child Care
Allowance
Music/Dance Lessons/Sports
Child Support/Alimony
EDUCATION
Tuition/Books/Supplies
CREDIT OBLIGATIONS
Automobile Loans/Leases
Secured Loans
Unsecured Loans
Credit Card Payments
EXPENSES TOTAL
NET INCOME TOTAL
(Less) SAVINGS TOTAL
(Less) EXPENSE TOTAL
Balance or Debit to Carry Forward Next Month

National Institute on Consumer Credit Management

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American Financial Services Association Education Foundation
919 Eighteenth Street, NW, Suite 300, Washington, DC, 20006-5517 / Tel: 202-466-8611 / Fax: 202-223-0321 / E-mail: info@afsaef.org