A monthly expense form divides up expenses into either fixed or flexible. Fixed expenses are expenses that must be paid and form part of basic expenses. The variable expenses can be items that are not incurred on monthly basis or are only incurred when there is money left from the fixed expenses. A monthly expense form looks thus:
Monthly Expense Form
Month: _________________________________ Year: _________________
Expense Categories Expense items Fixed Expenses Variable Expenses
Housing Rent or mortgage ____________ _____________
Maintenance and condo fee ____________ _____________
Lawn and gardening ____________ _____________
Housing cleaning ____________ _____________
Utilities Electricity ____________ _____________
Gas or oil ____________ _____________
Water & sewer ____________ _____________
Garbage ____________ _____________
Telephone ____________ _____________
Internet account ____________ _____________
Food Groceries ____________ _____________
Restaurants ____________ _____________
Snacks ____________ _____________
Beverage ____________ _____________
Transportation Car payment or lease ____________ _____________
Gas ____________ _____________
Subway, bus or train ____________ _____________
Medical Health insurance ____________ _____________
Regular prescriptions ____________ _____________
Out-of-pocket expenses ____________ _____________
Fitness programs ____________ _____________
Entertainment Movies and video rentals ____________ _____________
Cable television ____________ _____________
Sports ____________ _____________
Theater and concerts ____________ _____________
Savings Retirement contributions ____________ _____________
Savings contributions ____________ _____________
Reserve fund contribution ____________ _____________
Debt payments Credit card payments ____________ _____________
Other debt payments ____________ _____________
Sub-total expenses ___________ ____________
Total monthly expenses ___________ ____________
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