Free Home Expense Checklist Layout Template
Home Expense Checklist Layout
Prepared by: [YOUR NAME]
Date: [DATE]
Monthly Expenses
Category | Expense Details | Amount | Paid (✓) |
|---|---|---|---|
Rent/Mortgage | Monthly rent or mortgage payment | ||
Utilities | Electricity, water, gas, sewer | ||
Internet and Cable | Internet and TV subscription services | ||
Phone | Mobile and/or landline bills | ||
Groceries | Food, beverages, and household items | ||
Insurance | Homeowner's/renter’s and health | ||
Transportation | Fuel, public transit, car payments | ||
HOA Fees | Homeowner Association dues (if applicable) |
Quarterly Expenses
Category | Expense Details | Amount | Paid (✓) |
|---|---|---|---|
Pest Control | Professional services for pest management | ||
Landscaping/Yard Maintenance | Lawn care, tree trimming, gardening | ||
HVAC Maintenance | Filter replacement or system servicing | ||
Water Filtration Maintenance | Filter replacements, servicing |
Annual Expenses
Category | Expense Details | Amount | Paid (✓) |
|---|---|---|---|
Property Taxes | Annual property tax payment | ||
Homeowner's Insurance Premium | Yearly insurance premium | ||
Major Appliance Servicing | Refrigerator, washer/dryer, etc. | ||
Safety Equipment Maintenance | Smoke detectors, fire extinguishers | ||
Deep Cleaning Services | Whole-house cleaning, carpet shampooing |
Unexpected/Occasional Expenses
Category | Expense Details | Amount | Paid (✓) |
|---|---|---|---|
Emergency Repairs | Plumbing, electrical, roof, etc. | ||
Appliance Replacement | New appliances due to failure or upgrade | ||
Furniture/Decor | New furniture or decor items | ||
Moving Costs | If moving to a new residence |
Savings for Home Expenses
Category | Expense Details | Amount | Paid (✓) |
|---|---|---|---|
Emergency Fund | Savings for unexpected home expenses | ||
Renovation Fund | Planned upgrades or repairs | ||
Appliance Replacement Fund | Future appliance purchases |
Templates
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