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 |
|
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|
Transportation |
Fuel, public transit, car payments |
|
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|
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 |
|
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|
HVAC Maintenance |
Filter replacement or system servicing |
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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 |
|
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|
Major Appliance Servicing |
Refrigerator, washer/dryer, etc. |
|
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Safety Equipment Maintenance |
Smoke detectors, fire extinguishers |
|
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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 |
|
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|
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 |
|
