Free Expense Sheet Outline Template

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Free Expense Sheet Outline Template

Expense Sheet Outline

1. Income Sources

  • Salary

  • Investments

  • Side Hustles

  • Other Income

2. Fixed Expenses

Rent/Mortgage

Monthly payment for housing costs.

Insurance

  • Health Insurance

  • Property Insurance

  • Life Insurance

Utilities

Monthly payments for essential services:

  • Electricity

  • Water

  • Gas

  • Internet

  • Cable

3. Variable Expenses

Groceries

Food and household supplies expenses.

Transportation

  • Fuel

  • Public Transport

  • Car Maintenance

Entertainment

  • Dining Out

  • Movies/Streaming

  • Events

Health and Fitness

  • Gym Membership

  • Health Products

  • Medical Expenses

4. Savings and Investments

  • Retirement Fund

  • Emergency Savings

  • Investment Accounts

  • Education Savings

5. Debt Repayment

  • Credit Card Payments

  • Loan Payments

  • Mortgage Overpayments

6. Miscellaneous Expenses

  • Personal Care

  • Gifts

  • Charity Donations

  • Subscriptions

7. Summary

Compile the total income and the total expenses. Calculate the remaining balance or deficit.