Free Expense Sheet Outline Template
Expense Sheet Outline
1. Income Sources
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Salary
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Investments
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Side Hustles
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Other Income
2. Fixed Expenses
Rent/Mortgage
Monthly payment for housing costs.
Insurance
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Health Insurance
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Property Insurance
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Life Insurance
Utilities
Monthly payments for essential services:
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Electricity
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Water
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Gas
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Internet
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Cable
3. Variable Expenses
Groceries
Food and household supplies expenses.
Transportation
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Fuel
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Public Transport
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Car Maintenance
Entertainment
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Dining Out
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Movies/Streaming
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Events
Health and Fitness
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Gym Membership
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Health Products
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Medical Expenses
4. Savings and Investments
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Retirement Fund
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Emergency Savings
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Investment Accounts
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Education Savings
5. Debt Repayment
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Credit Card Payments
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Loan Payments
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Mortgage Overpayments
6. Miscellaneous Expenses
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Personal Care
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Gifts
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Charity Donations
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Subscriptions
7. Summary
Compile the total income and the total expenses. Calculate the remaining balance or deficit.