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HTML Preview Household Annual Budget page number 1.
1
A
NNUA
L HOUSEHOLD BUDG
ET
Mont
hly
A
mount
A
nnual
A
mount
INCOME (Inflow)
Client's Gross Incom
e
-
$
Spouse's Gross Incom
e
-
$
-
$
Client's Social S
ecurity Income
-
$
Spouse's Social Security
Income
-
$
-
$
Client's Pension Income
-
$
Spouse's Pension Income
-
$
-
$
Other Income - Rental / K-1's / Etc.
-
$
-
$
Gifts or other INFLOW
of Cash
-
$
-
$
TOT
A
L INCOM
E & GIFT
S
-
$
EXPENSES (Outflow
)
Housing
Real Estate Taxes
-
$
Mortgage Pay
ment (Principal & Interest)
-
$
Home Equity
Payments
-
$
Home Owner's Insurance
-
$
Rent
-
$
Co-Op or Association Dues
-
$
Telephone
-
$
Gas or Oil Heat
-
$
Electricity
-
$
Cable/Satell
ite TV
-
$
W
ater
-
$
Yard Care
-
$
House Cleaning
-
$
Total Housing Expenses
-
$
Food/Clothing/T
ransportation
Grocery Sho
pping
-
$
Clothing & La
undry
-
$
Other
-
$
Auto Maintenance
-
$
Enter monthly income and ex
pense amounts in the appropriate m
onthly amount column, the
annual amount will automatica
lly calcula
te and subtotal in Excel.
If certain items do not occ
ur
monthly, simply estima
te the annual amount, divide by
12 and enter in the
monthly amount
column. Pleas
e complete to the best of your abili
ty and sign on the las
t page.
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