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Monthly Financial Report

This monthly financial report summarizes a household's income, expenses, and budget. Gross income includes salary, dividends, and other sources totaling $X. Expenses are grouped into categories like housing, food, automobiles, insurance, debts, recreation, and gifts. Total expenses are $Y. By comparing net spendable income to total expenses, the report shows the household's monthly surplus or deficit of $Z.

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69 views2 pages

Monthly Financial Report

This monthly financial report summarizes a household's income, expenses, and budget. Gross income includes salary, dividends, and other sources totaling $X. Expenses are grouped into categories like housing, food, automobiles, insurance, debts, recreation, and gifts. Total expenses are $Y. By comparing net spendable income to total expenses, the report shows the household's monthly surplus or deficit of $Z.

Uploaded by

Fault Finder
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Monthly Financial Report

Gross Income $ 6. Insurance $


Salary Life
Dividends/Interest Medical
Other Other
LESS:
1. Giving 7. Debts $
2. Taxes Credit Cards
NET SPENDABLE
$ Loans
INCOME
Other
3. Housing
Mortgage/Rent 8. Recreational $
Insurance Eating Out
Taxes Activities
Electricity Trips/Vacations
Gas Subscriptions
Water Cable
Sanitation Internet
Telephone Club memberships
Maintenance Babysitter
Other: Other:

4. Food $ 9. Clothing $
School Lunch Adults
Groceries Children

5. Automobiles $ 10. Financial Planning $


Payments Savings
Gas Investments
Insurance Retirement
License/Taxes College Savings
Maintenance
Other Transportation 11. Medical $
Other: Doctors
Dentist
Prescriptions
Counseling/Therapy
Other:
12. Miscellaneous $ Total Expenses $
Pet Food/Care
Cleaning Supplies
Paper/Plastic goods INCOME VS. EXPENSES
Laundry and supplies Net Spendable Income +
Postage Less Expenses -
Film/Photos TOTAL = $
Hair Care
Toiletries/Cosmetics Child support received +
Other: Alimony Received +
Other: Unallocated Surplus +

13. Children $ Adjusted Total = $


Child support paid out
Tuition
Child Care
Activities/Sports
School Materials
Allowance
Other:
Other:

14. Adults $
Alimony paid out
Union/Club dues
Cell Phone
Allowance
Other:
Other:

15. Gifts $
Monetary Donations
Christmas/Holidays
Birthdays/Anniversaries
Cards
Other:

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