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  • Income Versus Expense Worksheet Form

Get Income Versus Expense Worksheet Form

L free to modify, add or delete categories. INCOME: Wages (gross pay) Bonuses Interest Income Capital Gains Income Dividend Income Business Income (net) Rental Property Income (net) Social Security Pension Other Income INCOME SUBTOTAL EXPENSES: Home Mortgage or Rent Homeowner association dues TV, Cable etc Telephone Home Repairs/Maintenance routine Home maintenance major (est. recurring amount only) Household, garden, pool services Utilities, electric, gas, water, sewer CURRENT MONTHLY AMOUNT.

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Open Excel. ... Add headings for the columns in the top row your income worksheet. ... Format your columns. ... Select your expense worksheet and set it up for recording expense data. ... Format your expenses columns.

1:52 6:23 Suggested clip Microsoft Excel - Creating a Simple Expense Sheet - YouTubeYouTubeStart of suggested clipEnd of suggested clip Microsoft Excel - Creating a Simple Expense Sheet - YouTube

Choose a template or expense-tracking software. Edit the columns and categories (such as rent or mileage) as needed. Add itemized expenses with costs. Add up the total. Attach or save your corresponding receipts. Print or email the report.

Write down your monthly income. Write out your monthly expenses. Start with food, shelter (your mortgage or rent plus utilities), clothing, and transportation. ... Make sure your income minus your expenses equals zero.

0:00 6:23 Suggested clip Microsoft Excel - Creating a Simple Expense Sheet - YouTubeYouTubeStart of suggested clipEnd of suggested clip Microsoft Excel - Creating a Simple Expense Sheet - YouTube

Open your income and expenses Excel worksheet. Select an empty cell beneath the last item in your "income" column. Type "Total Income" in this cell, then press the "Enter" key. Select the cell directly beneath the "Total Income" label. Type "=SUM(" into this empty cell.

For each expense, enter the date and description. Use the dropdown menus to select payment type and category for each expense. For each expense, enter the total cost. Attach all necessary receipts to the document. Submit for review and approval!

0:00 9:35 Suggested clip Excel Create an Income and Expenditure Spreadsheet - YouTubeYouTubeStart of suggested clipEnd of suggested clip Excel Create an Income and Expenditure Spreadsheet - YouTube

Know Your Income. ... Document Your Expenses, Both Fixed and Variable. ... Focus on Your Savings. ... Analyze Your Spending Habits Keep All Your Receipts. ... Set Goals, Both Short- and Long-Term. ... Choose an Easy-to-Use Budgeting Tool.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232