Household expense worksheet

The First Step to Healthier Finances is Understanding How You Spend Your Money

Whether we're working with a client to build their financial plan or helping someone pay down their credit card debt, we always start at one place: how much do you spend in a year?

This worksheet is designed to help you figure out what you actually spend. We've listed a lot of popular expense categories, but there might be some we missed. It's time to sit down with your bank statements and do some work!

Fill out the form to access the worksheet.