1
Your Income
Spouse's Income
Other Income
Household Expenses
Tax Expenses
Tax-Deferred Savings
Taxable Savings
2
Wages, Salaries, Tips
Taxable Interest Income
Dividend Income
Taxable Tax Refunds
3
4
5
Other Tax Expenses
Social Security
Federal
6
Other Tax-Deferred Savings
7
Other Taxable Savings
8
Other HouseHold Expenses
Housing
Transportation
Food
Clothing
Insurance
Entertainment/Vacation
Medical
Education
Charity
Subscriptions/Dues
Bank Fees & Loans
Credit Card Payments
Unpaid Bills
9
Other Housing
Mortgage Payments
Rent
Phone
Utilities
Furniture/Fixtures
HouseHold Supplies
Real Estate Taxes
10
Auto Repair & Maintenance
Gas & Oil
11
Other Food Expenses
Groceries
At Work
Dining
12
Other Clothing Expenses
13
Home-Building
Auto
Life
Life Insurance Loan Payment
Disability
Homeowner/Renter-Contents
15
Doctor
Dentist
Eye Care
Medicines
17
Other Charity Expenses
Religious
Political
Social
Cultural
18
Other Subscriptions/Dues Expenses
Newspapers
Magazines
Journals
Dues
19
Other Banks Fees & Loans Expenses
Bank Fees & Charges
Loan Payments: Installment
Loan Payments: Education
Loan Payments: Personal
23
Other Other Expenses
Gifts
Support/Alimony
Child Care
State
Local
Other Transportation Expenses
Other Insurance Expenses
14
Other Entertainment/Vacation Expenses
Other Medical Expenses
16
Other Education Expenses
Life Insurance
Back Taxes
Margin Balance
22
Primary Mortgage
Primary Home Equity Loan
Primary Home Improvement Loan
Secondary Mortage
Secondary Home Equity Loan
Secondary Home Improvement Loan
21
Other Unpaid Bills
Back Taxes Owed
20
Other Credit Card Expenses
Main Screen
Housing Expenses
Transportation Expenses
Food Expenses
Clothing Expenses
Insurance Expenses
Entertainment Expenses
Medical Expenses
Education Expenses
Charity Expenses
Dues Expenses
Bank Fees & Loans Expenses
Mortgages
Other Expenses
0
Checking Account(s)
Residence(s)
Personal Property
Other Assets
Savings & Investment Accounts
Tax-Deferred Retirement Accounts
Total Assets
Primary Residence
Secondary Residence
Other
Limited Partnerships
Business Interests
Receivables
Life Insurance Cash Value
Investment Real Estate
Real Estate
Oil & Gas
Leasing
Mortgage(s) & other Home Loans
Auto Loan(s)
Credit Card(s)
Miscellaneous Debts
Total Liabilities
Primary Residence Mortgage
Primary Residence Equity Loan
Primary Residence Home Improvement Loan
Secondary Residence Mortgage
Secondary Residence Equity Loan
Secondary Residence Home Improvement Loan
Automobiles
Collectibles
Furniture
Household Items
Personal Jewelry