Monthly Expense Log
                                                    Laura Walsh, M.S., CFP, CIMA, CPWA, RICP
                                                           Lifespan Financial Strategies, Inc.
                                                                             (954) 385-7812
                                                                  www.lifespanfinancialstrategies.com
                                                                            Your Name
                                       Total Monthly Expenses                                                         $0.00
                                   Housing                                     Debt Service                                    Medical
                                                                                                                  Health Insurance 
                   Mortgage                                        Credit Cards                                   Premiums
                   Rent                                            Equity Line                                    Co-payments
                   Associations                                    Student Loans                                  Prescriptions
                                                                                                                  Health other costs out-
                   Flood Insurance                                 Other                                          of-pocket
                                                                           total monthly debt 
                   Home Insurance                                                     service         $0.00       Dental Insurance
                   Private Mortgage Insurance                                                                     Dental out-of-pocket
                   Pest Control                                                   Utilities                       LTC Insurance
                   Property Tax                                    Cable                                          LTD Insurance
                   Lawn Services                                   Internet                                       STD Insurance
                   Repairs                                         Landline Phone                                 Contacts/Glasses
                   Maintenance                                     Cell Phone                                     Other
                   Storage                                         Trash                                            total monthly health         $0.00
                   Pool                                            Water
                   Security                                        Electric
                   Other                                           Other
                         total monthly housing         $0.00            total monthly utilities       $0.00
                               Transportation                               Personal Finances                              Life Insurance
                   Car 1 payment                                   Financial Planner                              Premium 1
                   Car 2 payment                                   Accountant                                     Premium 2
                   Ride Share Apps                                 Attorney                                       Long Term Disability
                   Public Transit                                  Other                                          Long Term Care
                                                                       total monthly personal 
                   Gas                                                               finances         $0.00       Umbrella Insurance
                   Insurance                                                                                      Other
                                                                                                                       total monthly life 
                   Maintenance                                                                                                insurance          $0.00
                   AAA
                   Oil and Tires
                   Repairs
                   Registration/Renewals
                   Other
                                 total monthly 
                                transportation         $0.00
                                                          Monthly Expense Log
                      Health/Grooming                                 Food/Household                                      Pets
                   Gym Memberships                                 Groceries                                      Vet
                   Online Fitness Subscriptions                    Food Delivery                                  Medicine
                   Hair Cuts                                       Restaurants                                    Insurance
                   Make-up                                         Coffee Shops                                   Boarding
                   Nails                                           Costco/Sam's Club                              Grooming
                   Massage/Spa Services                            Walmart/Target                                 Training
                   Clothing                                        Housekeeping Service                           Food
                                                                   Amazon - Household 
                   Dry Cleaning                                    Items                                          Toys
                   Other                                           Other                                          Other
                                 total monthly                                  total monthly 
                              health/grooming          $0.00                 food/household           $0.00           total monthly pets         $0.00
                          Recreation
                   Entertainment                                         Dependents                                 Miscellaneous
                   Hobbies                                         Day Care                                       Alimony
                   Travel                                          Nursing Care                                   Anniversary
                   Event Tickets                                   Assisted Living Facility                       Charity
                   Religious Organizations                         Sports/Activities                              Gifts
                                                                   Meals (school lunch, 
                   Books/Magazines                                 dining halls, etc.)                            Holiday Gifts
                   Newspaper                                       Allowances                                     Parties
                   Bars/Dining Out                                 Tuition                                        Postage
                   Dating                                          Tutoring                                       Tithe
                   Social Outings                                  Clothing                                       Union Dues
                   Spotify/Apple Music                             Books/Toys                                     Lottery Tickets
                   Netflix, Hulu, Disney+, other 
                   streaming services                              Other                                          Cigarettes
                   Phone Apps                                      total monthly dependents           $0.00       Alcohol
                   Other                                                                                          Other
                       total monthly recreation        $0.00                                                         total monthly misc.         $0.00