Sample Budget List of Expenses
By: Connie Holt, E.A.
The Henssler Financial Group Position Paper

CategoryGroup
AutoMandatory
   FuelMandatory
   InsuranceMandatory
   RegistrationMandatory
   ServiceMandatory
EducationMandatory
GroceriesMandatory
InsuranceMandatory
   HomeownersMandatory
   Medical & DentalMandatory
   LifeMandatory
   DisabilityMandatory
Interest ExpenseMandatory
IRA ContributionsMandatory
Medical & DentalMandatory
   DoctorMandatory
   MedicineMandatory
   Hospitals & LabsMandatory
Mortgage (or Rent)Mandatory
Property TaxMandatory
Repairs & MaintenanceMandatory
UtilitiesMandatory
   Cable TVMandatory
   Gas & ElectricMandatory
   TelephoneMandatory
   Water & SewerMandatory
   GarbageMandatory
  
CharityDiscretionary
ClothingDiscretionary
DiningDiscretionary
Dues & SubscriptionsDiscretionary
Entertainment & RecreationDiscretionary
Gifts GivenDiscretionary
Hair & BeautyDiscretionary
Household ExpensesDiscretionary
Legal & Professional FeesDiscretionary
VacationDiscretionary

Note: Indented items do not have to be separate categories, rather gives you an idea of what is included in that category.

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