Expense worksheet

Business & Personal Expenses

Categorize every cost as a need, want, or desire to see the revenue each goal level requires.

GOOD Goal (NEED)

$6,228

$519/mo

Cover your needs

Business /mo$1,402
Personal /mo-$883

BETTER Goal (WANT)

$50,728

$4,227/mo

Get what you want

Business /mo$1,402
Personal /mo$2,825

BEST Goal (DESIRE)

$111,728

$9,311/mo

Fulfill your desires

Business /mo$1,402
Personal /mo$7,909

Goals are net of $114,600/yr in other income.

Business Expenses

ExpenseAmountFreq.CategoryAnnual
$924
$828
$900
$210
$156
$156
$252
$228
$240
$1,848
$720
$336
$2,388
$138
$4,800
$2,700

Personal Expenses (Household)

ExpenseAmountFreq.CategoryAnnual
$46,932
$47,412
$12,000
$24,000
$15,000
$7,000
$40,000
$6,000
$1,500
$9,660
Total NEED

Annual need spend

$120,828
Total WANT

Need + want

$165,328
Total DESIRE

Need + want + desire

$226,328

Other Income (Offsets Personal Expenses)

Edit amounts below
/yr
/yr
Total Offset$114,600/yr