First person

Second person

Income

Salary – first person
Salary – second person
Self – employed income
Alimony / Child support
Social Security
Investment Income
Pension Income

Expenses

Housing (include property taxes)
Food (plus lunches)
Cars/Transportation/Gas
Entertainment
Medical/Dental/ Prescriptions
Discretionary
Personal
Charity

Debts

Mortgage
Auto Loan
Credit Card

Children / Dependents / Grandchildren

Investments

Liquid Assets
Tax Deferred Assets
Other Assets

Insurance

Other Assets