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Money Tracker - Transaction Entry Form
The Money Tracker is a tool that enables you to see where your money is going over
time. After tracking your money for one month, the Money Tracker will create a budget
for you.
You must log in to use this tool.
+ Instructions
Show History:
Common Financial Inflows:
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Earned Income
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Wages, fees and any other money you earned. Alimony and child support received.
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From Savings
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Money transferred from your savings to your checking account.
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Cash Advance
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Credit card cash advances or any other borrowing against a credit card.
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Borrowed Other
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Money you borrowed on a home equity line or other (non-credit card) source.
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Other Income
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Gifts received, prizes, rebates and refunds.
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Common Financial Outflows:
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Housing Expense
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Rent, Mortgage, Homeowner Insurance, Property Taxes, Association Dues
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Housing Services
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Lawn Service, Pool Service, Maid Service
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Home Repairs
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Home repairs and improvements
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Car Payment
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The total amount of your car payment (principal and interest)
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Car Insurance
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The total amount of your car insurance premium
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Car Maintenance
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All maintenance and repair of your car.
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Car Gas and Oil
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All gas and oil purchased for your car.
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Communications
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Phone, Cell Phone, Internet Service, Cable TV, Satellite TV
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Utilities
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Electric, Water and Sewer, Natural Gas, Propane, Heating Oil
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Major Purchases
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Furniture, Electronics, Appliances, etc.
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Credit Card Payment
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The amount you paid to the credit card company. We will prompt for the total payment
and the amount of the finance charge.
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Savings
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All forms of savings.
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Life & Disability Insurance
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Life and/or disability income insurance premiums.
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Finance Charges
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All forms of interest paid and finance charges except mortgages and auto loans.
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Work Expense
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Uniforms, supplies, business travel and expenses required by your work.
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Gambling
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Lottery tickets, raffles, bingo and all other gambling expenses.
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Books and Periodicals
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Books, News Papers, Magazines and Subscriptions.
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Education Expense
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Tuition, School Books, Certifications, and Seminars.
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Dues (non-health)
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Dues and memberships, except health clubs.
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Donations
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Religious and charitable gifts.
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Entertainment
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Theater and concert tickets and other admissions to entertainment events.
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Vacation Expense
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Travel for self, relaxation and to pursue hobbies. (see also business and relationship
travel)
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Hobby Expenses
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Playing an instrument, photography, collecting, sports activities.
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Groceries
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Groceries, toiletries and household supplies for consumption at home.
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Fast Food
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Fast food including drinks to go (Starbucks, Java Juice, etc.)
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Alcohol
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Beer, wine, liquor and bar tabs.
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Medical Expense
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Doctor, Dentist, Medicine and Health Insurance
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Fitness Expense
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Gym membership, personal trainer fees, and fitness equipment.
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Child & Elder Care
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Day care, school supplies, extracurricular activities, helpers.
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Pet Expense
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Food, Toys, Accessories, Veterinary Expenses, and Pet Medications.
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Hair and Beauty
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Haircuts, nails, beauty supplies and services, make-up.
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Clothing
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Clothing, shoes and accessories.
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Dating
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Dating expenses and services.
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Gifts
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Gifts to friends, family members and significant other.
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Support
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Alimony or child support, including voluntary expenses and payments.
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Relationship Travel
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Travel that is people oriented, such as visiting friends and family.
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