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Know your numbers before you talk to a broker.

Fill in what applies to you — everything calculates automatically as you go. When you’re done, email your results to yourself and your broker.

1

Monthly Income

① Total Monthly Income $0.00
2

Monthly Regular Living Expenses

Housing
Utilities
Groceries
Transportation
Recreation
Other
Financial
② Total Monthly Regular Living Expenses $0.00
3

Annual Irregular Living Expenses

Education
Medical
Recreation
Gifts
Car
Special Fees
Home
Other
③ Total Annual Irregular Expenses $0.00
③ ÷ 12 = Monthly Share of Annual Expenses $0.00

Summary

① Total Monthly Income $0.00
② Monthly Regular Expenses $0.00
③ Monthly Share of Annual Expenses $0.00
④ Total Monthly Expenses (② + ③) $0.00
Available for Mortgage Payment (① − ④) $0.00

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