Monthly Expense Comparison Checklist
Use this form to understand your current monthly expenses and establish a practical budget for independent living, assisted living, or memory care.
Monthly Expenses
Current Monthly Cost
Community Living
Mortgage or Rent
Annual Property Taxes ÷ 12
Included
Annual Property Insurance ÷ 12
Included
Homeowners Assoc./Condo Fee per month
Included
Home Security Services
Included
Utilities total
Included
Electric/Gas
Included
Water and Sewer
Included
Trash Removal
Included
Cable TV/Streaming/WiFi Service
Included
Interior Home Repairs/Paint/Carpet ÷ 12
Included
Plumber/Electrician/Handyman (AC, plumbing, furnace, crawl spaces) ÷ 12
Included
External Home Repairs and Maintenance ÷ 12
Included
Appliances or appliance repairs ÷ 12
Included
Pest Control
Included
Roof/Painting
Included
Lawn Service/Gutters
Included
Housekeeping
Included
Meals
Included
Scheduled Transportation (if no longer driving)
Included
Emergency Call System
Included
TOTAL MONTHLY EXPENSES
$0.00
$0.00