What is your annual salary?

Are you saving up for something, paying off a debt, etc.?

These are the monthly bills that tend to be the same amount each month and are due on the same date. 

These are categories of expenses that you have more control over the amount, i.e. groceries, gas, eating out, entertainment, etc. 

What is your profession? 

What is your monthly take-home pay?

What is your current financial goal?

List your fixed expenses.

List your variable expenses.

List your minimum debt payments.

Any savings, sinking funds, or investment contributions?