FREE 10+ Sample Personal Expense Forms in PDF | MS Word

Personal Expense Forms are used to keep track of a person’s expenses. There are various reasons for a person to keep track of his expenses, but any practical person would want to monitor such to make sure he does not spend beyond his income. Whether it is for reimbursement purposes, budgeting, or to apply for financial aid, we have various sample forms available for you to check out.

Personal Income and Expense Form

Personal Monthly Expense Form

Personal Budget Expense Form

Personal Expense Form in PDF

Personal Daily Expense Form

Purposes of Personal Expense Forms

• Child or spousal support payment: An expense report for the expenses and income of the household can be used to draw up child or spousal support payments in court orders and agreements. This can be done in a monthly format.
• Budgeting or savings: If you simply want to make ends meet and make sure you have some money to save for a rainy day, then you can utilize Personal Expense Report Forms to help you plan a budget and monitor your expenses to help you prioritize your spending.
• Student financial aid: Student financial aid is financial assistance provided for post-secondary education. A Personal Expense Form is necessarily filled out to ensure that the students are provided the maximum amount of financial aid available.
• Employee Reimbursement: A Personal Expense Form is also used to list expenses incurred by employees for business purposes that are to be reimbursed by their employer. Examples of this are travel expenses like accommodation, transportation and meal expenses, meetings with clients that include meals and entertainment, and even office supplies bought by the employee.
• Medical Expenses Reimbursement: This is used in Medical Expense Reimbursement Plans where an employee pays for his medical expenses like doctor visits, medications and medical procedures, and then the employer reimburses him.
• Tax Relief: A Personal Expense Report can be used to help reduce your taxes. Tax write-offs are provided for expenses that result to income, which includes expenses for employment.

Personal Expense Report Form

Personal Expense Claim Form

Personal Expenses Form Example

Personal Expense Tax Form

Personal Expense Reimbursement Form

Simple Personal Expense Claim Form

As you can see, there are a lot of purposes for filling out a Personal Expense Form. Now let’s look at the two types of expenses to help you categorize them in your budget plan:

• Fixed Expenses: These are expenses that are fixed and do not change each month. Examples are rent or mortgage, life insurance, health insurance, and car payments.
• Flexible Expenses: These are expenses that change monthly depending on your usage. Examples are utilities, public transportation, credit card payments, car maintenance, food, clothing, and household supplies.

Categorizing your expenses can help you prioritize them. If times are tight, you can use this to identify which expenses you can do without and then plan for effective cost cutting. Aside from Personal Expense Forms, we also have Business Expense Forms that you can use to monitor your business expenses.