http://www.vertex42.com/ExcelTemplates/personal-monthly-budget.html
INCOME
Wages & Tips
Interest Income
Dividends
Gifts Received
Refunds/Reimbursements
Transfer from Savings
Other
Other
Err:509
Budget
HOME EXPENSES
Mortgage/Rent
Home/Rental Insurance
Electricity
Gas/Oil
Water/Sewer/Trash
Phone
Cable/Satellite
Internet
Furnishings/Appliances
Lawn/Garden
Maintenance/Supplies
Improvements
Other
Err:509
Budget
TRANSPORTATION
Vehicle Payments
Auto Insurance
Fuel
Bus/Taxi/Train Fare
Repairs
Registration/License
Other
Err:509
Budget
HEALTH
Health Insurance
Doctor/Dentist
Medicine/Drugs
Health Club Dues
Life Insurance
Veterinarian/Pet Care
Other
Err:509
Budget
CHARITY/GIFTS
Gifts Given
Charitable Donations
Religious Donations
Other
Err:509
Budget
SUBSCRIPTIONS
Newspaper
Magazines
Dues/Memberships
Other
Budget
Err:509
2,000.00
Err:508
1,100.00
50.00
43.00
7.00
25.00
35.00
15.00
0.00
0.00
20.00
50.00
0.00
0.00
Err:508
Err:508
Err:508
Err:508
Err:508
Actual
2,000.00
Err:508
Actual
1,100.00
67.00
52.00
7.00
25.00
35.00
15.00
150.00
0.00
15.00
20.00
0.00
0.00
Err:508
Actual
Err:508
Actual
Err:508
Actual
Err:508
Actual
Err:508
Difference
Err:508
Difference
(17.00)
(9.00)
-
(150.00)
5.00
30.00
Err:508
Difference
Err:508
Difference
Err:508
Difference
Err:508
Difference
Err:508
[42]BUDGET SUMMARY
Total Income
Total Expenses
NET
DAILY LIVING
Groceries
Personal Supplies
Clothing
Cleaning
Education/Lessons
Dining/Eating Out
Salon/Barber
Pet Food
Other
Budget
Difference
Err:509
Err:508
0.00
(141.00)
655.00
514.00
(141.00)
Budget
Err:509
Actual
Err:509
Err:511
Err:508
ENTERTAINMENT
Videos/DVDs
Music
Games
Rentals
Movies/Theater
Concerts/Plays
Books
Hobbies
Film/Photos
Sports
Outdoor Recreation
Toys/Gadgets
Vacation/Travel
Other
Err:509
Budget
SAVINGS
Emergency Fund
Transfer to Savings
Retirement (401k, IRA)
Investments
Education
Other
Err:509
Budget
OBLIGATIONS
Student Loan
Other Loan
Credit Cards
Alimony/Child Support
Federal Taxes
State/Local Taxes
Other
Err:509
Budget
MISCELLANEOUS
Bank Fees
Postage
Other
Other
Err:509
Budget
Err:508
Err:508
Err:508
Err:508
Actual
Err:508
Actual
Err:508
Actual
Err:508
Actual
Err:508
Actual
Err:508
Difference
Err:508
Difference
Err:508
Difference
Err:508
Difference
Err:508
Difference
Err:508
HELP
http://www.vertex42.com/ExcelTemplates/personal-monthly-budget.html
Intro
The purpose of this template is to help you define a monthly budget
and compare your budget to your actual income and expenses.
This worksheet uses a separate Excel Table for each major Budget
category. This allows you to insert and delete sub-categories easily.
Step 1
Step 2
Step 3
Difference Column
The cells in the Difference column use conditional formatting to make
negative numbers red. If you spend more than you budgeted, the
Difference between the Projected and Actual values will be negative,
and if your Actual income is less than your Projected income, the
Difference will be a negative number.
Budget Summary
The Monthly Budget Summary table totals up all your income and
expenses and calculates the Net as Income minus Expenses. If your
Net is negative, that means you have overspent your monthly budget.
Taking the Next Step
This worksheet is a simple way to create a monthly budget, but when
you are ready to move on to a more advanced budgeting tool, try our
Money Management Template listed below.
ARTICLE
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