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[Your Name]

12/26/2014
Page 1 of 5

Budget Report

Budget Summary
Projected Monthly Income
Income 1
Income 2
Extra income
Total income

$6,000
$1,000
$2,500
$9,500

Projected Monthly Expenses

Actual Monthly Income


Income 1
Income 2
Extra income
Total income

$5,800
$2,000
$1,500
$9,300

Balance (income - expenses)


Projected Balance
Actual Balance
Difference

$4,505
$4,672
($167)

$4,995

Actual Monthly Expenses


$4,628

Expense Overview
Budget Categories
Food
Transportation
Housing
Insurance
Gifts and Charity
Personal Care
Entertainment
Loans
Pets
Children
Taxes
Savings or Investments
Grand Total

Values
Total Cost

% of Expenses
25.93%
18.37%
18.15%
17.29%
15.13%
3.03%
2.12%
0.00%
0.00%
0.00%
0.00%
0.00%
$4,628
100.00%
$1,200
$850
$840
$800
$700
$140
$98

Food
Transportation

Housing
Insurance
Gifts and Charity
Personal Care
Entertainment
Loans
Pets
Children
Taxes
Savings or
Investments

[Your Name]
12/26/2014
Page 2 of 5

Budget Report
Budget Categories

Values
Total Cost

% of Expenses

Investments

12/26/2014
Page 3 of 5

Monthly Budget - Detail


Description
Extracurricular activities
Medical
School Supplies
Movies
Music (CDs, downloads, etc.)
Sporting Events
Dining Out
Groceries
Charity 1
Charity 2
Cable/Satellite
Electric
Mortgage or Rent
Health
Home
Credit Card 1
Credit Card 2
Clothing
Dry Cleaning
Health Club
Food
Grooming
Medical
Investment account
Retirement account
Federal
State
Bus/Taxi fare
Fuel
Insurance

Category
Children
Children
Children
Entertainment
Entertainment
Entertainment
Food
Food
Gifts and Charity
Gifts and Charity
Housing
Housing
Housing
Insurance
Insurance
Loans
Loans
Personal Care
Personal Care
Personal Care
Pets
Pets
Pets
Savings or Investments
Savings or Investments
Taxes
Taxes
Transportation
Transportation
Transportation

Projected Cost

Actual Cost

$50
$500
$0
$1,000
$100
$200
$500
$100
$45
$700
$400
$400

$28
$30
$40
$1,200
$0
$200
$500
$100
$40
$700
$400
$400

$150
$0

$140

$100
$450
$300

$150
$400
$300

Monthly Budget - Detail


Difference
$0
$0
$0
$22
$470
($40)
($200)
$100
$0
$0
$0
$5
$0
$0
$0
$0
$0
$10
$0
$0
$0
$0
$0
$0
$0
$0
$0
($50)
$50
$0

Actual Cost Ranking

12/26/2014
Page 4 of 5

Budget Category Lookup


Children
Entertainment
Food
Gifts and Charity
Housing
Insurance
Loans
Personal Care
Pets
Savings or Investments
Taxes
Transportation

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