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Personal Monthly Budget
Personal Monthly Budget
http://www.vertex42.com/ExcelTemplates/personal-monthly-budget.html
INCOME
Budget
Actual
Difference
[42]BUDGET SUMMARY
Budget
Actual
Difference
Total Income
Err:509
Err:509
Interest Income
Total Expenses
Err:511
Err:508
(141.00)
Dividends
NET
655.00
514.00
(141.00)
Gifts Received
Refunds/Reimbursements
2,000.00
2,000.00
Other
Err:509
HOME EXPENSES
Mortgage/Rent
Err:508
Budget
Err:508
Actual
Err:508
Difference
1,100.00
1,100.00
Home/Rental Insurance
Electricity
50.00
43.00
67.00
52.00
Gas/Oil
Water/Sewer/Trash
7.00
25.00
7.00
25.00
Phone
Cable/Satellite
35.00
15.00
35.00
15.00
Internet
Furnishings/Appliances
0.00
0.00
150.00
0.00
(150.00)
Lawn/Garden
Maintenance/Supplies
20.00
50.00
15.00
20.00
5.00
30.00
0.00
0.00
0.00
0.00
Err:508
Err:508
(17.00)
(9.00)
DAILY LIVING
Groceries
Budget
Actual
0.00
Difference
Personal Supplies
Clothing
Cleaning
Education/Lessons
Dining/Eating Out
Salon/Barber
Pet Food
Other
Err:509
ENTERTAINMENT
Videos/DVDs
Music
Err:508
Budget
Err:508
Actual
Err:508
Difference
Games
Rentals
Movies/Theater
Concerts/Plays
Books
Hobbies
Film/Photos
Sports
Outdoor Recreation
Fuel
Bus/Taxi/Train Fare
Toys/Gadgets
Vacation/Travel
Repairs
Registration/License
Other
Improvements
Other
Err:509
TRANSPORTATION
Vehicle Payments
Auto Insurance
Budget
Actual
Other
Err:509
HEALTH
Health Insurance
Doctor/Dentist
Medicine/Drugs
Err:508
Budget
Err:508
Actual
Err:508
Difference
Err:508
Difference
Err:509
SAVINGS
Emergency Fund
Transfer to Savings
Budget
Other
Veterinarian/Pet Care
Other
CHARITY/GIFTS
Gifts Given
Err:508
Budget
Err:508
Actual
Charitable Donations
Religious Donations
Other
Err:509
SUBSCRIPTIONS
Newspaper
Err:508
Budget
Err:508
Actual
Magazines
Dues/Memberships
Other
Err:509
Err:508
Err:508
Err:508
Err:508
Actual
Err:508
Difference
Err:509
Err:508
Err:509
OBLIGATIONS
Student Loan
Other Loan
Err:508
Budget
Err:508
Actual
Err:508
Difference
Credit Cards
Alimony/Child Support
Federal Taxes
State/Local Taxes
Difference
Err:508
Other
Err:509
MISCELLANEOUS
Bank Fees
Postage
Other
Difference
Err:508
Err:508
Budget
Err:508
Actual
Err:508
Difference
Other
Err:509
Err:508
Err:508
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.
ARTICLE
ARTICLE