PERSONAL BUDGET

© 2020 Spreadsheet12

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT

INCOME
Salary / Wages 2,546.00 - - - - - - - - -
Business 500.00 - - - - - - - - -
Pension 1,000.00 - - - - - - - - -
Interest/dividends 550.00 - - - - - - - - -
Miscellaneous 1,245.00 - - - - - - - - -

TOTAL INCOME 5,841.00 - - - - - - - - -

SAVINGS GOAL
Projected Savings Goal 1 1,400.00 - - - - - - - - -
Projected Savings Goal 2
Projected Savings Goal 3
Projected Savings Goal 4
Projected Savings Goal 5

TOTAL SAVINGS GOAL 1,400.00 - - - - - - - - -

EXPENSES

HOME
Mortgage/rent 845.00 900.00 - - - - - - - -
Utilities 35.00 - - - - - - - - -
Home telephone 22.00 - - - - - - - - -
Mobile telephone 35.00 - - - - - - - - -
Home repairs 20.00 - - - - - - - - -
Home improvement 10.00 - - - - - - - - -
Home security 10.00 - - - - - - - - -
Garden supplies 5.00 - - - - - - - - -

TOTAL HOME 982.00 900.00 - - - - - - - -

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 DAILY LIVING
Groceries 500.00 - - - - - - - - -
Child care - - - - - - - - - -
Dry cleaning - - - - - - - - - -
Dining out - - - - - - - - - -
Housecleaning service - - - - - - - - - -
Dog walker - - - - - - - - - -

TOTAL DAILY LIVING 500.00 - - - - - - - - -

TRANSPORTATION
Gas/fuel 300.00 - - - - - - - - -
Insurance - - - - - - - - - -
Repairs - - - - - - - - - -
Car wash/detailing services - - - - - - - - - -
Parking - - - - - - - - - -
Public transportation - - - - - - - - - -

TOTAL TRANSPORTATION 300.00 - - - - - - - - -

ENTERTAINMENT
Cable TV 100.00 - - - - - - - - -
Video/DVD rentals - - - - - - - - - -
Movies/plays - - - - - - - - - -
Concerts/clubs - - - - - - - - - -

TOTAL ENTERTAINMENT 100.00 - - - - - - - - -

HEALTH
Health club dues 50.00 - - - - - - - - -
Insurance - - - - - - - - - -
Prescriptions - - - - - - - - - -
Over-the-counter drugs - - - - - - - - - -
Co-payments/out-of-pocket - - - - - - - - - -
Veterinarians/pet medicines - - - - - - - - - -
Life insurance - - - - - - - - - -

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 TOTAL HEALTH 50.00 - - - - - - - - -

HOLIDAYS
Air fare 10.00 - - - - - - - - -
Accommodations - - - - - - - - - -
Food - - - - - - - - - -
Souvenirs - - - - - - - - - -
Pet boarding - - - - - - - - - -
Rental car - - - - - - - - - -

TOTAL HOLIDAYS 10.00 - - - - - - - - -

RECREATION
Gym fees 30.00 - - - - - - - - -
Sports equipment - - - - - - - - - -
Team dues - - - - - - - - - -
Toys/child gear - - - - - - - - - -

TOTAL RECREATION 30.00 - - - - - - - - -

SUBSCRIBTIONS
Magazines 35.00 - - - - - - - - -
Newspapers - - - - - - - - - -
Internet connection - - - - - - - - - -
Public radio - - - - - - - - - -
Public television - - - - - - - - - -
Religious organizations - - - - - - - - - -
Charity - - - - - - - - - -

TOTAL SUBSCRIBTIONS 35.00 - - - - - - - - -

PERSONAL
Clothing 20.00 - - - - - - - - -
Gifts - - - - - - - - - -
Salon/barber - - - - - - - - - -
Books - - - - - - - - - -
Music (CDs, etc.) - - - - - - - - - -

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 TOTAL PERSONAL 20.00 - - - - - - - - -

FINANCIAL OBLIGATIONS
Long-term savings 20.00 - - - - - - - - -
Retirement (401k, Roth IRA) - - - - - - - - - -
Credit card payments - - - - - - - - - -
Income tax (additional) - - - - - - - - - -
Other obligations - - - - - - - - - -

TOTAL FINANCIAL OBLIGATIONS 20.00 - - - - - - - - -

MISC. PAYMENTS
Other 10.00 - - - - - - - - -
Other - - - - - - - - - -
Other - - - - - - - - - -
Other - - - - - - - - - -
Other - - - - - - - - - -

TOTAL MISC. PAYMENTS 10.00 - - - - - - - - -

TOTAL
INCOME 5,841.00 - - - - - - - - -
SAVINGS GOAL 1,400.00 - - - - - - - - -
EXPENSES 2,057.00 900.00 - - - - - - - -

POTENTIAL TO SAVE 2,384.00 - 900.00 - - - - - - - -

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20 Spreadsheet123 LTD. All rights reserved

NOV DEC YEAR

- - 2,546.00
- - 500.00
- - 1,000.00
- - 550.00
- - 1,245.00

- - 5,841.00

- - 1,400.00
-
-
-
-

- - 1,400.00

- - 1,745.00
- - 35.00
- - 22.00
- - 35.00
- - 20.00
- - 10.00
- - 10.00
- - 5.00

- - 1,882.00

Budget Spreadsheets by Spreadsheet123.com © 2011 Spreadsheet123 LTD. All rights reserved

 - - 500.00
- - -
- - -
- - -
- - -
- - -

- - 500.00

- - 300.00
- - -
- - -
- - -
- - -
- - -

- - 300.00

- - 100.00
- - -
- - -
- - -

- - 100.00

- - 50.00
- - -
- - -
- - -
- - -
- - -
- - -

Budget Spreadsheets by Spreadsheet123.com © 2011 Spreadsheet123 LTD. All rights reserved

 - - 50.00

- - 10.00
- - -
- - -
- - -
- - -
- - -

- - 10.00

- - 30.00
- - -
- - -
- - -

- - 30.00

- - 35.00
- - -
- - -
- - -
- - -
- - -
- - -

- - 35.00

- - 20.00
- - -
- - -
- - -
- - -

Budget Spreadsheets by Spreadsheet123.com © 2011 Spreadsheet123 LTD. All rights reserved

 - - 20.00

- - 20.00
- - -
- - -
- - -
- - -

- - 20.00

- - 10.00
- - -
- - -
- - -
- - -

- - 10.00

- - 5,841.00
- - 1,400.00
- - 2,957.00

- - 1,484.00

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PERSONAL BUDGET - DASHBOARDS
© 2020 Spreadsheet123 LTD. All rights rese

INCOME
21%

Salary / Wages
Business 44%

Pension
Interest/dividends
Miscellaneous
9%

9%

17%

EXPENSES
1,200.00
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
HOME 982.00 900.00 - - - - - - - - - - 1,882.00
1,000.00DAILY LIVI 500.00 - - - - - - - - - - - 500.00
TRANSPOR 300.00 - - - - - - - - - - - 300.00
ENTERTAI 100.00 - - - - - - - - - - - 100.00
800.00
HEALTH 50.00 - - - - - - - - - - - 50.00
HOLIDAYS 10.00 - - - - - - - - - - - 10.00
600.00RECREATI 30.00 - - - - - - - - - - - 30.00
SUBSCRIB 35.00 - - - - - - - - - - - 35.00
PERSONAL 20.00 - - - - - - - - - - - 20.00
400.00FINANCIAL 20.00 - - - - - - - - - - - 20.00
MISC. PAY 10.00 - - - - - - - - - - - 10.00
200.00

-
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
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 -
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

HOME DAILY LIVING TRANSPORTATION ENTERTAINMENT HEALTH HOLIDAYS RECREATION SUBSCRIBTIONS PERSONAL FINANCIAL OBLIGATIONS MISC. PAYMENT

JAN FEB MAR APR

MAY JUN JUL AUG

SEP OCT NOV DEC

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 ANNUAL EXPENSE DISTRIBUTION PIE

HOME DAILY L IVING TRANSPORTATION ENTERTA INMENT HEALTH HOLIDAYS RECREATI ON SUBSCRI BTIONS PE RSONAL FINANCI AL OBL IGATIONS MISC. PAY

INCOME-EXPENSE AND SAVINGS CHART

7,000.00

6,000.00

5,000.00

4,000.00

3,000.00

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2,000.00 © 2013 Spreadsheet123 LTD. All rights reserved
 3,000.00

2,000.00

1,000.00

-
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
(1,000.00)

(2,000.00)

INCOME EXPENSES POTENTIAL TO SAVE SAVINGS GOAL

Budget Spreadsheets by Spreadsheet123.com © 2013 Spreadsheet123 LTD. All rights reserved

rights reserved

DEC
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 DEC

. PAYMENTS

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TI ONS MI SC. PAYMENTS

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 DEC

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