About The Template

Keep track of your monthly expenses and savings using this template.

Enter Expense details in table and Monthly Income to calculate Savings.

Doughnut chart showing expenses and savings is auto updated.

Note:

Additional instructions have been provided in column A in BUDGET WHEEL worksheet. This text has been
intentionally hidden. To remove text, select column A, then select DELETE. To unhide text, select column A, then
change font color.

To learn more about table, press SHIFT and then F10 within the table, select the TABLE option, and then select
ALTERNATIVE TEXT.
 Fill out the table in this template. The graph will chart your

Budget Wheel monthly spending in relation to your monthly income. It

will also calculate the percentages to show you how much
you will save/saved.

Monthly Expenses

Home
$1,660
Monthly Savings
Income Amount
$5,738 Savings $2,777
$2,777
Value calculated
automatically
Entertainment
$188
Transportation
$350
Food
Misc. $500
$263

Home Entertainment Transportation Food Misc. Savings

Expenses Category Amount Frequency % of Total

Insurance Transportation $300 Every 6 months 1%

Gas Transportation $25 Weekly 2%
Car Payment Transportation $200 Monthly 3%

Mortgage Home $1,600 Monthly 28%

Cable Home $60 Monthly 1%

Movie Night Entertainment $70 Monthly 1%
Sneakers Misc. $300 Yearly 0%

Dog Food Misc. $60 Monthly 1%

Pet Insurance Misc. $70 Yearly 0%
Groceries Food $100 Weekly 7%

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Expenses Category Amount Frequency % of Total

Coffee Food $25 Weekly 2%

Climbing Gear Entertainment $170 Yearly 0%
Gym Membership Misc. $60 Monthly 1%

Headphones Entertainment $50 Yearly 0%

Haircut Misc. $70 Monthly 1%

Video Games Entertainment $100 Monthly 2%
Clothes Misc. $500 Yearly 1%

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