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Budget Overview
Balance
Projected Balance $1,585 Projected minus expenses

Actual Balance $1,740 Actual minus expenses

Difference $155 Actual minus projected

Income Expenses

Projected Actual Projected

Income 1 $6,000 $5,800 $7,915
Income 2 $1,000 $2,300
Extra income $2,500 $1,500
Total Income $9,500 $9,600
Actual Expenses Breakdown
Children
Entertainment
1% 2%Food
8%
Gifts and Charity
1%

Housing
17%

Total Result
50%
 Children
Entertainment
1% 2%Food
8%
Gifts and Charity
1%

Housing
17%

Total Result
50%

Insurance
6%
Loans
Personal Care
Pets1%
Savings
Transportation
Taxes
1% 1%
1%
9%2%
sources:

nd Macros & VBA

es, Charts, Macros, VBA, Power Query, Power Pivot, Analysis

l Experts

Projected minus expenses

Actual
$7,860

ildren
Entertainment
1% 2%Food
8%
Gifts and Charity
1%

Housing
17%
ildren
Entertainment
1% 2%Food
8%
Gifts and Charity
1%

Housing
17%

Insurance
6%
Loans
Personal Care
Pets1%
Savings
Transportation
Taxes
1% 1%
1%
9%2%
Budget Summary
This shape represents a slicer. Slicers are supported in Excel 2010 or later.

If the shape was modified in an earlier version of Excel, or if the workbook was
saved in Excel 2003 or earlier, the slicer cannot be used.

Data
Category Description Projected Cost Actual Cost
Children $140 $140
Extracurricular Ac $40 $40
Medical
School Supplies
School Tuition $100 $100

Entertainment $400 $358

Concerts $50 $40
Live Theater $200 $150
Movies $50 $28
Music (CDs, Down $50 $30
Sporting Events $0 $40
Video/Dvd (Purc $20 $50
Video/Dvd (Renta $30 $20

Food $1,100 $1,320

Gifts and Charity $100 $125

Housing $2,830 $2,702

Insurance $900 $900

Loans $200 $200

Personal Care $150 $140

Pets $170 $100

Taxes $300 $300

Transportation $1,425 $1,375

Savings $200 $200

 Investment Acco $200 $200
Retirement Account

Total Result $7,915 $7,860

Difference
$0
$0

$0

$42
$10
$50
$22
$20
($40)
($30)
$10

($220)

($25)

($72)

$0

$0

$10

$70

$0

$50

$0
 $0

($145)
Monthly Expenses
Description Category Projected Cost Actual Cost Difference Actual Cost Overview

Extracurricular Activities Children $40 $40 $0

Medical Children

School Supplies Children

School Tuition Children $100 $100 $0

Concerts Entertainment $50 $40 $10

Live Theater Entertainment $200 $150 $50

Movies Entertainment $50 $28 $22

Music (CDs, Downloads, etc.) Entertainment $50 $30 $20

Sporting Events Entertainment $0 $40 ($40)

Video/Dvd (Purchase) Entertainment $20 $50 ($30)

Video/Dvd (Rental) Entertainment $30 $20 $10

Dining Out Food $1,000 $1,200 ($200)

Groceries Food $100 $120 ($20)

Charity 1 Gifts and Charity $75 $100 ($25)

Charity 2 Gifts and Charity $25 $25 $0

Gift 1 Gifts and Charity

Gift 2 Gifts and Charity

Cable/Satellite Housing $100 $100 $0

Electric Housing $45 $50 ($5)

Gas Housing $300 $400 ($100)

House Cleaning Service Housing $200

Maintenance Housing $200 $150 $50

Mortgage Or Rent Housing $1,700 $1,700 $0

Natural Gas/Oil Housing

Online/Internet Service Housing $100 $100 $0

Phone (Cellular) Housing $60 $60 $0

Phone (Home) Housing $35 $39 ($4)

Supplies Housing $40 $55 ($15)

Waste Removal and Recycle Housing $25 $22 $3

Water and Sewer Housing $25 $26 ($1)

Health Insurance $400 $400 $0

Home Insurance $400 $400 $0

Life Insurance $100 $100 $0

Credit Card 1 Loans $200 $200 $0

Credit Card 2 Loans

Credit Card 3 Loans

Personal Loans

Student Loans

Clothing Personal Care $150 $140 $10

Dry Cleaning Personal Care

Monthly Expenses
Description Category Projected Cost Actual Cost Difference Actual Cost Overview

Hair/Nails Personal Care

Health Club Personal Care

Medical Personal Care

Food Pets $150 $75 $75

Grooming Pets $20 $25 ($5)

Medical Pets

Toys Pets

Investment Account Savings $200 $200 $0

Retirement Account Savings

Federal Taxes $300 $300 $0

Local Taxes

State Taxes

Bus/Taxi Fare Transportation $100 $150 ($50)

Fuel Transportation $450 $400 $50

Insurance Transportation $300 $300 $0

Licensing Transportation $25 $25 $0

Maintenance Transportation $100 $50 $50

Parking Fees Transportation

Vehicle Payment Transportation $450 $450 $0

 Additional Data

PivotTable for Budget Chart

Category Cost
Children $140
Entertainment $358
Food $1,320
Gifts and Charity $125
Housing $2,702
Insurance $900
Loans $200
Personal Care $140
Pets $100
Savings $200
Taxes $300
Transportation $1,375
Total Result $7,860
Category List

To add a category, type below

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