Simple Budget Worksheet

How much can I save? Where do I want to put my savings?

Income
15%
$3,450.00 Savings 40% $160
40%
Total Expenses Emergency 25% $100 20% $400

$3,050.00 Debt Payoff 20% $80

25%
Total Savings Other Goals 15% $60

$400.00 Total 100% $400 Savings Emergency

Debt Payoff Other Goals

https://www.vertex42.com/ExcelTemplates/simple-budget-worksheet.html © 2013 Vertex42 LLC

What are my expenses?

description amount
Car $300.00
Rent $1,200.00
Utilities $100.00
School Debt $200.00
Credit Cards $500.00
Groceries $400.00
Other $350.00
Total Expenses $3,050.00
HELP
https://www.vertex42.com/ExcelTemplates/simple-budget-worksheet.html © 2013-2022 Vertex42 LLC

Instructions

1) Decide whether the worksheet is going to represent a week, month, or two-period

period. You may want this to match your pay period.

2) Enter your Income in cell C4

3) List your expense categories in the table

4) Enter the amount you will budget for each expense category

5) Assuming you have money left over, choose how to divide up your savings. Fill in
the % you would like to put toward each savings category (totaling 100%). You can
change the category labels as needed.

When you are ready for something more advanced, visit Vertex42.com to find more
budget spreadsheets and tools.

Additional Help
The link at the top of this worksheet will take you to the web page on vertex42.com
that talks about this template.

TEMPLATE Vertex42.com: Money Management Template

TEMPLATE Vertex42.com: Family Budget Planner

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ARTICLE Vertex42.com: How to Make a Budget with a Spreadsheet

ARTICLE Vertex42.com: Budgeting Tips

Simple Budget Worksheet

By Vertex42.com
https://www.vertex42.com/ExcelTemplates/simple-budget-worksheet.html

© 2013-2022 Vertex42 LLC

This spreadsheet, including all worksheets and associated content is a

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Do not submit copies or modifications of this template to any website or

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Do not delete this worksheet