Personal-Budget-Dahboard-Template-TemplateLab.com_

Credit Card info
Card Holder Card Number Valid Thru

JOHN DOE **** **** **** 0000 11/26
Starting Balance
$1,000.00
Transaction Categories Selected Month

Income January 23
Housing Begins
Transportation 1/1/2023
Food Ends
Utilities #ADDIN?
Insurance
Medical & Healthcare
Saving & Investing
Personal Spending
Recreation & Entertainment
Miscellaneous SELECT MONTH
January 23
February 23
March 23
DATE TRANSACTION FROM/TO
1/1/2023 Income MyCompany
1/2/2023 Housing Vavilon LTD
1/3/2023 Transportation Parkings
1/4/2023 Food McDonalds
1/5/2023 Utilities Water Co
1/6/2023 Insurance BeSafe LTD
1/7/2023 Medical & Healthcare St.Johns Hospital
1/8/2023 Saving & Investing Great Bank
1/9/2023 Personal Spending Best Gym
1/10/2023 Recreation & Entertainment NY Nicks
1/11/2023 Miscellaneous Barber123
1/17/2023 Housing Benjamin Holes
1/17/2023 Transportation Mega Oil
1/18/2023 Income PayMeMore
1/19/2023 Personal Spending Mimi
1/20/2023 Food Grocery X
1/20/2023 Miscellaneous Company E
1/21/2023 Personal Spending Bomber
1/21/2023 Utilities Electro Storm
1/21/2023 Miscellaneous Company A
1/22/2023 Recreation & Entertainment Big Screen
1/23/2023 Miscellaneous Company A
1/23/2023 Food Grocery Y
1/23/2023 Personal Spending Extra Shop
1/23/2023 Personal Spending Gadget
1/25/2023 Miscellaneous Company B
1/25/2023 Personal Spending Clothing Co
1/26/2023 Recreation & Entertainment Tantum
1/26/2023 Food Grocery Z
1/27/2023 Personal Spending Instant Shop
1/27/2023 Miscellaneous Company C
1/27/2023 Utilities World Web
1/27/2023 Miscellaneous Company D
1/28/2023 Personal Spending Persona
1/28/2023 Miscellaneous Company D
1/28/2023 Personal Spending Persona
1/30/2023 Personal Spending Clothing Co
1/31/2023 Income Roof Gang
1/31/2023 Recreation & Entertainment Tai Mai
2/3/2023 Transportation Lorem Ipsum
2/3/2023 Food Lorem Ipsum
2/7/2023 Utilities Lorem Ipsum
2/8/2023 Insurance Lorem Ipsum
2/8/2023 Medical & Healthcare Lorem Ipsum
2/9/2023 Saving & Investing Lorem Ipsum
2/9/2023 Personal Spending Lorem Ipsum
2/11/2023 Recreation & Entertainment Lorem Ipsum
2/12/2023 Miscellaneous Lorem Ipsum
2/12/2023 Housing Lorem Ipsum
2/23/2023 Income PayMeMore
2/26/2023 Income Birthday Co
3/15/2023 Housing Lorem Ipsum
AMOUNT NOTE BALANCE
$4,200.00 Salary - December 2022 $5,200.00
-$105.00 Home maintenance $5,095.00
-$10.00 Parking $5,085.00
-$40.00 $5,045.00
-$102.00 Water $4,943.00
-$350.00 Life Insurance $4,593.00
-$500.00 $4,093.00
-$220.00 $3,873.00
-$55.00 Gym Membership $3,818.00
-$182.40 Basketball Tickets $3,635.60
-$35.00 Haircut $3,600.60
-$800.00 Rent - January 2023 $2,800.60
-$120.00 Gas $2,680.60
$500.00 Freelance Job $3,180.60
-$250.00 $2,930.60
-$20.00 $2,910.60
-$15.00 $2,895.60
-$99.87 $2,795.73
-$20.00 $2,775.73
-$10.28 $2,765.45
-$55.00 Electricity $2,710.45
-$56.17 $2,654.28
-$40.00 Movies $2,614.28
-$512.44 $2,101.84
-$25.00 $2,076.84
-$15.00 $2,061.84
-$22.14 $2,039.70
-$55.00 $1,984.70
-$17.55 $1,967.15
-$52.22 $1,914.93
-$80.00 $1,834.93
-$105.00 $1,729.93
-$25.00 $1,704.93
-$54.47 $1,650.46
-$355.15 $1,295.31
-$41.25 $1,254.06
-$70.00 Internet $1,184.06
-$69.77 $1,114.29
-$35.36 $1,078.93
-$17.68 $1,061.25
-$45.18 $1,016.07
-$75.25 $940.82
-$62.17 Invoice #225626 $878.65
-$21.14 $857.51
$350.00 Roofing Assistance $1,207.51
-$45.50 Massage $1,162.01
-$14.55 $1,147.46
$4,200.00 Salary - January 2023 $5,347.46
-$50.00 $5,192.46
-$60.00 $5,132.46
-$70.00 $5,062.46
-$421.50 $4,640.96
-$302.25 $4,338.71
-$187.85 $4,150.86
-$56.00 $4,094.86
-$35.00 $4,059.86
-$222.00 $3,837.86
-$253.47 $3,584.39
-$152.00 $3,432.39
-$25.00 $3,407.39
-$55.00 $3,352.39
-$154.00 $3,198.39
-$652.14 $2,546.25
-$55.00 $2,491.25
-$58.00 $2,433.25
-$56.00 $2,377.25
-$405.00 $1,972.25
-$217.00 $1,755.25
-$25.00 $1,730.25
-$204.00 $1,526.25
-$95.00 $1,431.25
$200.00 Freelance Job $1,631.25
-$625.00 $1,006.25
-$45.00 $961.25
-$25.00 $936.25
-$55.00 $881.25
-$47.00 $834.25
-$11.00 $823.25
$300.00 Gift Card $1,123.25
-$5.88 $1,117.37
-$14.00 $1,103.37
$3,600.00 Salary - February 2023 $4,703.37
-$450.00 $4,148.37
-$56.00 $4,092.37
-$54.17 $4,038.20
-$99.99 $3,938.21
-$356.00 $3,582.21
-$58.25 $3,523.96
-$66.24 $3,457.72
-$72.15 $3,385.57
-$90.00 $3,295.57
-$107.00 $3,188.57
-$25.00 $3,163.57
-$45.00 $3,118.57
-$65.00 $3,053.57
-$87.00 $2,966.57
-$66.23 $2,900.34
-$44.00 $2,856.34
-$21.00 $2,835.34
-$17.00 $2,818.34
-$32.00 $2,786.34
-$33.00 $2,753.34
-$25.00 $2,728.34
-$450.00 $2,278.34
-$424.00 $1,854.34
$4,150.00 Salary - March 2023 $6,004.34
-$65.15 $5,834.19
Selected Month
January 23
Begins
1/1/2023 6 LATEST INCOMES
Ends DATE TRANSACTION
#ADDIN? 4/1/2023 Income
3/1/2023 Income
2/26/2023 Income
Current Ballance 2/23/2023 Income
$5,834.19 2/1/2023 Income
1/31/2023 Income
Month:
January 23
EXPENSE TYPE AMOUNT
Housing #ADDIN?
Transportation #ADDIN?
Food #ADDIN?
Utilities #ADDIN?
Insurance #ADDIN?
Medical & Healthcare #ADDIN?
Saving & Investing #ADDIN?
Personal Spending #ADDIN?
Recreation & Entertainment #ADDIN?
Miscellaneous #ADDIN?
10 LATEST BALANCE DATA

DATE BALANCE
3/22/2023 $2,835.34
3/23/2023 $2,818.34
3/24/2023 $2,786.34
3/24/2023 $2,753.34
3/24/2023 $2,728.34
3/28/2023 $2,278.34
3/29/2023 $1,854.34
3/31/2023 $6,004.34
4/3/2023 $5,899.34
4/4/2023 $5,834.19
FROM/TO AMOUNT
MyCompany $4,150.00
MyCompany $3,600.00
Birthday Co $300.00
PayMeMore $200.00
MyCompany $4,200.00
Roof Gang $350.00
Month: Month:
January 23 January 23
TOTAL TOTAL INCOME MONTHLY BALANCE
#ADDIN? #ADDIN? #ADDIN?
BALANCE (Round) BALANCE (K)

$2,840.00 $2.84K
$2,820.00 $2.82K
$2,790.00 $2.79K
$2,750.00 $2.75K
$2,730.00 $2.73K
$2,280.00 $2.28K
$1,850.00 $1.85K
$6,000.00 $6.00K
$5,900.00 $5.90K
$5,830.00 $5.83K
Selected Month: January 23
BALANCE
$905.00
Housing
$5,834.19 Transportation
$130.00
Food$505.25
Utilities
$227.00
**** **** **** 0000 Insurance

$350.00
Medical & Healthcare

$500.00
CARD HOLDER VALIT THRU Saving & Investing

$220.00
JOHN DOE 11/26 Personal Spending

$972.86
Recreation & Entertainment
Spending January 23 $292.90
Miscellaneous
$799.53
LATEST INCOME
DATE TRANSACTION FROM/TO AMOUNT $5,050.00 $4,902.54 $147.46
Total Income Total Expenses Monthly Balance

January 23 January 23 January 23
4/1/2023 Income MyCompany $4,150.00

$ 6.00 K $ 5.90 K $ 5.83 K
$2.84 K $2.82 K $2.79 K $2.75 K $2.73 K

$ 2.28 K
$ 1.85 K
2/26/2023 Income Birthday Co $300.00
2/23/2023 Income PayMeMore $200.00

LAST 10 BALANCES
1/31/2023 Income Roof Gang $350.00

3/22/2023 4/4/2023
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Credit Card info

Card Holder Card Number Valid Thru

Transaction Categories Selected Month

10 LATEST BALANCE DATA

BALANCE (Round) BALANCE (K)

0000 Insurance

Medical & Healthcare

CARD HOLDER VALIT THRU Saving & Investing

JOHN DOE 11/26 Personal Spending

Total Income Total Expenses Monthly Balance

3/1/2023 Income MyCompany $3,600.00

$2.84 K $2.82 K $2.79 K $2.75 K $2.73 K

2/26/2023 Income Birthday Co $300.00

2/23/2023 Income PayMeMore $200.00

2/1/2023 Income MyCompany $4,200.00

1/31/2023 Income Roof Gang $350.00

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