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

Total Result $7,860

Housing $2,702
Transportation $1,375
Food $1,320
Insurance $900
Entertainment $358
Taxes $300
Savings $200
Loans $200
Personal care $140
 Insurance $900
Entertainment $358
Taxes $300
Savings $200
Loans $200
Personal care $140
Children $140
Gifts and charity $125
Pets $100

$0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000 $8,000 $9,00

DGET OVERVIEW

Projected minus expenses

Actual minus expenses

Actual minus projected

Actual

$7,860

$7,860
$2,702
75
20
,000 $3,000 $4,000 $5,000 $6,000 $7,000 $8,000 $9,000
 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

Children $140

Extracurricular activities $40

Medical

School supplies

School tuition $100

Entertainment $400

Concerts $50

Live theater $200

Movies $50

Music (CDs, downloads, et $50

Sporting events $0
 Video/DVD (purchase) $20

Video/DVD (rental) $30

Food $1,100

Gifts and charity $100

Charity 1 $75

Charity 2 $25

Gift 1

Gift 2

Housing $2,830

Insurance $900

Loans $200

Personal care $150

Pets $170

Taxes $300
Transportation $1,425

Savings $200

Investment account $200

Retirement account

Total Result $7,915

MMARY

n Excel 2003 or earlier, the slicer

Actual Cost Difference

$140 $0

$40 $0

$100 $0

$358 ###

$40 ###

$150 ###

$28 ###

$30 ###

$40 ###
 $50 ###

$20 ###

$1,320 ###

$125 ###

$100 ###

$25 $0

$2,702 ###

$900 $0

$200 $0

$140 ###

$100 ###

$300 $0
$1,375 ###

$200 $0

$200 $0

$7,860 ###
 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

Internet service Housing $100 $100 $0

Cell phone Housing $60 $60 $0

Home phone 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

 MONTHLY EXPENSES
Description Category Projected cost Actual cost Difference Actual cost overview

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

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 or rideshare 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

Pets $100

Gifts and charity $125

Children $140

Personal care $140

Loans $200

Savings $200

Taxes $300

Entertainment $358

Insurance $900

Food $1,320

Transportation $1,375

Housing $2,702

Total Result $7,860

TIONAL DATA
Category list

To add a category, type below `

Children

Entertainment

Food

Gifts and charity

Housing

Insurance

Loans

Personal care

Pets

Savings

Taxes

Transportation