Personal Budget

Percentage of Income Spent Summary

TOTAL MONTHLY INCOME
₹ 140,000.00
₹ 120,000.00
₹ 120,000.00

TOTAL MONTHLY EXPENSES ₹ 100,000.00

₹ 58,500.00 ₹ 80,000.00

₹ 60,000.00
49% TOTAL MONTHLY SAVINGS
51%
₹ 41,000.00 ₹ 40,000.00

₹ 20,000.00
CASH BALANCE
₹-
₹ 20,500.00 Income Expenses

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Personal Budget

Monthly Income
ITEM AMOUNT
Sumit Salary ₹ 63,000.00

5 in 1 ₹ 15,000.00

Momo Salary ₹ 42,000.00

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Personal Budget

Monthly Expenses
ITEM DUE DATE AMOUNT
To Jodhpur 25th ₹ 10,000.00

Electricity Bill 25th ₹ 1,500.00

Sewa (SKRM) 25th ₹ 5,000.00

Sewa (family cash) 25th ₹ 2,000.00

Gas bill 25th ₹ 500.00

Office commute 25th ₹ 4,500.00

Cash (other) 25th ₹ 3,000.00

Car payment 26th ₹ 11,000.00

Grocery 30th ₹ 10,000.00

Housemaid (cook+clean) 1st ₹ 5,000.00

Sewa (village) 7th ₹ 2,000.00

Sewa (family RD) 8th ₹ 4,000.00

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 Personal Budget
Monthly Savings
INVEST/SAVING Expected Maturity DATE AMOUNT

SBI Small Cap MF (Kids College) 5/25/2032 25th ₹ 5,000.00

ICICI Small Cap MF (Kids College) 7/25/2033 25th ₹ 5,000.00

SBI Contra MF (Kids secondary education) 7/25/2033 25th ₹ 5,000.00

Retirement (Cash Balance) 7/25/2053 25th ₹ 10,000.00

SBI Nifty Index fund (Kids secondary education) 8/5/2027 05th ₹ 5,000.00

RD (F trip) 1/8/2026 08th ₹ 5,000.00

PGIM midcap (Kids Primary education) 3/13/2030 12th ₹ 5,000.00

Term Insurance RD 6/24/2024 23rd ₹ 1,000.00

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