About the template

Use this template to create a semi-monthly home budget.

The dashboard worksheet contains charts for monthly and annual totals and a table for fortnightly
Income and expenses.

Enter categories in data lists worksheet, and values in Income and expenditures worksheet.

Refresh the PivotTable in the budget report worksheet.

Note:
Additional instructions have been provided in column A in all worksheets. This text has been
intentionally hidden. To remove text, select column A, then select DELETE.
To learn more about table, press SHIFT and then F10 within a table, select the TABLE option, and
then select ALTERNATIVE TEXT. For PivotTables, press SHIFT and then F10 within a table, select
PIVOTTABLE OPTIONS, and then select ALT TEXT tab.
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 DASHBOARD

ANNUAL TOTALS
$13,20 $10,742
0

$10,74 $13,200
EXPENDITURES 2

$0 $2,000 $4,000 $6,000 $8,000 $10,000 $12,000 $14,000

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Semi-monthly home budget INCOME & EXPENDITURES

INCOME EXPENDITURES

DATE DESCRIPTION AMOUNT DATE CATEGORY DESCRIPTION AMOUNT

10/16/2023 Bonus $ 500.00 10/16/2023 Medical Insurance $ 500.00

10/2/2023 David's paycheck $ 1,300.00 10/9/2023 Household Mortgage $ 1,000.00

10/2/2023 Pat's paycheck $ 1,300.00 10/9/2023 Household Electricity $ 100.00

9/18/2023 David's paycheck $ 1,500.00 10/9/2023 Household Water/sewer $ 50.00

9/18/2023 Pat's paycheck $ 1,600.00 10/9/2023 Household Garbage $ 25.00

9/4/2023 David's paycheck $ 1,300.00 10/9/2023 Household Cell phone $ 100.00

9/4/2023 Pat's paycheck $ 1,300.00 10/9/2023 Household Cell phone $ 30.00

8/21/2023 David's paycheck $ 1,500.00 10/9/2023 Household Mortgage $ 50.00

8/21/2023 Pat's paycheck $ 1,600.00 10/9/2023 Household Cell phone $ 50.00

8/7/2023 David's paycheck $ 1,300.00 10/9/2023 Household Cell phone $ 25.00

10/8/2023 Household Electricity $ 100.00

10/7/2023 Entertainment Movies $ 37.00

10/6/2023 Food Groceries $ 350.00

10/5/2023 Food Dining out $ 75.00

10/4/2023 Children Lunch money $ 150.00

10/3/2023 Investment Accounts Savings $ 250.00

10/2/2023 Investment Accounts Investment account $ 250.00

10/1/2023 Personal Health/Fitness club $ 100.00

9/30/2023 Pets Food $ 50.00

9/26/2023 Pets Grooming $ 50.00

9/26/2023 Pets Other $ 50.00

9/21/2023 Transportation Car 1 Payment $ 300.00

9/21/2023 Transportation Car 2 Payment $ 350.00

9/21/2023 Transportation Car Insurance $ 50.00

9/16/2023 Transportation Fuel $ 50.00

9/15/2023 Transportation Fuel $ 25.00

9/4/2023 Transportation Car 2 Payment $ 150.00

9/1/2023 Household Mortgage $ 5,000.00

Page 4 of 7
INCOME EXPENDITURES

DATE DESCRIPTION AMOUNT DATE CATEGORY DESCRIPTION AMOUNT

8/27/2023 Household Electricity $ 200.00

8/12/2023 Household Cell phone $ 100.00

8/7/2023 Household Garbage $ 50.00

8/2/2023 Household Mortgage $ 1,000.00

7/30/2023 Entertainment Movies $ 75.00

Page 5 of 7
Semi-monthly home budget BUDGET REPORT

Timeline: Works in Excel or higher. Do not move or resize. This shape represents a slicer. Slicers are This shape represents a slicer. Slicers are
supported in Excel 2010 or later. supported in Excel 2010 or later.

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

Press Shift+F10 in the Expenditures PivotTable and then select Refresh to update the data on this sheet, or select Refresh under Analyze tab.

EXPENDITURES
DESCRIPTION Sum of AMOUNT CATEGORY TOTALS
Car 1 Payment $ 300.00
Car 2 Payment $ 500.00 Children Entertainment Food Household Investment Accounts Medical Personal Pets Transportation
Car Insurance $ 50.00
Cell phone $ 305.00
Dining out $ 75.00
Electricity $ 400.00 $150.00
Food $ 50.00
$112.00
$425.00
Fuel $ 75.00
Garbage $ 75.00
Groceries $ 350.00
Grooming $ 50.00
Health/Fitness club $ 100.00
Insurance $ 500.00
Investment account $ 250.00
Lunch money $ 150.00
Mortgage $ 7,050.00
Movies $ 112.00 $7,880.00
Other $ 50.00
Savings $ 250.00
Water/sewer $ 50.00 $10,742.00

Total Result $ 10,742.00

$500.00
$150.00
$500.00
$100.00
$925.00

Page 6 of 7
 Semi-monthly home budget DATA LISTS

SETUP The category data below populates the drop down lists in the expenditures table on the expenditures & income sheet. Modify the category names or the descriptions below each category to update the lists.

Household Entertainment Food Gifts/Donations Children Investment accounts Medical Other Personal Pets Taxes/Legal Transportation

Mortgage Movies Groceries Charity 1 Clothes IRA Doctor/Clinic Other Clothing Food Federal Car 1 payment

Electricity Video/Movies Dining out Charity 2 Toys/Games Savings Insurance Organization dues Hair/Nails Supplies State Car 2 payment

Water/Sewer Music Charity 3 Lunch money Checking Dry cleaning Medical Local Car insurance

Health/Fitness Licensing/
Garbage Concerts/Theater Gift Dues/Fees Retirement Grooming Other
club Registration

Cell phone Sporting events School supplies Investment account Shopping Other Attorney Fuel

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