V Affluence Budget Planner User Gu

Welcome to the V Affluence Budget Planner user guide! This comprehensive tool is available in both Excel and Google Sheets a
investments, and achieve your financial goals. Let's embark on your journey to financial success!

Table of Contents

Overview of Sheets
Using the Savings Goals Sheet
Managing Your Assets Tracker
Setting Up Your Budget Plan
Recording Transactions
Understanding the Annual Financial Summary
Navigating the Monthly Budget Dashboard
Describing Types in the Budget Plan
Tips for Success

1. Overview of Sheets

The V Affluence Budget Planner includes the following sheets:

Savings Goals: Plan and track your financial goals. List goals, savings duration, estimated costs, income sources, savings pr
Assets Tracker: Monitor savings and investment changes on a monthly basis. List bank and investment accounts to assess
Budget Plan: Create a comprehensive budget with income sources, paydays, savings, investments, needs, and wants. This
Transactions List: Log financial transactions including date, type (savings and investments, needs, wants), and category. T
Annual Financial Summary: Gain a yearly overview of income, expenses, savings and investments, assets, and budget pe
Monthly Budget Dashboard: Access 12 monthly dashboards that update based on your Budget Plan and Transactions List

2. Using the Savings Goals Sheet

In the Savings Goals sheet, plan how you'll save for your aspirations. List down goals (e.g., car, house, wedding, travel), savi
how much you should save monthly and yearly. Indicate also income sources, savings progress, and update dates.

3. Managing Your Assets Tracker

Track savings and investments in the Assets Tracker. Record bank and investment accounts to observe fluctuations in your fi

4. Setting Up Your Budget Plan

Set up your budget in the Budget Plan sheet. Input income sources, paydays, savings and investments, needs, and wants. Th

5. Recording Transactions
 Log every financial transaction in the Transactions List sheet. Specify date, type (savings and investments, needs, wants) and
Monthly Budget Dashboard.

6. Understanding the Annual Financial Summary

View an annual snapshot of your finances in the Annual Financial Summary. Monitor total income, expenses, savings and inve
year-to-date performance.

7. Navigating the Monthly Budget Dashboard

Access monthly dashboards for each month. These dashboards update based on your Budget Plan and Transactions List. Ens
transactions in the summary.

Describing Types in the Budget Plan

In the Budget Plan sheet, you'll categorize your expenses into different types to better manage your finances:

Savings and Investments for the Future: Allocate funds to secure your financial future. By setting aside money for savin
goals like buying a house or retiring comfortably. This helps create financial stability and long-term abundance.
Needs for the Present: Record essential expenses for your current well-being, such as food, groceries, utility bills, and ren
and clearing out debts ensure a stable, comfortable, and peaceful daily life.
Wants for Leisure: Include expenditures that bring enjoyment and satisfaction to your life. These can range from entertain
wants with other financial goals enhances your quality of life and rewards your hard work.

Tips for Success

▪ Utilize the "V Affluence Financial Planner" to take control of your financial journey.
▪ Duplicate the file first so that you can save a template for the next years.
▪ Regularly update information to maintain an accurate budget.
▪ Consistently categorize transactions to ensure accurate summaries.
▪ Adjust budgets and expenses as circumstances change.
▪ Consider the 50-30-20 rule: Allocate 50% of your income to needs, 30% to savings and investments, and 20% to wants. A
savings and investments (e.g., 40-40-20 or 40-50-10).
▪ Keep your planner updated and effective by diligently managing all sheets.
▪ Remember, cells that are not shaded are editable for your financial data.

Stay committed to regular updates for a successful financial planning experience. If you encounter questions or issues, you may
path to financial abundance and security!

Copyright © 2023 V Affluence PH. All rights reserved.

This guide and its contents are protected by copyright law. No part of
means, including photocopying, recording, or other electronic or mech
in the case of brief quotations embodied in critical reviews and certain

For permissions requests or inquiries, please contact vaffluence.ph@g

 SAVINGS GOAL
DURATION TOTAL YEARLY
GOAL TYPE ESTIMATED COST
(IN YEARS) CONTRIBUTION
SAVINGS GOALS

MONTHLY DAILY INCOME SOURCE CURRENT SAVINGS PROGRESS

DATE OF LAST
UPDATE
 ASSETS TRA
SAVINGS
YEAR & MONTH
Account 1 Account 2 Account 3 Account 4 TOTAL
2022 December ₱ -
2023 January ₱ -
2023 February ₱ -
2023 March ₱ -
2023 April ₱ -
2023 May ₱ -
2023 June ₱ -
2023 July ₱ -
2023 August ₱ -
2023 September ₱ -
2023 October ₱ -
2023 November ₱ -
2023 December ₱ -
ASSETS TRACKER
INVESTMENTS
TOTAL ASSETS
Investment 1 Investment 2 Investment 3 Investment 4 TOTAL
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
 CHANGE IN
ASSETS

₱ - 0

₱ - 0

₱ - 0

₱ - 0

₱ - 0

₱ - 0

₱ - 0

₱ - 0

₱ - 0

₱ - 0

₱ - 0

₱ - 0
 BUDGET PLAN
TOTAL INCOME TOTAL EXPENSES UNALLOCATED/OVERSPENT
₱0.00 ₱0.00 ₱0.00

INCOME Savings & Investments #DIV/0!

CATEGORY PAYDAY AMOUNT Needs BUDGET ALLOCATION#DIV/0!
PLAN
Income 1 Wants #DIV/0!
Income 2 Unallocated/Overspent
Income 3 Savings & Investments
Income 4
Needs
Income 5
Wants
Income 6
Income 7 Unallocated/Overspent
Income 8
Income 9
Income 10
TOTAL ₱ -

SAVINGS & INVESTMENTS NEEDS WANTS

CATEGORY BUDGET CATEGORY DUE BUDGET CATEGORY DUE BUDGET
Savings & Investments 1 Needs 1 Wants 1
Savings & Investments 2 Needs 2 Wants 2
Savings & Investments 3 Needs 3 Wants 3
Savings & Investments 4 Needs 4 Wants 4
Savings & Investments 5 Needs 5 Wants 5
TOTAL ₱ - TOTAL ₱ - TOTAL ₱ -
 TRANSACTIONS LIST
DATE TYPE CATEGORY AMOUNT
LIST
DETAILS
 ANNUAL FINANCIAL SUMMARY
YEAR START END TOTAL INCOME TOTAL EXPENSES ON NEEDS & WANTS
2023 1-Jan-2023 31-Dec-2023 ₱0.00 ₱0.00
TOTAL SAVINGS & INVESTMENTS TOTAL UNALLOCATED/OVERSPENDING TOTAL ASSETS
₱0.00 ₱0.00 ₱0.00
INCOME Savings & Investments #DIV/0! Budget Actual
MONTH AMOUNT NeedsACTUAL ALLOCATION SUMMARY
#DIV/0! CASH FLOW
Savings & Investments ₱ SUMMARY
- ₱ -
January ₱ - Wants #DIV/0! Needs ₱ - ₱ -
February ₱ - Unallocated/ Overspending #DIV/0! Wants ₱ - ₱ -
Savings & Investments
March ₱ -
Savings & In-
April ₱ - vestments
May ₱ -
Needs Needs
June ₱ -
Wants
July ₱ -
August ₱ - Unallocated/
Overspending Wants
September ₱ -
October ₱ -
November ₱ - ₱- ₱0.20 ₱0.40 ₱0.60 ₱0.80 ₱1.00
December ₱ -
TOTAL ₱ - Actual Budget

SAVINGS & INVESTMENTS NEEDS WANTS

CATEGORY BUDGET ACTUAL CATEGORY BUDGET ACTUAL CATEGORY BUDGET ACTUAL
Savings & Investments 1 ₱ - ₱ - Needs 1 ₱ - ₱ - Wants 1 ₱ - ₱ -
Savings & Investments 2 ₱ - ₱ - Needs 2 ₱ - ₱ - Wants 2 ₱ - ₱ -
Savings & Investments 3 ₱ - ₱ - Needs 3 ₱ - ₱ - Wants 3 ₱ - ₱ -
Savings & Investments 4 ₱ - ₱ - Needs 4 ₱ - ₱ - Wants 4 ₱ - ₱ -
Savings & Investments 5 ₱ - ₱ - Needs 5 ₱ - ₱ - Wants 5 ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
 ₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
TOTAL ₱ - ₱ - TOTAL ₱ - ₱ - TOTAL ₱ - ₱ -
 MONTHLY BUDGET DA
MONTH START END TOTAL EXPENSES
January 1-Jan-2023 31-Jan-2023 ₱0.00

INCOME Savings & Investments

CATEGORY PAYDAY AMOUNT Needs ACTUAL ALLOCATION SUMMARY
Income 1 Wants
Income 2 Unallocated/ Overspent
Income 3 Savings
Income 4
Needs
Income 5
Wants
Income 6
Income 7 Unalloca
Income 8
Income 9
Income 10
TOTAL ₱ -

SAVINGS & INVESTMENTS NEEDS

CATEGORY BUDGET ACTUAL CATEGORY DUE
Savings & Investments 1 ₱ - Needs 1
Savings & Investments 2 ₱ - Needs 2
Savings & Investments 3 ₱ - Needs 3
Savings & Investments 4 ₱ - Needs 4
Savings & Investments 5 ₱ - Needs 5
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
TOTAL ₱ - ₱ - TOTAL
 BUDGET DASHBOARD
TOTAL EXPENSES UNALLOCATED/OVERSPENT
₱0.00 ₱0.00

#DIV/0! Budget Actual

TUAL ALLOCATION SUMMARY
#DIV/0! Savings & InvestmentsCASH FLOW₱ SUMMARY - ₱ -
#DIV/0! Needs ₱ - ₱ -
#DIV/0! Wants
Savings & Investments ₱ - ₱ -
Savings & Investments
Needs Actual
Wants Needs Budget
Unallocated/ Overspent

Wants

₱- ₱0.20 ₱0.40 ₱0.60 ₱0.80 ₱1.00

NEEDS WANTS
BUDGET ACTUAL CATEGORY DUE BUDGET ACTUAL
₱ - Wants 1 ₱ -
₱ - Wants 2 ₱ -
₱ - Wants 3 ₱ -
₱ - Wants 4 ₱ -
₱ - Wants 5 ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ - TOTAL ₱ - ₱ -
Actual
Budget
 MONTHLY BUDGET DA
MONTH START END TOTAL EXPENSES
February 1-Feb-2023 28-Feb-2023 ₱0.00

INCOME Savings & Investments

CATEGORY PAYDAY AMOUNT Needs ACTUAL ALLOCATION SUMMARY
Income 1 Wants
Income 2 Unallocated/ Overspent
Income 3 Savings
Income 4
Needs
Income 5
Wants
Income 6
Income 7 Unalloca
Income 8
Income 9
Income 10
TOTAL ₱ -

SAVINGS & INVESTMENTS NEEDS

CATEGORY BUDGET ACTUAL CATEGORY DUE
Savings & Investments 1 ₱ - Needs 1
Savings & Investments 2 ₱ - Needs 2
Savings & Investments 3 ₱ - Needs 3
Savings & Investments 4 ₱ - Needs 4
Savings & Investments 5 ₱ - Needs 5
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
TOTAL ₱ - ₱ - TOTAL
 BUDGET DASHBOARD
TOTAL EXPENSES UNALLOCATED/OVERSPENT
₱0.00 ₱0.00

#DIV/0! Budget Actual

TUAL ALLOCATION SUMMARY
#DIV/0! Savings & InvestmentsCASH FLOW₱ SUMMARY - ₱ -
#DIV/0! Needs ₱ - ₱ -
#DIV/0! Wants
Savings & Investments ₱ - ₱ -
Savings & Investments
Needs Actual
Wants Needs Budget
Unallocated/ Overspent

Wants

₱- ₱0.20 ₱0.40 ₱0.60 ₱0.80 ₱1.00

NEEDS WANTS
BUDGET ACTUAL CATEGORY DUE BUDGET ACTUAL
₱ - Wants 1 ₱ -
₱ - Wants 2 ₱ -
₱ - Wants 3 ₱ -
₱ - Wants 4 ₱ -
₱ - Wants 5 ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ - TOTAL ₱ - ₱ -
Actual
Budget
 MONTHLY BUDGET DA
MONTH START END TOTAL EXPENSES
March 1-Mar-2023 31-Mar-2023 ₱0.00

INCOME Savings & Investments

CATEGORY PAYDAY AMOUNT Needs ACTUAL ALLOCATION SUMMARY
Income 1 Wants
Income 2 Unallocated/ Overspent
Income 3 Savings
Income 4
Needs
Income 5
Wants
Income 6
Income 7 Unalloca
Income 8
Income 9
Income 10
TOTAL ₱ -

SAVINGS & INVESTMENTS NEEDS

CATEGORY BUDGET ACTUAL CATEGORY DUE
Savings & Investments 1 ₱ - Needs 1
Savings & Investments 2 ₱ - Needs 2
Savings & Investments 3 ₱ - Needs 3
Savings & Investments 4 ₱ - Needs 4
Savings & Investments 5 ₱ - Needs 5
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
TOTAL ₱ - ₱ - TOTAL
 BUDGET DASHBOARD
TOTAL EXPENSES UNALLOCATED/OVERSPENT
₱0.00 ₱0.00

#DIV/0! Budget Actual

TUAL ALLOCATION SUMMARY
#DIV/0! Savings & InvestmentsCASH FLOW₱ SUMMARY - ₱ -
#DIV/0! Needs ₱ - ₱ -
#DIV/0! Wants
Savings & Investments ₱ - ₱ -
Savings & Investments
Needs Actual
Wants Needs Budget
Unallocated/ Overspent

Wants

₱- ₱0.20 ₱0.40 ₱0.60 ₱0.80 ₱1.00

NEEDS WANTS
BUDGET ACTUAL CATEGORY DUE BUDGET ACTUAL
₱ - Wants 1 ₱ -
₱ - Wants 2 ₱ -
₱ - Wants 3 ₱ -
₱ - Wants 4 ₱ -
₱ - Wants 5 ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ - TOTAL ₱ - ₱ -
Actual
Budget
 MONTHLY BUDGET DA
MONTH START END TOTAL EXPENSES
April 1-Apr-2023 30-Apr-2023 ₱0.00

INCOME Savings & Investments

CATEGORY PAYDAY AMOUNT Needs ACTUAL ALLOCATION SUMMARY
Income 1 Wants
Income 2 Unallocated/ Overspent
Income 3 Savings
Income 4
Needs
Income 5
Wants
Income 6
Income 7 Unalloca
Income 8
Income 9
Income 10
TOTAL ₱ -

SAVINGS & INVESTMENTS NEEDS

CATEGORY BUDGET ACTUAL CATEGORY DUE
Savings & Investments 1 ₱ - Needs 1
Savings & Investments 2 ₱ - Needs 2
Savings & Investments 3 ₱ - Needs 3
Savings & Investments 4 ₱ - Needs 4
Savings & Investments 5 ₱ - Needs 5
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
TOTAL ₱ - ₱ - TOTAL
 BUDGET DASHBOARD
TOTAL EXPENSES UNALLOCATED/OVERSPENT
₱0.00 ₱0.00

#DIV/0! Budget Actual

TUAL ALLOCATION SUMMARY
#DIV/0! Savings & InvestmentsCASH FLOW₱ SUMMARY - ₱ -
#DIV/0! Needs ₱ - ₱ -
#DIV/0! Wants
Savings & Investments ₱ - ₱ -
Savings & Investments
Needs Actual
Wants Needs Budget
Unallocated/ Overspent

Wants

₱- ₱0.20 ₱0.40 ₱0.60 ₱0.80 ₱1.00

NEEDS WANTS
BUDGET ACTUAL CATEGORY DUE BUDGET ACTUAL
₱ - Wants 1 ₱ -
₱ - Wants 2 ₱ -
₱ - Wants 3 ₱ -
₱ - Wants 4 ₱ -
₱ - Wants 5 ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ - TOTAL ₱ - ₱ -
Actual
Budget
 MONTHLY BUDGET DA
MONTH START END TOTAL EXPENSES
May 1-May-2023 31-May-2023 ₱0.00

INCOME Savings & Investments

CATEGORY PAYDAY AMOUNT Needs ACTUAL ALLOCATION SUMMARY
Income 1 Wants
Income 2 Unallocated/ Overspent
Income 3 Savings
Income 4
Needs
Income 5
Wants
Income 6
Income 7 Unalloca
Income 8
Income 9
Income 10
TOTAL ₱ -

SAVINGS & INVESTMENTS NEEDS

CATEGORY BUDGET ACTUAL CATEGORY DUE
Savings & Investments 1 ₱ - Needs 1
Savings & Investments 2 ₱ - Needs 2
Savings & Investments 3 ₱ - Needs 3
Savings & Investments 4 ₱ - Needs 4
Savings & Investments 5 ₱ - Needs 5
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
TOTAL ₱ - ₱ - TOTAL
 BUDGET DASHBOARD
TOTAL EXPENSES UNALLOCATED/OVERSPENT
₱0.00 ₱0.00

#DIV/0! Budget Actual

TUAL ALLOCATION SUMMARY
#DIV/0! Savings & InvestmentsCASH FLOW₱ SUMMARY - ₱ -
#DIV/0! Needs ₱ - ₱ -
#DIV/0! Wants
Savings & Investments ₱ - ₱ -
Savings & Investments
Needs Actual
Wants Needs Budget
Unallocated/ Overspent

Wants

₱- ₱0.20 ₱0.40 ₱0.60 ₱0.80 ₱1.00

NEEDS WANTS
BUDGET ACTUAL CATEGORY DUE BUDGET ACTUAL
₱ - Wants 1 ₱ -
₱ - Wants 2 ₱ -
₱ - Wants 3 ₱ -
₱ - Wants 4 ₱ -
₱ - Wants 5 ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ - TOTAL ₱ - ₱ -
Actual
Budget
 MONTHLY BUDGET DA
MONTH START END TOTAL EXPENSES
June 1-Jun-2023 30-Jun-2023 ₱0.00

INCOME Savings & Investments

CATEGORY PAYDAY AMOUNT Needs ACTUAL ALLOCATION SUMMARY
Income 1 Wants
Income 2 Unallocated/ Overspent
Income 3 Savings
Income 4
Needs
Income 5
Wants
Income 6
Income 7 Unalloca
Income 8
Income 9
Income 10
TOTAL ₱ -

SAVINGS & INVESTMENTS NEEDS

CATEGORY BUDGET ACTUAL CATEGORY DUE
Savings & Investments 1 ₱ - Needs 1
Savings & Investments 2 ₱ - Needs 2
Savings & Investments 3 ₱ - Needs 3
Savings & Investments 4 ₱ - Needs 4
Savings & Investments 5 ₱ - Needs 5
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
TOTAL ₱ - ₱ - TOTAL
 BUDGET DASHBOARD
TOTAL EXPENSES UNALLOCATED/OVERSPENT
₱0.00 ₱0.00

#DIV/0! Budget Actual

TUAL ALLOCATION SUMMARY
#DIV/0! Savings & InvestmentsCASH FLOW₱ SUMMARY - ₱ -
#DIV/0! Needs ₱ - ₱ -
#DIV/0! Wants
Savings & Investments ₱ - ₱ -
Savings & Investments
Needs Actual
Wants Needs Budget
Unallocated/ Overspent

Wants

₱- ₱0.20 ₱0.40 ₱0.60 ₱0.80 ₱1.00

NEEDS WANTS
BUDGET ACTUAL CATEGORY DUE BUDGET ACTUAL
₱ - Wants 1 ₱ -
₱ - Wants 2 ₱ -
₱ - Wants 3 ₱ -
₱ - Wants 4 ₱ -
₱ - Wants 5 ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ - TOTAL ₱ - ₱ -
Actual
Budget
 MONTHLY BUDGET DA
MONTH START END TOTAL EXPENSES
July 1-Jul-2023 31-Jul-2023 ₱0.00

INCOME Savings & Investments

CATEGORY PAYDAY AMOUNT Needs ACTUAL ALLOCATION SUMMARY
Income 1 Wants
Income 2 Unallocated/ Overspent
Income 3 Savings
Income 4
Needs
Income 5
Wants
Income 6
Income 7 Unalloca
Income 8
Income 9
Income 10
TOTAL ₱ -

SAVINGS & INVESTMENTS NEEDS

CATEGORY BUDGET ACTUAL CATEGORY DUE
Savings & Investments 1 ₱ - Needs 1
Savings & Investments 2 ₱ - Needs 2
Savings & Investments 3 ₱ - Needs 3
Savings & Investments 4 ₱ - Needs 4
Savings & Investments 5 ₱ - Needs 5
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
TOTAL ₱ - ₱ - TOTAL
 BUDGET DASHBOARD
TOTAL EXPENSES UNALLOCATED/OVERSPENT
₱0.00 ₱0.00

#DIV/0! Budget Actual

TUAL ALLOCATION SUMMARY
#DIV/0! Savings & InvestmentsCASH FLOW₱ SUMMARY - ₱ -
#DIV/0! Needs ₱ - ₱ -
#DIV/0! Wants
Savings & Investments ₱ - ₱ -
Savings & Investments
Needs Actual
Wants Needs Budget
Unallocated/ Overspent

Wants

₱- ₱0.20 ₱0.40 ₱0.60 ₱0.80 ₱1.00

NEEDS WANTS
BUDGET ACTUAL CATEGORY DUE BUDGET ACTUAL
₱ - Wants 1 ₱ -
₱ - Wants 2 ₱ -
₱ - Wants 3 ₱ -
₱ - Wants 4 ₱ -
₱ - Wants 5 ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ - TOTAL ₱ - ₱ -
Actual
Budget
 MONTHLY BUDGET DA
MONTH START END TOTAL EXPENSES
August 1-Aug-2023 31-Aug-2023 ₱0.00

INCOME Savings & Investments

CATEGORY PAYDAY AMOUNT Needs ACTUAL ALLOCATION SUMMARY
Income 1 Wants
Income 2 Unallocated/ Overspent
Income 3 Savings
Income 4
Needs
Income 5
Wants
Income 6
Income 7 Unalloca
Income 8
Income 9
Income 10
TOTAL ₱ -

SAVINGS & INVESTMENTS NEEDS

CATEGORY BUDGET ACTUAL CATEGORY DUE
Savings & Investments 1 ₱ - Needs 1
Savings & Investments 2 ₱ - Needs 2
Savings & Investments 3 ₱ - Needs 3
Savings & Investments 4 ₱ - Needs 4
Savings & Investments 5 ₱ - Needs 5
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
TOTAL ₱ - ₱ - TOTAL
 BUDGET DASHBOARD
TOTAL EXPENSES UNALLOCATED/OVERSPENT
₱0.00 ₱0.00

#DIV/0! Budget Actual

TUAL ALLOCATION SUMMARY
#DIV/0! Savings & InvestmentsCASH FLOW₱ SUMMARY - ₱ -
#DIV/0! Needs ₱ - ₱ -
#DIV/0! Wants
Savings & Investments ₱ - ₱ -
Savings & Investments
Needs Actual
Wants Needs Budget
Unallocated/ Overspent

Wants

₱- ₱0.20 ₱0.40 ₱0.60 ₱0.80 ₱1.00

NEEDS WANTS
BUDGET ACTUAL CATEGORY DUE BUDGET ACTUAL
₱ - Wants 1 ₱ -
₱ - Wants 2 ₱ -
₱ - Wants 3 ₱ -
₱ - Wants 4 ₱ -
₱ - Wants 5 ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ - TOTAL ₱ - ₱ -
Actual
Budget
 MONTHLY BUDGET DA
MONTH START END TOTAL EXPENSES
September 1-Sep-2023 30-Sep-2023 ₱0.00

INCOME Savings & Investments

CATEGORY PAYDAY AMOUNT Needs ACTUAL ALLOCATION SUMMARY
Income 1 Wants
Income 2 Unallocated/ Overspent
Income 3 Savings
Income 4
Needs
Income 5
Wants
Income 6
Income 7 Unalloca
Income 8
Income 9
Income 10
TOTAL ₱ -

SAVINGS & INVESTMENTS NEEDS

CATEGORY BUDGET ACTUAL CATEGORY DUE
Savings & Investments 1 ₱ - Needs 1
Savings & Investments 2 ₱ - Needs 2
Savings & Investments 3 ₱ - Needs 3
Savings & Investments 4 ₱ - Needs 4
Savings & Investments 5 ₱ - Needs 5
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
TOTAL ₱ - ₱ - TOTAL
 BUDGET DASHBOARD
TOTAL EXPENSES UNALLOCATED/OVERSPENT
₱0.00 ₱0.00

#DIV/0! Budget Actual

TUAL ALLOCATION SUMMARY
#DIV/0! Savings & InvestmentsCASH FLOW₱ SUMMARY - ₱ -
#DIV/0! Needs ₱ - ₱ -
#DIV/0! Wants
Savings & Investments ₱ - ₱ -
Savings & Investments
Needs Actual
Wants Needs Budget
Unallocated/ Overspent

Wants

₱- ₱0.20 ₱0.40 ₱0.60 ₱0.80 ₱1.00

NEEDS WANTS
BUDGET ACTUAL CATEGORY DUE BUDGET ACTUAL
₱ - Wants 1 ₱ -
₱ - Wants 2 ₱ -
₱ - Wants 3 ₱ -
₱ - Wants 4 ₱ -
₱ - Wants 5 ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ - TOTAL ₱ - ₱ -
Actual
Budget
 MONTHLY BUDGET DA
MONTH START END TOTAL EXPENSES
October 1-Oct-2023 31-Oct-2023 ₱0.00

INCOME Savings & Investments

CATEGORY PAYDAY AMOUNT Needs ACTUAL ALLOCATION SUMMARY
Income 1 Wants
Income 2 Unallocated/ Overspent
Income 3 Savings
Income 4
Needs
Income 5
Wants
Income 6
Income 7 Unalloca
Income 8
Income 9
Income 10
TOTAL ₱ -

SAVINGS & INVESTMENTS NEEDS

CATEGORY BUDGET ACTUAL CATEGORY DUE
Savings & Investments 1 ₱ - Needs 1
Savings & Investments 2 ₱ - Needs 2
Savings & Investments 3 ₱ - Needs 3
Savings & Investments 4 ₱ - Needs 4
Savings & Investments 5 ₱ - Needs 5
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
TOTAL ₱ - ₱ - TOTAL
 BUDGET DASHBOARD
TOTAL EXPENSES UNALLOCATED/OVERSPENT
₱0.00 ₱0.00

#DIV/0! Budget Actual

TUAL ALLOCATION SUMMARY
#DIV/0! Savings & InvestmentsCASH FLOW₱ SUMMARY - ₱ -
#DIV/0! Needs ₱ - ₱ -
#DIV/0! Wants
Savings & Investments ₱ - ₱ -
Savings & Investments
Needs Actual
Wants Needs Budget
Unallocated/ Overspent

Wants

₱- ₱0.20 ₱0.40 ₱0.60 ₱0.80 ₱1.00

NEEDS WANTS
BUDGET ACTUAL CATEGORY DUE BUDGET ACTUAL
₱ - Wants 1 ₱ -
₱ - Wants 2 ₱ -
₱ - Wants 3 ₱ -
₱ - Wants 4 ₱ -
₱ - Wants 5 ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ - TOTAL ₱ - ₱ -
Actual
Budget
 MONTHLY BUDGET DA
MONTH START END TOTAL EXPENSES
November 1-Nov-2023 30-Nov-2023 ₱0.00

INCOME Savings & Investments

CATEGORY PAYDAY AMOUNT Needs ACTUAL ALLOCATION SUMMARY
Income 1 Wants
Income 2 Unallocated/ Overspent
Income 3 Savings
Income 4
Needs
Income 5
Wants
Income 6
Income 7 Unalloca
Income 8
Income 9
Income 10
TOTAL ₱ -

SAVINGS & INVESTMENTS NEEDS

CATEGORY BUDGET ACTUAL CATEGORY DUE
Savings & Investments 1 ₱ - Needs 1
Savings & Investments 2 ₱ - Needs 2
Savings & Investments 3 ₱ - Needs 3
Savings & Investments 4 ₱ - Needs 4
Savings & Investments 5 ₱ - Needs 5
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
TOTAL ₱ - ₱ - TOTAL
 BUDGET DASHBOARD
TOTAL EXPENSES UNALLOCATED/OVERSPENT
₱0.00 ₱0.00

#DIV/0! Budget Actual

TUAL ALLOCATION SUMMARY
#DIV/0! Savings & InvestmentsCASH FLOW₱ SUMMARY - ₱ -
#DIV/0! Needs ₱ - ₱ -
#DIV/0! Wants
Savings & Investments ₱ - ₱ -
Savings & Investments
Needs Actual
Wants Needs Budget
Unallocated/ Overspent

Wants

₱- ₱0.20 ₱0.40 ₱0.60 ₱0.80 ₱1.00

NEEDS WANTS
BUDGET ACTUAL CATEGORY DUE BUDGET ACTUAL
₱ - Wants 1 ₱ -
₱ - Wants 2 ₱ -
₱ - Wants 3 ₱ -
₱ - Wants 4 ₱ -
₱ - Wants 5 ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ - TOTAL ₱ - ₱ -
Actual
Budget
 MONTHLY BUDGET DA
MONTH START END TOTAL EXPENSES
December 1-Dec-2023 31-Dec-2023 ₱0.00

INCOME Savings & Investments

CATEGORY PAYDAY AMOUNT Needs ACTUAL ALLOCATION SUMMARY
Income 1 Wants
Income 2 Unallocated/ Overspent
Income 3 Savings
Income 4
Needs
Income 5
Wants
Income 6
Income 7 Unalloca
Income 8
Income 9
Income 10
TOTAL ₱ -

SAVINGS & INVESTMENTS NEEDS

CATEGORY BUDGET ACTUAL CATEGORY DUE
Savings & Investments 1 ₱ - Needs 1
Savings & Investments 2 ₱ - Needs 2
Savings & Investments 3 ₱ - Needs 3
Savings & Investments 4 ₱ - Needs 4
Savings & Investments 5 ₱ - Needs 5
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
₱ -
TOTAL ₱ - ₱ - TOTAL
 BUDGET DASHBOARD
TOTAL EXPENSES UNALLOCATED/OVERSPENT
₱0.00 ₱0.00

#DIV/0! Budget Actual

TUAL ALLOCATION SUMMARY
#DIV/0! Savings & InvestmentsCASH FLOW₱ SUMMARY - ₱ -
#DIV/0! Needs ₱ - ₱ -
#DIV/0! Wants
Savings & Investments ₱ - ₱ -
Savings & Investments
Needs Actual
Wants Needs Budget
Unallocated/ Overspent

Wants

₱- ₱0.20 ₱0.40 ₱0.60 ₱0.80 ₱1.00

NEEDS WANTS
BUDGET ACTUAL CATEGORY DUE BUDGET ACTUAL
₱ - Wants 1 ₱ -
₱ - Wants 2 ₱ -
₱ - Wants 3 ₱ -
₱ - Wants 4 ₱ -
₱ - Wants 5 ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ -
₱ - ₱ - TOTAL ₱ - ₱ -
Actual
Budget