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Personal Budget Analysis for Sandra

The document outlines Sandra's personal budget for January through June, including her monthly income from wages and other sources, expenses categorized by home, daily living, transportation, entertainment, health, vacations, personal items, and financial obligations. It shows that her monthly income exceeds expenses, leaving a cash surplus each month that could be allocated to savings or emergencies.

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34 views2 pages

Personal Budget Analysis for Sandra

The document outlines Sandra's personal budget for January through June, including her monthly income from wages and other sources, expenses categorized by home, daily living, transportation, entertainment, health, vacations, personal items, and financial obligations. It shows that her monthly income exceeds expenses, leaving a cash surplus each month that could be allocated to savings or emergencies.

Uploaded by

zulegaby1409
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd

PERSONAL BUDGET (Class practice Sandra's case) Zuleyka G.

REVENUE

INCOME JAN FEB MAR APR MAY JUN


Wages $800.00 $800.00 $800.00 $800.00 $800.00 $800.00
Other sources of income $0.00 $80.00 $150.00 $80.00 $0.00 $150.00
Total $800.00 $880.00 $950.00 $880.00 $800.00 $950.00

EXPENSES

HOME JAN FEB MAR APR MAY JUN


Rent/mortgage $200.00 $200.00 $200.00 $150.00 $150.00 $200.00
Cell phone carrier $30.00 $30.00 $25.00 $30.00 $25.00 $30.00
Utilities Electricity/water/internet) $90.00 $90.00 $70.00 $70.00 $75.00 $74.00
Total $320.00 $320.00 $295.00 $250.00 $250.00 $304.00

DAILY LIVING JAN FEB MAR APR MAY JUN


Groceries $180.00 $200.00 $145.00 $200.00 $100.00 $140.00
Dining out $0.00 $30.00 $40.00 $40.00 $30.00 $30.00
Total $180.00 $230.00 $185.00 $240.00 $130.00 $170.00

TRANSPORTATION JAN FEB MAR APR MAY JUN


Gas/fuel $50.00 $50.00 $50.00 $40.00 $30.00 $30.00
Taxi service/ parking fees $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Total $50.00 $50.00 $50.00 $40.00 $30.00 $30.00

ENTERTAINMENT JAN FEB MAR APR MAY JUN


Streaming services $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Concerts/clubs $0.00 $0.00 $0.00 $40.00 $0.00 $0.00
Total $0.00 $0.00 $0.00 $40.00 $0.00 $0.00
HEALTH JAN FEB MAR APR MAY JUN
Over-the-counter drugs $0.00 $10.00 $9.00 $5.00 $5.00 $5.00
Veterinarians/pet medicines $0.00 $0.00 $25.00 $30.00 $25.00 $0.00
Total $0.00 $10.00 $34.00 $35.00 $30.00 $5.00

VACATIONS JAN FEB MAR APR MAY JUN


Plane fare/ accomodations $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Total

PERSONAL JAN FEB MAR APR MAY JUN


Clothing $0.00 $10.00 $29.00 $0.00 $0.00
Gifts $0.00 $0.00 $0.00 $0.00 $0.00
Personal care $0.00 $0.00 $0.00 $0.00 $0.00
Total $0.00 $10.00 $29.00 $0.00 $0.00 $0.00

FINANCIAL OBLIGATIONS JAN FEB MAR APR MAY JUN


Credit card payments $150.00 $150.00 $200.00 $150.00 $150.00 $150.00
Taxes $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Other obligations $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Total $150.00 $150.00 $200.00 $150.00 $150.00 $150.00

TOTALS JAN FEB MAR APR MAY JUN


Total expenses $700.00 $770.00 $793.00 $755.00 $590.00 $553.00
Cash short/extra $100.00 $110.00 $157.00 $125.00 $210.00 $397.00
Savings $100.00 $100.00 $100.00 $100.00 $100.00 $100.00
Emergency

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