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Personal Budget Overview and Analysis

This document contains a personal budget for an individual with $182,400 in annual wages from which $96,000 is deducted for car savings. The total annual revenue is $86,400. Expenses include $820 for home costs, $18,000 for groceries, $6,620 for transportation such as car maintenance and registration, $2,700 for internet entertainment, and no costs listed for health, vacations, recreation or dues/subscriptions.

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Antonio De Jesus Gonzalez Benavidez
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35 views3 pages

Personal Budget Overview and Analysis

This document contains a personal budget for an individual with $182,400 in annual wages from which $96,000 is deducted for car savings. The total annual revenue is $86,400. Expenses include $820 for home costs, $18,000 for groceries, $6,620 for transportation such as car maintenance and registration, $2,700 for internet entertainment, and no costs listed for health, vacations, recreation or dues/subscriptions.

Uploaded by

Antonio De Jesus Gonzalez Benavidez
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

REVENUE

INCOME JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR SPARKLINE
Wages $15,200.00 $15,200.00 $15,200.00 $15,200.00 $15,200.00 $15,200.00 $15,200.00 $15,200.00 $15,200.00 $15,200.00 $15,200.00 $15,200.00 $182,400.00
Ahorro carro -$8,000.00 -$8,000.00 -$8,000.00 -$8,000.00 -$8,000.00 -$8,000.00 -$8,000.00 -$8,000.00 -$8,000.00 -$8,000.00 -$8,000.00 -$8,000.00 -$96,000.00
Miscellaneous $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Total $7,200.00 $7,200.00 $7,200.00 $7,200.00 $7,200.00 $7,200.00 $7,200.00 $7,200.00 $7,200.00 $7,200.00 $7,200.00 $7,200.00 $86,400.00

EXPENSES

HOME JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
Agua $100.00 $100.00
Luz $400.00 $400.00
Gas $0.00 $0.00
Agua natural $320.00 $320.00
$0.00
Total $820.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $820.00

DAILY LIVING JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
Mercado $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $18,000.00
$0.00
$0.00
$0.00
$0.00
$0.00
Total $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $18,000.00

TRANSPORTATION JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
Gas/fuel $0.00 $0.00 $0.00
Mtto Carro $4,820.00 $0.00 $4,820.00
Placas $1,800.00 $0.00 $1,800.00
$0.00
$0.00
$0.00
Total $6,620.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $6,620.00

ENTERTAINMENT JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
Internet $225.00 $225.00 $225.00 $225.00 $225.00 $225.00 $225.00 $225.00 $225.00 $225.00 $225.00 $225.00 $2,700.00
$0.00
$0.00
$0.00
Total $225.00 $225.00 $225.00 $225.00 $225.00 $225.00 $225.00 $225.00 $225.00 $225.00 $225.00 $225.00 $2,700.00

HEALTH JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
Health club dues $0.00
Insurance $0.00
Prescriptions $0.00
Over-the-counter drugs $0.00
Co-payments/out-of-pocket $0.00
Veterinarians/pet medicines $0.00
Life insurance $0.00
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

VACATIONS JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
Plane fare $0.00
Accommodations $0.00
Food $0.00
Souvenirs $0.00
Pet boarding $0.00
Rental car $0.00
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

RECREATION JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
Gym fees $0.00
Sports equipment $0.00
Team dues $0.00
Toys/child gear $0.00
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

DUES/SUBSCRIPTION JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
Magazines $0.00
Newspapers $0.00
Internet connection $0.00
Public radio $0.00
Public television $0.00
Religious organizations $0.00
Charity $0.00
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

PERSONAL JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
Clothing $0.00
Gifts $0.00
Salon/barber $0.00
Books $0.00
Music (CDs, etc.) $0.00
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

FINANCIAL OBLIGATIONS JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
Long-term savings $0.00
Retirement (401k, Roth IRA) $0.00
Credit card payments $0.00
Income tax (additional) $0.00
Other obligations $0.00
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

MISC PAYMENTS JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
Silla $1,800.00 $1,800.00 $3,600.00
Home Depot $480.00 $480.00 $960.00
Mouse/pad $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $4,800.00
Other $0.00
Other $0.00
Total $2,680.00 $2,680.00 $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $9,360.00

TOTALS JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
Total expenses $11,845.00 $4,405.00 $2,125.00 $2,125.00 $2,125.00 $2,125.00 $2,125.00 $2,125.00 $2,125.00 $2,125.00 $2,125.00 $2,125.00 $37,500.00
Cash short/extra -$4,645.00 $4,405.00 $5,075.00 $5,075.00 $5,075.00 $5,075.00 $5,075.00 $5,075.00 $5,075.00 $5,075.00 $5,075.00 $5,075.00 $48,900.00

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