Simple Budget Worksheet

How much can I save? Where do I want to put my savings?

Income
15%
$3,450.00 Savings 40% $160
40%
Total Expenses Emergency 25% $100 20% $400

$3,050.00 Debt Payoff 20% $80

25%
Total Savings Other Goals 15% $60

$400.00 Total 100% $400 Savings Emergency

Debt Payoff Other Goals

What are my expenses?

description amount
Car $300.00
Rent $1,200.00
Utilities $100.00
School Debt $200.00
Credit Cards $500.00
Groceries $400.00
Other $350.00
Total Expenses $3,050.00
HELP
Instructions

1) Decide whether the worksheet is going to represent a week, month, or two-period

period. You may want this to match your pay period.

2) Enter your Income in cell C4

3) List your expense categories in the table

4) Enter the amount you will budget for each expense category

5) Assuming you have money left over, choose how to divide up your savings. Fill in
the % you would like to put towards each savings category (totaling 100%). You
can change the labels for the savings categories.

When you are ready for something more advanced, visit Vertex42.com to find more
budget spreadsheets and tools.