Excel Personal Budgeting

Get 10% OFF our course using coupon code EMAIL10

Get Our Complete Finance & Valuation Course

Made by Kenji Explains / Career Principles

Note
All content is copyright material of Kenji Explains / Career Principles
This Excel model may not be reproduced or distributed by any means, including printing,
screencapturing, or any other method without the prior permission of the publisher.
Personal Finance Tracker
Figures in USD January February March April May June July August September
Income:
Base Salary
Bonus
Side Hustle
Investments
Total Income
MoM % growth

Expenses:
Rent
Utilities
Transport
Groceries
Leisure
Other
Total Expenses
MoM % growth

Savings
MoM % growth

Income Breakdown Expenses Breakdown

Rent
Base Salary Utilities
Bonus Transport
Side Hustle Groceries
Investments Leisure
Other
 Rent
Base Salary Utilities
Bonus Transport
Side Hustle Groceries
Investments Leisure
Other
October November December YTD Total
Actual Income & Expenses

Date Month Category Description Amount Categories

1-Jan January Rent Apartment split with friend 1,250 Base Salary
1-Jan January Utilities Higher month than usual 140 Bonus
1-Jan January Transport Metro card 52 Side Hustle
8-Jan January Groceries Walmart shopping 449 Investments
11-Jan January Leisure Hotel in NYC 245 Rent
12-Jan January Leisure Dinner with friends (invited my partner) 168 Utilities
12-Jan January Leisure Drake concert 149 Transport
14-Jan January Other Bought new clothes 249 Groceries
31-Jan January Bonus Commissions from each sale 850 Leisure
31-Jan January Base Salary 9-5 job 3,500 Other
31-Jan January Side Hustle Startup idea $ 199
1-Feb February Rent Apartment split with friend 1,250
1-Feb February Utilities Average month 105
1-Feb February Transport Metro card 52
8-Feb February Groceries Walmart shopping 305
11-Feb February Leisure Drinks out 28
12-Feb February Leisure Date night 99
12-Feb February Leisure Tennis x2 67
14-Feb February Other Snacks 18
28-Feb February Bonus Commissions from each sale 1,025
28-Feb February Base Salary 9-5 job 3,500
28-Feb February Side Hustle Startup idea $ 228
28-Feb February Investments Stock Dividends 195
1-Mar March Rent Apartment split with friend 1,250
1-Mar March Utilities Average month 110
1-Mar March Transport Metro card 52
8-Mar March Groceries Walmart shopping 208
11-Mar March Leisure Lunch out x4 188
12-Mar March Leisure Dinner with friends x2 168
12-Mar March Leisure Exercise 49
14-Mar March Other Bought new clothes 199
28-Mar March Bonus Commissions from each sale 999
28-Mar March Base Salary 9-5 job 3,500
28-Mar March Investments Stock Dividends 299
28-Mar March Side Hustle Startup idea $ 59
1-Apr April Rent Apartment split with friend 1,250
1-Apr April Utilities Higher month than usual 140
1-Apr April Transport Metro card 52
8-Apr April Groceries Walmart shopping 449
8-Apr April Investments Stock Dividends 359
11-Apr April Leisure Travel back home 245
12-Apr April Leisure Dinner with friends (invited my partner) 168
12-Apr April Leisure Disco & drinks 49
14-Apr April Other Bought new clothes 249
28-Apr April Bonus Commissions from each sale 1,243
28-Apr April Base Salary 9-5 job 3,500
28-Apr April Side Hustle Startup idea $ 258
1-May May Rent Apartment split with friend 1,250
1-May May Utilities Higher month than usual 152
1-May May Transport Metro card 52
8-May May Groceries Walmart shopping 449
11-May May Leisure Hotel in NYC 245
12-May May Leisure Dinner with friends (invited my partner) 168
12-May May Leisure NBA game 233
14-May May Other Bought new clothes 249
28-May May Bonus Commissions from each sale 1,450
28-May May Base Salary 9-5 job 3,500
28-May May Side Hustle Startup idea $ 366
29-May May Side Hustle Lemonade 1,000
1-Jun June Rent Apartment split with friend 1,250
1-Jun June Utilities Higher month than usual 152
1-Jun June Transport Metro card 52
8-Jun June Groceries Walmart shopping 560
11-Jun June Leisure Hotel in Dallas 280
12-Jun June Leisure Dinner with friends (invited my partner) 250
12-Jun June Leisure Music concert 99
30-Jun June Bonus Commissions from each sale 2,232
30-Jun June Base Salary 9-5 job 3,500
30-Jun June Side Hustle Startup idea $ 199
30-Jun June Investments Startup idea $ 250
1-Jul July Utilities Average month 110
1-Jul July Transport Metro card 45
1-Jul July Rent Apartment split with friend 1,250
11-Jul July Groceries Walmart shopping 208
11-Jul July Leisure Lunch out x4 245
11-Jul July Leisure Exercise 49
13-Jul July Other Bought new clothes 399
28-Jul July Bonus Commissions from each sale 2,231
28-Jul July Base Salary 9-5 job 3,500
28-Jul July Investments Stock Dividends 215
28-Jul July Side Hustle Startup idea $ 59
1-Aug August Utilities Average month 110
1-Aug August Rent Apartment split with friend 1,250
1-Aug August Transport Metro card 52
1-Aug August Groceries Walmart shopping 208
16-Aug August Leisure Spa 147
16-Aug August Other New Shoes 149
16-Aug August Bonus Commissions from each sale 2,300
28-Aug August Base Salary 9-5 job 3,500
28-Aug August Investments Stock Dividends 350
28-Aug August Side Hustle Startup idea $ 25