A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | |
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2 | HOUSEHOLD BUDGET TEMPLATE | https://www.smartsheet.com/try-it?trp=11332&utm_source=integrated+content&utm_campaign=/content/monthly-budget-template-google-sheets&utm_medium=Household+Budget+google+sheets+11332&lpa=Household+Budget+google+sheets+11332&lx=PFpZZjisDNTS-Ddigi3MyABAgeTPLDIL8TQRu558b7w | |||||||||||||
3 | Summary data populates automatically; do not alter. | MONTHLY | YEARLY | PERCENTAGE | MONTHLY BUDGET | YEARLY AMOUNT | MONTHLY BUDGET | YEARLY AMOUNT | |||||||
4 | Complete YELLOW fields only | Complete YELLOW fields only | |||||||||||||
5 | BUDGET SUMMARY | NECESSARY EXPENSES | DISCRETIONARY EXPENSES | ||||||||||||
6 | |||||||||||||||
7 | TOTAL INCOME | 0.00 | 0.00 | Mortgage / Rent | 0.00 | Dining Out | 0.00 | ||||||||
8 | TOTAL NECESSARY EXPENSES | 0.00 | 0.00 | Second Mortgage | 0.00 | Concerts / Plays | 0.00 | ||||||||
9 | DISCRETIONARY INCOME | 0.00 | 0.00 | Electricity | 0.00 | Sports | 0.00 | ||||||||
10 | INVESTMENT EXPENSES | 0.00 | 0.00 | Gas / Oil | 0.00 | Outdoor Recreation | 0.00 | ||||||||
11 | DISCRET INC LESS INVESTMENTS | 0.00 | 0.00 | Water / Sewer | 0.00 | Other Entertainment | 0.00 | ||||||||
12 | DISCRETIONARY EXPENSES | 0.00 | 0.00 | Trash | 0.00 | Gym Membership | 0.00 | ||||||||
13 | Phone 1 | 0.00 | Additional Clothing | 0.00 | |||||||||||
14 | AMOUNT REMAINING to invest or save | Phone 2 | 0.00 | Additional Food | 0.00 | ||||||||||
15 | 0.00 | 0.00 | Cable / Satellite | 0.00 | Home Improvement | 0.00 | |||||||||
16 | PERCENTAGE SHOULD BE AT LEAST 5%, IDEALLY HIGHER | Internet | 0.00 | Home Security | 0.00 | ||||||||||
17 | Furnishing / Appliances | 0.00 | Lawn / Garden | 0.00 | |||||||||||
18 | MONTHLY BUDGET | YEARLY AMOUNT | Maintenance / Improvements | 0.00 | Pet Boarding | 0.00 | |||||||||
19 | Complete TELLOW fields only | Auto Payments | 0.00 | Beer / Alcohol | 0.00 | ||||||||||
20 | INCOME | Auto Fuel | 0.00 | Tobacco | 0.00 | ||||||||||
21 | Auto Maintenance / Repairs | 0.00 | Other Monthly Expense | 0.00 | |||||||||||
22 | Salary / Wages 1 | 0.00 | Parking / Tolls | 0.00 | Other Monthly Expense | 0.00 | |||||||||
23 | Salary / Wages 2 | 0.00 | Public Transporation | 0.00 | Travel / Vacation | 0.00 | |||||||||
24 | Spousal Support | 0.00 | Dry Cleaning | 0.00 | Other Yearly Expense | 0.00 | |||||||||
25 | Child Support | 0.00 | Laundry | 0.00 | Other Yearly Expense | 0.00 | |||||||||
26 | Pension | 0.00 | Clothing | 0.00 | 0.00 | 0.00 | |||||||||
27 | Social Security | 0.00 | Groceries / Food | 0.00 | |||||||||||
28 | Severance | 0.00 | Home Supplies | 0.00 | INVESTMENT EXPENSES - FIXED | ||||||||||
29 | Investment | 0.00 | Child / Baby | 0.00 | |||||||||||
30 | Investment - Real Estate | 0.00 | Outside Childcare (daycare, etc.) | 0.00 | Employee Stock Plans 1 | 0.00 | |||||||||
31 | Business | 0.00 | Other Dependents | 0.00 | Employee Stock Plans 2 | 0.00 | |||||||||
32 | Other | 0.00 | Student Loans | 0.00 | Brokerage Deposits | 0.00 | |||||||||
33 | Other | 0.00 | Payroll Taxes | 0.00 | 401K Deposits | 0.00 | |||||||||
34 | Other | 0.00 | Other Income Deductions | 0.00 | Other Monthly Spending | 0.00 | |||||||||
35 | Healthcare / Insurance | 0.00 | Other Monthly Spending | 0.00 | |||||||||||
36 | TOTAL | 0.00 | 0.00 | Dental Care / Insurance | 0.00 | IRA Deposit | 0.00 | ||||||||
37 | Vision Care / Insurance | 0.00 | Other Yearly Spending | 0.00 | |||||||||||
38 | Life Insurance | 0.00 | Other Yearly Spending | 0.00 | |||||||||||
39 | Investment - Real Estate Expenses | 0.00 | 0.00 | 0.00 | |||||||||||
40 | Business Income Expenses | 0.00 | |||||||||||||
41 | Medicine / Prescriptions | 0.00 | TOTAL ALL EXPENSES | 0.00 | 0.00 | ||||||||||
42 | Veterinarian | 0.00 | |||||||||||||
43 | Other Monthly Expense | 0.00 | |||||||||||||
44 | Other Monthly Expense | 0.00 | |||||||||||||
45 | Auto Insurance | 0.00 | |||||||||||||
46 | Auto Registration / License | 0.00 | |||||||||||||
47 | Home / Rental Insurance | 0.00 | |||||||||||||
48 | Homeowners Assoc. Fees | 0.00 | |||||||||||||
49 | Property Taxes | 0.00 | |||||||||||||
50 | School Taxes | 0.00 | |||||||||||||
51 | Other Yearly Expense | 0.00 | |||||||||||||
52 | Other Yearly Expense | 0.00 | |||||||||||||
53 | 0.00 | 0.00 | |||||||||||||
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55 | |||||||||||||||
56 | CLICK HERE TO CREATE IN SMARTSHEET |
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | |
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1 | HOUSEHOLD BUDGET TEMPLATE | https://goo.gl/8LhYkr | ||||||||||||||
2 | MONTHLY | YEARLY | PERCENTAGE | MONTHLY BUDGET | YEARLY AMOUNT | MONTHLY BUDGET | YEARLY AMOUNT | |||||||||
3 | complete only ORANGE fields | complete only ORANGE fields | ||||||||||||||
4 | BUDGET SUMMARY | NECESSARY EXPENSES | DISCRETIONARY EXPENSES | |||||||||||||
5 | ||||||||||||||||
6 | TOTAL INCOME | 10,170.83 | 122,050.00 | 100.00% | Mortgage / Rent | 2,300.00 | 27,600.00 | Dining Out | 500.00 | 6,000.00 | ||||||
7 | TOTAL NECESSARY EXPENSES | 6,259.33 | 75,112.00 | 61.54% | Second Mortgage | 0.00 | Concerts / Plays | 0.00 | ||||||||
8 | DISCRETIONARY INCOME | 3,911.50 | 46,938.00 | 38.46% | Electricity | 120.00 | 1,440.00 | Sports | 0.00 | |||||||
9 | INVESTMENT EXPENSES | 1,500.00 | 18,000.00 | 14.75% | Gas / Oil | 60.00 | 720.00 | Outdoor Recreation | 80.00 | 960.00 | ||||||
10 | DISCRET INC less investments | 2,411.50 | 28,938.00 | 23.71% | Water / Sewer | 75.00 | 900.00 | Other Enterntainment | 0.00 | |||||||
11 | DISCRETIONARY EXPENSES | 928.67 | 18,000.00 | 14.75% | Trash | 23.00 | 276.00 | Gym Membership | 36.00 | 432.00 | ||||||
12 | Phone 1 | 135.00 | 1,620.00 | Additional Clothing | 0.00 | |||||||||||
13 | AMOUNT REMAINING to invest or save | Phone 2 | 135.00 | 1,620.00 | Additional Food | 0.00 | ||||||||||
14 | 1,482.83 | 10,938.00 | 8.96% | Cable / Satelite | 0.00 | Home Improvement | 0.00 | |||||||||
15 | PERCENTAGE SHOULD BE ABOVE 5%, IDEALLY HIGHER | Internet | 0.00 | Home Security | 46.00 | 552.00 | ||||||||||
16 | Furnishing / Appliances | 0.00 | Lawn / Garden | 0.00 | ||||||||||||
17 | MONTHLY BUDGET | YEARLY AMOUNT | Maintenance / Improvements | 0.00 | Pet Boarding | 0.00 | ||||||||||
18 | complete only ORANGE fields | Auto Payments | 600.00 | 7,200.00 | Beer / Alcohol | 0.00 | ||||||||||
19 | INCOME | Auto Fuel | 0.00 | Tobacco | 0.00 | |||||||||||
20 | Auto Maintenance / Repairs | 0.00 | Other Monthly Expense | 0.00 | ||||||||||||
21 | Salary/Wages 1 | 6,287.50 | 75,450.00 | Parking / Tolls | 0.00 | Other Monthly Expense | 0.00 | |||||||||
22 | Salary/Wages 2 | 2,333.33 | 28,000.00 | Public Transporation | 50.00 | 600.00 | Travel / Vacation | 266.67 | 3,200.00 | |||||||
23 | Spousal Support | 400.00 | 4,800.00 | Dry Cleaning | 0.00 | Other Yearly Expense | 0.00 | |||||||||
24 | Child Support | 650.00 | 7,800.00 | Laundry | 0.00 | Other Yearly Expense | 0.00 | |||||||||
25 | Pension | 0.00 | Clothing | 0.00 | 928.67 | 11,144.00 | ||||||||||
26 | Social Security | 0.00 | Groceries / Food | 0.00 | ||||||||||||
27 | Severance | 0.00 | Home Supplies | 0.00 | INVESTMENT EXPENSES - FIXED | |||||||||||
28 | Investement | 0.00 | Child / Baby | 0.00 | ||||||||||||
29 | Investement - Real Estate | 500.00 | 6,000.00 | Outside Childcare (daycare, etc.) | 0.00 | Employee Stock Plans 1 | 0.00 | |||||||||
30 | Business | 0.00 | Other Dependents | 0.00 | Employee Stock Plans 2 | 0.00 | ||||||||||
31 | Other | 0.00 | Student Loans | 2,500.00 | 30,000.00 | Brokerage Deposites | 0.00 | |||||||||
32 | Other | 0.00 | Payroll Taxes | 0.00 | 401K Deposites | 1,500.00 | 18,000.00 | |||||||||
33 | Other | 0.00 | Other Income Deductions | 0.00 | Other Monthly Spending | 0.00 | ||||||||||
34 | Healthcare / Insurance | 0.00 | Other Monthly Spending | 0.00 | ||||||||||||
35 | TOTAL | 10,170.83 | 122,050.00 | Dental Care / Insurance | 0.00 | IRA Deposite | 0.00 | |||||||||
36 | Vision Care / Insurance | 0.00 | Other Yearly Spending | 0.00 | ||||||||||||
37 | Life Insurance | 0.00 | Other Yearly Spending | 0.00 | ||||||||||||
38 | Investment - Real Estate Expenses | 0.00 | 1,500.00 | 18,000.00 | ||||||||||||
39 | Business Income Expenses | 0.00 | ||||||||||||||
40 | Medicine / Prescriptions | 0.00 | TOTAL ALL EXPENSES | 8,688.00 | 104,256.00 | |||||||||||
41 | Veterinarian | 0.00 | ||||||||||||||
42 | Other Monthly Expense | 0.00 | ||||||||||||||
43 | Other Monthly Expense | 0.00 | ||||||||||||||
44 | Auto Insurance | 116.67 | 1,400.00 | |||||||||||||
45 | Auto Registration / License | 3.00 | 36.00 | |||||||||||||
46 | Home / Rental Insurance | 91.67 | 1,100.00 | |||||||||||||
47 | Home Owners' Assoc. Fees | 50.00 | 600.00 | |||||||||||||
48 | Property Taxes | 0.00 | ||||||||||||||
49 | School Taxes | 0.00 | ||||||||||||||
50 | Other Yearly Expense | 0.00 | ||||||||||||||
51 | Other Yearly Expense | 0.00 | ||||||||||||||
52 | 6,259.33 | 75,112.00 | ||||||||||||||
53 | ||||||||||||||||
54 | ||||||||||||||||
55 | CLICK HERE TO CREATE HOUSEHOLD BUDGET TEMPLATES IN SMARTSHEET |