Monthly Budget Planner.xlsx

	A	B	C
1	Monthly Budget Planner
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4	Income Source	Planned Amount ($)	Actual Amount ($)
5	Salary/Wages	_____	_____
6	Freelance/Side Income	_____	_____
7	Investments	_____	_____
8	Other Income	_____	_____
9	Total Income	0	0
10	Fixed Expense Category	Planned Amount ($)	Actual Amount ($)
11	Mortgage/Rent	_____	_____
12	Utilities	_____	_____
13	Insurance (Health, Auto, Home, etc.)	_____	_____
14	Subscriptions (Streaming, Gym, etc.)	_____	_____
15	Debt Payments (Loans, Credit Cards)	_____	_____
16	Total Fixed Expenses	0	0
17	Variable Expense Category	Planned Amount ($)	Actual Amount ($)
18	Groceries	_____	_____
19	Dining Out	_____	_____
20	Entertainment	_____	_____
21	Transportation (Gas, Public Transit, etc.)	_____	_____
22	Personal Care (Clothing, Salon, etc.)	_____	_____
23	Miscellaneous	_____	_____
24	Total Variable Expenses	0	0
25	Savings Category	Planned Amount ($)	Actual Amount ($)
26	Emergency Fund Contributions	_____	_____
27	Retirement Savings (401k, IRA, etc.)	_____	_____
28	Stock/Investment Contributions	_____	_____
29	Other Savings	_____	_____
30	Total Savings & Investments	0	0
31	Debt Management	Balance ($)	Payment ($)
32	Credit Card Debt	_____	_____
33	Loan Repayments	_____	_____
34	Other Debt	_____	_____
35	Total Debt Payments	0	0
36	Net Worth Tracking	Amount ($)
37	Total Assets (Cash, Property, Investments, etc.)	_____
38	Total Liabilities (Loans, Debt, etc.)	_____
39	Net Worth (Assets - Liabilities)	_____
40	Budget Summary	Amount ($)
41	Total Income	_____
42	Total Expenses (Fixed + Variable)	_____
43	Total Savings	_____
44	Net Cash Flow (Income - Expenses - Savings)	__
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46	Financial Goals	Goal Description	Target Date
47	Short-Term Goals (0-1 year)	_____	_____
48		_____	_____
49	Mid-Term Goals (1-5 years)	_____	_____
50		_____	_____
51	Long-Term Goals (5+ years)	_____	_____
52		_____	_____
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