Expense and Budget Sheet Template
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1
Payer ListPayee ListPayment MethodIncome CategoryExpense Category
Expense Sub Category
Expense super sub Category
2
<Initials of your name>-SBI
<Initials of your name>-SBI
ATM WithdrawAccount Transfer10% Emergency for family and friendsClose Family
3
<Initials of your name-Fixed Deposit>-SBI
<Initials of your name-Fixed Deposit>-SBI
Bank CreditAnnuities10% Emergency for family and friendsExtended Family
4
<Initials of your name>-ICICI
<Initials of your name>-ICICI
Bank Deductions
Bank a/c maintenance
10% Emergency for family and friendsFriends
5
<Initials of your name>-Paytm
<Initials of your name>-Paytm
Bank DepositClinic Practice10% Emergency for family and friendsRelatives
6
<Initials of your name>-Wallet
<Initials of your name>-Wallet
Bank TransferCredit Interest30% Investments for asset buildingClasses Notes
7
<Initials of your name>-Zerodha
<Initials of your name>-Zerodha
Bank WithdrawEquities30% Investments for asset buildingMutual Funds
8
<Your Employeer>AirtelCashHome equity30% Investments for asset buildingRoyalty from books
9
<Your Client 1>AmazonChequeInterest30% Investments for asset buildingShare trading
10
<Your Client 2>Ambaji MedicalCredit CardPart-time work30% Investments for asset buildingSIP
11
GovernmentAnupam StationeryDebit CardPensions
30% Running expenses for monthly needs
AutomobileAAA or Road Service
12
LICApollo HospitalInto PouchPersonal savings
30% Running expenses for monthly needs
AutomobileFule
13
<Initials of your wife's name>-ICICIArisa
NEFT Electronic Fund transfer
Remuneration
30% Running expenses for monthly needs
AutomobileInsurance
14
<Initials of your wife's name>-SIPArnav OpticiansRents and Royalties
30% Running expenses for monthly needs
AutomobileLease
15
<Wife's>-PurseAuto RickshwaReverse Entry
30% Running expenses for monthly needs
AutomobileMaintenance
16
AvenuesSalary
30% Running expenses for monthly needs
AutomobileOther
17
Bajaj Auto FinanceSocial Security
30% Running expenses for monthly needs
AutomobileRegistration & Tax
18
Bakers Deli
Business Earning - ClassesNotes
30% Running expenses for monthly needs
Entertainment Concert
19
Bansuri
Business Earling - Trainings
30% Running expenses for monthly needs
Entertainment Movies
20
BataBorrowing returned
30% Running expenses for monthly needs
Entertainment Other
21
Bavlee Dresses
30% Running expenses for monthly needs
Entertainment Party
22
Big Cinema
30% Running expenses for monthly needs
Entertainment Sports
23
Binfer Burger
30% Running expenses for monthly needs
FamilyChild Care
24
Blue Food
30% Running expenses for monthly needs
FamilyEducation
25
Blue Lady
30% Running expenses for monthly needs
FamilyOther
26
Brew House
30% Running expenses for monthly needs
FamilyToy
27
Burger King
30% Running expenses for monthly needs
FoodGroceries
28
Cafe Coffee
30% Running expenses for monthly needs
FoodOther
29
Cafe Leopold
30% Running expenses for monthly needs
FoodRestaurant
30
Century
30% Running expenses for monthly needs
FoodSnack
31
Chat Cafe
30% Running expenses for monthly needs
TravelAirplane
32
Chat Center
30% Running expenses for monthly needs
TravelAuto Rickshwa
33
Cheda Dresses
30% Running expenses for monthly needs
TravelCar Rental
34
Cheers N Joy
30% Running expenses for monthly needs
TravelFood
35
Chicken Shop
30% Running expenses for monthly needs
TravelHotel
36
Cimpress
30% Running expenses for monthly needs
TravelLocal Train
37
Cinepolis
30% Running expenses for monthly needs
TravelMetro
38
Citibank
30% Running expenses for monthly needs
TravelMisc
39
Classic Restaurant
30% Running expenses for monthly needs
TravelOther
40
Clipping Magic
30% Running expenses for monthly needs
TravelTaxi
41
Croma
30% Running expenses for monthly needs
UtilitiesBank Charges
42
Crossword
30% Running expenses for monthly needs
UtilitiesCable TV
43
Dhruv Infotech
30% Running expenses for monthly needs
UtilitiesCredit Card
44
Durga Pharma
30% Running expenses for monthly needs
UtilitiesElectricity
45
Ekta Housing Society
30% Running expenses for monthly needs
UtilitiesGarbage & Recycling
46
Everyday An
30% Running expenses for monthly needs
UtilitiesGas
47
Eye Zone
30% Running expenses for monthly needs
UtilitiesInternet
48
Falafel s
30% Running expenses for monthly needs
UtilitiesSociety Bill
49
Firangi Dhabba
30% Running expenses for monthly needs
UtilitiesTelephone Bill
50
Fitness and muscle
30% Running expenses for monthly needs
UtilitiesWatchmen
51
Food Right
30% Running expenses for monthly needs
UtilitiesWater
52
Gala Food
30% Savings for big purchases and events
Health CareDental
53
General Mill
30% Savings for big purchases and events
Health CareEye Care
54
Globus Dahi
30% Running expenses for monthly needs
Health CareHealth Insurance
55
Globus Store
30% Savings for big purchases and events
Health CareMedical
56
Goa Portuguese
30% Savings for big purchases and events
Health CareNutrition
57
Google
30% Savings for big purchases and events
Health CareOther Prescription
58
Hariom Dry
30% Savings for big purchases and events
Home OfficeComputer
59
Home Chef
30% Savings for big purchases and events
Home OfficeElectronic
60
Hot Head
30% Savings for big purchases and events
Home OfficeOffice Furniture
61
Hotel Mulund
30% Savings for big purchases and events
Home OfficeOffice Supply
62
Indigo Airlines
30% Savings for big purchases and events
Home OfficeOther
63
Inditex Tre
30% Running expenses for monthly needs
Home OfficeStationary
64
Infiniti Re
30% Savings for big purchases and events
HouseholdAppliance
65
Inner Touch
30% Savings for big purchases and events
HouseholdConsumables
66
Insane Tattoo
30% Savings for big purchases and events
HouseholdHome Maintenance
67
iWish
30% Savings for big purchases and events
HouseholdHomeowner Fees
68
Jabong
30% Savings for big purchases and events
HouseholdHousehold Tools
69
Jyoti Choice
30% Savings for big purchases and events
HouseholdMiscellaneous items
70
Kamal Jeweller
30% Savings for big purchases and events
HouseholdOther
71
Kamdhenu
30% Savings for big purchases and events
HouseholdPostage
72
KFC
30% Savings for big purchases and events
HouseholdRent
73
Kokan Swad
30% Savings for big purchases and events
InsuranceAuto
74
Koli Foods
30% Savings for big purchases and events
InsuranceHealth
75
Kothari Gift
30% Savings for big purchases and events
InsuranceLife
76
Lakshmi Sarees
30% Savings for big purchases and events
InsuranceOther
77
Landmark Education
30% Savings for big purchases and events
InsuranceTool
78
Lens eye pro
30% Savings for big purchases and events
InsuranceHome
79
Life Style
30% Savings for big purchases and events
LoanAuto
80
Lurel Hotel
30% Savings for big purchases and events
LoanCredit Card
81
Magic Mirror
30% Savings for big purchases and events
LoanDental Loan
82
Mahanager Gas
30% Savings for big purchases and events
LoanHome Equity
83
Malgudi
30% Savings for big purchases and events
LoanMortgage
84
Mango
30% Savings for big purchases and events
LoanOther
85
Maroosh
30% Savings for big purchases and events
LoanStudent loan
86
Max Retail
30% Savings for big purchases and events
LoanPersonal loan
87
Mc Donald
30% Savings for big purchases and events
OthersBooks
88
Metro
30% Savings for big purchases and events
OthersInto purse
89
Mobil Shop
30% Savings for big purchases and events
OthersOther
90
MSEB
30% Savings for big purchases and events
OthersTo wife
91
MSTR
30% Savings for big purchases and events
PersonalGrooming
92
MTNL
30% Savings for big purchases and events
PersonalOther
93
Myra
30% Savings for big purchases and events
PersonalClothing
94
<Initials of your wife's name>-ICICI
30% Savings for big purchases and events
PersonalDonation
95
<Initials of your wife's name>-SIP
30% Savings for big purchases and events
PersonalGift
96
<Wife's>-Purse
30% Savings for big purchases and events
PersonalPersonal Care
97
Olympia Hotel
30% Savings for big purchases and events
TaxOther
98
Pantaloons
30% Savings for big purchases and events
TaxProperty
99
Papa Jones
30% Savings for big purchases and events
VacationAirplane
100
Paytm
30% Savings for big purchases and events
VacationCar Rental
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<Initials of your name>-ICICI
<Initials of your name>-SBI