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2 | GET STARTED | NOTE | |||||||||||
3 | Set your starting balance in cell L8, then customize your categories and planned spending amounts in the 'Income' and 'Expenses' tables below. | Only edit highlighted cells. | |||||||||||
4 | Try not to alter cells that contain a formula. | ||||||||||||
5 | As you enter data in the 'Transactions' tab, this sheet will automatically update to show a summary of your spending for the month. | ||||||||||||
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8 | Monthly Budget | Starting balance: | R2,000.00 | ||||||||||
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13 | R17.75 | ||||||||||||
14 | Increase in total savings | ||||||||||||
15 | R35,500.00 | ||||||||||||
16 | START BALANCE | END BALANCE | Saved this month | ||||||||||
17 | R2,000.00 | R37,500.00 | |||||||||||
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20 | Expenses | Income | |||||||||||
21 | Planned | R1,250.00 | Planned | R40,000.00 | |||||||||
22 | Actual | R4,500.00 | Actual | R40,000.00 | |||||||||
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24 | Expenses | Income | |||||||||||
25 | Planned | Actual | Diff. | Planned | Actual | Diff. | |||||||
26 | Totals | R1,250.00 | R4,500.00 | -R3,250.00 | Totals | R40,000.00 | R40,000.00 | R0.00 | |||||
28 | Food | R0.00 | R3,000.00 | -R3,000.00 | Savings | R0.00 | R0.00 | R0.00 | |||||
29 | Gifts | R0.00 | R0.00 | R0.00 | Paycheck | R40,000.00 | R35,000.00 | -R5,000.00 | |||||
30 | Health/medical | R0.00 | R0.00 | R0.00 | Bonus | R0.00 | R5,000.00 | R5,000.00 | |||||
31 | Home | R950.00 | R1,000.00 | -R50.00 | Interest | R0.00 | R0.00 | R0.00 | |||||
32 | Transportation | R0.00 | R0.00 | R0.00 | Other | R0.00 | R0.00 | R0.00 | |||||
33 | Personal | R0.00 | R0.00 | R0.00 | Custom category | R0.00 | R0.00 | R0.00 | |||||
34 | Pets | R0.00 | R0.00 | R0.00 | |||||||||
35 | Utilities | R0.00 | R0.00 | R0.00 | |||||||||
36 | Travel | R300.00 | R500.00 | -R200.00 | |||||||||
37 | Debt | R0.00 | R0.00 | R0.00 | |||||||||
38 | Other | R0.00 | R0.00 | R0.00 | |||||||||
39 | Custom category 1 | R0.00 | R0.00 | R0.00 | |||||||||
40 | Custom category 2 | R0.00 | R0.00 | R0.00 | |||||||||
41 | Custom category 3 | R0.00 | R0.00 | R0.00 | |||||||||
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