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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: | $0 | ||||||||||
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14 | Increase in total savings | ||||||||||||
15 | $3,050 | ||||||||||||
16 | START BALANCE | END BALANCE | Saved this month | ||||||||||
17 | $0 | $3,050 | |||||||||||
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20 | Expenses | Income | |||||||||||
21 | Planned | $3,500 | Planned | $4,000 | |||||||||
22 | Actual | $950 | Actual | $4,000 | |||||||||
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24 | Expenses | Income | |||||||||||
25 | Planned | Actual | Diff. | Planned | Actual | Diff. | |||||||
26 | Totals | $950 | $950 | $0 | Totals | $4,000 | $4,000 | $0 | |||||
28 | Food | $400 | $410 | -$10 | Savings | $0 | $0 | $0 | |||||
29 | Gifts | $0 | $0 | $0 | Paycheck | $4,000 | $4,000 | $0 | |||||
30 | Health/medical | $0 | $0 | $0 | Bonus | $0 | $0 | $0 | |||||
31 | Home | $0 | $0 | $0 | Interest | $0 | $0 | $0 | |||||
32 | Transportation | $350 | $350 | $0 | Other | $0 | $0 | $0 | |||||
33 | Personal | $200 | $190 | +$10 | Custom category | $0 | $0 | $0 | |||||
34 | Pets | $0 | $0 | $0 | |||||||||
35 | Utilities | $0 | $0 | $0 | |||||||||
36 | Travel | $0 | $0 | $0 | |||||||||
37 | Debt (minimum) | $0 | $0 | $0 | |||||||||
38 | Debt Repayment | $0 | $0 | $0 | |||||||||
39 | Retirement | $0 | $0 | $0 | |||||||||
40 | Savings/investing | $0 | $0 | $0 | |||||||||
41 | Custom category 1 | $0 | $0 | $0 | |||||||||
42 | Custom category 2 | $0 | $0 | $0 | |||||||||
43 | Custom category 3 | $0 | $0 | $0 | |||||||||
44 |