OCL: Personal Finance
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INCOMING PAYTHE OFFICIAL CL Budgeting Workbook
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Income Source 1
$7,600.00INSTRUCTIONS
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Income Source 2
$240.00Download this workbook to edit
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Bonus$0.00All entries in gray are placeholds (ex. Income Source 1, % Allocated to Mortgate, etc.).
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TOTAL$7,840.00Please adjust these to match your circumstances and priorities.
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Please adjust these in both the DASHBOARD and ENTRIES sheet.
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BUDGETPayment Methods
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%$Chase Sapphire$304.54<-- Please input your payment methods, but do not update the totals.
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Mortgage/Rent20.00%$1,568.00American Express$1,925.70The totals will automatically update based on your expense entries.
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Personal Savings22.00%$1,724.80Capital One$44.34
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Investments10.00%$784.00Cash$1,960.00
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Utilities & Bills10.00%$784.00
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Car Payment & Gas3.00%$235.20
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Discretionary10.00%$784.00
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Remittance for Parents25.00%$1,960.00
You can adjust both the budget categories and subcategories in DASHBOARD and ENTRIES.
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TOTAL100.00%$7,840.00
The $ amount allocated to each category/subcategory automatically calculates based on %.
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The EXPENSE ENTRIES show drop-down menus populated by your breakdown table.
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DISCRETIONARY BREAKDOWNThe DATE column has been validated; double-click to select a calendar date.
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Budgeted$784.00
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Food & Drinks35.00%$274.40
The budget tables in ENTRIES will update with SPENT and REMAINING based on your ENTRIES.
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Clothing/Apparel30.00%$235.20The "Remaining" column will highlight zero or negative balances in red.
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Gifts10.00%$78.40All surplus allocations from Discretionary & Utilities are summed at the bottom.
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Gym/Fitness20.00%$156.80
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Other5.00%$39.20
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TOTAL100.00%$784.00
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UTLITIES & BILLS BREAKDOWN
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Budgeted$784.00
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Internet25.00%$196.00
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Water/Trash30.00%$235.20
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Cable10.00%$78.40
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Phone20.00%$156.80
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Other15.00%$117.60
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TOTAL100.00%$784.00
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