Monthly Budget Planner

	A	B	C	D	E	F	G
1	Monthly Budget Dashboard
2	Showing month:	2026-06
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4	INCOME	EXPENSES	NET SAVINGS	SAVINGS RATE	YTD SAVED	ANNUAL GOAL	GOAL PROGRESS
5	$5,300	$3,190	$2,110	39.8%	$10,710	$12,000	89.3%
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7	BUDGET TRACKER — spending vs limit for the selected month
8	Category	Budget ($)	Spent ($)	Remaining	Used %	Progress	Status

9	Housing	$1,500	$1,200	$300	80.0%		Near Limit
10	Groceries	$550	$302	$248	54.9%		On Track
11	Transport	$300	$115	$185	38.3%		On Track
12	Dining Out	$250	$185	$65	74.0%		On Track
13	Utilities	$220	$185	$35	84.1%		Near Limit
14	Healthcare	$180	$95	$85	52.8%		On Track
15	Entertainment	$200	$420	-$220	210.0%		Over Budget
16	Personal Care	$120	$88	$32	73.3%		On Track
17	Clothing	$150	$0	$150	0.0%		On Track
18	Savings Transfer	$500	$600	-$100	120.0%		Over Budget
19	Other	$150	$0	$150	0.0%		On Track
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21	MONTHLY TREND — income, expenses & net savings by month
22	↑ Income (by month)			↓ Expenses (by month)		↕ Net Savings
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25	SAVINGS GOAL TRACKER
26	Annual Goal ($)	$12,000	Remaining to save	$1,290	YTD Saved	$10,710
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28	ALERTS
29	✓ Savings rate 39.8% — on track
30	⚠ 2 categories over budget this month
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32	CHARTS — Expense Breakdown & Monthly Income vs Expenses
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50	DEEPER INSIGHTS — Savings Rate Trend & Budget vs Actual
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68	SAVINGS STORY — Net savings per month
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