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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: | $1,000 | ||||||||||
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13 | +50% | ||||||||||||
14 | Increase in total savings | ||||||||||||
15 | $500 | ||||||||||||
16 | START BALANCE | END BALANCE | Saved this month | ||||||||||
17 | $1,000 | $1,500 | |||||||||||
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20 | Expenses | Income | |||||||||||
21 | Planned | $950 | Planned | $1,450 | |||||||||
22 | Actual | $1,000 | Actual | $1,500 | |||||||||
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24 | Expenses | Income | |||||||||||
25 | Planned | Actual | Diff. | Planned | Actual | Diff. | |||||||
26 | Totals | $950 | $1,000 | -$50 | Totals | $1,450 | $1,500 | +$50 | |||||
28 | Food | $0 | $0 | $0 | Savings | $0 | $0 | $0 | |||||
29 | Gifts | $0 | $0 | $0 | Paycheck | $1,450 | $1,500 | +$50 | |||||
30 | Health/medical | $0 | $0 | $0 | Bonus | $0 | $0 | $0 | |||||
31 | Home | $950 | $1,000 | -$50 | Interest | $0 | $0 | $0 | |||||
32 | Transportation | $0 | $0 | $0 | Other | $0 | $0 | $0 | |||||
33 | Personal | $0 | $0 | $0 | Custom category | $0 | $0 | $0 | |||||
34 | Pets | $0 | $0 | $0 | |||||||||
35 | Utilities | $0 | $0 | $0 | |||||||||
36 | Travel | $0 | $0 | $0 | |||||||||
37 | Debt | $0 | $0 | $0 | |||||||||
38 | Other | $0 | $0 | $0 | |||||||||
39 | Custom category 1 | $0 | $0 | $0 | |||||||||
40 | Custom category 2 | $0 | $0 | $0 | |||||||||
41 | Custom category 3 | $0 | $0 | $0 | |||||||||
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