Spending planner template
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Paper & Sweat: Spending Template
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A simple tool to see where your money is going & how much could you be saving
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To begin click the File Button > Go to Download > Select download to an excel version
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Under Expenses, enter your monthly fixed expenses e.g. rent (or mortgage), power, internet, phone and any other fixed expenses
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Under Income, enter your main monthly income, and anything else you receive. It's ok to estimate here.
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Click on the tab at the bottom of the page called "what are my expenses". PRO TIP: Go through your bank/credit account statements for the previous month and enter every transaction in a category.
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Don't write anything in the 'Total' row - it'll update itself as you fill in your expenses underneath it
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The calculations and graphs on the summary page will all update automatically as you go
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Now you can see where all your money's going and how much you can save right now.
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Make a couple of changes to your expenditure to get that saving amount to reflect your goal!
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Expenses
IncomeSummary
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Fixed expenses per month
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CategoryAmount% of incomeMonthly after tax income $3,400Monthly Income $3,400
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Rent/Mortgage$1,15233.9%Other incomeMonthly Fixed expenses$1,324
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Power$651.9%Monthly Variable expenses$1,374
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Internet$752.2%Total monthly income $3,400
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Phone$00.0%Savings Allowence per month$702
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Insurance$150.4%
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Sky or TV$170.5%
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0.0%
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Rates0.0%
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0.0%
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0.0%
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Variable expenses per month
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CategoryAmount% of income
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Groceries$3119.1%
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Eating out $1354.0%
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Alcohol$682.0%
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Petrol$1544.5%
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Coffees$351.0%
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Personal $742.2%
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Entertainment$1333.9%
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Clothing$1253.7%
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Transport/Uber$270.8%
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Gym$1354.0%
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Misc Purchases$1775.2%
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0.0%
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0.0%
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0.0%
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