IncomePortfolioSpendVisibility.xlsx

	B	C	D	E	F	L	M
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2	Budget by Green Wallet
3	Budget by Green Wallet
4	I N C O M E ( R E V E N U E )*
5		Annual Incomes	Monthly (Automated)	Annual (Need to fill)	% of Income (Automated)
6	Name	Salary Income	30,000	360,000	26.75%
7		Annual Bonus	3,000	36,000	2.67%
8	Month	Business Income	41,667	500,000	37.15%
9		Rental Income	1,000	300,000	22.29%
10	Email	Investment Income	8,333	100,000	7.43%
11		Others (if any)	4,167	50,000	3.71%
12		Total Income	84,000	1,346,000	100.00%
13	*Net Income after Tax. Include both Husband and Wife Income as applicable
14
15	E X P E N S E S
16	Particulars	Monthly (Need to fill)	Annual (Automated)	% of Total Income (Automated)	% of Total Expense (Automated)
17	Household Expenses
18	House Rent	15,000	180,000	13%	11.26%
19	House - Society, Maintenance, Repair	2,000	24,000	2%	1.50%
20	Grocery & Toiletaries	12,000	144,000	11%	9.01%
21	Vehicle - Fuel & Maintenance	5,000	60,000	4%	3.75%
22	Medicines / Doctor / Healthcare	1,000	12,000	1%	0.75%
23	Electricity / Water / AMCs	1,000	12,000	1%	0.75%
24	Domestic Help / Car Driver	2,000	24,000	2%	1.50%
25	Mobile / Telephone / Internet	2,000	24,000	2%	1.50%
26	Others if any	5,000	60,000	4%	3.75%
27	Subtotal Household Expenses	45,000	540,000	40.12%	33.78%	Household Expenses	45,000.00
28	Particulars	Monthly (Need to fill)	Annual (Automated)	% of Total Income (Automated)	% of Total Expense (Automated)	Lifestyle Expenses	7,000.00
29	Lifestyle Expenses					Dependent Expenses	7,000.00
30	Clothes & Accessories	3,000	36,000	3%	2.25%	Insurance Premiums	34,222.00
31	Shopping, Gifts, Electronics, Gadgets	0	0	0%	0.00%	Loan EMIs	40,000.00
32	Dining / Movies / Sports	4,000	48,000	4%	3.00%
33	Personal Care - Saloon, Spa, Gym	0	0	0%	0.00%
34	Travel & Annual Vacations	0	0	0%	0.00%
35	Financial Advisory Services	0	0	0%	0.00%
36	Others if any	0	0	0%	0.00%
37	Subtotal Lifestyle Expenses	7,000	84,000	6%	5.25%
38	Particulars	Monthly (Need to fill)	Annual (Automated)	% of Total Income (Automated)	% of Total Expense (Automated)
39	Dependent Expenses
40	Children's Schooling/College / Tutions	2,000	24,000	2%	1.50%
41	Contribution to Parents, Siblings etc	5,000	60,000	4%	3.75%
42	Subtotal Dependent Expenses	7,000	84,000	6%	5.25%
43	Particulars	Monthly (Need to fill)	Annual (Automated)	% of Total Income (Automated)	% of Total Expense (Automated)
44	Insurance Premiums
45	Life Insurance (Term / Pure)	0	0	0%	0.00%
46	Health Insurance (Mediclaim, PA, CI)	34,222	410,664	31%	25.69%
47	General Insurance (Motor & Others)	0	0	0%	0.00%
48	Subtotal Insurance Premiums	34,222	410,664	0.3050995542	25.69%
49	Particulars	Monthly (Need to fill)	Annual (Automated)	% of Total Income (Automated)	% of Total Expense (Automated)
50	Loan EMIs
51	Home Loan EMIs	40,000	480,000	36%	30.03%
52	Vehicle Loan EMIs	0	0	0%	0.00%
53	Other Loan EMIs	0	0	0%	0.00%
54	Subtotal Loan Servicing	40,000	480,000	0.3566121842	30.03%
55
56	Total Expenses	133,222	1,598,664	118.77%	100.00%
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