Expense Tracking
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Notes:
Only fill out Blue cells in column B (and J). All other formulas will auto fill with updated data.
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Per YearSub Totals% of Gross% of Net
Employer Contribution %
3.00%
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Gross Income$45,000.00$45,000.00
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401K Contribution %
5.00%$2,250.005.00%
Invested into Retirement =
20.22%
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$42,750.00401K$3,600.00
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Tax Bracket %25.00%$10,687.5023.75%IRA/ Roth$5,500.00
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$32,062.50$9,100.00
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IRA/ Roth Contribution
$5,500.00$5,500.0012.22%17.15%
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$26,562.50
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Monthly Payments
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Mortgage/ Rent$800.00$9,600.0021.33%29.94%
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Utilities Total$300.00$3,600.008.00%11.23%
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$13,362.50
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Student Loan Payment
$300.00$3,600.008.00%11.23%
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$9,762.50
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Car Payment$350.00$4,200.009.33%13.10%
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Car Insurance$150.00$1,800.004.00%5.61%
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$3,762.50
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Savings$100.00$1,200.002.67%3.74%Savings
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$2,562.50
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Food$200.00$2,400.005.33%7.49%
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Other$0.00$0.000.00%0.00%
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Other$0.00$0.000.00%0.00%
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Other$0.00$0.000.00%0.00%
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Total$162.500.36%0.51%
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100.00%100.00%
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Expense Tracking