IM Finance Tracker [Template]
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Modifying the Master Monthly Budget will affect all 12 months!
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MASTER MONTHLY MASTER MONTHLYMoney left to Budget:$1,091.92
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Variable ExpensesFixed Expenses
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Groceries$300.00Mortgage$665.16 IncomeMonthlyYearlyPassive?
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Gasoline & Travel$200.00Rent$754.95 Paycheck$2,800.00$33,600.00No
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Medical$30.00Life Insurance$62.35 Paycheck (Spouse)$1,250.00$15,000.00No
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General Merchandise$100.00Property Insurance$42.00 Rental Income$835.00$10,020.00Yes
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Auto Insurance$50.00HOA$22.92 Taxable Dividends$100.00$1,200.00Yes
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Vehicle - Other$30.00Property Tax$108.03 Retirement Dividends$150.00$1,800.00Yes
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Donations$20.00Cable$65.00 Freelance$0.00$0.00No
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Rental Upkeep$100.00Royalties / Other$50.00$600.00Yes
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Memberships$16.67CC Cashback$10.00$120.00Yes
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Cell Phones$35.00To HSA$537.50$6,450.00No
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Restaurants$20.00To 401(k)$650.00$7,800.00No
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Trash$25.00Total$6,382.50$76,590.00
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Water$65.00
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Electric$80.00
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Internet$20.00Instructions:
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Online Services$26.001) Complete income sources and estimated monthly amounts.
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Dental$70.002) Specify whether your income streams are active or passive.
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Alcohol$25.002) Complete the Variable & Fixed expenses.
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Other/Misc$25.003) Use the current month's worksheet to track your progress.
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TOTAL$1,720.41
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Tips:
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1) CTRL + ; (semicolon) will autocomplete today's date (CMD + ; on a Mac)
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Fixed Expenses Total$1,720.41 2) Keep your expenses lower than your income!
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Total Expenses$2,958.08 3) Use the Inc vs Ex & Savings Rate worksheets for motivation.
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