Budget Spreadsheet.xlsx
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Personal Monthly Budget
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PROJECTED MONTHLY INCOMEIncome 1PROJECTED BALANCE (Projected income minus projected expenses)$0
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Extra income
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Total monthly income$0 ACTUAL BALANCE (Actual income minus actual expenses)($624)
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ACTUAL MONTHLY INCOMEIncome 1$9,347 DIFFERENCE (Actual minus projected)$624
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Extra income$0
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Total monthly income$9,347
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HOUSINGProjected CostActual CostDifferenceENTERTAINMENTProjected CostActual CostDifference
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Mortgage or rent$2,100 ($2,100)Video/DVD$0
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Phone$40 ($40)CDs$0
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Electricity$117 ($117)Movies$0
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Gas$62 ($62)Concerts$0
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Water and sewer$100 ($100)Sporting events$50($50)
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Cable$23 ($23)Live theater$0
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Waste removal$8 ($8)Travel$500($500)
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Maintenance or repairs$0 Other$0
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Supplies$0 Other$0
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Other$0 Subtotals$0 $550 ($550)
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Subtotals$0 $2,451 ($2,451)
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LOANSProjected CostActual CostDifference
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TRANSPORTATIONProjected CostActual CostDifferencePersonal$0$0
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Vehicle payment$0$0 Student$0$0
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Bus/taxi fare$0$0 Credit card$0$0
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Insurance88.66($89)Credit card$0$0
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Licensing$38($38)Credit card$0$0
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Fuel$70($70)Other$0$0
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Maintenance$30($30)Subtotals$0 $0 $0
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Other$0
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Subtotals$0 $227 ($227)TAXESProjected CostActual CostDifference
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Federal$0
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INSURANCEProjected CostActual CostDifferenceState$0
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Home$144($144)Local$0
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Health$0 House$0
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Life$0$0 Subtotals$0 $0 $0
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Other$0
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Subtotals$0 $144 ($144)SAVINGS OR INVESTMENTSProjected CostActual CostDifference
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Retirement account$3,756($3,756)
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FOODProjected CostActual CostDifferenceInvestment account$50($50)
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Groceries$0 Other$1,035($1,035)
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Dining out$700($700)Subtotals$0 $4,841 ($4,841)
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Other$0
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Subtotals$0 $700 ($700)GIFTS AND DONATIONSProjected CostActual CostDifference
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Charity 1$108($108)
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PETSProjected CostActual CostDifferenceCharity 2$0
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Food$45($45)Charity 3$0
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Medical$24($24)Subtotals$0 $108 ($108)
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Grooming$30($30)
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Toys$5($5)LEGALProjected CostActual CostDifference
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Other$450($450)Attorney$0$0
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Subtotals$0 $554 ($554)Alimony$0$0
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Payments on lien or judgment$0$0
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PERSONAL CAREProjected CostActual CostDifferenceOther$0
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Medical$0 Subtotals$0 $0 $0
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Hair/nails$150($150)
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Clothing$150($150)TOTAL PROJECTED COST$0
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Dry cleaning$20($20)
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Health club$77($77)TOTAL ACTUAL COST$9,971
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Organization dues or fees$0
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Other$0 TOTAL DIFFERENCE($9,971)
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Subtotals$0 $397 ($397)
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, which is not affiliated with Addison Avenue Investment Services or First Tech Federal Credit Union. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not guaranteed by the Credit Union, not NCUA/NCUSIF insured, not a deposit, not insured by any government agency, are subject to risk and may lose value.
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Rev. 12/2012PO Box 3010 Rocklin, CA 95677-8465 | firsttechfed.com | 855.744.8585
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