| A | B | C | D | E | F | G | H | I | J | K | L | M | |
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2 | GET STARTED | NOTE | |||||||||||
3 | 1. Set your starting balance in cell L8 in the Summary tab. | *MAKE A COPY TO EDIT: FILE --> MAKE A COPY* | |||||||||||
4 | Only edit highlighted cells. | ||||||||||||
5 | 2. Customize your categories and planned spending amounts in the 'Income' and 'Expenses' tables below (the orange highlighted sections) | Try not to alter cells that contain a formula. | |||||||||||
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7 | 3. Enter data in the 'Transactions' tab. This sheet will automatically update to show a summary of your spending for the month. | Edited by The Luxe Strategist www.theluxestrategist.com | |||||||||||
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9 | Monthly Budget | Starting balance: | $1,000 | ||||||||||
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14 | +300% | ||||||||||||
15 | Increase in total savings | ||||||||||||
16 | $3,000 | ||||||||||||
17 | START BALANCE | END BALANCE | Saved this month | ||||||||||
18 | $1,000 | $4,000 | |||||||||||
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21 | Expenses | Income | |||||||||||
22 | Planned | $950 | Planned | $3,000 | |||||||||
23 | Actual | $0 | Actual | $3,000 | |||||||||
24 | |||||||||||||
25 | Expenses | Income | |||||||||||
26 | Planned | Actual | Diff. | Planned | Actual | Diff. | |||||||
27 | Totals | $950 | $0 | +$950 | Totals | $3,000 | $3,000 | $0 | |||||
29 | Food | $0 | $0 | $0 | Savings | $0 | $0 | $0 | |||||
30 | Gifts | $0 | $0 | $0 | Paycheck | $3,000 | $3,000 | $0 | |||||
31 | Health/medical | $0 | $0 | $0 | Bonus | $0 | $0 | $0 | |||||
32 | Rent/Mortgage | $950 | $0 | +$950 | Interest | $0 | $0 | $0 | |||||
33 | Transportation | $0 | $0 | $0 | Other | $0 | $0 | $0 | |||||
34 | Personal | $0 | $0 | $0 | Custom category | $0 | $0 | $0 | |||||
35 | Pets | $0 | $0 | $0 | |||||||||
36 | Utilities | $0 | $0 | $0 | |||||||||
37 | Travel | $0 | $0 | $0 | |||||||||
38 | Debt | $0 | $0 | $0 | |||||||||
39 | Other | $0 | $0 | $0 | |||||||||
40 | Shopping | $0 | $0 | $0 | |||||||||
41 | Entertainment | $0 | $0 | $0 | |||||||||
42 | Custom category 3 | $0 | $0 | $0 | |||||||||
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