Monthly budget
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GET STARTEDNOTE
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1. Set your starting balance in cell L8 in the Summary tab.
*MAKE A COPY TO EDIT: FILE --> MAKE A COPY*
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Only edit highlighted cells.
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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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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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Monthly BudgetStarting balance: $1,000
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+300%
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Increase in total savings
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$3,000
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START BALANCE
END BALANCE
Saved this month
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$1,000$4,000
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Expenses
Income
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Planned$950Planned$3,000
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Actual$0Actual$3,000
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Expenses
Income
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PlannedActualDiff.PlannedActualDiff.
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Totals$950$0+$950Totals$3,000$3,000$0
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Food$0$0$0Savings$0$0$0
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Gifts$0$0$0Paycheck$3,000$3,000$0
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Health/medical$0$0$0Bonus$0$0$0
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Rent/Mortgage$950$0+$950Interest$0$0$0
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Transportation$0$0$0Other$0$0$0
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Personal$0$0$0Custom category $0$0$0
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Pets$0$0$0
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Utilities$0$0$0
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Travel$0$0$0
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Debt$0$0$0
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Other$0$0$0
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Shopping$0$0$0
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Entertainment$0$0$0
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Custom category 3$0$0$0
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