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Monthly Budget Template
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Net IncomeExpenses
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SourcePlannedActualDifferenceExpensePlannedActualDifference
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Primary Job$0.00Housing$0.00
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Side Gig 1$0.00Transportation$0.00
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Investment Income$0.00 -Debt Payment$0.00
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(list others as applicable)
-Car Insurance$0.00
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-Car Maintenance$0.00
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Total$0.00$0.00$0.00 -Fuel$0.00
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Food (Groceries)$0.00
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Savings, Investments & Debt RepaymentMandatory Utilities$0.00
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-Gas & Electric$0.00
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Target Savings Rate:
(% of net income)
-Water$0.00
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In Dollars:$0.00 -Internet$0.00
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-Mobile Phone Coverage
$0.00
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DestinationsPlannedActualDifferenceHealthcare$0.00
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Debt 1$0.00Childcare$0.00
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Debt 2$0.00Discretionary$0.00
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Retirement Accounts$0.00 -Prepared Meals$0.00
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Emergency Fund$0.00
-Clothing & Accessories
$0.00
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Education Costs$0.00
-Cosmetics & Products
$0.00
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Taxable Brokerage$0.00 -Electronics$0.00
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Other Savings Goals$0.00 -Entertainment$0.00
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-Gifts$0.00
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Total$0.00$0.00$0.00 -Travel$0.00
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-Alcohol & Tobacco
$0.00
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Progress Tracking
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Total$0.00$0.00$0.00
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Wealth MetricThis Month
Previous Month
Progress
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Actual Savings Rate#DIV/0!
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Net Worth
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FI Ratio#DIV/0!
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(FI Ratio: The percent of your living expenses that you can cover with investment income)
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