PERSONAL BUDGET

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JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

INCOME
Salary / Wages 5,000.00 - - - - - - - - - - -
Business 500.00 - - - - - - - - - - -
Pension - - - - - - - - - - - -
Interest/dividends - - - - - - - - - - - -
Miscellaneous - - - - - - - - - - - -

TOTAL INCOME 5,500.00 - - - - - - - - - - -

SAVINGS GOAL
Projected Savings Goal 1 500.00 - - - - - - - - - - -
Projected Savings Goal 2
Projected Savings Goal 3
Projected Savings Goal 4
Projected Savings Goal 5

TOTAL SAVINGS GOAL 500.00 - - - - - - - - - - -

EXPENSES

HOME
Mortgage/rent 845.00 900.00 - - - - - - - - - -
Utilities 35.00 - - - - - - - - - - -
Home telephone 22.00 - - - - - - - - - - -
Mobile telephone 35.00 - - - - - - - - - - -
Home repairs 20.00 - - - - - - - - - - -
Home improvement 10.00 - - - - - - - - - - -
Home security 10.00 - - - - - - - - - - -
Garden supplies 5.00 - - - - - - - - - - -

TOTAL HOME 982.00 900.00 - - - - - - - - - -

DAILY LIVING
Groceries 500.00 - - - - - - - - - - -
Child care - - - - - - - - - - - -
Dry cleaning - - - - - - - - - - - -
Dining out - - - - - - - - - - - -
Housecleaning service - - - - - - - - - - - -
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 Dog walker - - - - - - - - - - - -

TOTAL DAILY LIVING 500.00 - - - - - - - - - - -

TRANSPORTATION
Gas/fuel 300.00 - - - - - - - - - - -
Insurance - - - - - - - - - - - -
Repairs - - - - - - - - - - - -
Car wash/detailing services - - - - - - - - - - - -
Parking - - - - - - - - - - - -
Public transportation - - - - - - - - - - - -

TOTAL TRANSPORTATION 300.00 - - - - - - - - - - -

ENTERTAINMENT
Cable TV 100.00 - - - - - - - - - - -
Video/DVD rentals - - - - - - - - - - - -
Movies/plays - - - - - - - - - - - -
Concerts/clubs - - - - - - - - - - - -

TOTAL ENTERTAINMENT 100.00 - - - - - - - - - - -

HEALTH
Health club dues 50.00 - - - - - - - - - - -
Insurance - - - - - - - - - - - -
Prescriptions - - - - - - - - - - - -
Over-the-counter drugs - - - - - - - - - - - -
Co-payments/out-of-pocket - - - - - - - - - - - -
Veterinarians/pet medicines - - - - - - - - - - - -
Life insurance - - - - - - - - - - - -

TOTAL HEALTH 50.00 - - - - - - - - - - -

HOLIDAYS
Air fare 10.00 - - - - - - - - - - -
Accommodations - - - - - - - - - - - -
Food - - - - - - - - - - - -
Souvenirs - - - - - - - - - - - -
Pet boarding - - - - - - - - - - - -
Rental car - - - - - - - - - - - -

TOTAL HOLIDAYS 10.00 - - - - - - - - - - -

RECREATION
Gym fees 30.00 - - - - - - - - - - -

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 Sports equipment - - - - - - - - - - - -
Team dues - - - - - - - - - - - -
Toys/child gear - - - - - - - - - - - -

TOTAL RECREATION 30.00 - - - - - - - - - - -

SUBSCRIBTIONS
Magazines 35.00 - - - - - - - - - - -
Newspapers - - - - - - - - - - - -
Internet connection - - - - - - - - - - - -
Public radio - - - - - - - - - - - -
Public television - - - - - - - - - - - -
Religious organizations - - - - - - - - - - - -
Charity - - - - - - - - - - - -

TOTAL SUBSCRIBTIONS 35.00 - - - - - - - - - - -

PERSONAL
Clothing 20.00 - - - - - - - - - - -
Gifts - - - - - - - - - - - -
Salon/barber - - - - - - - - - - - -
Books - - - - - - - - - - - -
Music (CDs, etc.) - - - - - - - - - - - -

TOTAL PERSONAL 20.00 - - - - - - - - - - -

FINANCIAL OBLIGATIONS
Long-term savings 20.00 - - - - - - - - - - -
Retirement (401k, Roth IRA) - - - - - - - - - - - -
Credit card payments - - - - - - - - - - - -
Income tax (additional) - - - - - - - - - - - -
Other obligations - - - - - - - - - - - -

TOTAL FINANCIAL OBLIGATIONS 20.00 - - - - - - - - - - -

MISC. PAYMENTS
Other 10.00 - - - - - - - - - - -
Other - - - - - - - - - - - -
Other - - - - - - - - - - - -
Other - - - - - - - - - - - -
Other - - - - - - - - - - - -

TOTAL MISC. PAYMENTS 10.00 - - - - - - - - - - -

TOTAL

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 INCOME 5,500.00 - - - - - - - - - - -
SAVINGS GOAL 500.00 - - - - - - - - - - -
EXPENSES 2,057.00 900.00 - - - - - - - - - -

POTENTIAL TO SAVE 2,943.00 - 900.00 - - - - - - - - - -

Budget Spreadsheets by Spreadsheet123.com © 2011 Spreadsheet123 LTD. All rights reserved

All rights reserved

YEAR

5,000.00
500.00
-
-
-

5,500.00

500.00
-
-
-
-

500.00

1,745.00
35.00
22.00
35.00
20.00
10.00
10.00
5.00

1,882.00

500.00
-
-
-
-
Budget Spreadsheets by Spreadsheet123.com © 2011 Spreadsheet123 LTD. All rights reserved
 -

500.00

300.00
-
-
-
-
-

300.00

100.00
-
-
-

100.00

50.00
-
-
-
-
-
-

50.00

10.00
-
-
-
-
-

10.00

30.00

Budget Spreadsheets by Spreadsheet123.com © 2011 Spreadsheet123 LTD. All rights reserved

 -
-
-

30.00

35.00
-
-
-
-
-
-

35.00

20.00
-
-
-
-

20.00

20.00
-
-
-
-

20.00

10.00
-
-
-
-

10.00

Budget Spreadsheets by Spreadsheet123.com © 2011 Spreadsheet123 LTD. All rights reserved

 5,500.00
500.00
2,957.00

2,043.00

Budget Spreadsheets by Spreadsheet123.com © 2011 Spreadsheet123 LTD. All rights reserved

PERSONAL BUDGET - DASHBOARDS
© 2020 Spreadsheet123 LTD. All rights reserved

INCOME
9%

Salary / Wages
Business
Pension
Interest/dividends
Miscellaneous

91%

EXPENSES
1,200.00
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
HOME 982.00 900.00 - - - - - - - - - - 1,882.00
1,000.00DAILY LIVI 500.00 - - - - - - - - - - - 500.00
TRANSPOR 300.00 - - - - - - - - - - - 300.00
ENTERTAI 100.00 - - - - - - - - - - - 100.00
800.00
HEALTH 50.00 - - - - - - - - - - - 50.00
HOLIDAYS 10.00 - - - - - - - - - - - 10.00
600.00RECREATI 30.00 - - - - - - - - - - - 30.00
SUBSCRIB 35.00 - - - - - - - - - - - 35.00
PERSONAL 20.00 - - - - - - - - - - - 20.00
400.00FINANCIAL 20.00 - - - - - - - - - - - 20.00
MISC. PA 10.00 - - - - - - - - - - - 10.00
200.00

-
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

HOME DAILY LIVING TRANSPORTATION ENTERTAINMENT HEALTH HOLIDAYS RECREATION SUBSCRIBTIONS PERSONAL FINANCIAL OBLIGATIONS MISC. PAYMENTS

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 HOME DAILY LIVING TRANSPORTATION ENTERTAINMENT HEALTH HOLIDAYS RECREATION SUBSCRIBTIONS PERSONAL FINANCIAL OBLIGATIONS MISC. PAYMENTS

JAN FEB MAR APR

MAY JUN JUL AUG

SEP OCT NOV DEC

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 ANNUAL EXPENSE DISTRIBUTION PIE

HOME DAIL Y L IVING TRANSPO RTATION ENT ERTA INME NT HE AL TH HOL IDAY S RE CRE ATION S UB SCRIBTIONS P ERSONA L FINANCIA L OB LIGA TIO NS MIS C. PA YMENTS

INCOME-EXPENSE AND SAVINGS CHART

6,000.00

5,000.00

4,000.00

3,000.00

2,000.00

1,000.00

-
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
(1,000.00)

(2,000.00)

Budget Spreadsheets by Spreadsheet123.com

INCOME EXPENSES POTENTIAL TO SAVE © 2013 Spreadsheet123 LTD. All rights reserved
SAVINGS GOAL
 (2,000.00)

INCOME EXPENSES POTENTIAL TO SAVE SAVINGS GOAL

Budget Spreadsheets by Spreadsheet123.com © 2013 Spreadsheet123 LTD. All rights reserved

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