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    Personal Budget Template: Expenses 37%

    Uploaded by

    Carlo
    The document is a personal budget template that outlines an individual's monthly income, savings goals, and expenses. It shows that the individual's total monthly income is $7,257, with $1,655 allotted for savings goals like an emergency fund and retirement. Monthly expenses total $5,359, leaving $243 remaining each month that could potentially be saved or put towards other financial goals. The template breaks expenses down into categories like home, transportation, daily living, entertainment, health, and vacation/holidays.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Personal Budget Template: Expenses 37%

    Uploaded by

    Carlo
    61 views10 pages
    The document is a personal budget template that outlines an individual's monthly income, savings goals, and expenses. It shows that the individual's total monthly income is $7,257, with $1,655 allotted for savings goals like an emergency fund and retirement. Monthly expenses total $5,359, leaving $243 remaining each month that could potentially be saved or put towards other financial goals. The template breaks expenses down into categories like home, transportation, daily living, entertainment, health, and vacation/holidays.

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    Personal budgrt

    Original Title

    1593271556051_IC-Personal-Budget-Template-8857

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    © © All Rights Reserved

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    The document is a personal budget template that outlines an individual's monthly income, savings goals, and expenses. It shows that the individual's total monthly income is $7,257, with $1,655 allotted for savings goals like an emergency fund and retirement. Monthly expenses total $5,359, leaving $243 remaining each month that could potentially be saved or put towards other financial goals. The template breaks expenses down into categories like home, transportation, daily living, entertainment, health, and vacation/holidays.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    61 views10 pages

    Personal Budget Template: Expenses 37%

    Uploaded by

    Carlo
    The document is a personal budget template that outlines an individual's monthly income, savings goals, and expenses. It shows that the individual's total monthly income is $7,257, with $1,655 allotted for savings goals like an emergency fund and retirement. Monthly expenses total $5,359, leaving $243 remaining each month that could potentially be saved or put towards other financial goals. The template breaks expenses down into categories like home, transportation, daily living, entertainment, health, and vacation/holidays.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 10

    PERSONAL BUDGET TEMPLATE

    Expenses
    37%
    Income
    51%

    Savings
    Goal
    12%

    JAN FEB MAR

    INCOME

    Salary/Wages $ 5,987.00
    Interest Income $ 200.00
    Dividends $ 100.00
    Refunds/Reimbursements $ 55.00
    Business $ 500.00
    Pension $ 300.00
    Misc. $ 115.00

    TOTAL $ 7,257.00

    SAVINGS

    Emergency Fund $ 500.00


    Transfer to Savings $ 200.00
    Retirement(401K, IRA) $ 100.00
    Investments $ 55.00
    Education $ 500.00
    Other $ 300.00

    TOTAL $ 1,655.00
    EXPENSES
    HOME
    Mortgage/Rent $ 2,250.00
    Home/Rental Insurance $ 25.00
    Electricity $ 40.00
    Gas/Oil $ 44.00
    Water/Sewer/Trash $ 20.00
    Phone $ 15.00
    Cable/Satellite
    Internet $ 29.00
    Furnishing/Appliances
    Lawn/Garden
    Maintenance/Improvements
    Other
    $ 2,423.00 $ - $ -
    TRANSPORTATION
    Car Payments $ 250.00
    Auto Insurance $ 100.00
    Fuel $ 100.00
    Public Transportation
    Repairs/Maintenance
    Registration/License $ 100.00
    $ 550.00 $ - $ -
    DAILY LIVING
    Groceries $ 250.00
    Child Care $ 100.00
    Dining Out $ 100.00
    Clothing
    Cleaning
    Salon/Barber $ 100.00
    Pet Supplies $ 101.00
    $ 651.00 $ - $ -
    ENTERTAINMENT
    Video/DVD/Movies $ 250.00
    Concerts/Plays $ 100.00
    Sports $ 100.00
    Outdoor Recreation
    $ 450.00
    HEALTH
    Health Insurance $ 65.00
    Gym Membership $ 20.00
    Doctors/Dentist Visits
    Medicine/Prescriptions
    Veterinarian
    Life Insurance
    $ 85.00 $ - $ -
    VACATION/HOLIDAY
    Airfare $ 450.00
    Accommodations $ 250.00
    Food $ 200.00
    Souvenirs $ 50.00
    Pet Boarding $ 100.00
    Rental Car $ 150.00
    $ 1,200.00 $ - $ -

    TOTAL $ 5,359.00 $ - $ -

    CLIC
    SUMMARY
    Income $ 7,257.00
    Savings Goal $ 1,655.00
    Expenses $ 5,359.00

    POTENTIAL TO SAVE $ 243.00

    APR MAY JUN JUL AUG


    $ - $ - $ - $ - $ -

    $ - $ - $ - $ - $ -

    $ - $ - $ - $ - $ -
    $ - $ - $ - $ - $ -

    $ - $ - $ - $ - $ -

    $ - $ - $ - $ - $ -

    CLICK HERE TO CREATE IN SMARTSHEET


    $8,000.00

    $7,000.00

    $6,000.00 $7,257.00

    $5,000.00

    $4,000.00

    $3,000.00
    $5,359.00
    $2,000.00

    $1,000.00

    $-
    Income Expenses

    SEPT OCT NOV DEC

    $ 5,987.00
    $ 200.00
    $ 100.00
    $ 55.00
    $ 500.00
    $ 300.00
    $ 115.00

    $ 500.00
    $ 200.00
    $ 100.00
    $ 55.00
    $ 500.00
    $ 300.00
    $ 2,250.00
    $ 25.00
    $ 40.00
    $ 44.00
    $ 20.00
    $ 15.00
    $ -
    $ 29.00
    $ -
    $ -
    $ -
    $ -
    $ - $ - $ - $ -

    $ 250.00
    $ 100.00
    $ 100.00
    $ -
    $ -
    $ 100.00
    $ - $ - $ - $ -

    $ 250.00
    $ 100.00
    $ 100.00
    $ -
    $ -
    $ 100.00
    $ 101.00
    $ - $ - $ - $ -

    $ 250.00
    $ 100.00
    $ 100.00
    $ -
    $ 65.00
    $ 20.00
    $ -
    $ -
    $ -
    $ -
    $ - $ - $ - $ -

    $ 450.00
    $ 250.00
    $ 200.00
    $ 50.00
    $ 100.00
    $ 150.00
    $ - $ - $ - $ -

    $ - $ - $ - $ -

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