Simple Budget Worksheet

How much can I save?

Where do I want to put my savings?

Income
$3,450.00

Savings

40%

$160

Total Expenses

Emergency

25%

$100

$3,050.00

Debt Payoff

20%

$80

Total Savings

Other Goals

15%

$60

Total

100%

$400

$400.00
http://www.vertex42.com/ExcelTemplates/simple-budget-worksheet.html

What are my expenses?

description
Car
Rent
Utilities
School Debt
Credit Cards
Groceries
Other

want to put my savings?

15%
20%

$400

40%

25%

Savings
Debt Payof

Emergency
Other Goals
2013 Vertex42 LLC

amount
$300.00
$1,200.00
$100.00
$200.00
$500.00
$400.00
$350.00

Total Expenses

$3,050.00

HELP
http://www.vertex42.com/ExcelTemplates/simple-budget-worksheet.html

Instructions
1)

2)
3)
4)
5)

Additional Help

TEMPLATE
TEMPLATE
TIPS
ARTICLE
ARTICLE

w.vertex42.com/ExcelTemplates/simple-budget-worksheet.html

2013-2014 Vertex

Decide whether the worksheet is going to represent a week, month, or two-period period. You may want this to
match your pay period.
Enter your Income in cell C4
List your expense categories in the table
Enter the amount you will budget for each expense category

Assuming you have money left over, choose how to divide up your savings. Fill in the % you would like to put
towards each savings category (totaling 100%). You can change the labels for the savings categories.
When you are ready for something more advanced, visit Vertex42.com to find more budget spreadsheets and
tools.

nal Help
The link at the top of this worksheet will take you to the web page on vertex42.com that talks about this template.

Vertex42.com: Money Management Template

Vertex42.com: Family Budget Planner
Vertex42.com: Spreadsheet Tips Workbook
Vertex42.com: How to Make a Budget with a Spreadsheet
Vertex42.com: Budgeting Tips

3-2014 Vertex42 LLC

Simple Budget Worksheet

By Vertex42.com
http://www.vertex42.com/ExcelTemplates/simple-budget-worksheet.html
2013-2014 Vertex42 LLC
This spreadsheet, including all worksheets and associated content is considered a copyrighted work under
the United States and other copyright laws.

Do not submit copies or modifications of this template to any website or online template gallery.
Please review the following license agreement to learn how you may or may not use this template. Thank
you.
See License Agreement
http://www.vertex42.com/licensing/EULA_privateuse.html

Do not delete this worksheet. If necessary, you may hide it by right-clicking on the tab and selecting Hide.