Personal Monthly Budget

https://www.vertex42.com/ExcelTemplates/personal-monthly-budget.html © 2008-2014 Vertex42 LLC

INCOME Budget Actual Difference [42] BUDGET SUMMARY Budget Actual Difference
Salary 0.00 0.00 - Total Income 0.00 5,000.00 (5,000.00)

Allowance 5,000.00 5,000.00 Total Expenses Err:511 9,321.00 (9,321.00)

- NET 0.00 (4,321.00) (4,321.00)

-
-
- DAILY LIVING Budget Actual Difference
- Groceries -
- Personal Supplies -
Total INCOME 0.00 5,000.00 5,000.00 Clothing -
Cleaning -
HOME EXPENSES Budget Actual Difference Education/Lessons -
- Dining/Eating Out -
Phone - Salon/Barber -
- Pet Food -
- Other -
Total DAILY LIVING 0.00 0.00 -
Total HOME EXPENSES 0.00 0.00 -
FOOD Budget Actual Difference
TRANSPORTATION AND CAR EXPE Budget Actual Difference -
Vehicle Payments - -
Auto Insurance - -
Fuel - -
Bus/Taxi/Train Fare - -
Repairs - -
Registration/License - -
Leatherette seat cover 3,000.00 (3,000.00) -
Deep dish mats - -
Car wash 80.00 (80.00) -
- -
Other - -
ANSPORTATION AND CAR EXPENSES 0.00 3,080.00 (3,080.00) -
-
HEALTH AND GYM STUFF Budget Actual Difference Total FOOD 0.00 0.00 -
Health Insurance -
Zest Power Gym membership 500.00 (500.00) SAVINGS Budget Actual Difference
Combat Powder 4,264.00 (4,264.00)
Creatine 1,477.00 (1,477.00)
Belt -
-
-
-
Other - Total SAVINGS 0.00 0.00 -
Total HEALTH AND GYM STUFF 0.00 6,241.00 (6,241.00)
OBLIGATIONS Budget Actual Difference
CHARITY/GIFTS Budget Actual Difference -
- -
- -
- -
- -
Total CHARITY/GIFTS 0.00 0.00 - -
-
SUBSCRIPTIONS Budget Actual Difference Total OBLIGATIONS 0.00 0.00 -
-
- ENTERTAINMENT Budget Actual Difference
- -
- -
Total SUBSCRIPTIONS 0.00 0.00 - -
-
-
HELP
https://www.vertex42.com/ExcelTemplates/personal-monthly-budget.html © 2014 Vertex42 LLC

Intro
The purpose of this template is to help you define a monthly budget and
compare your budget to your actual income and expenses.

This worksheet uses a separate Excel Table for each major Budget
category. This allows you to insert and delete sub-categories easily.

Step 1 Update Budget Categories

You can modify the sub-categories within each table, but if you remove
an entire major category, then you will need to modify the formulas in
the Budget Summary table.

Step 2 Enter Budget Amounts

Enter values in the Budget column within each table.

If you are not sure how to set up your budget, read the article "How to
Make a Budget with a Spreadsheet" listed below.

Step 3 Enter Actual Amounts

You can either update the worksheet throughout the month, or wait until
the end of the month to enter the actual income and expenses.

Difference Column
The cells in the Difference column use conditional formatting to make
negative numbers red. If you spend more than you budgeted, the
Difference between the Projected and Actual values will be negative,
and if your Actual income is less than your Projected income, the
Difference will be a negative number.

Budget Summary
The Monthly Budget Summary table totals up all your income and
expenses and calculates the Net as Income minus Expenses. If your
Net is negative, that means you have overspent your monthly budget.

Taking the Next Step

 This worksheet is a simple way to create a monthly budget, but when
you are ready to move on to a more advanced budgeting tool, try our
Money Management Template listed below.

REFERENCES & RESOURCES

TEMPLATE Vertex42.com: Money Management Template

TIPS Vertex42.com: Spreadsheet Tips Workbook

ARTICLE Vertex42.com: How to Make a Budget with a Spreadsheet

ARTICLE Vertex42.com: Budgeting Tips

© 2014 Vertex42 LLC
Personal Monthly Budget
https://www.vertex42.com/ExcelTemplates/personal-monthly-budget.html

INCOME Budget Actual Difference [42]

Salary 0.00 0.00 -
Allowance
-
-
-
-
-
-
Total INCOME 0.00 0.00 -

HOME EXPENSES Budget Actual Difference

-
Phone -
-
-
-
-
-

Total HOME EXPENSES 0.00 0.00 -

TRANSPORTATION AND CAR EXPE Budget Actual Difference

Vehicle Payments -
Auto Insurance -
Fuel -
Bus/Taxi/Train Fare -
Repairs -
Registration/License -
Leatherette seat cover -
Deep dish mats -
Car wash 0.00 -
-
Other -
ANSPORTATION AND CAR EXPENSES 0.00 0.00 -

HEALTH AND GYM STUFF Budget Actual Difference

Health Insurance -
Zest Power Gym membership 500.00 (500.00)
Combat Powder -
Creatine -
Belt -
-
-
-
Other -
Total HEALTH AND GYM STUFF 0.00 500.00 (500.00)

CHARITY/GIFTS Budget Actual Difference

-
-
-
-
Total CHARITY/GIFTS 0.00 0.00 -

SUBSCRIPTIONS Budget Actual Difference

Newspaper -
Magazines -
Dues/Memberships -
Other -
Total SUBSCRIPTIONS 0.00 0.00 -

[42]
 © 2008-2014 Vertex42 LLC

BUDGET SUMMARY Budget Actual Difference

Total Income 0.00 0.00 0.00
Total Expenses Err:511 500.00 (500.00)

NET 0.00 (500.00) (500.00)

DAILY LIVING Budget Actual Difference

Groceries -
Personal Supplies -
Clothing -
Cleaning -
Education/Lessons -
Dining/Eating Out -
Salon/Barber -
Pet Food -
Other -
Total DAILY LIVING 0.00 0.00 -

ENTERTAINMENT Budget Actual Difference

-
-
-
-
-
-
-
-
-
-
-
-
-
-
Total ENTERTAINMENT 0.00 0.00 -

SAVINGS Budget Actual Difference

 Total SAVINGS 0.00 0.00 -

OBLIGATIONS Budget Actual Difference

-
-
-
-
-
-
-
Total OBLIGATIONS 0.00 0.00 -

MISCELLANEOUS Budget Actual Difference

-
-
-
-
Total MISCELLANEOUS 0.00 0.00 -
Personal Monthly Budget
https://www.vertex42.com/ExcelTemplates/personal-monthly-budget.html

INCOME Budget Actual Difference [42]

Salary 0.00 0.00 -
Allowance
-
-
-
-
-
-
Total INCOME 0.00 0.00 -

HOME EXPENSES Budget Actual Difference

-
Phone -
-
-
-
-
-

Total HOME EXPENSES 0.00 0.00 -

TRANSPORTATION AND CAR EXPE Budget Actual Difference

Vehicle Payments -
Auto Insurance -
Fuel -
Bus/Taxi/Train Fare -
Repairs -
Registration/License -
Leatherette seat cover -
Deep dish mats -
Car wash 0.00 -
-
Other -
ANSPORTATION AND CAR EXPENSES 0.00 0.00 -

HEALTH AND GYM STUFF Budget Actual Difference

Health Insurance -
Zest Power Gym membership 500.00 (500.00)
Combat Powder -
Creatine -
Belt -
-
-
-
Other -
Total HEALTH AND GYM STUFF 0.00 500.00 (500.00)

CHARITY/GIFTS Budget Actual Difference

-
-
-
-
Total CHARITY/GIFTS 0.00 0.00 -

SUBSCRIPTIONS Budget Actual Difference

Newspaper -
Magazines -
Dues/Memberships -
Other -
Total SUBSCRIPTIONS 0.00 0.00 -

[42]
 © 2008-2014 Vertex42 LLC

BUDGET SUMMARY Budget Actual Difference

Total Income 0.00 0.00 0.00
Total Expenses Err:511 500.00 (500.00)

NET 0.00 (500.00) (500.00)

DAILY LIVING Budget Actual Difference

Groceries -
Personal Supplies -
Clothing -
Cleaning -
Education/Lessons -
Dining/Eating Out -
Salon/Barber -
Pet Food -
Other -
Total DAILY LIVING 0.00 0.00 -

ENTERTAINMENT Budget Actual Difference

-
-
-
-
-
-
-
-
-
-
-
-
-
-
Total ENTERTAINMENT 0.00 0.00 -

SAVINGS Budget Actual Difference

 Total SAVINGS 0.00 0.00 -

OBLIGATIONS Budget Actual Difference

-
-
-
-
-
-
-
Total OBLIGATIONS 0.00 0.00 -

MISCELLANEOUS Budget Actual Difference

-
-
-
-
Total MISCELLANEOUS 0.00 0.00 -
Personal Monthly Budget
https://www.vertex42.com/ExcelTemplates/personal-monthly-budget.html

INCOME Budget Actual Difference [42]

Salary 0.00 0.00 -
Allowance
-
-
-
-
-
-
Total INCOME 0.00 0.00 -

HOME EXPENSES Budget Actual Difference

-
Phone -
-
-
-
-
-

Total HOME EXPENSES 0.00 0.00 -

TRANSPORTATION AND CAR EXPE Budget Actual Difference

Vehicle Payments -
Auto Insurance -
Fuel -
Bus/Taxi/Train Fare -
Repairs -
Registration/License -
Leatherette seat cover -
Deep dish mats -
Car wash 0.00 -
-
Other -
ANSPORTATION AND CAR EXPENSES 0.00 0.00 -

HEALTH AND GYM STUFF Budget Actual Difference

Health Insurance -
Zest Power Gym membership 500.00 (500.00)
Combat Powder -
Creatine -
Belt -
-
-
-
Other -
Total HEALTH AND GYM STUFF 0.00 500.00 (500.00)

CHARITY/GIFTS Budget Actual Difference

-
-
-
-
Total CHARITY/GIFTS 0.00 0.00 -

SUBSCRIPTIONS Budget Actual Difference

Newspaper -
Magazines -
Dues/Memberships -
Other -
Total SUBSCRIPTIONS 0.00 0.00 -

[42]
 © 2008-2014 Vertex42 LLC

BUDGET SUMMARY Budget Actual Difference

Total Income 0.00 0.00 0.00
Total Expenses Err:511 500.00 (500.00)

NET 0.00 (500.00) (500.00)

DAILY LIVING Budget Actual Difference

Groceries -
Personal Supplies -
Clothing -
Cleaning -
Education/Lessons -
Dining/Eating Out -
Salon/Barber -
Pet Food -
Other -
Total DAILY LIVING 0.00 0.00 -

ENTERTAINMENT Budget Actual Difference

-
-
-
-
-
-
-
-
-
-
-
-
-
-
Total ENTERTAINMENT 0.00 0.00 -

SAVINGS Budget Actual Difference

 Total SAVINGS 0.00 0.00 -

OBLIGATIONS Budget Actual Difference

-
-
-
-
-
-
-
Total OBLIGATIONS 0.00 0.00 -

MISCELLANEOUS Budget Actual Difference

-
-
-
-
Total MISCELLANEOUS 0.00 0.00 -
Personal Monthly Budget
By Vertex42.com
https://www.vertex42.com/ExcelTemplates/personal-monthly-budget.html

© 2008-2014 Vertex42 LLC

This spreadsheet, including all worksheets and associated content is 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.

https://www.vertex42.com/licensing/EULA_privateuse.html

Do not delete this worksheet