ABOUT THIS TEMPLATE

Use this workbook to track your expenses and create Family Budget.

Enter projected and actual income from different sources in Monthly Budget Report
worksheet and projected and actual amounts spent on various categories in Monthly
Expenses worksheet.
Projected and Actual Balance and Difference are auto calculated, and Budget Summary
and Budget Overview chart are updated in Monthly Budget Report worksheet.

You can modify or enter new category in table in Additional Data worksheet.

Note: 

Additional instructions have been provided in column A in MONTHLY BUDGET REPORT

worksheet and in cell A1 in MONTHLY EXPENSES and ADDITIONAL DATA worksheets. This
text has been intentionally hidden. To remove text, select column A or cell A1, then select
DELETE. To unhide text, select column A or cell A1, then change font color.

To learn more about tables, press SHIFT and then F10 within a table, select the TABLE
option, and then select ALTERNATIVE TEXT. For PivotTables, press SHIFT and then F10
within a table, select PIVOTTABLE OPTIONS, and then select ALT TEXT tab.
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Pie chart showing percentage of expenses by category is in this cell.
 Budget Summary Single wheat stalk of green color is in this cell.

This shape represents a slicer. Slicers are supported in Excel 2010 or later.

If the shape was modified in an earlier version of Excel, or if the workbook was saved in Excel 2003 or earlier,
the slicer cannot be used.

Category Slicer to filter PivotTable below by the selected category is in this cell.

Select PivotTable below and then select Refresh in Analyze tab to update.

Data
Category Sum - Projected CoSum - Actual Cost Sum - Difference
Children $140 $140 $0

Entertainment $400 $358 $42

Food $1,100 $1,320 ($220)

Gifts and Charity $100 $125 ($25)

Housing $2,830 $2,702 $128

Insurance $900 $900 $0

Loans $200 $200 $0

Personal Care $150 $140 $10

Pets $170 $100 $70

Savings or Investments $200 $200 $0

Taxes $300 $300 $0

Image is in this cell.
Transportation $1,425 $1,375 $50

Total Result $7,915 $7,860 $55

dg
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Monthly Expenses Monthly Budget
Report
Monthly Budget Report

EnDescription Category Projected Cost Actual Cost Difference Actual Cost Overview
Bus/Taxi fare Transportation $100 $150 ($50)
Fuel Transportation $450 $400 $50
Insurance Transportation $300 $300 $0
Licensing Transportation $25 $25 $0
Maintenance Transportation $100 $50 $50
Parking fees Transportation $0
Vehicle payment Transportation $450 $450 $0
Total $1,425 $1,375 $50
ar
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. PivotTable for Budget Overview chart Lookup List for Budget Details Category
Category Sum - Actual Cost Budget Category Lookup
Children $140 Children
Entertainment $358 Entertainment
Food $1,320 Food
Gifts and Charity $125 Gifts and Charity
Housing $2,702 Housing
Insurance $900 Insurance
Loans $200 Loans
Personal Care $140 Personal Care
Pets $100 Pets
Savings or Investments $200 Savings or Investments
Taxes $300 Taxes
Transportation $1,375 Transportation
Total Result $7,860