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  • Monthly Budget

    Uploaded by

    Vivian Nguyen
    6 views8 pages
    This document provides instructions for setting up and using a monthly budget spreadsheet. The user is instructed to enter their starting balance, income sources and planned expenses. As transactions are entered on another tab, the sheet will automatically update to show spending summaries. Only highlighted cells should be edited to avoid altering formulas. The sample budget shows a starting balance of $1000, income of $950 planned versus $1000 actual, expenses of $1450 planned versus $1500 actual, and $500 saved for the month, a 50% increase over the savings goal.

    Original Description:

    Monthly budget spreadsheet

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    This document provides instructions for setting up and using a monthly budget spreadsheet. The user is instructed to enter their starting balance, income sources and planned expenses. As transactions are entered on another tab, the sheet will automatically update to show spending summaries. Only highlighted cells should be edited to avoid altering formulas. The sample budget shows a starting balance of $1000, income of $950 planned versus $1000 actual, expenses of $1450 planned versus $1500 actual, and $500 saved for the month, a 50% increase over the savings goal.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    6 views8 pages

    Monthly Budget

    Uploaded by

    Vivian Nguyen
    This document provides instructions for setting up and using a monthly budget spreadsheet. The user is instructed to enter their starting balance, income sources and planned expenses. As transactions are entered on another tab, the sheet will automatically update to show spending summaries. Only highlighted cells should be edited to avoid altering formulas. The sample budget shows a starting balance of $1000, income of $950 planned versus $1000 actual, expenses of $1450 planned versus $1500 actual, and $500 saved for the month, a 50% increase over the savings goal.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 8

    GET STARTED

    NOTE

    Set your starting balance in cell L8, then customize your categories and
    planned spending amounts in the 'Income' and 'Expenses' tables below.
    As you enter data in the 'Transactions' tab, this sheet will automatically
    update to show a summary of your spending for the month.

    Only edit highlighted cells.

    Try not to alter cells that contai

    Monthly Budget
    +50%

    Increase in total saving

    $500
    START BALANCE END BALANCE
    $1,000

    Saved this month

    $1,500

    Expenses
    Planned

    Actual

    Income
    $950
    $1,000

    Expenses

    Planned

    $1,450

    Actual

    $1,500

    Income
    Planned

    Actual

    Diff.

    $950

    $1,000

    -$50

    Food

    $0

    $0

    $0

    Savings

    Gifts

    $0

    $0

    $0

    Paycheck

    Health/medical

    $0

    $0

    $0

    Bonus

    $950

    $1,000

    -$50

    Transportation

    $0

    $0

    $0

    Other

    Personal

    $0

    $0

    $0

    Custom category

    Totals

    Home

    Totals

    Interest

    Pets

    $0

    $0

    $0

    Utilities

    $0

    $0

    $0

    Travel

    $0

    $0

    $0

    Debt

    $0

    $0

    $0

    Other

    $0

    $0

    $0

    Custom category 1

    $0

    $0

    $0

    Custom category 2

    $0

    $0

    $0

    Custom category 3

    $0

    $0

    $0

    NOTE

    Only edit highlighted cells.

    Try not to alter cells that contain a formula.

    Starting balance:

    $1,000

    +50%
    Increase in total savings

    $500
    Saved this month

    Planned

    Actual

    Diff.

    $1,450

    $1,500

    +$50

    $0

    $0

    $0

    $1,450

    $1,500

    +$50

    $0

    $0

    $0

    $0

    $0

    $0

    $0

    $0

    $0

    $0

    $0

    $0

    Change or add categories by updating the Expenses and Income tables in the Summary sheet.

    Expenses

    Income

    Date

    Amount

    Description

    Category

    Date

    9/12/2016

    $1,000.00

    Rent

    Home

    9/12/2016

    Amount

    Description

    Category

    $1,500.00

    Paycheck

    Paycheck

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