Simple Budget Worksheet

Savings Where do I want to put my savings?

Income
15.00%
$3,450.00 Savings 40% $1,380
40.00%
Total Expenses Emergency 25% $863 20.00% $3,450

$0.00 Debt Payoff 20% $690

25.00%
Total Savings Other Goals 15% $518

$3,450.00 Total 100% $3,450 Savings Emergency

Debt Payof Other Goals

Expenses

Description Amount
Car $0.00
Rent $0.00
Utilities $0.00
Debt $0.00
Credit Cards $0.00
Other $0.00
Total Expenses $0.00
HELP
http://www.vertex42.com/ExcelTemplates/simple-budget-worksheet.html © 2013-2014 Vertex42 LLC

Instructions

1) Decide whether the worksheet is going to represent a week, month, or two-period period.
You may want this to match your pay period.

2) Enter your Income in cell C4

3) List your expense categories in the table

4) Enter the amount you will budget for each expense category

5) 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.

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

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

ARTICLE Vertex42.com: Budgeting Tips

Simple Budget Worksheet

By Vertex42.com
http://www.vertex42.com/ExcelTemplates/simple-budget-worksheet.html

© 2013-2014 Vertex42 LLC

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