Monthly Budget Plan

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About The Template

Use this template to maintain monthly and annual budget.

Enter Revenues and Expenses in respective tables to calculate Cash shortage or surplus for each month and year.

Sparklines are auto updated in each table.

Note: 

Additional instructions have been provided in column A in PERSONAL BUDGET worksheet. This text has been
intentionally hidden. To remove text, select column A, then select DELETE. To unhide text, select column A, 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.
Label
ed.
right.
s
Enter are
Enter
in
year
detail
Hom
sinincell
cells PERSONAL BUDGET 2022
2023

Q2.
Incom
e
C4
eNext
expe
throu
instru
table
nses
gh
ction
starti
in
P4. REVENUE JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
is inin
ng
table
cell
starti
INCOME January February March April May June July August September October November December Year Sparkline
A4.
C5.
ng in Wages ₱ -
Next
Enter
Label
cell
instru
expe
s are
Interest/Dividends ₱ -
C12.
ction
nses
in
Next
Miscellaneous ₱ -
is in
in
cells
instr
cell Total ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
Dues
C11
A11.
uctio
and
throu
n is
Subs
gh
in
cripti
P11.
cell
EXPENSES JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
on
A20.
Enter
table
HOME January February March April May June July August September October November December Year Sparkline
starti
Perso Electricity ₱ -
nal
ng in Water Bill ₱ -
cell
expe
nses
C71.
Internet ₱ -
Next
in Groceries ₱ -
table
instr Transportation ₱ -
uctio
starti
n isin
ng
Total ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
in
cell
Total
Enter
cell
C81.
s are
Finan
A81.
Next
auto
cial DUES/SUBSCRIPTION January February March April May June July August September October November December Year Sparkline
instr
calcul
Oblig
uctio
ation
ated
Netflix ₱ -
n in
in
s is Spotify ₱ -
in
table
cell
starti
A89.
ng
Enter in PERSONAL January February March April May June July August September October November December Year Sparkline
cell
Misce
C89.
C105
Clothing/Shopping/etc ₱ -
llane
.Next
ous
Dental ₱ -
instr
Total
Paym Savings (Piggy Bank) ₱ -
expe
uctio
ents
n is
nses
Total ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
in
and
in
table
cell
Cash
starti
short
A97.
ng in
FINANCIAL OBLIGATIONS January February March April May June July August September October November December Year Sparkline
age
cell
or
BPI Savings ₱ -
C97.
surpl
Next
Insurance ₱ -
us
instr SSS ₱ -
are
uctio
auto
Other obligations ₱ -
n is
calcul
in
Total ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
ated
cell
for
A105
each
. MISC PAYMENTS January February March April May June July August September October November December Year Sparkline
mont
h Other ₱ -
and Other ₱ -
entir
e
Other ₱ -
year, Other ₱ -
and Other ₱ -
spark
lines
Total ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ - ₱ -
are
upda
ted. TOTALS JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR SPARKLINE
Total expenses #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
Cash short/extra #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

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