Thanks for checking out the budget sheet

NOTE: To create your own copy of this Budget, click on File (in the top left corner) and then click "Make a Copy".

1 Choose categories and forms of payment you will plug in

2 Put in planned amounts

3 Put in Data validation items for dropdown selections

ADD: bank transactions, credit card bill, income TO CATEGORIES.
ADD: bank withdraw/deposit, direct deposit TO FORM OF PAYMENT

4 Use sumif function to track amount spent

5 Subtract planned by spent to get remaining column

6 Insert Chart and customize

7 Create sumif functions for Checking, Credit Card and Savings accounts.
DON’T FORGET CASH DOES NOT ATTACH TO CHECKING ACCOUNT ONLY BANK TRANSAC
ALSO SUBTRACT THE CATEGORY "Credit Card bill" FOR CREDIT CARD ACCOUNT

8 Make sure you add the previous month total to account totals

9 Fill in the income, expense and percent savings boxes

and then click "Make a Copy". You can then save it to your own drive and edit it.

T ONLY BANK TRANSACTIONS DO

CARD ACCOUNT
 NOTE: To create your own copy of this Budget, click on File (in the top left corner) and then click "Make a Copy". You
Item Planned Spent Remaining

Total Expenses

Retirement
Savings
Investment
Total

Date Form of paymentDescription Out In

er) and then click "Make a Copy". You can then save it to your own drive and edit it.

Income
Expenses
% Saving

Previous month total

Checking
Credit Card
Savings

Category Reconciled
 Item Planned Spent Remaining
Rent 1 1000 1000 0
Utilities 2 100 0 100
Groceries 3 100 0 100
Health 4 100 0 100
5
Gas 100 0 100
6
Transportation 100 0 100
7
Entertainment 100 0 100
8
Education 9 100 0 100
Accrued Expense 10 100 0 100
Misc 11 100 0 100
Total Expenses 0 0.20.40.60.8 1 1900 1000 900

Retirement 1 500 0 500

Savings 500 500 0 500
3
Investment 500 0 500
Total 0 0.2 0.4 0.6 0.8 1 3400 1000 2400

Date Form of paymentDescription Debit Credit

4/2 Direct deposit paycheck 2000
4/6 Check rent check 1000
 Income 2000
Expenses 1000
% Saving 50.00

Previous month total

Checking 2000 1000
Credit Card 100 100
Savings 100 100

Category Reconciled
Income
Rent