Description

Charity 1
Charity 2

Category
Projected Cost
Actual Cost
Difference
Gifts and Char
200
200
Gifts and Char
500
500

0
0

Actual Cost Ranking

200
500

[Your Name]
01/19/2016
Page 3 of 11

Budget Report

Budget Summary
Projected Monthly Income
Income 1
Income 2
Extra income
Total income
Actual Monthly Income
Income 1
Income 2
Extra income
Total income
Balance (income - expenses)
Projected Balance
Actual Balance
Difference

Projected Monthly Expenses

$8,000

Err:508

Edit your budget data on the Budget

Details sheet. When you enter your data,
the Budget Summary that you see here
updates automatically.
The Expense Overview table below is a
PivotTable. After you update your data on
the Budget Details sheet, right-click in the
table and then click Refresh Data to
update both the table and the chart.

$8,000
Actual Monthly Expenses
$8,000

Err:508

$8,000

Easily apply your own colors to this template. This template is for
using themes that enable you to apply fonts, colors, and graphic
formatting effects throughout the workbook with just a click.

Err:508
Err:508
$0

Find themes on the Home tab, in the Themes group. Select from d
of built-in themes available in the Themes gallery or find options t
change just the theme fonts or theme colors.

Expense Overview
Category
Housing
Personal Care
Insurance
Transportation
Food
Gifts and Charity
Entertainment
Pets
Savings or Investments
Children
Loans
Taxes
Total Result

Data
Sum - Actual Cost
Sum - Actual Cost
$2,415
$2,415
$1,050
$1,050
$800
$800
$780
$780
$700
$700
$700
$700
$450
$450
$360
$360
$100
$100

Housing
Personal Care
Insurance
Transportation
Food
Gifts and Charity

$7,355

$7,355

Entertainment
Pets

A PivotTable, such as the table at left, makes it easy for you to look at your data
in different ways. When you click in the table, the PivotTable Builder window
appears, from which you can add or remove fields from the table.

Savings or
Investments

When you click in the PivotTable, a PivotTable tab also appears on the Ribbon
above your workbook window, providing many options for formatting and editing
the PivotTable.

Children
Loans
Taxes

Children
Loans

Budget Report
Category

Taxes
Data
Sum - Actual Cost

[Your Name]
01/19/2016
Page 4 of 11

Sum - Actual Cost

Housing
Personal Care
Insurance
Transportation
Food
Gifts and Charity
Entertainment
Pets
Savings or
Investments
Children
Loans
Taxes

01/19/2016
Page 5 of 11

Monthly Budget - Detail

Description
Category
Extracurricular activities
Children
Medical
Children
School Supplies
Children
Movies
Entertainment
Music (CDs, downloads, etc.)
Entertainment
Sporting Events
Entertainment
Dining Out
Food
Groceries
Food
Charity 1
Gifts and Charity
Charity 2
Gifts and Charity
Cable/Satellite
Housing
Electric
Housing
Mortgage or Rent
Housing
Health
Insurance
Home
Insurance
Credit Card 1
Loans
Credit Card 2
Loans
Clothing
Personal Care
Dry Cleaning
Personal Care
Health Club
Personal Care
Food
Pets
Grooming
Pets
Medical
Pets
Investment account
Savings or Investments
Retirement account
Savings or Investments
Federal
Taxes
State
Taxes
Bus/Taxi fare
Transportation
Fuel
Transportation
Insurance
Transportation
Car
Transportation
Boat
Entertainment
ATV
Entertainment
Edit the data on this sheet with your own information to update the

Projected Cost

Budget Report sheet.

You can edit data in the Description, Category, Projected Cost, and
Actual Cost columns and the Difference and Actual Cost Overview are
calculated automatically.
When you click in a cell in the Category column, you see a list of options
from which to select. You can edit that list on the Lookup Lists sheet in
this workbook.
The bars shown in the Actual Cost Overview column are conditional
formatting that updates to show the relative actual cost values for your
entire budget.

$50
$100
$50
$500
$200
$200
$500
$100
$45
$2,270
$400
$400

$900
$50
$100
$30
$30
$300
$100

$450
$100
$230
$200
$50

The bars shown in the Actual Cost Overview column are conditional
formatting that updates to show the relative actual cost values for your
entire budget.

Monthly Budget - Detail

01/19/2016
Page 6 of 11

Monthly Budget - Detail

Actual Cost

$50
$100
$50
$500
$200
$200
$500
$100
$45
$2,270
$400
$400

$900
$50
$100
$30
$30
$300
$100

$450
$100
$230
$200
$50

Difference
Actual Cost Ranking
Err:509
Err:509
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Err:509
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Err:509

01/19/2016
Page 7 of 11
Click the arrow in any
heading cell in this table for
sort and filter options.

To add new items to the ta

the row directly beneath th
expands automatically. The
automatically recognizes y
the table expands.

Monthly Budget - Detail

01/19/2016
Page 8 of 11

Monthly Budget - Detail

k the arrow in any

ding cell in this table for
and filter options.

To add new items to the table, just start typing in

the row directly beneath the table and the table
expands automatically. The Budget Report sheet
automatically recognizes your additional data when
the table expands.

01/19/2016
Page 9 of 11

Monthly Budget - Detail

01/19/2016
Page 10 of 11

Budget Category Lookup

Children
Entertainment
Food
Gifts and Charity
Housing
Insurance
Loans
Personal Care
Pets
Savings or Investments
Taxes
Transportation

This list populates the options that

appear in the pop-up lists you see in
the Category column on the Budget
Details sheet. Edit the existing
values as needed. To add additional
values, begin typing in the cell
directly beneath the last existing
entry and the list will automatically
expand.