[Your Name]

02/15/2015
Page 1 of 6

Budget Report

Budget Summary
Projected Monthly Income
Income 1
Income 2
Extra income
Total income

$2,000
$150
$0
$2,150

Actual Monthly Income

Income 1
Income 2
Extra income
Total income

$2,000
$0
$0
$2,000

Balance (income - expenses)

Projected Balance
Actual Balance
Difference

Projected Monthly Expenses

$2,000

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.

Actual Monthly Expenses

Err:508
Err:508
$150

$2,000

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.

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
Transportation
Food
Savings or Investments
Loans
Entertainment
Personal Care
Total Result

Data
Sum - Actual Cost
Sum - Actual Cost
$565
$565
$536
$536
$280
$280
$200
$200
$100
$100
$0
$0
$0
$0
$1,681
$1,681

Housing
Transportation
Food
Savings or
Investments
Loans
Entertainment
Personal Care

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.
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.

Total Result

[Your Name]
02/15/2015
Page 2 of 6

Budget Report
Category

Data
Sum - Actual Cost

Sum - Actual Cost

Housing
Transportation
Food
Savings or
Investments
Loans
Entertainment
Personal Care
Total Result

02/15/2015
Page 3 of 6

Monthly Budget - Detail

Description
Movies
Music (CDs, downloads, etc.)
Sporting Events
Dining Out
Groceries
Cable/Satellite
Electric
Mortgage or Rent
Credit Card 1 AMEX
Credit Card 2 MSTC
Clothing
Dry Cleaning
Health Club
Investment account
Retirement account
Bus/Taxi fare
Fuel
Insurance

Category
Entertainment
Entertainment
Entertainment
Food
Food
Housing
Housing
Housing
Loans
Loans
Personal Care
Personal Care
Personal Care
Savings or Investments
Savings or Investments
Transportation
Transportation
Transportation

Projected Cost

Edit the data on this sheet with your own information to update the
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.

$0
$0
$0
$80
$200
$15
$0
$550
$100
$0
$0
$200
$270
$100
$166

Monthly Budget - Detail

Actual Cost
$0
$0
$0
$80
$200
$15
$0
$550
$100
$0

$200
$270
$100
$166

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

02/15/2015
Page 4 of 6
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

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.

02/15/2015
Page 5 of 6

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.