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PERSONAL BUDGET

2015 Spreadshe
JAN

FEB

MAR

APR

MAY

JUN

JUL

AUG

SEP

OCT

INCOME
Salary / Wages
Business
Pension
Interest/dividends
Miscellaneous

2,546.00
500.00
1,000.00
550.00
1,245.00

TOTAL INCOME

5,841.00

Projected Savings Goal 1


Projected Savings Goal 2
Projected Savings Goal 3
Projected Savings Goal 4
Projected Savings Goal 5

1,400.00

TOTAL SAVINGS GOAL

1,400.00

SAVINGS GOAL

EXPENSES
HOME
Mortgage/rent
Utilities
Home telephone
Mobile telephone
Home repairs
Home improvement
Home security
Garden supplies

845.00
35.00
22.00
35.00
20.00
10.00
10.00
5.00

900.00
-

TOTAL HOME

982.00

900.00

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DAILY LIVING
Groceries
Child care
Dry cleaning
Dining out
Housecleaning service
Dog walker

500.00
-

TOTAL DAILY LIVING

500.00

Gas/fuel
Insurance
Repairs
Car wash/detailing services
Parking
Public transportation

300.00
-

TOTAL TRANSPORTATION

300.00

Cable TV
Video/DVD rentals
Movies/plays
Concerts/clubs

100.00
-

TOTAL ENTERTAINMENT

100.00

50.00
-

TRANSPORTATION

ENTERTAINMENT

HEALTH
Health club dues
Insurance
Prescriptions
Over-the-counter drugs
Co-payments/out-of-pocket
Veterinarians/pet medicines
Life insurance

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TOTAL HEALTH

50.00

Air fare
Accommodations
Food
Souvenirs
Pet boarding
Rental car

10.00
-

TOTAL HOLIDAYS

10.00

Gym fees
Sports equipment
Team dues
Toys/child gear

30.00
-

TOTAL RECREATION

30.00

Magazines
Newspapers
Internet connection
Public radio
Public television
Religious organizations
Charity

35.00
-

TOTAL SUBSCRIBTIONS

35.00

20.00
-

HOLIDAYS

RECREATION

SUBSCRIBTIONS

PERSONAL
Clothing
Gifts
Salon/barber
Books
Music (CDs, etc.)

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TOTAL PERSONAL

20.00

Long-term savings
Retirement (401k, Roth IRA)
Credit card payments
Income tax (additional)
Other obligations

20.00
-

TOTAL FINANCIAL OBLIGATIONS

20.00

10.00
-

10.00

FINANCIAL OBLIGATIONS

MISC. PAYMENTS
Other
Other
Other
Other
Other
TOTAL MISC. PAYMENTS

TOTAL
INCOME
SAVINGS GOAL
EXPENSES

5,841.00
1,400.00
2,057.00

900.00

POTENTIAL TO SAVE

2,384.00 -

900.00

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NOV

DEC

YEAR

2,546.00
500.00
1,000.00
550.00
1,245.00

5,841.00

1,400.00
-

1,400.00

1,745.00
35.00
22.00
35.00
20.00
10.00
10.00
5.00

1,882.00

Budget Spreadsheets by Spreadsheet123.com

2011 Spreadsheet123 LTD. All rights reserved

500.00
-

500.00

300.00
-

300.00

100.00
-

100.00

50.00
-

Budget Spreadsheets by Spreadsheet123.com

2011 Spreadsheet123 LTD. All rights reserved

50.00

10.00
-

10.00

30.00
-

30.00

35.00
-

35.00

20.00
-

Budget Spreadsheets by Spreadsheet123.com

2011 Spreadsheet123 LTD. All rights reserved

20.00

20.00
-

20.00

10.00
-

10.00

5,841.00
1,400.00
2,957.00

1,484.00

Budget Spreadsheets by Spreadsheet123.com

2011 Spreadsheet123 LTD. All rights reserved

PERSONAL BUDGET - DASHBOARDS

2015 Spreadsheet123 LTD. All rights re

INCOME
Salary / Wages
Business
Pension

21%

Interest/dividends

44%

9%

Miscellaneous

17%

9%

EXPENSES
1,200.00

JAN
FEB
MAR
HOME
982.00
900.00
1,000.00DAILY LIVI
500.00
TRANSPOR 300.00
ENTERTAI
100.00
800.00
HEALTH
50.00
HOLIDAYS
10.00
RECREATI
30.00
600.00
SUBSCRIB
35.00
PERSONAL
20.00
400.00FINANCIAL
20.00
MISC. PAY
10.00
-

APR
-

MAY
-

JUN
-

JUL
-

AUG
-

SEP
-

OCT
-

NOV
-

DEC
-

YEAR
1,882.00
500.00
300.00
100.00
50.00
10.00
30.00
35.00
20.00
20.00
10.00

200.00

JAN

FEB

Budget Spreadsheets by Spreadsheet123.com

MAR

APR

MAY

JUN

JUL

AUG

SEP

OCT

NOV

2013 Spreadsheet123 LTD. All rights reserved

DE

JAN
HOME

FEB

DAILY LIVING

T RANSPORT AT ION

MAR

APR
ENT ERT AINMENT

MAY
HEALT H

JUN
HOLIDAYS

JUL
RECREAT ION

AUG
SUBSCRIBT IONS

SEP
PERSONAL

OCT

NOV

FINANCIAL OBLIGAT IONS

JAN

FEB

MAR

APR

MAY

JUN

JUL

AUG

SEP

OCT

NOV

DEC

Budget Spreadsheets by Spreadsheet123.com

DE

MISC. PAYME

2013 Spreadsheet123 LTD. All rights reserved

ANNUAL EXPENSE DISTRIBUTION PIE

HOM E

DAILY LIV ING

T RANSPORT A T ION

ENT ERT AINM E NT

HEAL T H

HOLIDAY S

RE CREAT ION

SUBSCRI BT IONS

PERSONAL

FINANCIAL OBLIGAT IONS

INCOME-EXPENSE AND SAVINGS CHART


7,000.00
6,000.00
5,000.00
4,000.00
3,000.00
Budget
Spreadsheets by Spreadsheet123.com
2,000.00

2013 Spreadsheet123 LTD. All rights reserved

M ISC

3,000.00
2,000.00
1,000.00
JAN
(1,000.00)

FEB

MAR

APR

MAY

JUN

JUL

AUG

SEP

OCT

NOV

(2,000.00)
INCOME

Budget Spreadsheets by Spreadsheet123.com

EXPENSES

POTENTIAL TO SAVE

SAVINGS GOAL

2013 Spreadsheet123 LTD. All rights reserved

DE

rights reserved

DEC

Budget Spreadsheets by Spreadsheet123.com

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DEC

. PAYMENT S

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T IONS

MI SC. PAYM ENT S

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DEC

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