You are on page 1of 3

About The Template

Keep track of your monthly expenses and savings using this template.

Enter Expense details in table and Monthly Income to calculate Savings.

Doughnut chart showing expenses and savings is auto updated.

Note:

Additional instructions have been provided in column A in BUDGET WHEEL worksheet. This text has been intentionally hidd
To remove text, select column A, then select DELETE. To unhide text, select column A, then change font color.

To learn more about table, press SHIFT and then F10 within the table, select the TABLE option, and then select ALTERNATIV
TEXT.
tMo is
ow
aut
nth
do
ly
o
wn
Inc
cal
om
to
ecul
ge
lab
ate
el is Fill out the table in this template. The graph will chart your
tin
d
sta
cell
in
at
rte
Budget Wheel monthly spending in relation to your monthly income. It will
also calculate the percentages to show you how much you
will save/saved.
righ
cel
d.
t,
ldou
G3.
ghn
ut
Ne
cha Monthly Expenses
xt
rt
sho
ins
win
gtru
exp
cti
ens
Ent
on
es
er
and
is Home
savi $1,660
de
in
ngs Monthly Savings
tail
in
cel
cell Income Amount
sC2,
l
in
and
A6. $5,738 Savings $2,777
Sav
Ex $2,777
ing Value calculated
spe automatically
Am Entertainment
ns
oun $188
tes Transportation
lab
tab
el $350
le
in Food
sta
cell Misc. $500
G2.
rti $263
ng
in
cel Home Entertainment Transportation Food Misc. Savings
l at Doughnut chart showing expenses and savings proportion is in this cell.
rig
ht. Expenses Category Amount Frequency % of Total

Insurance Transportation $300 Every 6 months 1%


Gas Transportation $25 Weekly 2%
Car Payment Transportation $200 Monthly 3%
Mortgage Home $1,600 Monthly 28%
Cable Home $60 Monthly 1%
Movie Night Entertainment $70 Monthly 1%
Sneakers Misc. $300 Yearly 0%
Dog Food Misc. $60 Monthly 1%
Pet Insurance Misc. $70 Yearly 0%
Groceries Food $100 Weekly 7%
Coffee Food $25 Weekly 2%
Climbing Gear Entertainment $170 Yearly 0%
Gym Membership Misc. $60 Monthly 1%

Page 2 of 3
ng
in
cel
l at
rig
ht. Expenses Category Amount Frequency % of Total

Headphones Entertainment $50 Yearly 0%


Haircut Misc. $70 Monthly 1%
Video Games Entertainment $100 Monthly 2%
Clothes Misc. $500 Yearly 1%

Page 3 of 3

You might also like