Filetype Excel XLSX | Posted on 09 Aug 2022 | 3 years ago
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262x Filetype XLSX File size 0.06 MB Source: www.oregon.gov
Sheet 1: Budget
| Monthly Household Budget | ||||||||||||||
| https://www.vertex42.com/ExcelTemplates/monthly-household-budget.html | © 2008-2014 Vertex42 LLC | |||||||||||||
| INCOME | Budget | Actual | Difference | [42] | BUDGET SUMMARY | Budget | Actual | Difference | ||||||
| Wages & Tips | 2,000.00 | 2,500.00 | 500.00 | Total Income | 2,000.00 | 2,500.00 | (500.00) | |||||||
| Interest Income | - | Total Expenses | 1,345.00 | 0.00 | 1,345.00 | |||||||||
| Dividends | - | NET | 655.00 | 2,500.00 | 1,845.00 | |||||||||
| Gifts Received | - | |||||||||||||
| Refunds/Reimbursements | - | |||||||||||||
| Transfer from Savings | - | |||||||||||||
| Other | - | |||||||||||||
| Other | - | |||||||||||||
| Total INCOME | 2,000.00 | 2,500.00 | 500.00 | |||||||||||
| HOME EXPENSES | Budget | Actual | Difference | SAVINGS | Budget | Actual | Difference | |||||||
| Mortgage/Rent | 1,100.00 | 1,100.00 | Emergency Fund | - | ||||||||||
| Electricity | 50.00 | 50.00 | Transfer to Savings | - | ||||||||||
| Gas/Oil | 43.00 | 43.00 | Retirement (401k, IRA) | - | ||||||||||
| Water/Sewer/Trash | 7.00 | 7.00 | Investments | - | ||||||||||
| Phone | 25.00 | 25.00 | College | - | ||||||||||
| Cable/Satellite | 35.00 | 35.00 | Other | - | ||||||||||
| Internet | 15.00 | 15.00 | Total SAVINGS | 0.00 | 0.00 | - | ||||||||
| Furnishings/Appliances | 0.00 | - | ||||||||||||
| Lawn/Garden | 0.00 | - | OBLIGATIONS | Budget | Actual | Difference | ||||||||
| Home Supplies | 20.00 | 20.00 | Student Loan | - | ||||||||||
| Maintenance | 50.00 | 50.00 | Other Loan | - | ||||||||||
| Improvements | 0.00 | - | Credit Card #1 | - | ||||||||||
| Other | 0.00 | - | Credit Card #2 | - | ||||||||||
| Total HOME EXPENSES | 1,345.00 | 0.00 | 1,345.00 | Credit Card #3 | - | |||||||||
| Alimony/Child Support | - | |||||||||||||
| DAILY LIVING | Budget | Actual | Difference | Federal Taxes | - | |||||||||
| Groceries | - | State/Local Taxes | - | |||||||||||
| Personal Supplies | - | Legal Fees | - | |||||||||||
| Clothing | - | Other | - | |||||||||||
| Cleaning Services | - | Total OBLIGATIONS | 0.00 | 0.00 | - | |||||||||
| Dining/Eating Out | - | |||||||||||||
| Dry Cleaning | - | BUSINESS EXPENSE | Budget | Actual | Difference | |||||||||
| Salon/Barber | - | Deductible Expenses | - | |||||||||||
| Discretionary [Name 1] | - | Non-Deductible Expenses | - | |||||||||||
| Discretionary [Name 2] | - | Other | - | |||||||||||
| Other | - | Other | - | |||||||||||
| Total DAILY LIVING | 0.00 | 0.00 | - | Total BUSINESS EXPENSE | 0.00 | 0.00 | - | |||||||
| CHILDREN | Budget | Actual | Difference | ENTERTAINMENT | Budget | Actual | Difference | |||||||
| Medical | - | Videos/DVDs | - | |||||||||||
| Clothing | - | Music | - | |||||||||||
| School Tuition | - | Games | - | |||||||||||
| School Lunch | - | Rentals | - | |||||||||||
| School Supplies | - | Movies/Theater | - | |||||||||||
| Babysitting | - | Concerts/Plays | - | |||||||||||
| Toys/Games | - | Books | - | |||||||||||
| Other | - | Hobbies | - | |||||||||||
| Total CHILDREN | 0.00 | 0.00 | - | Film/Photos | - | |||||||||
| Sports | - | |||||||||||||
| TRANSPORTATION | Budget | Actual | Difference | Outdoor Recreation | - | |||||||||
| Vehicle Payments | - | Toys/Gadgets | - | |||||||||||
| Fuel | - | Other | - | |||||||||||
| Bus/Taxi/Train Fare | - | Total ENTERTAINMENT | 0.00 | 0.00 | - | |||||||||
| Repairs | - | {42} | ||||||||||||
| Registration/License | - | PETS | Budget | Actual | Difference | |||||||||
| Other | - | Food | - | |||||||||||
| Total TRANSPORTATION | 0.00 | 0.00 | - | Medical | - | |||||||||
| Toys/Supplies | - | |||||||||||||
| HEALTH | Budget | Actual | Difference | Other | - | |||||||||
| Doctor/Dentist | - | Total PETS | 0.00 | 0.00 | - | |||||||||
| Medicine/Drugs | - | |||||||||||||
| Health Club Dues | - | SUBSCRIPTIONS | Budget | Actual | Difference | |||||||||
| Emergency | - | Newspaper | - | |||||||||||
| Other | - | Magazines | - | |||||||||||
| Total HEALTH | 0.00 | 0.00 | - | Dues | - | |||||||||
| [42] | Club Memberships | - | ||||||||||||
| INSURANCE | Budget | Actual | Difference | Other | - | |||||||||
| Auto | - | Total SUBSCRIPTIONS | 0.00 | 0.00 | - | |||||||||
| Health | - | |||||||||||||
| Home/Rental | - | VACATION | Budget | Actual | Difference | |||||||||
| Life | - | Travel | - | |||||||||||
| Other | - | Lodging | - | |||||||||||
| Total INSURANCE | 0.00 | 0.00 | - | Food | - | |||||||||
| Rental Car | - | |||||||||||||
| EDUCATION | Budget | Actual | Difference | Entertainment | - | |||||||||
| Music Lessons | - | Other | - | |||||||||||
| Tuition | - | Total VACATION | 0.00 | 0.00 | - | |||||||||
| Other | - | |||||||||||||
| Total EDUCATION | 0.00 | 0.00 | - | [42] | MISCELLANEOUS | Budget | Actual | Difference | ||||||
| Bank Fees | - | |||||||||||||
| CHARITY/GIFTS | Budget | Actual | Difference | Postage | - | |||||||||
| Gifts Given | - | Other | - | |||||||||||
| Charitable Donations | - | Other | - | |||||||||||
| Religious Donations | - | Other | - | |||||||||||
| Other | - | Other | - | |||||||||||
| Total CHARITY/GIFTS | 0.00 | 0.00 | - | Total MISCELLANEOUS | 0.00 | 0.00 | - | |||||||
| HELP | |||
| https://www.vertex42.com/ExcelTemplates/monthly-household-budget.html | © 2014 Vertex42 LLC | ||
| Intro | |||
| The purpose of this template is to help you define a monthly budget and compare your budget to your actual income and expenses. | |||
| This worksheet uses a separate Table for each major budget category. This allows you to insert and delete sub-categories easily. | |||
| Step 1 | Update Budget Categories | ||
| You can modify the sub-categories within each table, but if you remove an entire major category, then you will need to modify the formulas in the Budget Summary table. | |||
| Step 2 | Enter Budget Amounts | ||
| Enter values in the Budget column within each table. | |||
| If you are not sure how to set up your budget, read the article "How to Make a Budget with a Spreadsheet" listed below. | |||
| Step 3 | Enter Actual Amounts | ||
| You can either update the worksheet throughout the month, or wait until the end of the month to enter the actual income and expenses. | |||
| Difference Column | |||
| The cells in the Difference column use conditional formatting to make negative numbers red. If you spend more than you budgeted, the Difference between the Projected and Actual values will be negative, and if your Actual income is less than your Projected income, the Difference will be a negative number. | |||
| Budget Summary | |||
| The Monthly Budget Summary table totals up all your income and expenses and calculates the Net as Income minus Expenses. If your Net is negative, that means you have overspent your monthly budget. | |||
| Taking the Next Step | |||
| This worksheet is a simple way to create a monthly budget, but when you are ready to move on to a more advanced budgeting tool, try our Money Management Template listed below. | |||
| REFERENCES & RESOURCES | |||
| TEMPLATE | Vertex42.com: Money Management Template | ||
| TIPS | Vertex42.com: Spreadsheet Tips Workbook | ||
| ARTICLE | Vertex42.com: How to Make a Budget with a Spreadsheet | ||
| ARTICLE | Vertex42.com: Budgeting Tips | ||
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