Personal Budget Planner for Excel

Document Sample
Personal Budget Planner for Excel
Description

Excel Free Personal Budget Spreadsheet Template Yearly Worksheet for planning your Personal Budget. Contains all categories for a single person or a family.

For more budget templates visit: Spreadsheet123.com



© 2009 Spreadsheet123.com. All rights reserved http://www.spreadsheet123.com/ExcelTemplates/budgets.html



Personal Budget Planner

Jan Feb March April May June July Aug Sept Oct Nov Dec Year



Income

Wages Interest/dividends Miscellaneous Income totals 2,546.00 550.00 1,245.00 4,341.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2,546.00 550.00 1,245.00 4,341.00



Expenses

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



Home



845.00 35.00 22.00 35.00 20.00 10.00 10.00 5.00 982.00



900.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 900.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



1,745.00 35.00 22.00 35.00 20.00 10.00 10.00 5.00 1,882.00



Groceries Child care Dry cleaning Dining out Housecleaning service Dog walker Daily living totals



Daily living



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



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



Transportation



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



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



Entertainment



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



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



Health



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



Air fare Accommodations Food Souvenirs Pet boarding Rental car Holidays totals



Holidays



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



Gym fees Sports equipment Team dues Toys/child gear Recreation totals



Recreation



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00



Magazines Newspapers Internet connection Public radio Public television Religious organizations Charity Dues/subscription totals



Dues/subscriptions



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



Personal

Clothing Gifts Salon/barber Books Music (CDs, etc.) Personal totals 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



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



Financial obligations



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



Other Other Other Other Other Misc. payments totals



Misc. payments



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00



For more budget templates visit: Spreadsheet123.com



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Income

3,000.00 2,500.00 2,000.00 1,500.00 1,000.00 13% 500.00 0.00 1 Wages Interest/dividends Miscellaneous 2 3 4 5 6 7 8 9 10 11 58% 29%



12



Wages



Interest/dividends



Miscellaneous



Home

900.00 800.00 700.00 600.00 500.00 400.00 300.00 200.00 100.00 0.00 1 2 3 4 5 6 7 8 9 10 11 93% 1% 1% 1%0% 2% 2% 0%



12



Mortgage/rent Home repairs



Utilities Home improvement



Home telephone Home security



Mobile telephone Garden supplies



Mortgage/rent Mobile telephone Home security



Utilities Home repairs Garden supplies



Home telephone Home improvement



Daily living

1.00 0.90 0.80 0.70 0.60 0.50 0.40 0.30 0.20 0.10 0.00 1 2 3 4 5 6 7 8 9 10 11 0%



12



Groceries



Child care



Dry cleaning



Dining out



Housecleaning service



Dog walker



Groceries Dry cleaning Housecleaning service



Child care Dining out Dog walker



Transportation

1.00 0.90 0.80 0.70 0.60 0.50 0.40 0.30 0.20 0.10 0.00 1 2 3 4 5 6 7 8 9 Parking 10 11 0% 0%



12



Gas/fuel



Insurance



Repairs



Car wash/detailing services



Public transportation



Gas/fuel Repairs Parking



Insurance Car wash/detailing services Public transportation



Entertainment

1.00 0.90 0.80 0.70 0.60 0.50 0.40 0.30 0.20 0.10 0.00 1 2 3 4 5 6 7 8 9 10 11 0% 0%



12



Cable TV Movies/plays



Video/DVD rentals Concerts/clubs



Cable TV



Video/DVD rentals



Movies/plays



Concerts/clubs



Health

1.00 0.80 0.60 0.40 0.20 0.00 1 2 3 4 5 6 7 8 9 10 11 12 Health club dues Prescriptions Co-payments/out-of-pocket Life insurance Insurance Over-the-counter drugs Veterinarians/pet medicines 0% 0%



Health club dues Over-the-counter drugs Life insurance



Insurance Co-payments/out-of-pocket



Prescriptions Veterinarians/pet medicines



Holidays

1.00 0.90 0.80 0.70 0.60 0.50 0.40 0.30 0.20 0.10 0.00 1 2 3 4 5 Food 6 7 8 9 10 11 0% 0%



12 Rental car



Air fare Souvenirs



Accommodations Pet boarding



Food Rental car



Air fare



Accommodations



Souvenirs



Pet boarding



Recreation

1.00 0.90 0.80 0.70 0.60 0.50 0.40 0.30 0.20 0.10 0.00 1 2 3 4 5 6 7 8 9 10 11 0%



12 Gym fees Sports equipment Team dues Toys/child gear



Gym fees



Sports equipment



Team dues



Toys/child gear



Dues/subscriptions

1.00 0.90 0.80 0.70 0.60 0.50 0.40 0.30 0.20 0.10 0.00 1 2 3 4 5 6 7 8 9 10 11 Magazines Public radio Charity Newspapers Public television Internet connection Religious organizations 0% 0%



12



Magazines Public television



Newspapers Religious organizations



Internet connection Charity



Public radio



Personal

1.00 0.90 0.80 0.70 0.60 0.50 0.40 0.30 0.20 0.10 0.00 1 2 3 4 5 Books 6 7 8 9 10 11 Clothing Books Gifts Music (CDs, etc.) Salon/barber 0%



12



Clothing



Gifts



Salon/barber



Music (CDs, etc.)



Financial obligations

1.00 0.90 0.80 0.70 0.60 0.50 0.40 0.30 0.20 0.10 0.00 1 2 3 4 5 6 7 8 9 10 11 0% 0%



12



Long-term savings Income tax (additional)



Retirement (401k, Roth IRA) Other obligations



Credit card payments



Long-term savings Credit card payments Other obligations



Retirement (401k, Roth IRA) Income tax (additional)



Misc. payments

1.00 0.90 0.80 0.70 0.60 0.50 0.40 0.30 0.20 0.10 0.00 1 2 3 4 5 6 Other 7 8 9 10 11 0% 0%



12 Other Other Other Other Other



Other



Other



Other



Other



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Income - Expense Statement Jan

Total Income Home Daily living Transportation Entertainment Health Holidays Recreation Dues/subscriptions Personal Financial obligations Misc. payments Total Income Total Expenses Cash short/extra



Feb



March

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



April

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



May

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



June

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



July

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



Aug

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



Sept

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



Oct

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



Nov

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



Dec

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00



4,341.00 0.00 982.00 900.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4,341.00 0.00 982.00 900.00 ##### (900.00)



\

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Income - Expense Chart

5,000.00



4,000.00



3,000.00



2,000.00



1,000.00



0.00 Jan

(1,000.00)



Feb



March



April



May



June



July



Aug



Sept



Oct



Nov



Dec



(2,000.00)



Income



Expenses



Savings



Income - Expense Pie



18%



82%



Total Income



Total Expenses



END-USER LICENSE AGREEMENT

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IMPORTANT—READ CAREFULLY:

This End-User License Agreement (”EULA”) is a legal agreement between you and Spreadsheet123.com that covers all Microsoft Excel and OpenOffice.org templates or spreadsheets (”TEMPLATES”) made by Spreadsheet123.com. By downloading, copying, accessing or otherwise using any TEMPLATES, you agree to be bound by the terms of this EULA.



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1. GRANT OF LICENSE.

This EULA grants you the right to download the TEMPLATES free of charge for personal use only. You may customize this Personal Budget Planner with you personal information and use it to calculate your personal or family or household budget but you may not remove or alter any logo, trademark, copyright, hyperlinks, disclaimers, terms of use, or other proprietary notices within the TEMPLATES. You may not sell, resell, license, rent, lease, lend, or place on the public server (Internet) or otherwise transfer for value without the express written permission of SPREADSHEET123.COM



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4. MISCELLANEOUS.

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