Personal Monthly Budget

http://www.vertex42.com/ExcelTemplates/personal-monthly-budget.html INCOME Jennie Wage Jason Wage Dividends Gifts Received Refunds/Reimbursements Transfer From Savings Other Other Total INCOME HOME EXPENSES Mortgage/Rent (3/1, 4/1) Home/Rental Insurance Electricity (3/1,3/15,3/29) Gas/Oil Water/Sewer/Trash Phone (3/15) Cable/Satellite (3/1) Internet Furnishings/Appliances Lawn/Garden Maintenance/Supplies Improvements Other Total HOME EXPENSES TRANSPORTATION Vehicle Payments (03/15) Auto Insurance (03/26) Fuel Bus/Taxi/Train Fare Repairs Registration/License Other Total TRANSPORTATION HEALTH Health Insurance Doctor/Dentist Medicine/Drugs Health Club Dues Life Insurance Veterinarian/Pet Care Other Total HEALTH CHARITY/GIFTS Gifts Given Charitable Donations Religious Donations Other Total CHARITY/GIFTS SUBSCRIPTIONS Newspaper Magazines Dues/Memberships Other Total SUBSCRIPTIONS Budget 1,100.00 600.00 Actual 1,100.00 600.00 Difference DAILY LIVING Groceries Personal Supplies Clothing Cleaning Education/Lessons Dining/Eating Out Salon/Barber Pet Food Other (glasses) Total DAILY LIVING ENTERTAINMENT Hulu, Amazon, Netflix Music Games Rentals Movies/Theater Concerts/Plays Books Hobbies Film/Photos Sports Outdoor Recreation Toys/Gadgets Vacation/Travel Other Total ENTERTAINMENT SAVINGS Emergency Fund Transfer to Savings Retirement (401k, IRA) Investments Education Other Total SAVINGS OBLIGATIONS Capital One (03/26) Orchard Bank (03/03) Amazon (03/28) Personal Loan Federal Taxes State/Local Taxes Other Total OBLIGATIONS MISCELLANEOUS Bank Fees Postage Other Other Total MISCELLANEOUS Budget 50.00 Actual Difference 50.00 45.00 125.00 220.00 Actual Difference 24.00 Difference Difference Difference [42]

2008 Vertex42 LLC MONTHLY BUDGET SUMMARY Budget Actual Difference

Total Income 1,700.00 1,700.00 Total Expenses 1,762.91 1,762.91 NET (62.91) (62.91)

0.00 0.00

0.00

1,700.00 Budget 835.00 187.00

1,700.00

25.91

0.00 1,047.91 Budget 85.00

85.00 Budget

Budget

Budget

Actual Difference 835.00 187.00 25.91 0.00 0.00 1,047.91 Actual Difference 85.00 85.00 Actual Difference Actual Difference Actual Difference -

45.00 125.00 220.00 Budget 24.00

24.00 Budget

24.00 Actual

Budget 24.00 27.00 35.00 300.00

Actual 24.00 27.00 35.00 300.00

[42]

386.00 Budget

386.00 Actual