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Simple Budget Worksheet

How much can I save?

Where do I want to put my savings?

Income
Savings

40%

160

Total Expenses

Emergency

25%

100

3,050

Debt Payoff

20%

80

Total Savings

Other Goals

15%

Total

100%

3,450

400.00

$60
$400

15%
40%
20%

$400
25%

Savings
Debt Payoff

http://www.vertex42.com/ExcelTemplates/simple-budget-worksheet.html

Emergency
Other Goals
2013 Vertex42 LLC

What are my expenses?


description

amount
300.00

Car

1,200.00

Rent

100.00

Utilities

200.00

School Debt

500.00

Credit Cards

400.00

Groceries

350.00

Other

Total Expenses

$3,050.00

HELP
http://www.vertex42.com/ExcelTemplates/simple-budget-worksheet.html

2013-2014 Vertex42 LLC

Instructions
1) Decide whether the worksheet is going to represent a week, month, or two-period period.
You may want this to match your pay period.
2) Enter your Income in cell C4
3) List your expense categories in the table
4) Enter the amount you will budget for each expense category
5) Assuming you have money left over, choose how to divide up your savings. Fill in the %
you would like to put towards each savings category (totaling 100%). You can change the
labels for the savings categories.
When you are ready for something more advanced, visit Vertex42.com to find more budget
spreadsheets and tools.

Additional Help
The link at the top of this worksheet will take you to the web page on vertex42.com that
talks about this template.
TEMPLATE

Vertex42.com: Money Management Template

TEMPLATE

Vertex42.com: Family Budget Planner

TIPS

Vertex42.com: Spreadsheet Tips Workbook

ARTICLE

Vertex42.com: How to Make a Budget with a Spreadsheet

ARTICLE

Vertex42.com: Budgeting Tips

2014 Vertex42 LLC

Simple Budget Worksheet


By Vertex42.com
http://www.vertex42.com/ExcelTemplates/simple-budget-worksheet.html
2013-2014 Vertex42 LLC
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Do not submit copies or modifications of this template to any website or online
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Please review the following license agreement to learn how you may or may not use
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Do not delete this worksheet. If necessary, you may hide it by right-clicking on the
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