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Simple Budget Worksheet

How much can I save? Where do I want to put my savings?

$3,450.00 Savings 40% $160
Total Expenses Emergency 25% $100 20.00% $400
$3,050.00 Debt Payoff 20% $80
Total Savings Other Goals 15% $60

$400.00 Total 100% $400 Savings Emergency

Debt Payof Other Goals

https://www.vertex42.com/ExcelTemplates/simple-budget-worksheet.html 2013 Vertex42 LLC

What are my expenses?

description amount
Car $300.00
Rent $1,200.00
Utilities $100.00
School Debt $200.00
Credit Cards $500.00
Groceries $400.00
Other $350.00
Total Expenses $3,050.00
https://www.vertex42.com/ExcelTemplates/simple-budget-worksheet.html 2013-2014 Vertex42 LLC


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

Simple Budget Worksheet

By Vertex42.com

2013-2014 Vertex42 LLC

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