Simple Budget Worksheet

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

Income
$4,500.00 Savings 5% $83 18.18% 9.09%
18.18%
Total Expenses Emergency 10% $165 $908
$2,849.00 Debt Payoff 30% $495
54.55%
Total Savings Other Goals 10% $165

$1,651.00 Total 55% $908 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 $400.00
Rent $800.00
Utilities $400.00
School Debt $549.00
Credit Cards $200.00
Groceries $400.00
Other/ entertainment $100.00
Total Expenses $2,849.00
HELP
https://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

Simple Budget Worksheet

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

© 2013-2014 Vertex42 LLC

This spreadsheet, including all worksheets and associated content is a copyrighted

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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