Description
Prepare an Excel spreadsheet to analyze your budget-to-actual expenses for any previous month. Use the templet posted below to create your own, as long as the content listed in this template is provided. If you are not comfortable providing actual financial data (only I will see this), you may omit information that you consider too personal.Use Excel or Google Sheets to enter your personal monthly budget and actual information. Write a few sentences in the Assignment Comments (your Critical Assessment) about what you learned from this exercise.
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About this Template
Enter expenses incurred on various categories in respective tables.
About this Template
Use this Personal Monthly Budget worksheet to track your projected and actual monthly
income and projected and actual expenses.
If you’d rather use your own template, you may also use this template as a guide to create
one as you see fit.
Enter expenses incurred on various categories in respective tables.
Projected Balance, Actual Balance, and Difference are auto calculated. If you would like to
analyze the formula or functions for the calculated values, you can click the respective
Cells.
Personal Finance: Monthly Budget Worksheet
Projected Monthly Income
Projected Balance
$0.00
Actual Balance
$0.00
Difference (actual minus projected)
$0.00
Income 1
Extra income
Total monthly income
$0.00
Actual Monthly Income
Income 1
Extra income
Total monthly income
HOUSING
$0.00
Projected Cost
Actual Cost
Difference
ENTERTAINMENT
Projected Cost
Actual Cost
Difference
Mortgage or rent
Video/DVD
$0.00
Phone
CDs
$0.00
Electricity
Movies
$0.00
Gas
Concerts
$0.00
Water and sewer
Sporting events
$0.00
Cable
Live theater
$0.00
Waste removal
Other
$0.00
Maintenance or repairs
Other
$0.00
Supplies
Other
Other
Subtotal
Subtotal
$0.00
$0.00
Projected Cost
Actual Cost
$0.00
$0.00
$0.00
LOANS
TRANSPORTATION
$0.00
$0.00
Difference
Projected Cost
Actual Cost
Difference
Personal
$0.00
Vehicle payment
$0.00
Student
$0.00
Bus/taxi fare
$0.00
Credit card
$0.00
Insurance
$0.00
Credit card
$0.00
Licensing
$0.00
Credit card
$0.00
Fuel
$0.00
Other
$0.00
Maintenance
$0.00
Subtotal
Other
$0.00
Subtotal
INSURANCE
$0.00
Projected Cost
$0.00
Actual Cost
$0.00
Difference
TAXES
Difference
$0.00
$0.00
$0.00
$0.00
Local
$0.00
Other
Life
$0.00
Subtotal
FOOD
Actual Cost
$0.00
State
Health
Subtotal
Projected Cost
$0.00
Federal
Home
Other
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Projected Cost
$0.00
Actual Cost
$0.00
Difference
SAVINGS OR INVESTMENTS
Projected Cost
Actual Cost
Difference
Retirement contribution
$0.00
Investment contribution
$0.00
Groceries
$0.00
Other
$0.00
Dining out
$0.00
Subtotal
Other
$0.00
Subtotal
PETS
$0.00
Projected Cost
$0.00
Actual Cost
$0.00
Difference
GIFTS AND DONATIONS
$0.00
Projected Cost
$0.00
Actual Cost
$0.00
Difference
Charity 1
$0.00
Charity 2
$0.00
Food
$0.00
Charity 3
Medical
$0.00
Subtotal
Page 3 of 4
$0.00
$0.00
$0.00
$0.00
Grooming
$0.00
Toys
$0.00
LEGAL
$0.00
Attorney
$0.00
$0.00
Alimony
$0.00
Payments on lien or judgment
$0.00
Other
Subtotal
PERSONAL CARE
$0.00
Projected Cost
$0.00
Actual Cost
Difference
$0.00
Hair/nails
$0.00
Clothing
$0.00
Dry cleaning
$0.00
Health club
$0.00
Organization dues or fees
$0.00
Subtotal
$0.00
$0.00
$0.00
Actual Cost
Other
Medical
Other
Projected Cost
Subtotal
Difference
$0.00
$0.00
$0.00
$0.00
Total Projected Cost
$0.00
Total Actual Cost
$0.00
Total Difference
$0.00
$0.00
Write your Critical Assessment of what you learned from this assignment:
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