Financial: Bank fees, interest payments, debt repayment, savings accounts.Medical: Prescriptions, dental, health insurance.
Utilities: Streaming, internet, phone, electricity, water.Transportation: Car, transit, fuel, maintenance, bicycle.Home Expenses: Rent, mortgage, insurance, maintenance, property taxes.Income: Salary, bonuses, investments, spousal income.Fill in the blanks and account for your cash. Grab your receipts, sort your bills, and check your bank accounts. But getting past the feels can lead to greater money confidence and increased financial independence. Feeling overwhelmed and stressed is normal. Add it up: Tally your monthly expenses.Monthly Budget Template Features Summary: It also includes cool summary charts and easy navigation. You will be able to see the balance and expense distribution in this nice dashboard. Press the (+) sign to get additional rows so that you can write the sub-expenses of each and then get the Total Expenses at the end.įinally, in the Dashboard section, the monthly budget worksheet will show your status. Secondly, in the Expense table, there are lots of expenditure categories that you can modify according to your own special needs. Once you do that the monthly budget template will automatically Total Income for you. Incomeįirstly, you will type in the date you take the money income, description of the item, and the actual value. The template is consists of 3 main sections:īefore starting Dashboard, enter your expenses and income items for a month. You can use this Monthly Budget Excel Template for personal financial planning. And to do so, having a pre-made Excel budget worksheet is a good idea. Because making a budget plan will help you to have a strong financial situation. You should know where your money is going each month. All of us need to make a budget every month unless your father is Warren Buffet or so.
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