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
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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
[Link] © 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 [Link] 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 [Link]
that talks about this template.
TEMPLATE [Link]: Money Management Template
TEMPLATE [Link]: Family Budget Planner
TIPS [Link]: Spreadsheet Tips Workbook
ARTICLE [Link]: How to Make a Budget with a Spreadsheet
ARTICLE [Link]: Budgeting Tips
Simple Budget Worksheet
By [Link]
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© 2013-2014 Vertex42 LLC
This spreadsheet, including all worksheets and associated content is a copyrighted
work under the United States and other copyright laws.
Do not submit copies or modifications of this template to any website or online
template gallery.
Please review the following license agreement to learn how you may or may not use
this template. Thank you.
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