SIMPLE

AVAILABLE THIS MONTH ESTIMATED vs. ACTUAL COSTS BREAKDOWN

Income 16% 18%

WEEKLY
Bills
12% Bills
$10,180 Expenses Expenses

BUDGET
62.45% Debts
Debts
Savings
Savings 54%
$- $5,000.00 $10,000.00 $15,000.00 $20,000.00

WEEK 1 WEEK 3
SUMMARY ESTIMATED ACTUAL BILLS ESTIMATED ACTUAL EXPENSES EXPENSES
ESTIMATED ACTUAL ESTIMATED ACTUAL
Income $ 12,000 $ 16,300 Electricity Groceries $ 1,000 $ 250 Groceries
Bills $ 1,200 $ 1,100 Gas $ 500 Housing Costs $ 1,200 $ 400 Housing Costs
Expenses $ 8,400 $ 3,300 Water $ 400 $ 400 Transportation $ 500 $ 300 Transportation
Debts $ 900 $ 720 Sewer $ 300 $ 200 Healthcare $ 700 $ 350 Healthcare
Savings $ 1,700 $ 1,000 Trash collection Childcare $ 800 $ 350 Childcare
Home insurance Communication Communication
Auto insurance Clothing Clothing
INCOME ESTIMATED ACTUAL
Health insurance Entertainment Entertainment
Employment Income $ 10,000 $ 10,000 Property taxes $ 500 Personal Care Personal Care
Investments $ 1,500 $ 1,000 Mobile Personal Allowances Personal Allowances
Business Ownership $ 5,000 Internet Gifts and Celebrations Gifts and Celebrations
Real Estate Television Education Education
Retirement Income $ 500 Toll fees Home Maintenance Home Maintenance
Side Hustles Gym memberships Dining Out/Takeout Dining Out/Takeout
Government Assistance $ 300 Streaming services School Expenses School Expenses
Educational Grants TOTAL $ 1,200 $ 1,100 TOTAL $ 4,200 $ 1,650 TOTAL $ - $ -

Insurance Benefits
TOTAL $ 12,000 $ 16,300 WEEK 2 WEEK 4
SAVINGS ESTIMATED ACTUAL EXPENSES EXPENSES
ESTIMATED ACTUAL ESTIMATED ACTUAL
Emergency Fund Groceries $ 1,000 $ 250 Groceries
DEBTS ESTIMATED ACTUAL
Short-term Savings Housing Costs $ 1,200 $ 400 Housing Costs
Mortgage Loan $ 330 $ 300 Long-term Savings $ 500 $ 450 Transportation $ 500 $ 300 Transportation
Auto Loan $ 110 $ 150 Retirement Savings Healthcare $ 700 $ 350 Healthcare
Personal Loans $ 220 $ 50 College Savings Childcare $ 800 $ 350 Childcare
Credit Card Debt $ 100 $ 150 Vacation Fund $ 1,000 $ 500 Communication Communication
Student Loans $ 60 $ - Home Maintenance Fund Clothing Clothing
Business Loans $ 80 $ 70 Car Maintenance Fund Entertainment Entertainment
Payday Loans Health Savings Account Personal Care Personal Care
Tax Debt Special Projects Fund Personal Allowances Personal Allowances
Outstanding Utility Bills Rainy Day Fund $ 200 $ 50 Gifts and Celebrations Gifts and Celebrations
Legal Judgments Home Purchase Fund Education Education
Overdraft Fees Vehicle Purchase Fund Home Maintenance Home Maintenance
Family or Friend Loans Investment Portfolio Dining Out/Takeout Dining Out/Takeout
Children's Future Fund School Expenses School Expenses
TOTAL $ 900 $ 720 TOTAL $ 1,700 $ 1,000 TOTAL $ 4,200 $ 1,650 TOTAL $ - $ -
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