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MO NT H LY B U D G E T

HOW TO USE: Enter your budget for each category in the Summary By Category table below.
Enter transactions on the Transactions sheet to see how your actual spending compares to your budget.

ACTUAL SUMMARY BUDGET VS. ACTUAL


500.00

5% 7%
8% 3% 375.00

17%
250.00

29%
125.00

21%
7% 3% 0.00

Auto

Entertainment

Food

Home

Medical

Personal Items

Travel

Utilities

Other
Auto Entertainment Food Home
Medical Personal Items Travel Utilities
Other Budget Actual

S U M M A R Y B Y C AT E G O R Y

Category Budget Actual Difference

Auto 200.00 90.00 110.00

Entertainment 200.00 32.00 168.00

Food 350.00 205.75 144.25

Home 300.00 250.00 50.00

Medical 100.00 35.00 65.00

Personal Items 300.00 80.00 220.00

Travel 500.00 350.00 150.00

Utilities 200.00 100.00 100.00

Other 50.00 60.00 (10.00)

Total 2,200.00 1,202.75 997.25

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T R A N S ACT I O N S
HOW TO USE: Enter your information into the Transactions table below. Choose a category for
each transaction, then check the Budget sheet to see how each category compares with your budget.

Date Description Category Amount

11/1/14 Groceries Food 155.00

11/1/14 Rug Home 250.00

11/2/14 Flight Travel 350.00

11/2/14 Gas Auto 90.00

11/2/14 Movie Tickets Entertainment 32.00

11/2/14 Dinner Out Food 50.75

11/18/14 Medicine Medical 35.00

11/21/14 Shoes Personal Items 80.00

11/22/14 Gift Other 60.00

11/23/14 Telephone Utilities 100.00

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