After making a change, you should check the formulas to make sure they are still correct. If your Net is negative, that means you have overspent your monthly budget.Īdding or Removing categories: You need to be careful when adding or removing categories, to avoid messing up the formulas used for calculating the totals. The Monthly Budget Summary table in the upper right of the worksheet totals up all your income and expenses and calculates your Net as Income minus Expenses.
So, if you spend more than you budgeted for, the value in the Difference column will be red - to help it stand out as a warning. The spreadsheet uses the accounting format where negative numbers are in parenthesis like (115.00), and conditional formatting is used to make the negative numbers red - red means bad in this case. The calculations in the "Difference" column are set up so that negative numbers are bad. Using the Personal Monthly Budget Template See our articles Make a Budget and 5 Basic Budgeting Tips if you are just getting started or new to budgeting. At the end of the month, you record in the "Actual" column how much you really spent during the month.įor a more detailed set of budget categories, see the Household Budget worksheet. The monthly budget spreadsheet can be used for any calendar year. You can use up to 120 expense budget categories per month. You can use up to 20 income budget categories per month. This represents your goal - you're trying to keep from spending more than this amount. The budget spreadsheet has 12 separate Excel worksheets for each month of the year to track your monthly income and track your monthly spending. You record your desired budget for each category in the "Budget" column. The purpose of this type of budget worksheet is to compare your monthly budget with your actual income and expenses. Some numbers are included in the Home Expenses category as an example, but you'll want to replace those numbers with your own.
If you’d like to add up totals fast, do it automatically with our quick calculation feature! No matter what kind of budget you’re in charge of, Jotform’s free Budget Sheets make it easier than ever to record payments and manage your amounts on any device.To use this template, just fill in numbers that are highlighted with a light-blue background (the Budget and Actual columns).
You can even download your spreadsheets as PDF, CSV, or Excel files or share them with your coworkers or family members online!Ĭustomizing your chosen Budget Sheet template is easy - in just a couple of clicks you can add new rows and tabs, update label names and colors, rearrange the layout, and choose to view your data in spreadsheet, card, or calendar format. Start by choosing a template below that most closely matches your needs - then customize it with our user-friendly interface and fill out the attached form to auto-populate your spreadsheet. Track your expenses and manage your budget online with Jotform’s free Budget Sheets! Whether you’re managing balances for your business or keeping track of payments at home, expertly manage your budget in a professional online spreadsheet.
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