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The document is a personal budget worksheet that tracks monthly income and expenses over a 12 month period. It shows that total income for the year is $20,004.98 which comes from wages of $12,003.48 and dividends of $8,001.50. Total expenses for the year are $18,018.16. The largest expenses are 27% spent on rent ($4,810.68), 20% on tuition ($3,000), and 17% on the car payment ($1,857.48). It runs a small net surplus of $1,986.82 for the year.

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59 views4 pages

Excel

The document is a personal budget worksheet that tracks monthly income and expenses over a 12 month period. It shows that total income for the year is $20,004.98 which comes from wages of $12,003.48 and dividends of $8,001.50. Total expenses for the year are $18,018.16. The largest expenses are 27% spent on rent ($4,810.68), 20% on tuition ($3,000), and 17% on the car payment ($1,857.48). It runs a small net surplus of $1,986.82 for the year.

Uploaded by

api-302931579
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Monthly expense

7%
7%

27%
Rent

10%

Food
Tuition
Books
Entertainment

7%

Car Payment
Gas

6%
20%
17%

Miscellaneaous

Personal Bu

Month

Income
Wage
Dividends
Total

Expense

January February
$ 1,000.29 $
4,000.75
$5,001.04 $

1,000.29
1,000.29

January February

Rent
Food
Tuition
Books
Entertainment
Car Payment
Gas
Miscellaneaous
Total

400.89 $
300.00
1,500.00
500.00
100.00
154.79
100.00
100.00
$3,155.68 $

Net

$ 1,845.36

400.89
300.00
100.00
154.79
100.00
100.00
1,155.68

March

April

### $ 1,000.29
###
$1,000.29 $1,000.29

March

(155.39) $

$ 1,000.29
$1,000.29

April

### $
400.89
###
300.00
###
###
###
100.00
###
154.79
###
100.00
###
100.00
$1,155.68 $1,155.68

(155.39) $

May

May
$

400.89
300.00
100.00
154.79
150.00
100.00
$1,205.68

(155.39) $

(205.39)

Personal Budget Worksheet


Monthly Estimates

June
$ 1,000.29
$1,000.29

July

$ 1,000.29 $ 1,000.29
$1,000.29 $ 1,000.29

June
$

400.89
300.00
100.00
154.79
150.00
100.00
$1,205.68

August September October November

July
$

1,000.29
4,000.75
5,001.04

### $
$ 1,000.29 $

1,000.29
1,000.29

August September October November

400.89 $
400.89
300.00
300.00
1,500.00
500.00
100.00
100.00
154.79
154.79
150.00
100.00
100.00
100.00
$1,205.68 $ 3,155.68

(205.39) $

(205.39) $ (2,155.39) $

400.89
300.00
100.00
154.79
100.00
100.00
1,155.68

### $
###
###
###
###
###
###
###
$ 1,155.68 $

3,845.36 $

(155.39) $

400.89
300.00
100.00
154.79
100.00
100.00
1,155.68
(155.39)

December
$
$

1,000.29
1,000.29

Total
$ 12,003.48
8,001.50
$20,004.98

December
$

$
$

400.89
300.00
100.00
154.79
100.00
100.00
1,155.68

Total
$

4,810.68
3,600.00
3,000.00
1,000.00
1,200.00
1,857.48
1,350.00
1,200.00
$18,018.16

(155.39) $

1,986.82

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