Personal Budget Spreadsheet Template

$15.00

This is a budget template that allows you to adjust allocation percentages for expense categories. You can either follow the 50-30-20 budgeting rule devised by U.S. Senator Elizabeth Warren as set out in Investopedia or follow your own rules.

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Description

This is a personal budget template that allows you to adjust allocation percentages for expense categories. You can either follow the 50-30-20 budgeting rule devised by U.S. Senator Elizabeth Warren as set out in Investopedia or follow your own rules.

The template allows you to adjust the percentage using a slider. If you do not use certain categories, simply leave it.

Features of the Template:

  • Flexible month-to-month expense allocations
  • Comparison of Projected vs Actual expenses
  • Comparison of Projected vs Actual balance
  • Concise graphs that summarise your situation to-date
  • Comprehensive expense categories and items
  • Easily customise expense items

This budget spreadsheet is a MUST for all personal finance professionals and households.

Everything is laid out clearly. You can make a copy of this template for use year after year. (Personal license only, do not distribute)

Very flexible. If you need it to account for household spending, you can modify a category that you do not use to take into account kids’ spendings, educations etc.

All rights reserved.

If you have any questions, contact through Contact page.

Additional information

Environment

Mac and Windows Excel 2007 or later

License

One person, two PCs. Copies allowed but not distributable in any form.

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