Microsoft Excel Instructions

This sheet is design to plan your Personal Monthly Budget.

Instructions:

- Save your Workbook with your name.

- Format the whole sheet as shown on the PDF file (Fonts, Font Sizes, Colours, Decimals, All
Other options)

- Find the logic to calculate the difference between Project Budget and Actual Budget
- Sum at the end to every expense (e.g.: Home Expenses, Transport, etc)

- Find the logic to calculate the Total Monthly Budget Summery (Total Income , Total Expense,
Net)

- Find out the percentage of total expense from your total income

- Find percentages of each expenses from your total expense

- Create Pie Charts of Total Expenses Projected and Total Expenses Actual (as shown on the
screen/paper)
s, Decimals, All

al Budget

e , Total Expense,

s shown on the
Personal Monthly Budget

INCOME Projected Actual Difference MONTHLY BUDGET SUMMARY Projected Actual Difference Projected Actual Difference Percentage
Total Expenses
Wages & Tips 25000 25000 Total Income 25,000.00 25,000.00 6,900.00 12,220.00 (5,320.00) 49%
Interest Income Total Expenses 6,900.00 12,220.00
Dividends NET ### ### Division of Total Expenses
Gifts Received Description Projected Actual Difference Percentage
Refunds/Reimbursements HOME EXPENSES - - -
Transfer From Savings DAILY LIVING Projected Actual Difference TRANSPORTATION - 2,000.00 2,000.00
Other Groceries HEALTH -
Other Personal Supplies CHARITY/GIFTS 1,000.00 2,500.00 1,500.00
Total INCOME 25000 25000 Clothing 2,000.00 1,800.00 SUBSCRIPTIONS - - -
Cleaning DAILY LIVING 2,200.00 (2,200.00)
HOME EXPENSES Projected Actual Difference Education/Lessons ENTERTAINMENT 2,200.00 (2,200.00)
Mortgage/Rent Dining/Eating Out SAVINGS - - -
Home/Rental Insurance Salon/Barber 200.00 120.00 OBLIGATIONS - - -
Electricity 2,500.00 1,500.00 Pet Food MISCELLANEOUS - 2,500.00 2,500.00
Gas/Oil 1,400.00 1,600.00 Other Total 5,400.00 7,000.00 1,600.00 0%
Water/Sewer/Trash Total DAILY LIVING 2,200.00 1,920.00
Phone 1,000.00 800.00 ENTERTAINMENT Projected Actual Difference
Cable/Satellite 300.00 300.00 Videos/DVDs 500.00 300.00
Internet Music
Furnishings/Appliances 0.00 Games
Lawn/Garden 0.00 0.00 Rentals
Maintenance/Supplies 1,000.00 800.00 Movies/Theater
Improvements 0.00 0.00 Concerts/Plays 200 200
Other 0.00 0.00 Books
Total HOME EXPENSES Hobbies
TRANSPORTATION Projected Actual Difference Film/Photos
Vehicle Payments Sports
Auto Insurance Outdoor Recreation 1500 2500
Fuel 2,500.00 2,000.00 Toys/Gadgets
Bus/Taxi/Train Fare Vacation/Travel
Repairs Other
Registration/License Total ENTERTAINMENT 2,200.00 3,000.00
Other SAVINGS Projected Actual Difference
Total TRANSPORTATION 2,000.00 Emergency Fund
HEALTH Projected Actual Difference Transfer to Savings
Health Insurance 500.00 Retirement (401k, IRA)
Doctor/Dentist Investments
Medicine/Drugs 500.00 300.00 Education
Health Club Dues 500.00 Other
Life Insurance Total SAVINGS - -
Veterinarian/Pet Care OBLIGATIONS Projected Actual Difference
Other Student Loan
Total HEALTH 1,500.00 300.00 Other Loan
CHARITY/GIFTS Projected Actual Difference Credit Cards
Gifts Given 1,000.00 2,500.00 Alimony/Child Support
Charitable Donations Federal Taxes
Religious Donations State/Local Taxes
Other Other
Total CHARITY/GIFTS 1,000.00 2,500.00 Total OBLIGATIONS - -
SUBSCRIPTIONS Projected Actual Difference MISCELLANEOUS Projected Actual Difference
Newspaper Bank Fees 1,500.00 2,500.00
Magazines Postage
Dues/Memberships Other
Other Other
Total SUBSCRIPTIONS - - Total MISCELLANEOUS 2,500.00