Microsoft Template
Microsoft Template
Microsoft Template
Use this Personal Monthly Budget worksheet to track your Projected and Actual
Monthly Income and Projected and Actual Cost.
Note:
Additional instructions have been provided in column A in PERSONAL MONTHLY BUDGET worksheet.
This text has been intentionally hidden. To remove text, select column A, then select DELETE. To unhide
text, select column A, then change font color.
To learn more about tables in the worksheet, press SHIFT and then F10 within a table, select the TABLE
option, and then select ALTERNATIVE TEXT.
Personal Monthly Budget
Projected Monthly Income Projected Balance
(Projected income minus expenses) $3,405.00
Income 1 $4,300.00
Difference ($341.00)
(Actual minus projected)
Actual Monthly Income
Income 1 $4,000.00
Housing Entertainment
0
Projected Actual Difference 0 Projected Actual Difference
Cost Cost Cost Cost
Subtotal -$41.00
Transportation Loans
0 Projected Actual Difference 0
Projected Actual Difference
Cost Cost Cost Cost
Subtotal $0.00
Insurance Taxes
0
Projected Actual Difference 0 Projected Actual Difference
Cost Cost Cost Cost
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Health $0.00 State $0.00
Other $0.00
Subtotal $0.00
Other $0.00
Subtotal $0.00
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About this workbook
Infographic Timeline
Chart Data
About
Chart Data (hidden)
The instructions for each worksheet are in the A column starting in cell A1 of each worksheet. They are written
with hidden text. Each step guides you through the information in that row. Each subsequent step continues in
cell A2, A3, and so on, unless otherwise explicitly directed. For example, instruction text might say "continue to
cell A6" for the next step.
Helpful information
This Inforgraphic Timeline charts 5 significant milestones and their activities or descriptions on a timeline. To
modify or add timelines, simply update the table in the Chart Data worksheet.
You can chart infomration by year, by day month values or create a blank space to place an icon or text box.
Simply select the method you want in Chart Data worksheet cell D2.
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Create an infographic timeline by entering important milestones and activities in this worksheet.
The title of this worksheet is in cell B1.
Information about how to use this worksheet, including instructions for screen readers is in the About worksheet.
Infographic
Continue navigatingChart Data A for further instructions.
down column
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Loan Amortization Schedule
Enter Values Loan Summary
Loan amount $5,000.00 Scheduled payment $425.75
Annual interest rate 4.00% Scheduled number of payment 12
Loan period in years 1 Actual number of payments
Number of payments per year 12 Total early payments $900.00
Start date of loan 10/31/2024 Total interest $89.62
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31 1 2
3 4 Notes
ESTIMATOR $545.00
TOP 10 AMOUNTS IN TOTAL AMOUNT
Car Payment $175.00
Food (main meals) $85.00
Gas $50.00
Entertainment $50.00
Medical expenses $50.00
Emergency money $30.00
Food (snacks, coffee, etc.) $25.00
Hygiene (deodorant/shampoo/etc.) $20.00
Other transportation $15.00
Parking $15.00
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DESCRIPTION AMOUNT ADD TO TOTAL? NOTES
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Itemized Expenses ENTER EXPENSES
HOME CONSTRUCTION
BUDGET
PROJECT INFORMATION
Project Name Kitchen Remodel
Take out old flooring, replace with new tile. Finish and trim all new flooring. Replace current
Project Description cabinets with more modern style. Finish and trim all cabinets.
Website http://www.alpineskihouse.com/
Phone 603-555-0198
FINANCIAL STATUS
Cash Amount $3,500
Financed Amount $0
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BudgetBUDGET
Summary
SUMMARY
LIST OF
EXPENSES
Total $2,810.00
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Fitness Vision Keep your eyes on your goals and achieve better results.
Cone of Uncertainty Savings Disbursements Savings Balance - Working Years Savings Balance - Retirement
$3
$2
$1
$0
40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Input
Now At Retirement Uncertainty
Your Current Age 40 Annual Pension Benefit ($) 0 Investment Return Uncertainty (%) 2.00%
Annual Income ($) 50,000 Annual Pension Benefit Increases (%) 0.00% Annual Savings Amount Uncertainty (%) 0.00%
Annual Inflation and Income Increases (%) 3.00% Desired Retirement Age 65 Annual Savings Increases Uncertainty (%) 0.00%
Retirement Savings Balance ($) 60,000 Number of Years of Retirement Income 20 Annual Pension Benefit Amount Uncertainty (%) 0.00%
Annual Savings Amount ($) 15,000 Income Replacement (%) 75.00% Annual Pension Benefit Increases Uncertainty (%) 0.00%
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Chart Details
Age Salary Balance Interest Yearly Savings Desired Retirement Income Pension Income Year Ending Balance
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Age Salary Balance Interest Yearly Savings Desired Retirement Income Pension Income Year Ending Balance
Page 16 of 28
Age Salary Balance Interest Yearly Savings Desired Retirement Income Pension Income Year Ending Balance
Page 17 of 28
WEDDING Timeline Planner
DONE?
☐ Arrange a gathering for you and your parents.
9 - 12 ☐ Determine budget and how expenses will be shared.
MONTHS TO GO
☐ Discuss the size, style, location, and scope of the wedding you want.
Choose a target wedding date and time. (The actual date will depend
☐
on venue availability.)
Start compiling your guest list to estimate head count. Consider budget
☐
when thinking about “must-invites” versus “nice-to-invites.”
☐ Hire a caterer.
☐ Hire a florist.
4-8 ☐
Do a hair and makeup run-through (including wedding veil, if
applicable).
WEEKS TO GO ☐ Confirm all transportation plans.
Compile a list of all of the wedding vendors and wedding party, with
☐ contact information. Carry this list with you everywhere you go (just in
case).
Look into where bride, groom and attendants will dress for the
☐
ceremony.
THE WEDDING Something old : symbolizing continuity with family and heritage
Something new : symbolizing optimism and hope for the new life
ahead
ADDITIONAL INFO
Guest List
NAME INVITIATION ATTENDING THANK YOU NAME INVITIATION ATTENDING THANK YOU
Party Budget
CATEGORY % OF BUDGET SUBTOTALS BUDGET TOTAL
Venue 20% $100.00 Venue
Decor 20% $100.00
$2,500.00 Decor
Food / Beverage 10% $50.00 EXPENSE TOTAL Food / Beverage
Entertainment
Entertainment 10% $50.00
Event Documentation 10% $50.00
$500.00 Event Documentation
Attendee / Guest Services
Attendee / Guest Services 10% $50.00 DIFFERENCE
Invitations
Invitations 10% $50.00
Other 10% $50.00
$2,000.00 Other
or
rk
THANK YOU
✖
☐
☐
☐
☐
☐
Venue
Decor
Food / Beverage
Entertainment
Event Documentation
Attendee / Guest Services
Invitations
Other