Filetype Excel XLSX | Posted on 09 Aug 2022 | 3 years ago
Authentication
digital resources
249x Filetype XLSX File size 0.03 MB Source: resilience.unl.edu
Sheet 1: Budget & Track Spending
| Monthly Budget | |||||||||||
| EXPENSES | Current Spending | GOALS (Your Budget!) | The Difference | ||||||||
| Savings/Investments | |||||||||||
| Retirement contributions | $0.00 | ||||||||||
| Other investments | $0.00 | ||||||||||
| Emergency fund savings | $0.00 | ||||||||||
| Financial goal: | $0.00 | ||||||||||
| Financial goal: | $0.00 | ||||||||||
| Financial goal: | $0.00 | ||||||||||
| Car | |||||||||||
| Gas | $0.00 | ||||||||||
| Parking | $0.00 | ||||||||||
| Car Payment | $0.00 | ||||||||||
| Insurance | $0.00 | ||||||||||
| License & Registration | $0.00 | ||||||||||
| Traffic Tickets | $0.00 | ||||||||||
| Maintenance | $0.00 | ||||||||||
| Other | $0.00 | ||||||||||
| Housing | |||||||||||
| Rent/House Payment | $0.00 | ||||||||||
| Electric | $0.00 | ||||||||||
| Gas | $0.00 | ||||||||||
| Internet | $0.00 | ||||||||||
| Renter's/Home Insurance | $0.00 | ||||||||||
| Cable/Satellite/Netflix/Hulu | $0.00 | ||||||||||
| Garbage & Water | $0.00 | ||||||||||
| HOA fees/Other | $0.00 | ||||||||||
| Food | |||||||||||
| Groceries | $75.00 | $50.00 | ($25.00) | *Here are a couple examples! | |||||||
| Restaurants & Fast Food | $100.00 | $75.00 | ($25.00) | ||||||||
| Gas station/vending machine | $0.00 | ||||||||||
| Coffee/Other | $0.00 | ||||||||||
| Debts | |||||||||||
| Credit card minimum payments | $0.00 | ||||||||||
| Student loan minimum payments | $0.00 | ||||||||||
| Other | $0.00 | ||||||||||
| Entertainment | |||||||||||
| Redbox/movie theaters | $0.00 | ||||||||||
| DVDs/Video games/CDs | $0.00 | ||||||||||
| Concerts | $0.00 | ||||||||||
| Sporting Events | $0.00 | ||||||||||
| Alcohol/Bars | $0.00 | ||||||||||
| Other | $0.00 | ||||||||||
| School | |||||||||||
| Tuition & fees (if on payment plan) | $0.00 | ||||||||||
| Sorority/fraternity monthly fees | $0.00 | ||||||||||
| School supplies | $0.00 | ||||||||||
| Other | $0.00 | ||||||||||
| Personal | |||||||||||
| Toiletries (shampoo, soap, etc.) | $0.00 | ||||||||||
| Cosmetics | $0.00 | ||||||||||
| Clothes | $0.00 | ||||||||||
| Haircuts | $0.00 | ||||||||||
| Laundry | $0.00 | ||||||||||
| Prescriptions/Doctor visits | $0.00 | ||||||||||
| Other | $0.00 | ||||||||||
| Miscellaneous | |||||||||||
| Cell phone | $0.00 | ||||||||||
| Charitable donations | $0.00 | ||||||||||
| Religious donations | $0.00 | ||||||||||
| Gym membership | $0.00 | ||||||||||
| Gifts | $0.00 | ||||||||||
| Cleaning supplies | $0.00 | ||||||||||
| Pets | $0.00 | ||||||||||
| Other | $0.00 | ||||||||||
| ------------ | |||||||||||
| Total Expenses | $175.00 | $125.00 | ($50.00) | ||||||||
| INCOME | |||||||||||
| Job 1 Monthly Income (After taxes) | $200.00 | This is your goal; how much you want your total monthly expenses to be | |||||||||
| Job 2 Monthly Income (After taxes) | This amount is how much you are actually spending each month | ||||||||||
| Job 3 Monthly Income (After taxes) | |||||||||||
| Other Income | |||||||||||
| ------------ | |||||||||||
| Total Income | $200.00 | ||||||||||
| Total Income | $200.00 | ||||||||||
| - | If this number is in red, your expenses are more than your income. If the number is in black, you spend less than you make each month! | ||||||||||
| Total Expenses | $175.00 | ||||||||||
| ------------ | |||||||||||
| = | $25.00 | ||||||||||
| *Use extra money to pay down loans and credit card debt! | |||||||||||
| Financial Goals Worksheet | |||||||
| It is important to write down your goals so you can keep track of your progress and figure out how to fit your goal within your budget. | |||||||
| Goal (ex. Save for car down payment) | Target Date | Number of Months Left to Reach Goal | Cost Estimate | Amount Already Saved/Paid | Amount Still Needed | Amount Needing to be Saved Each Month | |
| 1.) | Example: Car Down Payment | July 2021 | 10 | $2,000 | $400 | $1,600 | $160.00 |
| 2.) | $0 | #DIV/0! | |||||
| 3.) | $0 | #DIV/0! | |||||
| 4.) | $0 | #DIV/0! | |||||
| 5.) | $0 | #DIV/0! | |||||
| 6.) | $0 | #DIV/0! | |||||
| 7.) | $0 | #DIV/0! | |||||
| 8.) | $0 | #DIV/0! | |||||
| 9.) | $0 | #DIV/0! | |||||
| 10.) | $0 | #DIV/0! | |||||
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