jagomart
digital resources
picture1_Budget Spreadsheet 40887 | Tt04c Item Download 2022-08-14 17-35-03


 177x       Filetype XLSX       File size 0.05 MB       Source: personalfinance.byu.edu


File: Budget Spreadsheet 40887 | Tt04c Item Download 2022-08-14 17-35-03
sheet 1 introduction simple saving income and expense plan budget lt4c 18sep18 personal finance another perspective purpose the purpose of this spreadsheet is to give an excel template for calculating ...

icon picture XLSX Filetype Excel XLSX | Posted on 14 Aug 2022 | 3 years ago
Partial file snippet.
Sheet 1: Introduction
SIMPLE Saving, Income and Expense Plan (Budget LT4C)



18-Sep-18



Personal Finance: Another Perspective








Purpose:






The purpose of this spreadsheet is to give an Excel template for calculating a simple






saving, income and expense plan for 3 months (Budget). They are not meant to replace






good money management software such as Mint or Quicken, but may be helpful as you begin.














Saving, Income and Expense Plans






To begin, go to Month 1 and put in your name in cell "K1", the year in cell "K2", and the






month in cell "K3." You will need to put the month and year in Month 2 and Month 3.






Insert budget amounts in the green cells in column "D", and insert actual spending in columns






"J" to "U." The blue cells are where the calculations are automatic.














Disclosure:






The purpose of this spreadsheet and this class is to help you get your financial house in






order and to help you on your road to financial self-reliance. If there are mistakes in this






spreadsheet, please bring them to our attention and we will correct them in upcoming






versions. The teacher, and BYU, specifically disclaim any liability, or responsibility for






claims, loss, or risk incurred, directly or indirectly, from using this material.







Sheet 2: Month 1









Name: Anne and Bryan Sudweeks










Year MonthNum Month

Date

Anne and Bryan Sudweeks

Year: 2019 Monthly?: Yes








2017 1 January 1
1

Simple Monthly Saving, Income and Expense Plan (LT4C)

Month: April Date: 18








2018 2 February 2
2



For the month of April, 2019

4/18/19

Items are payments made on the specific row category, regardless of the day of the month
2019 3 March 3
3









Item 1 Item 2 Item 3 Item 4 Item 5 Item 6 Item 7 Item 8 Item 9 Item 10 Item 11 Item 12
2020 4 April 4
4



Monthly Income Difference Running














2020 5 May 5
5

Description
Budget Statement (+ is good) Balance















6 June 6
6























7 July 7
7

Gross Income (U)

- - -















8 August 8
8

Taxes

- - -














Yes 9 September 9
9

Income less Taxes (S)
- - -















No 10 October 10
10

Pay the Lord

- - -















11 November 11
11

Pay Yourself (Saving #1)

- - -















12 December 12
12

Income for Living Expenses
- - -




















13

Expenses - Fixed
























14

Fixed Long-term Debt Payments
























15

Mortgage

- - -



















16

Consumer/Auto Loan pmts

- - -



















17

Student Loan Pmt

- - -



















18

Long-term Debt Payments (T)
-






















19

Fixed Other Expenses
























20

Rent

- - -



















21

Utilities

- - -



















22

Insurance: Auto, Renters

- - -



















23

Weekly Date

- - -



















24




- - -



















25




- - -



















26

Total Fixed
- - -




















27

Expenses - Variable
























28

Food

- - -



















29

Eating Out

- - -



















30

Clothing

- - -



















31

Entertainment

- - -





















Gas

- - -





















Books and Fees

- - -





















Personal Money

- - -





















Miscellaneous

- - -





















Total Variable
- - -






















Living Expenses - Total (R)
- - -






















Saving #2 - Remaing Income
- -
-





















Saving #1
- -























Savings - Total (Q)
- -
-





















Savings Percent


















































































Note: Underlined items transfer to Balance Sheet (TT04B) to calculate your


























6 financial ratios


























Sheet 3: Month 2









Name: Anne and Bryan Sudweeks

















Anne and Bryan Sudweeks

Year 2019 Monthly: Yes















Simple Monthly Saving, Income and Expense Plan (LT4C)

Month May Date: 18

















For the month of May , 2019




Items are payments made on the specific row category, regardless of the day of the month















Item 1 Item 2 Item 3 Item 4 Item 5 Item 6 Item 7 Item 8 Item 9 Item 10 Item 11 Item 12









Monthly Income Difference Running





















Description
Budget Statement (+ is good) Balance

















































Gross Income (U)

- - -





















Taxes

- - -





















Income less Taxes (S)
- - -






















Pay the Lord

- - -





















Pay Yourself (Saving #1)

- - -





















Income for Living Expenses
- - -






















Expenses - Fixed


























Long-term Debt Payments


























Mortgage

- - -





















Consumer/Auto Loan pmts

- - -





















Student Loan Pmt

- - -





















Long-term Debt Payments (T)
-
























Other Fixed Expenses


























Rent

- - -





















Utilities

- - -





















Insurance: Auto, Renters

- - -





















Weekly Date

- - -
























- - -
























- - -





















Total Fixed
- - -






















Expenses - Variable


























Food

- - -





















Eating Out

- - -





















Clothing

- - -





















Entertainment

- - -





















Gas

- - -





















Books and Fees

- - -





















Personal Money

- - -
























- - -





















Total Variable
- - -






















Living Expenses - Total (R)
- - -






















Saving #2 - Remaing Income
- -
-





















Saving #1
- -























Savings - Total (Q)
- -
-





















Savings Percent


















































































Note: Underlined items transfer to Balance Sheet (TT04B) to calculate your


























6 financial ratios






























































































































































































































The words contained in this file might help you see if this file matches what you are looking for:

...Sheet introduction simple saving income and expense plan budget ltc sep personal finance another perspective purpose the of this spreadsheet is to give an excel template for calculating a months they are not meant replace good money management software such as mint or quicken but may be helpful you begin plans go month put in your name cell quot k year will need insert amounts green cells column d actual spending columns j u blue where calculations automatic disclosure class help get financial house order on road selfreliance if there mistakes please bring them our attention we correct upcoming versions teacher byu specifically disclaim any liability responsibility claims loss risk incurred directly indirectly from using material anne bryan sudweeks monthnum date monthly yes january april february items payments made specific row category regardless day march item difference running description statement balance june july gross august taxes september less s no october pay lord november...

no reviews yet
Please Login to review.