jagomart
digital resources
picture1_Spreadsheet For Expenses 40981 | Money With Jess My Annual Budget


 207x       Filetype XLSX       File size 0.09 MB       Source: www.jessicairvine.com.au


File: Spreadsheet For Expenses 40981 | Money With Jess My Annual Budget
sheet 1 instructions 1 welcome to the money with jess my annual budget worksheet step 1 is to download this notatallscary spreadsheet hellip which you ve already done yaaaay you ...

icon picture XLSX Filetype Excel XLSX | Posted on 14 Aug 2022 | 3 years ago
Partial file snippet.
Sheet 1: Instructions






1
Welcome to the Money with Jess My Annual Budget worksheet!



Step 1 is to download this not-at-all-scary spreadsheet… which you've already done. Yaaaay you!






2
General instructions








Enter all your Income and Expenses on the "My Annual Budget" sheet.


For each item, you need to enter:



(a) the frequency (weekly, fortnightly, etc - select this by clicking on the box and choosing from the drop down menu that appears); and



(b) the amount.


This not-at-all-scary spreadsheet will do the rest!


Check out the "Jess' Example Budget" sheet to see how it's done (not my exact numbers, but will give you the gist!)





3
Enter your income








All income should be entered after tax.


Don’t forget to include any side hustles.





4
Enter your expenses








Expenses are separated into Jess' unique 10 category system: Housing, Household, Utilities, Transport, Food, Health, Education, Appearance, Lifestye and Professional Fees


Enter your expenses for each item, and don't hold back!





5
Check yo' self








The top of the sheet will show your total income, expenses, and what's left over.


Happy budgeting!

Sheet 2: My Annual Budget





YEAR








TOTAL INCOME $0.00



TOTAL EXPENSES $0.00



SURPLUS $0.00


























INCOME






INCOME Source Frequency Amount ANNUAL

Salary or wage




Overtime




Bonus




Small business income




Side-hustle income




Government benefits & payments




Child support




Investment property net income




Dividends from shares




Other income















EXPENSES






HOUSING Sub-category Frequency Amount ANNUAL

Rent / mortgage









HOUSEHOLD Sub-category Frequency Amount ANNUAL

Furniture




Décor




Appliances




Home maintenance and repairs




Cleaning




Hygiene




Garden




Strata fees




Home insurance




Council rates




Household services









UTILITIES Sub-category Frequency Amount ANNUAL

Electricity




Gas




Water and sewerage




Internet




Phone




Postal services









TRANSPORT Sub-category Frequency Amount ANNUAL

Vehicle purchase




Vehicle loan payments




Vehicle registration




Drivers license




Vehicle insurance




Vehicle servicing and reparis




Vehicle parts and accessories




Roadside assist




Driving lessons




Fuel




Tolls




Parking




Public transport




Vehicle hire, taxis and ride shares









FOOD Sub-category Frequency Amount ANNUAL

Food









HEALTH Sub-category Frequency Amount ANNUAL

Health insurance




Pet insurance and veterinary costs




Doctors and specialists




Dental




Optical




Hospital and ambulance




Medicines




Medical equipment




Sport and fitness









EDUCATION Sub-category Frequency Amount ANNUAL

Books, newspapers and magazines




Stationery




Home computer equipment




Childcare




School




Higher education









APPEARANCE Sub-category Frequency Amount ANNUAL

Clothes and shoes




Accessories




Hairdressing




Beauty products




Beauty treatments









LIFESTYLE Sub-category Frequency Amount ANNUAL

Eating out and takeaway




Alcohol




Tobacco and drugs




Holidays




Seasonal celebrations




Parties and functions




Gifts




Toys




Streaming services




Gaming and consoles




Music, audio and photographic




Live entertainment




Attractions




Hobbies




Gambling




Pet purchases









PROFESSIONAL FEES Sub-category Frequency Amount ANNUAL

Credit cards




Other loans




Bank fees




Life / trauma / TPD insurance




Income protection insurance




Financial advisor fees




Accountant / tax agent fees




Legal fees




Funeral expenses




Union / professional association fees




Child support




Pocket money




Charity donations









My Annual Budget worksheet




© Jessica Irvine 2022, from Money with Jess: Your Ultimate Guide to Household Budgeting, Wiley.





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

...Sheet instructions welcome to the money with jess my annual budget worksheet step is download this notatallscary spreadsheet hellip which you ve already done yaaaay general enter all your income and expenses on quot for each item need a frequency weekly fortnightly etc select by clicking box choosing from drop down menu that appears b amount will do rest check out example see how it s not exact numbers but give gist should be entered after tax don rsquo t forget include any side hustles are separated into unique category system housing household utilities transport food health education appearance lifestye professional fees hold back yo self top of show total what left over happy budgeting year surplus source salary or wage overtime bonus small business sidehustle government benefits amp payments child support investment property net dividends shares other subcategory rent mortgage furniture d eacute cor appliances home maintenance repairs cleaning hygiene garden strata insurance counc...

no reviews yet
Please Login to review.