Dashboard
Year-to-date income, expenses, net saved and savings rate, your debt figures and four charts.
Personal Budget - Sample Data.xlsx — Dashboard
Summary
Budget against actual for every month and every category, with year-to-date totals.
Personal Budget - Sample Data.xlsx — Summary
Budget
Your plan for the year: a monthly amount for each line and the months it runs, with the year filled in.
Personal Budget - Sample Data.xlsx — Budget
Actuals
A simple log of what came in and went out: the date, the category from a dropdown, the amount and a note.
Personal Budget - Sample Data.xlsx — Actuals
Debts
Your debts, the snowball and avalanche payoff plans, your debt-free date and a consolidation test.
Personal Budget - Sample Data.xlsx — Debts
Refi
Your current home loan against a new offer: the monthly saving, the months to win back the fees and the total cost.
Personal Budget - Sample Data.xlsx — Refi
Setup
Your name, budget year, currency and category list, with a 50/30/20 group for each expense category.
Personal Budget - Sample Data.xlsx — Setup
Checks
Built-in checks that the workbook adds up and your entries are complete. Every line should read OK.
Personal Budget - Sample Data.xlsx — Checks
Cover
How to use the workbook step by step, with a guide to every tab.
Personal Budget - Sample Data.xlsx — Cover
