Personal Monthly Budget Document Template
Track monthly income, expenses, and savings with this easy budget sheet.
Personal Monthly Budget
This simple budget sheet helps you plan and track your income, expenses, and savings on a monthly basis. Use it to get a clear overview of your financial health and identify opportunities to save more.
Month: {month} Year: {year}
Prepared for: {fullName}
Income
| Source | Amount |
|---|---|
| {#income}{source} | ${amount}{/income} |
Total Income: ${totalIncome}
Expenses
| Category | Amount |
|---|---|
| {#expenses}{category} | ${amount}{/expenses} |
Total Expenses: ${totalExpenses}
Savings
Planned Savings: ${plannedSavings}
Actual Savings: ${actualSavings}
Summary
| Description | Amount |
|---|---|
| Net Income (Income - Expenses): | ${netIncome} |
| Savings Rate (% of Income): | {savingsRate}% |
{#notes}
Additional Notes
- {text}
{/notes}
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