Budget Overview

Enter Expenses

Balance
Projected Balance
Actual Balance
Difference

(Projected minus expenses)

(Actual minus expenses)
(Actual minus projected)

Income
ACTUAL

PROJECTED

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$155

Expenses
Income 1
Income 2
Extra income
Total income

$5,800
$2,300
$1,500
$9,600

Income 1
Income 2
Extra income
Total income

$6,000
$1,000
$2,500
$9,500

Children; 1% Entertainment; 2%

ACTUAL

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PROJECTED

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Food; 8%

Gifts and Charity; 1%

Housing; 17%
Total Result; 50%

Insurance; 6%
Loans; 1%
Personal Care; 1%
Pets; 1%

Transportation; 9%
Savings or Investments; 1%
Taxes; 2%

Budget Summary
This shape represents a slicer. Slicers are supported in Excel 2010 or later.
If the shape was modified in an earlier version of Excel, or if the workbook was saved in Excel 2003 or earlier, the
slicer cannot be used.

Right-click PivotTable below and then click Refresh to update

Category
Children
Entertainment

Data
Sum - Projected CosSum - Actual Cost
Sum - Difference
$140
$140
#VALUE!
$400

$358

#VALUE!

$1,100

$1,320

#VALUE!

$100

$125

#VALUE!

$2,830

$2,702

#VALUE!

Insurance

$900

$900

#VALUE!

Loans

$200

$200

#VALUE!

Personal Care

$150

$140

#VALUE!

Pets

$170

$100

#VALUE!

Savings or Investments

$200

$200

#VALUE!

Taxes

$300

$300

#VALUE!

Transportation

$1,425

$1,375

#VALUE!

Total Result

$7,915

$7,860

#VALUE!

Food
Gifts and Charity
Housing

Budget Summary

rs are supported in Excel 2010 orThis

later.shape represents a slicer. Slicers are supported in Excel 2010 or later.

lier version of Excel, or if the workbook

If the shape
was saved
was modified
in Excelin2003
an earlier
or earlier,
version
the of Excel, or if the workbook was saved in Excel 2003 or ear
slicer cannot be used.

Right-click PivotTable below and then click Refresh to update

Category
Children
Entertainment
Food
Gifts and Charity
Housing
Insurance
Loans
Personal Care
Pets
Savings or Investments
Taxes
Transportation
Total Result

Monthly Expenses
Description

Category

Extracurricular activities

Children

Medical

Children

School Supplies

Children

School Tuition

Children

Concerts

Budget Report

Projected Cost

Actual Cost
$40

Difference
$40

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$100

$100

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Entertainment

$50

$40

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Live Theater

Entertainment

$200

$150

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Movies

Entertainment

$50

$28

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Music (CDs, downloads, etc.)

Entertainment

$50

$30

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Sporting Events

Entertainment

$0

$40

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Video/DVD (Purchase)

Entertainment

$20

$50

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Video/DVD (Rental)

Entertainment

$30

$20

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Dining Out

Food

$1,000

$1,200

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Groceries

Food

$100

$120

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Charity 1

Gifts and Charity

$75

$100

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Charity 2

Gifts and Charity

$25

$25

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Gift 1

Gifts and Charity

Gift 2

Gifts and Charity

Cable/Satellite

Housing

$100

$100

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Electric

Housing

$45

$50

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Gas

Housing

$300

$400

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House Cleaning Service

Housing

$200

Maintenance

Housing

$200

$150

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Mortgage or Rent

Housing

$1,700

$1,700

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Natural gas/oil

Housing

Online/Internet Service

Housing

$100

$100

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Phone (Cellular)

Housing

$60

$60

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Phone (Home)

Housing

$35

$39

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Supplies

Housing

$40

$55

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Waste Removal and Recycle

Housing

$25

$22

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Water and Sewer

Housing

$25

$26

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Health

Insurance

$400

$400

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Home

Insurance

$400

$400

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Life

Insurance

$100

$100

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Credit Card 1

Loans

$200

$200

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Credit Card 2

Loans

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Credit Card 3

Loans

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Personal

Loans

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Student

Loans

Clothing

Personal Care

Dry Cleaning

Personal Care

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Hair/Nails

Personal Care

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Health Club

Personal Care

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Medical

Personal Care

Food

Pets

$150

$75

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Grooming

Pets

$20

$25

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Medical

Pets

Toys

Pets

Investment account

Savings or Investments

Retirement account

Savings or Investments

Federal

Taxes

Local

Taxes

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State

Taxes

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$150

$140

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$200

$200

$300

$300

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Actual Cost Overview

Description

Category

Bus/Taxi fare

Transportation

$100

$150

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Fuel

Transportation

$450

$400

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Insurance

Transportation

$300

$300

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Licensing

Transportation

$25

$25

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Maintenance

Transportation

$100

$50

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Parking fees

Transportation

Vehicle payment

Transportation

$450

$450

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Total

Projected Cost

Actual Cost

Difference

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Actual Cost Overview

PivotTable for Budget Overview chart

Lookup List for Budget Details Category

Category

Budget Category Lookup

Sum - Actual Cost

Children

$140

Children

Entertainment

$358

Entertainment

Food
Gifts and Charity
Housing

$1,320
$125
$2,702

Food
Gifts and Charity
Housing

Insurance

$900

Insurance

Loans

$200

Loans

Personal Care

$140

Personal Care

Pets

$100

Pets

Savings or Investments

$200

Savings or Investments

Taxes

$300

Taxes

Transportation

$1,375

Total Result

$7,860

Transportation