TheFrugalGene - Budget Template

Thank you for using The Frugal Gene's budget template!
It's originally based on the monthly and annual budget templates provided by Google Sheets, but it has extensiv
Instructions for use

First make a copy of this template
In the menu above, go to 'File' -> 'Make a copy...'
Name the copy whatever you want your budget to be called
Go to the 'Setup' tab of your new budget and fill in the required information
Make sure the year is correct
Update the income and expense categories to reflect your situation
As you spend money, go to the 'Transactions' tab to input the expense
As you earn money, go to the 'Transactions' tab to input the amount
Review how much you're spending on a monthly basis in the Monthly tabs
Review how much you're spending over the year on the 'Annual Summary' tab
heets, but it has extensive modifications to better fit how we budget.
ABOUT THIS SHEET
This sheet to setup your budget. Start by defining categories for your income and expenses and e
Note: only edit cells with this color. The rest of the sheets will update automati
Year 2018
Initial Savings ₹ -
Expected Income
Instructions: Fill in your income sources on the left, then try to estimate how much you'll earn from them on
budgeting and it will automatically apply to the rest.
Category January February March April

Income Source 1 ₹ - ₹ - ₹ - ₹ -
Income Source 2 ₹ - ₹ - ₹ - ₹ -
Total ₹ - ₹ - ₹ - ₹ -
Budgeted Expenses
Instructions: Fill in your expense categories on the left, then try to estimate how much you spend on averag
will automatically apply to the remaining months. If you're just getting started with budgets, be aware that it'
can see if it's in line with your goals. You can and should make adjustments as you learn what's really importa
Category January February March April

Food $0 $0 $0 $0
Transportation $0 $0 $0 $0
Personal Care $0 $0 $0 $0
Entertainment $0 $0 $0 $0
Phone $0 $0 $0 $0
Internet $0 $0 $0 $0
Mortgage/Rent $0 $0 $0 $0
Utilities $0 $0 $0 $0
Vacation $0 $0 $0 $0
Total $0 $0 $0 $0
Payment Methods
Instructions: Fill in the different ways you can pay for expenses. This can be useful for telling when you last
Cash
Check
Credit card 1
Credit card 2
s for your income and expenses and estimate their monthly value.
est of the sheets will update automatically based on this.
ow much you'll earn from them on the right. If you're starting this budget after January, no problem; just fill in for the first mont
May June July August September October

₹ - ₹ - ₹ - ₹ - ₹ - ₹ -
₹ - ₹ - ₹ - ₹ - ₹ - ₹ -
₹ - ₹ - ₹ - ₹ - ₹ - ₹ -
e how much you spend on average per month on the right. Fill in your estimate for the first month that you're starting the budg
ed with budgets, be aware that it's normal to get the estimate wrong. The important thing is to track where your money is going s
as you learn what's really important to you.
May June July August September October

$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0
be useful for telling when you last added transactions from a specific account statement, or identifying if you've already added a
m; just fill in for the first month that you're
November December
₹ - ₹ -
₹ - ₹ -
₹ - ₹ -
h that you're starting the budget, and it

ck where your money is going so you
November December Use Rollover Initial Rollover

$0 $0 yes $0
$0 $0 yes $0
$0 $0 yes $0
$0 $0 yes $0
$0 $0 yes $0
$0 $0 yes $0
$0 $0 yes $0
$0 $0 yes $0
$0 $0 yes $0
$0 $0 $0
ying if you've already added a particular expense

ABOUT THIS SHEET
This sheet is to be used to record all payments you've made or received during the year.
The information input here is used to populate the monthly and annual summary pages.
Expenses
Date Amount Location Description Category
NOTE
Please edit only cells in this color
The rest of the sheets will update automatically based on this.
Income
Payment Date Amount Description Category
matically based on this.
ABOUT THIS SHEET
This sheet generates a monthly summary of your your earnings and spendings.
#NAME?
START BALANCE END BALANCE

$0 $0
Expenses Income
Planned $0 Planned
Actual $0 Actual
Expenses Income
Budgeted Spent Rollover Remaining
Totals $0 $0 $0 $0 Totals
Food $0 $0 $0 $0 Income Source 1

Transportation
Personal Care
Entertainment
Phone $0
$0 $0
$0 $0
$0 $0
$0 Income Source 2
Internet
Mortgage/Rent
Utilities
Vacation $0
$0 $0
$0 $0
$0 $0
$0
NOTE
Please don't edit this sheet.
It contains formulas and will update automatically.
Month: January
Starting date: #NAME?
End date: #NAME?
Starting balance: $0
Increase in total savings/investments
$0
Saved this month
$0
$0
Income Payment Instruments

Planned Actual Diff. Spent
$0 $0 $0 Totals $0
ncome Source 1 $0 $0 $0 Cash $0

ncome Source 2 $0 $0 $0 Check card 1
Credit 2 $0
ruments
Last Transaction
ABOUT THIS SHEET
#NAME?

$0 $0
Expenses Income
Planned $0 Planned
Actual $0 Actual
Expenses Income

Transportation
Personal Care
Entertainment
Phone $0
$0 $0
$0 $0
$0 $0
$0 Income Source 2
Internet
Mortgage/Rent
Utilities
Vacation $0
$0 $0
$0 $0
$0 $0
$0
NOTE
Month: February
End date: #NAME?
$0
Saved this month
$0
$0

$0 $0 $0 Totals $0

Credit 2 $0
ruments
Last Transaction
ABOUT THIS SHEET
#NAME?

$0 $0
Expenses Income
Planned $0 Planned
Actual $0 Actual
Expenses Income

Transportation
Personal Care
Entertainment
Phone $0
$0 $0
$0 $0
$0 $0
$0 Income Source 2
Internet
Mortgage/Rent
Utilities
Vacation $0
$0 $0
$0 $0
$0 $0
$0
NOTE
Month: March
End date: #NAME?
$0
Saved this month
$0
$0

$0 $0 $0 Totals $0

Credit 2 $0
ruments
Last Transaction
ABOUT THIS SHEET
#NAME?

$0 $0
Expenses Income
Planned $0 Planned
Actual $0 Actual
Expenses Income

Transportation
Personal Care
Entertainment
Phone $0
$0 $0
$0 $0
$0 $0
$0 Income Source 2
Internet
Mortgage/Rent
Utilities
Vacation $0
$0 $0
$0 $0
$0 $0
$0
NOTE
Month: April
End date: #NAME?
$0
Saved this month
$0
$0

$0 $0 $0 Totals $0

Credit 2 $0
ruments
Last Transaction
ABOUT THIS SHEET
#NAME?

$0 $0
Expenses Income
Planned $0 Planned
Actual $0 Actual
Expenses Income

Transportation
Personal Care
Entertainment
Phone $0
$0 $0
$0 $0
$0 $0
$0 Income Source 2
Internet
Mortgage/Rent
Utilities
Vacation $0
$0 $0
$0 $0
$0 $0
$0
NOTE
Month: May
End date: #NAME?
$0
Saved this month
$0
$0

$0 $0 $0 Totals $0

Credit 2 $0
ruments
Last Transaction
ABOUT THIS SHEET
#NAME?

$0 $0
Expenses Income
Planned $0 Planned
Actual $0 Actual
Expenses Income

Transportation
Personal Care
Entertainment
Phone $0
$0 $0
$0 $0
$0 $0
$0 Income Source 2
Internet
Mortgage/Rent
Utilities
Vacation $0
$0 $0
$0 $0
$0 $0
$0
NOTE
Month: June
End date: #NAME?
$0
Saved this month
$0
$0

$0 $0 $0 Totals $0

Credit 2 $0
ruments
Last Transaction
ABOUT THIS SHEET
#NAME?

$0 $0
Expenses Income
Planned $0 Planned
Actual $0 Actual
Expenses Income

Transportation
Personal Care
Entertainment
Phone $0
$0 $0
$0 $0
$0 $0
$0 Income Source 2
Internet
Mortgage/Rent
Utilities
Vacation $0
$0 $0
$0 $0
$0 $0
$0
NOTE
Month: July
End date: #NAME?
$0
Saved this month
$0
$0

$0 $0 $0 Totals $0

Credit 2 $0
ruments
Last Transaction
ABOUT THIS SHEET
#NAME?

$0 $0
Expenses Income
Planned $0 Planned
Actual $0 Actual
Expenses Income

Transportation
Personal Care
Entertainment
Phone $0
$0 $0
$0 $0
$0 $0
$0 Income Source 2
Internet
Mortgage/Rent
Utilities
Vacation $0
$0 $0
$0 $0
$0 $0
$0
NOTE
Month: August
End date: #NAME?
$0
Saved this month
$0
$0

$0 $0 $0 Totals $0

Credit 2 $0
ruments
Last Transaction
ABOUT THIS SHEET
#NAME?

$0 $0
Expenses Income
Planned $0 Planned
Actual $0 Actual
Expenses Income

Transportation
Personal Care
Entertainment
Phone $0
$0 $0
$0 $0
$0 $0
$0 Income Source 2
Internet
Mortgage/Rent
Utilities
Vacation $0
$0 $0
$0 $0
$0 $0
$0
NOTE
Month: September
End date: #NAME?
$0
Saved this month
$0
$0

$0 $0 $0 Totals $0

Credit 2 $0
ruments
Last Transaction
ABOUT THIS SHEET
#NAME?

$0 $0
Expenses Income
Planned $0 Planned
Actual $0 Actual
Expenses Income

Transportation
Personal Care
Entertainment
Phone $0
$0 $0
$0 $0
$0 $0
$0 Income Source 2
Internet
Mortgage/Rent
Utilities
Vacation $0
$0 $0
$0 $0
$0 $0
$0
NOTE
Month: October
End date: #NAME?
$0
Saved this month
$0
$0

$0 $0 $0 Totals $0

Credit 2 $0
ruments
Last Transaction
ABOUT THIS SHEET
#NAME?

$0 $0
Expenses Income
Planned $0 Planned
Actual $0 Actual
Expenses Income

Transportation
Personal Care
Entertainment
Phone $0
$0 $0
$0 $0
$0 $0
$0 Income Source 2
Internet
Mortgage/Rent
Utilities
Vacation $0
$0 $0
$0 $0
$0 $0
$0
NOTE
Month: November
End date: #NAME?
$0
Saved this month
$0
$0

$0 $0 $0 Totals $0

Credit 2 $0
ruments
Last Transaction
ABOUT THIS SHEET
#NAME?

$0 $0
Expenses Income
Planned $0 Planned
Actual $0 Actual
Expenses Income

Transportation
Personal Care
Entertainment
Phone $0
$0 $0
$0 $0
$0 $0
$0 Income Source 2
Internet
Mortgage/Rent
Utilities
Vacation $0
$0 $0
$0 $0
$0 $0
$0
NOTE
Month: December
End date: #NAME?
$0
Saved this month
$0
$0

$0 $0 $0 Totals $0

Credit 2 $0
ruments
Last Transaction
ABOUT THIS SHEET
This sheet generates an annual summary of your income and expenses.
Income Expense
$1
$1
$1
$1
$1
$1
$0
$0
$0
$0
$0
January February March April May June July
Average $ spent per categor
$1
$1
$1
$1
$1
$1
$0
$0
$0
$0
$0
t t t s
od on are e n one rne e n li te ato
n
Fo rtat l C m P h R
te ge / Ut c
a in In Va
s po son rta t ga
n r e
Tra Pe Ent or
M
Summary
January February March April May June
Income #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
Expenses #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
Net savings #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?
Income
Income Source 1 $0 $0 $0 $0 $0 $0
Income Source 2 $0 $0 $0 $0 $0 $0
Expenses
Food $0 $0 $0 $0 $0 $0
Transportation
Personal
Phone Care
Entertainment $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0
Internet
Mortgage/Rent
Utilities
Vacation $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0
NOTE
Income Expenses
June July August September October November December
rage $ spent per category

July August September October November December Total
#NAME? #NAME? #NAME? #NAME? #NAME? #NAME? #NAME?

$0 $0 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0 $0 $0

$0 $0 $0 $0 $0 $0 $0
$0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0
$0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0
cember
Average
$0
$0
$0
Average
$0
$0
Average
$0
$0
$0
$0
$0

TheFrugalGene - Budget Template

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TheFrugalGene - Budget Template

Încărcat de

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Formate disponibile

Thank you for using The Frugal Gene's budget template!

Instructions for use

Category January February March April

Category January February March April

May June July August September October

May June July August September October

h that you're starting the budget, and it

November December Use Rollover Initial Rollover

ying if you've already added a particular expense

START BALANCE END BALANCE

Food $0 $0 $0 $0 Income Source 1

End date: #NAME?

Increase in total savings/investments

Income Payment Instruments

ncome Source 1 $0 $0 $0 Cash $0

START BALANCE END BALANCE

Food $0 $0 $0 $0 Income Source 1

End date: #NAME?

Increase in total savings/investments

Income Payment Instruments

ncome Source 1 $0 $0 $0 Cash $0

START BALANCE END BALANCE

Food $0 $0 $0 $0 Income Source 1

End date: #NAME?

Increase in total savings/investments

Income Payment Instruments

ncome Source 1 $0 $0 $0 Cash $0

START BALANCE END BALANCE

Food $0 $0 $0 $0 Income Source 1

End date: #NAME?

Increase in total savings/investments

Income Payment Instruments

ncome Source 1 $0 $0 $0 Cash $0

START BALANCE END BALANCE

Food $0 $0 $0 $0 Income Source 1

End date: #NAME?

Increase in total savings/investments

Income Payment Instruments

ncome Source 1 $0 $0 $0 Cash $0

START BALANCE END BALANCE

Food $0 $0 $0 $0 Income Source 1

End date: #NAME?

Increase in total savings/investments

Income Payment Instruments

ncome Source 1 $0 $0 $0 Cash $0

START BALANCE END BALANCE

Food $0 $0 $0 $0 Income Source 1

End date: #NAME?

Increase in total savings/investments

Income Payment Instruments

ncome Source 1 $0 $0 $0 Cash $0

START BALANCE END BALANCE

Food $0 $0 $0 $0 Income Source 1

End date: #NAME?

Increase in total savings/investments

Income Payment Instruments

ncome Source 1 $0 $0 $0 Cash $0

START BALANCE END BALANCE

Food $0 $0 $0 $0 Income Source 1

End date: #NAME?

Increase in total savings/investments

Income Payment Instruments

ncome Source 1 $0 $0 $0 Cash $0

START BALANCE END BALANCE