Salary budget worksheet
A fictional example allocates 4,000 in one currency. These are fixed example figures, not automatic calculations. Complete the blank table and check the totals yourself. Savings allocations are not necessarily expenses already paid.
A free Zawid worksheet
Worked example
| Category | Planned | Actual | Note |
|---|---|---|---|
| Rent | 1200 | 1200 | |
| Groceries | 650 | 730 | 80 over |
| Transport | 300 | 280 | 20 saved |
| Utilities | 250 | 270 | 20 over |
| Required debt payment | 200 | 200 | |
| Flexible spending | 400 | 320 | 80 saved |
| Seasonal fund | 200 | 200 | Allocation |
| Emergency savings | 500 | 500 | Allocation |
| Extra debt payment | 300 | 300 | |
| Total allocated | 4000 | 4000 |
Add planned and actual amounts separately. Do not count moving money to savings and later spending it as two expenses. Record both the start and end of the budget period.
Use your own records
Period:Currency:Reference:
| Category | Planned | Actual | Note |
|---|---|---|---|
Notes and differences to investigate: