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The Essential Budget Categories Housing (25-35 percent) Transportation (10-15 percent) Food (10-15 percent) Utilities (5-10 percent) Insurance (10-25 percent) Medical Healthcare (5-10 percent) Saving, Investing, Debt Payments (10-20 percent) Personal Spending (5-10 percent)
Budgeting Basics Create a spreadsheet. Ive created a template you can use (below) and have set it up so you can plug in your own numbers. Record your expenses. First, plug in your fixed costs and estimate your variable expenses by using an average, which you can adjust later. Record your earnings.
Creating a budget Step 1: Calculate your net income. The foundation of an effective budget is your net income. Step 2: Track your spending. Step 3: Set realistic goals. Step 4: Make a plan. Step 5: Adjust your spending to stay on budget. Step 6: Review your budget regularly.
The rule states that you should spend up to 50% of your after-tax income on needs and obligations that you must-have or must-do. The remaining half should be split up between 20% savings and debt repayment and 30% to everything else that you might want.
The following steps can help you create a budget. Step 1: Calculate your net income. The foundation of an effective budget is your net income. Step 2: Track your spending. Step 3: Set realistic goals. Step 4: Make a plan. Step 5: Adjust your spending to stay on budget. Step 6: Review your budget regularly.
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How to Create a Budget Spreadsheet in Excel Identify Your Financial Goals. Determine the Period Your Budget Will Cover. Calculate Your Total Income. Begin Creating Your Excel Budget. Enter All Cash, Debit and Check Transactions into the Budget Spreadsheet. Enter All Credit Transactions.
Basic Monthly Expenses Restaurants and Groceries. When budgeting for your monthly expenses, start with what we call the Four Wallsaka the basic necessities you need to survive: food, utilities, shelter and transportation. Utilities. Housing. Transportation. Giving. Insurance. Essentials. Childcare.
Follow the steps below as you set up your own, personalized budget: Make a list of your values. Write down what matters to you and then put your values in order. Set your goals. Determine your income. Determine your expenses. Create your budget. Pay yourself first! Be careful with credit cards. Check back periodically.
DIY with the Personal budget template This Excel template can help you track your monthly budget by income and expenses. Input your costs and income, and any difference is calculated automatically so you can avoid shortfalls or make plans for any projected surpluses.
Read on to learn about five of our favorite tried-and-true budgeting tips. Dont ask how to budget moneyask why you want to budget. Distinguish between short-term savings goals and long-term saving goals. Track your spending to create a solid budget. Separate fixed expenses from variable expenses. Plan a monthly budget.

personal monthly budget spreadsheet