Monthly Budget Form
In order for someone to get on track financially, they first need to learn the skill of telling their money what to do. The budget process enables someone to take control of their financial destiny, and allows them to quit feeling like victims in the personal finance battle.
Below I have created an online form you can fill out with most personal categories I could think of. I did reference Dave Ramsey’s Financial Peace University workbook for examples of the categories and grouping. You could create a similar spreadsheet on your own using excel or open office.
You do not need to fill out all the categories, simply fill in the ones that apply to your situation.
Also only fill in the light green cells, as the other cells will be auto-calculated once you have inputted your information.
You can fill in the values in the 1st column, print it out and use it as a reference through the month. Once the actual numbers are known you can revisit our site and fill in the values to close out the month. Then create a new one for the next month.
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About Paul (17 posts)
MBA graduate with experience in business analysis, real estate, insurance, financial planning, litigation support, construction, and information technology.
My philosophy when it comes to knowledge is if you don't use it, you’re going to lose it. So I have decided to share knowledge from past and present in order to help others, as well as help solidify principles to myself as I try to teach them.