Monthly Budget
Sample month
These are example numbers so you can see how it works. Type over them, or start blank.
Wins this month
0
categories at or under plan
0 months
in a row inside the plan
50 / 30 / 20 check
Of what came in: about half on needs, a third on wants, a fifth saved.
Tag each group below.
01Income
Every source of money coming in. Planned is what you expect;
Actual is what landed.
02Plan /
03Actuals
Set a planned amount per line first. Through the month, fill in what you
actually spent. Rename or delete anything.
Where the money went
Actual spend by group, biggest first. Bar colour is the group's tag.