[Your Name]
Budget Report 12/18/2025
Page 1 of 5
Budget Summary
Edit your budget data on the
Budget Details sheet. When you
Projected Monthly Income Projected Monthly Expenses enter your data, the Budget
Income 1 ₹ 25,000 $14,955 Summary that you see here
Income 2 ₹ - updates automatically.
Extra income ₹ -
The Expense Overview table below
Total income ₹ 25,000 is a PivotTable. After you update
your data on the Budget Details
Actual Monthly Income Actual Monthly Expenses sheet, right-click in the table and
Income 1 ₹ 15,000 $14,955 then click Refresh Data to update
both the table and the chart.
Income 2 ₹ -
Extra income ₹ -
Total income ₹ 15,000
Easily apply your own colors to this template. This temp
Balance (income - expenses) formatted using themes that enable you to apply fonts,
Projected Balance ₹ 10,045 and graphic formatting effects throughout the workbook
just a click.
Actual Balance ₹ 45
Difference ₹ 10,000 Find themes on the Home tab, in the Themes group. Sel
from dozens of built-in themes available in the Themes
or find options to change just the theme fonts or theme
colors.
Expense Overview
Data
Category Total Cost % of Expenses
Housing ₹ 8,905 59.55%
Food ₹ 4,300 28.75%
Personal Care ₹ 1,500 10.03% Housing
Pets ₹ 250 1.67%
Insurance ₹ - 0.00% Food
Loans ₹ - 0.00% Personal Care
Savings or Investments
Taxes Pets
Transportation ₹ - 0.00%
Insurance
Total Result ₹ 14,955 100.00%
Loans
Savings or
Investments
A PivotTable, such as the table at left, makes it easy for you to look at Taxes
your data in different ways. When you click in the table, the
PivotTable Builder window appears, from which you can add or Transportation
remove fields from the table.
Total Result
Insurance
Loans [Your Name]
Budget Report 12/18/2025
Page 2 of 5
Savings or
Data
Investments
Category Total Cost % of Expenses
A PivotTable, such as the table at left, makes it easy for you to look at Taxes
your data in different ways. When you click in the table, the
PivotTable Builder window appears, from which you can add or Transportation
Housing
remove fields from the table.
Total Result
Food
When you click in the PivotTable, a PivotTable tab also appears on
the Ribbon above your workbook window, providing many options Personal Care
for formatting and editing the PivotTable.
Pets
Insurance
Loans
Savings or
Investments
Taxes
Transportation
Total Result
12/18/2025
Monthly Budget - Detail Page 3 of 5
Description Category Projected Cost Actual Cost
Meat Food ₹ 500 ₹ 500
Chicket Food ₹ 250 ₹ 250
Fish Food ₹ 250 ₹ 250
Coconut Food ₹ 200 ₹ 200
Vegetables Food ₹ 1,000 ₹ 1,000
Groceries Food ₹ 1,500 ₹ 1,500
Rice Food ₹ 600 ₹ 600
Gas Housing ₹ 1,000 ₹ 1,000
Cable/Satellite Housing ₹ 255 ₹ 255
Electric Housing ₹ 1,250 ₹ 1,250
Mortgage or Rent Housing ₹ 6,400 ₹ 6,400
My Pocket Personal Care ₹ 1,500 ₹ 1,500
Home Insurance ₹ - ₹ -
Credit Card 1 Loans ₹ -
Credit Card 2 Loans ₹ -
Clothing Personal Care ₹ - ₹ -
Dry Cleaning Personal Care ₹ - ₹ -
Health Club Personal Care ₹ - ₹ -
Food Pets ₹ 250 ₹ 250
Medical Pets
Investment account Savings or Investments
Retirement account Savings or Investments
Federal Taxes
State Taxes
Bus/Taxi fare Transportation ₹ - ₹ -
Fuel Transportation ₹ - ₹ -
Insurance Transportation ₹ - ₹ -
Edit the data on this sheet with your own information to
update the Budget Report sheet. Based on Data July
2014
You can edit data in the Description, Category, Projected
Cost, and Actual Cost columns and the Difference and Actual
Cost Overview are calculated automatically.
When you click in a cell in the Category column, you see a
list of options from which to select. You can edit that list on
the Lookup Lists sheet in this workbook.
The bars shown in the Actual Cost Overview column are
conditional formatting that updates to show the relative
actual cost values for your entire budget.
12/18/2025
Monthly Budget - Detail Page 4 of 5
Difference Actual Cost Ranking Column1 Column2
Click the arrow in
₹ - any heading cell inper month
2 times
₹ - this table for sort
and filter options.
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To add new items to the table, just start
₹ - typing in the row directly beneath the table
₹ - and the table expands automatically. The
₹ - Budget Report sheet automatically
recognizes your additional data when the
table expands.
Budget Category Lookup
Children
Entertainment This list populates the options
that appear in the pop-up lists
Food you see in the Category
Gifts and Charity column on the Budget Details
Housing sheet. Edit the existing values
Insurance as needed. To add additional
values, begin typing in the cell
Loans directly beneath the last
Personal Care existing entry and the list will
Pets automatically expand.
Savings or Investments
Taxes
Transportation
Total Monthly Exps 14955
EMI BF 8502
EMI SCB 1900
Akka 2000