Preparing A Budget Summary Using MS Excel
Documentation
| Matkowski Family Budget | |
| Author | |
| Date | |
| Purpose | To analyze the monthly budget of Lukas and Anita Matkowski. |
Budget
| Matkowski Family Budget | |||||||||||||
| Monthly Income Statement | |||||||||||||
| Income | Savings | Salary Increase | |||||||||||
| Lukas' Salary | $ 2,350 | Initial | $ 7,350 | ||||||||||
| Anita's Salary | 3,150 | Final | Anita's new monthly salary | ||||||||||
| Total | |||||||||||||
| Expenses | |||||||||||||
| Rent | |||||||||||||
| Food | |||||||||||||
| Utilities | |||||||||||||
| Phone | |||||||||||||
| Car Payments | |||||||||||||
| Insurance | |||||||||||||
| Tuition | |||||||||||||
| Books & Supplies | |||||||||||||
| Travel | |||||||||||||
| Miscellaneous | |||||||||||||
| Total | |||||||||||||
| Income & Expenses | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | |
| Income | Lukas | ||||||||||||
| Anita | |||||||||||||
| Total | |||||||||||||
| Expenses | Rent | 895 | 895 | 895 | 895 | 895 | 895 | 895 | 895 | 975 | 975 | 975 | 975 |
| Food | 875 | 730 | 795 | 825 | 855 | 815 | 885 | 920 | 942 | 875 | 975 | 945 | |
| Utilities | 255 | 230 | 200 | 195 | 150 | 165 | 175 | 165 | 160 | 160 | 200 | 235 | |
| Phone | 120 | 131 | 125 | 138 | 120 | 145 | 140 | 135 | 145 | 135 | 165 | 175 | |
| Car Payments | 210 | 210 | 210 | 210 | 210 | 210 | 210 | 210 | 210 | 210 | 210 | 210 | |
| Insurance | 375 | 375 | 375 | 425 | 425 | 425 | 520 | 520 | 520 | 520 | 520 | 520 | |
| Tuition | 5,192 | 0 | 0 | 0 | 0 | 2,419 | 0 | 5,881 | 0 | 0 | 0 | 0 | |
| Books & Supplies | 2,115 | 0 | 0 | 0 | 0 | 975 | 0 | 2,450 | 0 | 0 | 0 | 0 | |
| Travel | 320 | 150 | 210 | 720 | 175 | 350 | 1,200 | 625 | 185 | 215 | 420 | 480 | |
| Miscellaneous | 200 | 250 | 120 | 150 | 250 | 120 | 150 | 175 | 210 | 250 | 270 | 350 | |
| Total | |||||||||||||
| Net Cash Flow | |||||||||||||
| Running Total | |||||||||||||
| Savings |
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