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New Budget Template

The budget summary document compares the projected and actual budgets. It shows that the projected balance was $125 higher than the actual balance due to higher than expected expenses. Total projected income was $9,600 while actual income was $9,500. Several expense categories such as food, housing, and transportation had higher actual costs compared to projections. The total projected expenses were $7,945 while actual expenses were $7,920, resulting in a difference of $125.

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Vuong Dang
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46 views9 pages

New Budget Template

The budget summary document compares the projected and actual budgets. It shows that the projected balance was $125 higher than the actual balance due to higher than expected expenses. Total projected income was $9,600 while actual income was $9,500. Several expense categories such as food, housing, and transportation had higher actual costs compared to projections. The total projected expenses were $7,945 while actual expenses were $7,920, resulting in a difference of $125.

Uploaded by

Vuong Dang
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Budget Summary

Balance
Projected Balance
Actual Balance
Difference

(Projected minus expenses)


(Actual minus expenses)
(Actual minus projected)

Income
ACTUAL

PROJECTED

Err:508
Err:508
$125

Expenses
Income 1
Income 2
Extra income
Total income

$5,800
$2,300
$1,500
$9,600

Income 1
Income 2
Extra income
Total income

$6,000
$1,000
$2,500
$9,500

ACTUAL

Err:508

PROJECTED

Err:508

ACTUAL

Extra income

$1,500

ACTUAL

Err:508

Budget Summary

Right-click PivotTable below and then click Refresh to update

Category
Children

Data
Sum - Projected CostSum - Actual Cost Sum - D
$170
$200
###
Extracurricular activ
$40
$40
###
Description

Medical
School Supplies
School Tuition

$30
$100

###
$60
###
$100
###

$400

$358
###

$1,100

$1,320
###

$100

$125
###

$2,830

$2,702
###

Insurance

$900

$900
###

Loans

$200

$200
###

Personal Care

$150

$140
###

Pets

$170

$100
###

Savings or Investments

$200

$200
###

Taxes

$300

$300
###

$1,425
$100
$450
$300
$25
$100

$1,375
###
$150
###
$400
###
$300
###
$25
###
$50
###
###
$450
###

Entertainment
Food
Gifts and Charity
Housing

Transportation
Bus/Taxi fare
Fuel
Insurance
Licensing
Maintenance
Parking fees
Vehicle payment

$450

Category
Total Result

Description

Sum - Projected CostSum - Actual Cost Sum - D


$7,945
$7,920
###

Budget Summary

Right-click PivotTable below and then click Refresh to update

Category
Children

Entertainment
Food
Gifts and Charity
Housing
Insurance
Loans
Personal Care
Pets
Savings or Investments
Taxes
Transportation

Sum - Difference

Category
Total Result

Sum - Difference

Monthly Expenses
Description

Category

Extracurricular activities

Children

Medical

Children

School Supplies

Budget Report

Projected Cost

Actual Cost

Difference

$40

$40

Err:509

Children

$30

$60

Err:509

School Tuition

Children

$100

$100

Err:509

Concerts

Entertainment

$50

$40

Err:509

Live Theater

Entertainment

$200

$150

Err:509

Movies

Entertainment

$50

$28

Err:509

Music (CDs, downloads, etc.)

Entertainment

$50

$30

Err:509

Sporting Events

Entertainment

$0

$40

Err:509

Video/DVD (Purchase)

Entertainment

$20

$50

Err:509

Video/DVD (Rental)

Entertainment

$30

$20

Err:509

Dining Out

Food

$1,000

$1,200

Err:509

Groceries

Food

$100

$120

Err:509

Charity 1

Gifts and Charity

$75

$100

Err:509

Charity 2

Gifts and Charity

$25

$25

Err:509

Gift 1

Gifts and Charity

Gift 2

Gifts and Charity

Cable/Satellite

Housing

$100

$100

Err:509

Electric

Housing

$45

$50

Err:509

Gas

Housing

$300

$400

Err:509

House Cleaning Service

Housing

$200

Maintenance

Housing

$200

$150

Err:509

Mortgage or Rent

Housing

$1,700

$1,700

Err:509

Natural gas/oil

Housing

Online/Internet Service

Housing

$100

$100

Err:509

Phone (Cellular)

Housing

$60

$60

Err:509

Phone (Home)

Housing

$35

$39

Err:509

Supplies

Housing

$40

$55

Err:509

Waste Removal and Recycle

Housing

$25

$22

Err:509

Water and Sewer

Housing

$25

$26

Err:509

Health

Insurance

$400

$400

Err:509

Home

Insurance

$400

$400

Err:509

Life

Insurance

$100

$100

Err:509

Credit Card 1

Loans

$200

$200

Err:509

Credit Card 2

Loans

Err:509

Credit Card 3

Loans

Err:509

Personal

Loans

Err:509

Student

Loans

Clothing

Personal Care

Dry Cleaning

Personal Care

Err:509

Hair/Nails

Personal Care

Err:509

Health Club

Personal Care

Err:509

Medical

Personal Care

Food

Pets

$150

$75

Err:509

Grooming

Pets

$20

$25

Err:509

Medical

Pets

Toys

Pets

Investment account

Savings or Investments

Retirement account

Savings or Investments

Federal

Taxes

Local

Taxes

Err:509

State

Taxes

Err:509

Err:509

Err:509
Err:509

Err:509

Err:509

Err:509
$150

$140

Err:509

Err:509

Err:509
Err:509
$200

$200

$300

$300

Err:509
Err:509
Err:509

Actual Cost Overview

Description

Category

Bus/Taxi fare

Transportation

$100

$150

Err:509

Fuel

Transportation

$450

$400

Err:509

Insurance

Transportation

$300

$300

Err:509

Licensing

Transportation

$25

$25

Err:509

Maintenance

Transportation

$100

$50

Err:509

Parking fees

Transportation

Vehicle payment

Transportation

$450

$450

Err:509

Err:508

Err:508

Err:508

Total

Projected Cost

Actual Cost

Difference

Err:509

Actual Cost Overview

PivotTable for Budget Overview chart

Lookup List for Budget Details Category

Category

Budget Category Lookup

Sum - Actual Cost

Children

$200

Children

Entertainment

$358

Entertainment

Food
Gifts and Charity
Housing

$1,320
$125
$2,702

Food
Gifts and Charity
Housing

Insurance

$900

Insurance

Loans

$200

Loans

Personal Care

$140

Personal Care

Pets

$100

Pets

Savings or Investments

$200

Savings or Investments

Taxes

$300

Taxes

Transportation

$1,375

Total Result

$7,920

Transportation

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