Annual Budget Planner
Imani Brooks household · Personal finance · Raleigh, NC
Imani Brooks plans each month and checks plan against actual at year end.
Use this templateBy type
Budget linesSalary and wages
Freelance projects
Rent
Health insurance
Phone and internet
Car payment
Groceries
Dining out
Fuel and parking
Clothing
Entertainment
Emergency fund
Retirement contribution
Vacation fund
Tables
Budget lines
14 sample rows · 8 columnsEvery planned income, fixed, variable and savings line with its monthly amount.
| Budget line | Type | Category | Planned monthly | Importance | Transactions |
|---|---|---|---|---|---|
| Salary and wages | $5,400 | — | |||
| Freelance projects | $650 | — | |||
| Rent | $1,650 | — | |||
| Health insurance | $310 | — | |||
| Phone and internet | $115 | — | |||
| Car payment | $385 | — | |||
| Groceries | $560 | — | |||
| Dining out | $220 | — | |||
| Fuel and parking | $180 | — | |||
| Clothing | $120 | — | |||
| Entertainment | $150 | — | |||
| Emergency fund | $500 | — |
Transactions
20 sample rows · 6 columnsMoney in and out, tied to a budget line and a month.
| Description | Budget line | Flow | Amount | Date | Month |
|---|---|---|---|---|---|
| Rent to Cobble Court Properties | Rent | $1,650 | Oct 16, 2026 | Current month | |
| Paycheck for the latest period | Salary and wages | $5,400 | Oct 15, 2026 | Current month | |
| Transfer to emergency account | Emergency fund | $500 | Oct 14, 2026 | Current month | |
| Health plan premium | Health insurance | $310 | Oct 13, 2026 | Current month | |
| Market run on Saturday | Groceries | $138.40 | Oct 12, 2026 | Current month | |
| Pizza night | Dining out | $58.30 | Oct 11, 2026 | Current month | |
| Car loan installment | Car payment | $385 | Oct 10, 2026 | Current month | |
| Gas station | Fuel and parking | $46.10 | Oct 9, 2026 | Current month | |
| Poster design project | Freelance projects | $720 | Oct 8, 2026 | Current month | |
| Phone plan | Phone and internet | $115 | Oct 7, 2026 | Current month | |
| Midweek grocery top-up | Groceries | $121.75 | Oct 5, 2026 | Current month | |
| Concert tickets | Entertainment | $128 | Oct 2, 2026 | Current month |
Months
12 sample rows · 6 columnsEach month of the plan with its income and expenses.
| Month | Starts | Transactions |
|---|---|---|
| Eleven months back | Nov 17, 2025 | — |
| Ten months back | Dec 17, 2025 | — |
| Nine months back | Jan 17, 2026 | — |
| Eight months back | Feb 17, 2026 | — |
| Seven months back | Mar 17, 2026 | — |
| Six months back | Apr 17, 2026 | — |
| Five months back | May 17, 2026 | — |
| Four months back | Jun 17, 2026 | — |
| Three months back | Jul 17, 2026 | — |
| Two months back | Aug 17, 2026 | — |
| Previous month | Sep 17, 2026 | — |
| Current month | Oct 17, 2026 | — |
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