Personal Budget
Personal workspace · Personal finance tracking · Portland, OR
Nadia Brandt logs every purchase and checks her category totals at the end of each month.
Use this templateMonths
Months| Month | Starts | Planned spending | State | Expenses | Income received |
|---|---|---|---|---|---|
| Active cycle | Oct 17, 2026 | $3,500 | — | — | |
| Middle cycle | Sep 17, 2026 | $3,500 | — | — | |
| Opening cycle | Aug 18, 2026 | $3,400 | — | — |
Tables
Months
3 sample rows · 9 columnsOne row per month: what you planned to spend, what came in and what went out.
| Month | Starts | Planned spending | State | Expenses | Income received |
|---|---|---|---|---|---|
| Active cycle | Oct 17, 2026 | $3,500 | — | — | |
| Middle cycle | Sep 17, 2026 | $3,500 | — | — | |
| Opening cycle | Aug 18, 2026 | $3,400 | — | — |
Categories
7 sample rows · 5 columnsSpending categories with a monthly limit to compare against.
| Category | Monthly limit | Kind | Expenses |
|---|---|---|---|
| Housing | $1,450 | — | |
| Food | $520 | — | |
| Transport | $180 | — | |
| Bills and utilities | $260 | — | |
| Fun | $200 | — | |
| Health | $120 | — | |
| Savings transfers | $500 | — |
Expenses
25 sample rows · 8 columnsEvery purchase and bill, filed to a category and a month.
| Expense | Category | Month | Amount | Date | Account | Paid |
|---|---|---|---|---|---|---|
| Pharmacy refill | Health | Active cycle | $23.80 | Oct 16, 2026 | Yes | |
| Takeout from Saffron Table | Food | Active cycle | $42.75 | Oct 16, 2026 | No | |
| Weekly groceries at Fairhaven Market | Food | Active cycle | $118.40 | Oct 15, 2026 | Yes | |
| Rent to Kestrel Property | Housing | Active cycle | $1,450 | Oct 14, 2026 | Yes | |
| Movie night with friends | Fun | Active cycle | $34.50 | Oct 13, 2026 | Yes | |
| Electric bill from Northgrid | Bills and utilities | Active cycle | $74.15 | Oct 12, 2026 | Yes | |
| Internet service | Bills and utilities | Active cycle | $59.99 | Oct 11, 2026 | Yes | |
| Transfer to the emergency fund | Savings transfers | Active cycle | $500 | Oct 10, 2026 | Yes | |
| Bus pass | Transport | Active cycle | $62 | Oct 8, 2026 | Yes | |
| Rent with parking fee | Housing | Middle cycle | $1,450 | Sep 14, 2026 | Yes | |
| Electric bill, higher heating use | Bills and utilities | Middle cycle | $81.30 | Sep 12, 2026 | Yes | |
| Transfer to the Lisbon fund | Savings transfers | Middle cycle | $500 | Sep 10, 2026 | Yes |
Income
8 sample rows · 5 columnsMoney coming in: pay, side work and anything else.
| Income | Source | Amount | Month | Received |
|---|---|---|---|---|
| Freelance logo project | $400 | Active cycle | Oct 9, 2026 | |
| Alderwood Studio payroll deposit | $1,750 | Active cycle | Oct 7, 2026 | |
| Alderwood payroll, with overtime | $1,750 | Active cycle | Sep 23, 2026 | |
| Alderwood payroll, regular | $1,750 | Middle cycle | Sep 7, 2026 | |
| Sold a used monitor | $85 | Middle cycle | Sep 1, 2026 | |
| Alderwood payroll, half month | $1,750 | Middle cycle | Aug 24, 2026 | |
| Alderwood payroll, with bonus | $1,750 | Opening cycle | Aug 8, 2026 | |
| Alderwood payroll, short week | $1,750 | Opening cycle | Jul 25, 2026 |
Savings goals
3 sample rows · 5 columnsWhat you are putting money aside for, and how far along it is.
| Goal | Target | Saved so far | Aim to finish |
|---|---|---|---|
| Emergency fund | $6,000 | $2,400 | Feb 14, 2027 |
| Trip to Lisbon | $2,200 | $640 | May 15, 2027 |
| New laptop | $1,800 | $1,500 | Aug 13, 2027 |
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