Free Personal Ledger Template
Personal Ledger
Name: [YOUR NAME]
Email: [YOUR EMAIL]
Personal Expense Tracking
|
Date |
Description |
Amount |
|---|---|---|
|
January 15, 2050 |
Groceries |
$120.50 |
|
January 20, 2050 |
Utility Bill |
$75.00 |
|
February 5, 2050 |
Transportation (Fuel) |
$45.00 |
Business Accounting
|
Date |
Description |
Amount |
|---|---|---|
|
January 10, 2050 |
Client Payment (Invoice #123) |
$1,000.00 |
|
January 25, 2050 |
Office Supplies Purchase |
-$250.00 |
|
February 3, 2050 |
Business Loan Repayment |
-$500.00 |
Investment Record Keeping
|
Date |
Investment Type |
Value |
|---|---|---|
|
January 5, 2050 |
Stock Purchase |
$2,500.00 |
|
January 20, 2050 |
Dividend Income |
$150.00 |
|
February 10, 2050 |
Bond Purchase (Govt Bonds) |
$1,000.00 |
Tax Preparation
|
Date |
Tax Category |
Amount |
|---|---|---|
|
February 10, 2050 |
Income Tax Withholding |
$400.00 |
|
February 15, 2050 |
Deductible Business Expenses |
$350.00 |
|
February 25, 2050 |
Investment Tax Credit |
-$100.00 |
Savings Management
|
Date |
Savings Goal |
Amount |
|---|---|---|
|
January 1, 2050 |
Emergency Fund |
$500.00 |
|
February 5, 2050 |
Vacation Fund |
$200.00 |
|
February 15, 2050 |
Retirement Savings |
$1,000.00 |
