Free Monthly Expense Tracker Template

Monthly Expense Tracker

Prepared by: [YOUR NAME], [YOUR COMPANY NAME]
For the Month of: January 2053


Income Sources

Source

Expected Income ($)

Actual Income ($)

Salary

70,000

70,000

Freelance Projects

10,000

12,000

Fixed Expenses

Category

Budgeted Amount ($)

Actual Amount ($)

Rent/Mortgage

25,000

25,000

Utilities

5,000

4,800

Variable Expenses

Category

Budgeted Amount ($)

Actual Amount ($)

Groceries

8,000

7,500

Entertainment

3,000

3,200

Savings and Investments

Type

Planned Amount ($)

Actual Amount ($)

Emergency Fund

5,000

5,000

Retirement Fund

3,000

3,000

Summary

Category

Planned Total ($)

Actual Total ($)

Income

80,000

82,000

Expenses

49,000

48,500

Savings

8,000

8,000

Balance

23,000

25,500

Notes

  • Review entertainment expenses; overspending noted.

  • Savings goal met as planned.

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