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.