Best Budget Tracker Outline

Prepared by: [YOUR NAME]
Company: [YOUR COMPANY NAME]
Date: [DATE]
Budget Year: [YEAR]

Introduction

• Purpose of the budget tracker

• Importance of financial planning and tracking

Income Overview

• Income Source(s)

  • Projected Amount

  • Actual Amount

  • Variance (difference between projected and actual)

Expenses Overview

• Expense Categories

  • Projected Amount

  • Actual Amount

  • Variance (difference between projected and actual)

Savings & Investments

• Savings/Investment Categories

  • Projected Amount

  • Actual Amount

  • Variance (difference between projected and actual)

Summary

• Total Projected Income

• Total Actual Income

• Total Projected Expenses

• Total Actual Expenses

• Net Savings (Projected Income minus Expenses)

Budgeting Tips

• Suggestions for staying within budget

• Strategies for reducing expenses

• Importance of reviewing budget regularly

Tracker Templates @ Template.net