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Simple Home Budget Worksheet

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PLEASE NOTE! – This is an Excel Spreadsheet. It is recommended you have at least a basic knowledge of Excel, including formulas.

Take the worry and stress out of managing your finances with this Simple Home Budget Worksheet!

The Simple Home Budget Worksheet is an Excel Spreadsheet – ready to be downloaded and adapted to your personal finances. It also offers an At a Glance Pie Chart that is easy to read and understand. With a basic understanding of Excel, you can easily edit the Simple Home Budget Worksheet to include the categories that best work for your household.

 Why Use The Simple Home Budget?

Having a budget gives you control over your finances. You will know where your money is coming from and where it is going. It helps you to quickly find ways to decrease your spending, and ways you can save more for your future. It can also lower your stress level due to financial worries.

Usually the most difficult thing about a budget is setting it up in the first place.  With the Simple Home Budget Worksheet, all of the hard work is done for you.  It is set up using the money management system in the Simple Life Dollars & ‘Sense’ eBook, using these categories:
  • Income
  • Priority One Expenses
  • Priority Two Expenses
  • Secondary One Expenses
  • Secondary Two Expenses

Each category is broken down further with most of the basic ways you spend your money – mortgage/rent, utilities, insurance, child care, and so much more. Just enter your amounts, and have everything calculated for you!
 

Finances ‘At a Glance’

One benefit of the Simple Home Budget Worksheet is it comes with instructions on how to edit it to your personal needs, and an ‘At a Glance’ Pie Chart. Once you have your income and expenses in place, calculation formulas automatically transfer the yearly totals into a Calculation Chart. The Pie Chart shows you the percentage of Income that each category uses. This comes in extremely handy when you are looking for ways to cut your expenses!

Take the Worry and Stress out of your Finances


By using the Simple Home Budget Worksheet, you can quickly and easily see where you stand financially each month. There will be no more questions of how much is coming in, what is going out, and whether or not you can afford home repairs or a fun vacation!

Get even More Help with your Finances!

It is called the Easy Home Income and Expense Spreadsheet. Take it even further and combine both with the Simple Life Dollars and Sense eBook! These three tools will help you manage your finances quickly and easily.

Using these tools together can reduce your money worries and stress, and put you on the fast-track to gaining control of your finances.
You will get a XLSX (30KB) file

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