annual budget

Annual budget trackerPlan and track your monthly spending for the entire year.

How to use this template

1. Get started by entering your starting balance in Row 13 below.

2. Then, fill out the 'Expenses' and 'Income' tabs.

3.

Configure

Starting balance: £20,000

Feel free to rename or delete categories in these tabs. Your changes will automatically be reflected on the 'Summary' tab, which shows an overview of your projected/actual spending.

Expenses Jan Feb Mar Apr May

Children Monthly totals: £0 £0 £0 £0 £0

Activities

Allowance

Medical

Childcare

Clothing

School

Toys

Other

Debt Monthly totals: £0 £0 £0 £0 £0

Credit cards

Student loans

Other loans

Taxes

Other

Education Monthly totals: £0 £0 £0 £0 £0

Tuition

Books

Music lessons

Other

Entertainment Monthly totals: £0 £0 £0 £0 £0

Books

Concerts/shows

Games

Hobbies

Films

Music

Outdoor activities

Photography

Sport

Theatre/plays

TV

Other

Everyday Monthly totals: £0 £0 £0 £0 £0

Groceries

Restaurants

Personal supplies

Clothes

Laundry/dry cleaning

Hair/beauty

Subscriptions

Other

Gifts Monthly totals: £0 £0 £0 £0 £0

Gifts

Donations (charity)

Other

Health/medical Monthly totals: £0 £0 £0 £0 £0

Doctors/dental/vision

Specialist care

Pharmacy

Emergency

Other

Home Monthly totals: £0 £0 £0 £0 £0

Rent/mortgage

Property taxes

Furnishings

Lawn/garden

Supplies

Maintenance

Improvements

Moving

Other

Insurance Monthly totals: £0 £0 £0 £0 £0

Car

Health

Home

Life

Other

Pets Monthly totals: £0 £0 £0 £0 £0

Food

Vet/medical

Toys

Supplies

Other

Technology Monthly totals: £0 £0 £0 £0 £0

Domains & hosting

Online services

Hardware

Software

Other

Transportation Monthly totals: £0 £0 £0 £0 £0

Fuel

Car payments

Repairs

Registration/license

Supplies

Public transit

Other

Travel Monthly totals: £0 £0 £0 £0 £0

Airfare

Hotels

Food

Transportation

Entertainment

Other

Utilities Monthly totals: £0 £0 £0 £0 £0

Phone

TV

Internet

Electricity

Heat/gas

Water

Other

Other Monthly totals: £0 £0 £0 £0 £0

[Category 1]

[Category 2]

Jun Jul Aug Sep Oct Nov Dec Total Average

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

£0 £0

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

Income Jan Feb Mar Apr May

Wages Monthly totals: £150,000 £0 £0 £0 £0

Pay slip £150,000

Tips

Bonus

Commission

Other

Other Monthly totals: £0 £0 £0 £0 £0

Transfer from savings

Interest income

Dividends

Gifts

Refunds

Other

Jun Jul Aug Sep Oct Nov Dec Total Average

£0 £0 £0 £0 £0 £0 £0 £150,000 £0

£150,000 £150,000

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0 £0 £0 £0 £0 £0 £0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

ABOUT THIS SHEET

This sheet generates a summary of your spending based on data in the 'Expenses' and 'Income' tabs.

Make sure you've set a starting balance in the 'Setup' tab before beginning.

SummaryJan '15 Feb '15 Mar '15 Apr '15 May '15

Income £150,000 £0 £0 £0 £0

Expenses £0 £0 £0 £0 £0

Net savings £150,000 £0 £0 £0 £0

Ending balance £170,000 £170,000 £170,000 £170,000 £170,000

IncomeJan '15 Feb '15 Mar '15 Apr '15 May '15

Wages £150,000 £0 £0 £0 £0

Other £0 £0 £0 £0 £0

ExpensesJan '15 Feb '15 Mar '15 Apr '15 May '15

Children £0 £0 £0 £0 £0

Jan '15 Feb '15 Mar '15 Apr '15 May '15 Jun '15 Jul '15 Aug '15 Sep '15 Oct '15 Nov '15 Dec '15£0

£20,000£40,000£60,000£80,000

£100,000£120,000£140,000£160,000£180,000

Income Expenses Ending balance

Debt £0 £0 £0 £0 £0

Education £0 £0 £0 £0 £0

Entertainment £0 £0 £0 £0 £0

Everyday £0 £0 £0 £0 £0

Gifts £0 £0 £0 £0 £0

Health/medical £0 £0 £0 £0 £0

Home £0 £0 £0 £0 £0

Insurance £0 £0 £0 £0 £0

Pets £0 £0 £0 £0 £0

Technology £0 £0 £0 £0 £0

Transportation £0 £0 £0 £0 £0

Travel £0 £0 £0 £0 £0

Utilities £0 £0 £0 £0 £0

Other £0 £0 £0 £0 £0

Children Deb

t

Educa

tion

Enter

tainment

Everyd

ayGifts

Health

/med

ical

Home

Insuran

cePets

Tech

nology

Transp

ortation

Trave

l

Utilities

Other

£0

£1

£1

Average £ spent per category

NOTE

This sheet generates a summary of your spending based on data in the 'Expenses' and 'Income' tabs. Please don't edit this sheet.

It contains formulas and will update automatically.

Jun '15 Jul '15 Aug '15 Sep '15 Oct '15 Nov '15 Dec '15

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

£170,000 £170,000 £170,000 £170,000 £170,000 £170,000 £170,000

Jun '15 Jul '15 Aug '15 Sep '15 Oct '15 Nov '15 Dec '15

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

Jun '15 Jul '15 Aug '15 Sep '15 Oct '15 Nov '15 Dec '15

£0 £0 £0 £0 £0 £0 £0

Jan '15 Feb '15 Mar '15 Apr '15 May '15 Jun '15 Jul '15 Aug '15 Sep '15 Oct '15 Nov '15 Dec '15£0

£20,000£40,000£60,000£80,000

£100,000£120,000£140,000£160,000£180,000

Income Expenses Ending balance

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

£0 £0 £0 £0 £0 £0 £0

Children Deb

t

Educa

tion

Enter

tainment

Everyd

ayGifts

Health

/med

ical

Home

Insuran

cePets

Tech

nology

Transp

ortation

Trave

l

Utilities

Other

£0

£1

£1

Average £ spent per category

Total Average

£150,000 £150,000

£0 £0

£150,000 £150,000

£5,000

Total Average

£0 £0

£0 £0

Total Average

£0 £0

Jan '15 Feb '15 Mar '15 Apr '15 May '15 Jun '15 Jul '15 Aug '15 Sep '15 Oct '15 Nov '15 Dec '15£0

£20,000£40,000£60,000£80,000

£100,000£120,000£140,000£160,000£180,000

Income Expenses Ending balance

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

£0 £0

Children Deb

t

Educa

tion

Enter

tainment

Everyd

ayGifts

Health

/med

ical

Home

Insuran

cePets

Tech

nology

Transp

ortation

Trave

l

Utilities

Other

£0

£1

£1

Average £ spent per category