BeginnerPersonal budgetingAbout 5 minutes
Sample data
| Row | A | B | C |
|---|---|---|---|
| 1 | Category | Planned | Actual |
| 2 | Rent | 1200 | 1200 |
| 3 | Groceries | 400 | 462 |
| 4 | Transport | 150 | 128 |
| 5 | Utilities | 180 | 171 |
| 6 | Fun | 120 | 160 |
| 7 | Savings | 300 | 300 |
Steps
Each formula is already filled in and calculated. Edit it and press Run to try your own version. Nothing is saved or uploaded.
Difference for Groceries: actual minus planned.
Result
Say whether it is over.
Result
Total planned.
Result
Total actual.
Result
How far over or under in total.
Result
Percent of the plan used.
Result
What share of spending went to savings?
Result
What to remember
Subtract, compare, then summarise. A simple budget sheet is only three formulas repeated down a column.
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