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Personal budget template

What comes in and what goes out, by category, against what you meant to spend each month.

Category
Personal, Finance
Tables
Transactions, Categories
Views
Grid, Calendar, Chart
Personal budget: By category

About this template

Every payment and income with its date, amount, category and account. Each category has a monthly budget, adds up what you spent and shows what is left, and a chart shows where the money goes.

  • Sample records to see how it works; delete them when you start
  • Every field, view and link can be changed
  • No record limit, on any plan
Transactions 7 fields · 11 sample records
Description Date Amount Type Category Account Notes
By category Calendar
Categories 4 fields · 6 sample records
Name Monthly budget Spent Left
Budget Where it goes
Personal budget: Budget

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