Insight into your money

Insight into your money

Who does not want more insight into his or her money? Know what comes in and what costs are fixed costs? With this Excel you can make that very clear. Download here the Excel and read how you fill it in.

Debts

debt statement

On the debt overview tab you enter which debts you have. Name of the Debtor goes into Column B, Column C becomes the attribute if you have it, Column D Concerns, Column E attribute if you have it, Column F the balance of your debt, Column G the settlement amount, Column H the details and Column I the contact information. At the bottom, the total of your debts and the settlement amount.

Every debt gets its own row. Then you are ready to fill in this tab and we go to the next one.

Income

Income

On the Income tab you fill in your income Column A shows the type of income and in Column B you enter the amount. Supplements such as health care allowance are also part of income and are entered here. There is room to add income that is not mentioned in A9, A19, A28, A29 and A30. In column D you can give the income a characteristic. Do not forget your income to be able to make a good calculation.

In B34 you get the total income.

Expenditure

expenditure

In the tab Expenditure you indicate your expense per month. It concerns the fixed costs per month, the costs that come back every month. We have tried to be as complete as possible with the fixed costs, but if you miss a one you can add this on A17, A18, A37, A38 and A39. With attribute you can make comments, this is column D.

In B42 you see the total of your expenses.

Budget

Budget

This tab is partly filled out automatically from the other tabs. Here you see in B4 your total income. In B6 the total of your fixed costs. In B8 you see your total repayments per month. In B10 you can give the living money you need, B12 reservations: You can fill in the money you want to put aside. In B14 you will find how much you have left or are short.

I hope you continue with this to gain more insight into your income and expenses. If you have any questions, you can contact me.

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