Personal Finance Budget Spreadsheet - Editable with Functions Included
- Google Sheets™
- Excel Spreadsheets
Description
This is an editable copy of a Google Sheet Budget Spreadsheet. All the functions and calculations are included automatically within the document, so the students will not have to do anything but add their personal information to their copy of this document. This is a resource activity that can be applied in a Personal Finance, Business, or Economics Course. This spreadsheet includes both a yearly and monthly budget breakdown, where students can input a variety of data:
- Income
- Savings Goals
- Fixed and Rotating Budget
- Total Monthly Expenses
- Categorized Fixed Monthly Expenses:
- Rent/Mortgage
- Internet/Cable
- Cell Phone
- Car Payment
- Car Insurance
- Utilities
- Student Loans
- Categorized Rotating Monthly Expenses:
- Gas
- Grocery
- Entertainment
- Personal
- Miscellaneous
** This is an individual resource, not an assigned activity. The way this was utilized in my own classroom was a component of a week long personal budgeting research project where students needed to pick a career for themselves, find the average salary for that career, a place to live, and then use their salary to create a personalized budget for the year with that information.