Starter budget template

Original Good Next Move worksheet. Version 1.0.0.

Instructions

  1. Pick one period and currency. Write down the money available for that period.
  2. Enter planned and actual amounts for the four categories. Enter 0 where there is no amount; keep unknown amounts blank.
  3. Review the remaining amount and one change to try. The worksheet organizes your estimates; it does not choose a financial product.

Original worked example

Hypothetical monthly example: available money is 1,500 planned and actual. Housing is 700/700; food 250/280; transport 100/90; other costs 150/160. Planned costs total 1,200; actual costs total 1,230. Remaining amounts are 300 and 270.

Your worksheet

Month or planning period

Currency

USD / EUR / GBP / CAD / AUD / JPY / KWD

Planned money available

Use one currency throughout. Enter 0 for an amount that does not apply.

Actual money available

Housing: planned amount

Housing: actual amount

Food: planned amount

Food: actual amount

Transport: planned amount

Transport: actual amount

Other costs: planned amount

Other costs: actual amount

What needs changing at the next review?

Print this blank worksheet or use the accessible tool page at goodnextmove.com/tools/starter-budget-template/. Downloads contain no current provider claims or private answers. Original material licensed CC BY 4.0.