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Wealth & Personal Finance

I’ve been tracking my spending for 7+ years now and I am proud to share with you the latest Personal Finance Budget & Expense Sheet. 😀

In this sheet, you will need to input all numbers in purple, including salary, health, savings goal, living expenses, flexible expenses, etc. Includes TAX CALCULATIONS so your yearly net amount can be as accurate as possible (although it will never be quite there, so use this sheet as an awesome estimator).

Once again, disclaimers: this is an estimation tool and is in no way shape or form a replacement for your personal advisor or accountant / tax preparer.

(1) This sheet is not going to match your tax refund exactly, but it gives a good basis as to what it would be like
(2) This sheet includes tax calculations for NYC residents. If you reside elsewhere, you will have more money leftover than the last number in this sheet.
(3) This sheet also assumes you take the STANDARD deduction (6200), which… if your NYS tax paid is greater (row 38 + 44), you will be ITEMIZING. (Sheet is currently in the making).

Related post: Monitoring Your Spending

Don’t be a victim of yourself and see this happen –>money flying away (money flying away)


View the Budget & Expense Sheet

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