"Allocated Spending Plan Spreadsheet Template"

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Pay Period Dates
TO
TO
TO
TO
TO
g Plan
Allocated Spending Plan
Allocated Spending
ek happens here!
Don’t let this one scare you. Managing your money week to week happens here!
Don’t let this one scare you. Managing your money week to week
FOOD
Budgeted
Remaining
Budgeted
R
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
Pay Period Dates
TO
TO
TO
TO
TO
Remaining
Budgeted
Remaining
Budgeted
Remaining
Life pulls your money in all directions. Spend time here before spending your cash.
Pay Period Dates
TO
TO
|
Groceries
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
Allocation is a fancy word for “when you spend your money.” We’re going to build on your Monthly
|
|
|
|
Restaurants
Pay Period Income
Cash Flow Plan here and get a little more in depth by breaking your income down by pay period.
|
|
|
The four columns on this form represent the four weeks in a given month. If you’re married,
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
combine your spouse’s income with yours.
FOOD
CLOTHING
Budgeted
Remaining
Budgeted
R
Budgeted
Remaining
Budgeted
R
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
Remaining
Budgeted
Remaining
Budgeted
Remaining
Remaining
Remaining
Remaining
Budgeted
Budgeted
CHARITY
|
Groceries
Remaining
Budgeted
|
Budgeted
Housing
Medical
Adults
Recreation
Savings
Clothing
Utilities
Envelope
Step 1a
|
|
|
|
Restaurants
|
|
|
|
Children
|
Tithes
Fill out the pay period in box
A
. This is simply
|
|
|
|
|
|
|
Cleaning/Laundry
A
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
how long you’ll go between paychecks. If you
|
Charity & O erings
CLOTHING
|
|
|
Remaining
Budgeted
Budgeted
R
get paid on the 1st and 15th, then your pay period
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
Pay Period Dates
TO
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
Remaining
Remaining
Remaining
Budgeted
Budgeted
TRANSPORTATION
for July, for example, would be 7/1 to 7/14.
Budgeted
Remaining
Budgeted
R
SAVING
|
Adults
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
Budgeted
Remaining
Budgeted
Pay Period Income
Remaining
Budgeted
Remaining
Budgeted
Remaining
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
Children
|
Step 1b
Gas and Oil
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
Emergency Fund
|
|
|
B
|
Cleaning/Laundry
|
|
|
|
Write how much you will be paid in that
Repairs and Tires
|
Retirement Fund
|
pay period (
|
B
).
|
|
|
|
|
License and Taxes
|
College Fund
TRANSPORTATION
|
|
|
|
Car Replacement
Budgeted
Remaining
Budgeted
R
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
Step 2
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
|
|
|
Remaining
Budgeted
Remaining
Budgeted
Remaining
|
Other _______________
HOUSING
|
Gas and Oil
Remaining
Budgeted
Budgeted
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
Write down how much money you’re budgeting
Other _______________
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
C
|
|
|
|
Repairs and Tires
C
in the Budgeted column (
). In the Remaining
285
|
|
|
945
|
First Mortgage/Rent
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
|
|
|
|
License and Taxes
column (
D
), keep a running total of how much
D
MEDICAL/HEALTH
Budgeted
Remaining
R
|
Budgeted
Second Mortgage
|
|
|
|
of your starting income you have left for that
Car Replacement
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
150
135
Remaining
Budgeted
Remaining
Budgeted
Remaining
|
Real Estate Taxes
pay period.
|
|
|
|
Other _______________
|
Medications
|
Repairs/Maint.
|
|
|
|
Other _______________
|
|
|
|
Doctor Bills
|
Association Dues
|
|
|
|
|
|
|
Dentist
Step 3
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
|
Other _______________
40
95
MEDICAL/HEALTH
|
|
|
|
Optometrist
Budgeted
Remaining
Budgeted
R
Keep going down the list until the “Remaining”
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
20
75
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
|
|
|
|
Remaining
Budgeted
Remaining
Budgeted
Remaining
Vitamins
column (
E
) hits zero. When “Remaining” equals
UTILITIES
|
Medications
Remaining
Budgeted
Budgeted
zero, you’re done budgeting for that pay period.
|
|
|
|
E
Other _______________
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
Doctor Bills
|
|
|
|
Other _______________
|
Electricity
|
|
|
|
Dentist
|
|
|
|
Other _______________
|
Gas
|
|
|
|
Optometrist
|
Water
|
Step 4
|
|
|
Vitamins
40
35
|
Trash
Final cable bill
|
|
|
|
Other _______________
If you have money left over at the end of the
m and explore our other online budgeting tools!
Visit <<URL>> to download extra copies of this form
35
0
|
Phone/Mobile
Florist bill
column (
F
), go back and adjust an area, such
|
|
|
|
Other _______________
|
Internet
as savings or giving, so that you spend every
|
|
|
|
F
Other _______________
single dollar. Every dollar needs a home.
|
Cable
m and explore our other online budgeting tools!
Visit <<URL>> to download extra copies of this form
Visit <<URL>> to download extra copies of this form a
Pay Period Dates
TO
TO
TO
TO
TO
g Plan
Allocated Spending Plan
Allocated Spending
ek happens here!
Don’t let this one scare you. Managing your money week to week happens here!
Don’t let this one scare you. Managing your money week to week
FOOD
Budgeted
Remaining
Budgeted
R
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
Pay Period Dates
TO
TO
TO
TO
TO
Remaining
Budgeted
Remaining
Budgeted
Remaining
Life pulls your money in all directions. Spend time here before spending your cash.
Pay Period Dates
TO
TO
|
Groceries
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
Allocation is a fancy word for “when you spend your money.” We’re going to build on your Monthly
|
|
|
|
Restaurants
Pay Period Income
Cash Flow Plan here and get a little more in depth by breaking your income down by pay period.
|
|
|
The four columns on this form represent the four weeks in a given month. If you’re married,
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
combine your spouse’s income with yours.
FOOD
CLOTHING
Budgeted
Remaining
Budgeted
R
Budgeted
Remaining
Budgeted
R
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
Remaining
Budgeted
Remaining
Budgeted
Remaining
Remaining
Remaining
Remaining
Budgeted
Budgeted
CHARITY
|
Groceries
Remaining
Budgeted
|
Budgeted
Housing
Medical
Adults
Recreation
Savings
Clothing
Utilities
Envelope
Step 1a
|
|
|
|
Restaurants
|
|
|
|
Children
|
Tithes
Fill out the pay period in box
A
. This is simply
|
|
|
|
|
|
|
Cleaning/Laundry
A
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
how long you’ll go between paychecks. If you
|
Charity & O erings
CLOTHING
|
|
|
Remaining
Budgeted
Budgeted
R
get paid on the 1st and 15th, then your pay period
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
Pay Period Dates
TO
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
Remaining
Remaining
Remaining
Budgeted
Budgeted
TRANSPORTATION
for July, for example, would be 7/1 to 7/14.
Budgeted
Remaining
Budgeted
R
SAVING
|
Adults
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
Budgeted
Remaining
Budgeted
Pay Period Income
Remaining
Budgeted
Remaining
Budgeted
Remaining
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
Children
|
Step 1b
Gas and Oil
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
Emergency Fund
|
|
|
B
|
Cleaning/Laundry
|
|
|
|
Write how much you will be paid in that
Repairs and Tires
|
Retirement Fund
|
pay period (
|
B
).
|
|
|
|
|
License and Taxes
|
College Fund
TRANSPORTATION
|
|
|
|
Car Replacement
Budgeted
Remaining
Budgeted
R
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
Step 2
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
|
|
|
Remaining
Budgeted
Remaining
Budgeted
Remaining
|
Other _______________
HOUSING
|
Gas and Oil
Remaining
Budgeted
Budgeted
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
Write down how much money you’re budgeting
Other _______________
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
C
|
|
|
|
Repairs and Tires
C
in the Budgeted column (
). In the Remaining
285
|
|
|
945
|
First Mortgage/Rent
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
|
|
|
|
License and Taxes
column (
D
), keep a running total of how much
D
MEDICAL/HEALTH
Budgeted
Remaining
R
|
Budgeted
Second Mortgage
|
|
|
|
of your starting income you have left for that
Car Replacement
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
150
135
Remaining
Budgeted
Remaining
Budgeted
Remaining
|
Real Estate Taxes
pay period.
|
|
|
|
Other _______________
|
Medications
|
Repairs/Maint.
|
|
|
|
Other _______________
|
|
|
|
Doctor Bills
|
Association Dues
|
|
|
|
|
|
|
Dentist
Step 3
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
|
Other _______________
40
95
MEDICAL/HEALTH
|
|
|
|
Optometrist
Budgeted
Remaining
Budgeted
R
Keep going down the list until the “Remaining”
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
20
75
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
|
|
|
|
Remaining
Budgeted
Remaining
Budgeted
Remaining
Vitamins
column (
E
) hits zero. When “Remaining” equals
UTILITIES
|
Medications
Remaining
Budgeted
Budgeted
zero, you’re done budgeting for that pay period.
|
|
|
|
E
Other _______________
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
Doctor Bills
|
|
|
|
Other _______________
|
Electricity
|
|
|
|
Dentist
|
|
|
|
Other _______________
|
Gas
|
|
|
|
Optometrist
|
Water
|
Step 4
|
|
|
Vitamins
40
35
|
Trash
Final cable bill
|
|
|
|
Other _______________
If you have money left over at the end of the
m and explore our other online budgeting tools!
Visit <<URL>> to download extra copies of this form
35
0
|
Phone/Mobile
Florist bill
column (
F
), go back and adjust an area, such
|
|
|
|
Other _______________
|
Internet
as savings or giving, so that you spend every
|
|
|
|
F
Other _______________
single dollar. Every dollar needs a home.
|
Cable
m and explore our other online budgeting tools!
Visit <<URL>> to download extra copies of this form
Visit <<URL>> to download extra copies of this form a
Allocated Spending Plan
Don’t let this one scare you. Managing your money week to week happens here!
Pay Period Dates
TO
TO
TO
TO
Pay Period Income
CHARITY
Remaining
Remaining
Remaining
Remaining
Budgeted
Budgeted
Budgeted
Budgeted
|
|
|
|
Tithes
|
|
|
|
Charity & O erings
d
Transportation
Charity
Personal
Insurance
Debt
Envelope
SAVING
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
ng
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
Emergency Fund
|
|
|
|
Retirement Fund
|
|
|
|
College Fund
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
HOUSING
Remaining
Remaining
Remaining
Remaining
Budgeted
Budgeted
Budgeted
Budgeted
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
First Mortgage/Rent
|
|
|
|
Second Mortgage
|
|
|
|
Real Estate Taxes
|
|
|
|
Repairs/Maint.
|
|
|
|
Association Dues
|
|
|
|
Other _______________
Personal
Insurance
Debt
Envelope
UTILITIES
Budgeted
Remaining
Remaining
Budgeted
Remaining
Remaining
Budgeted
Budgeted
n
Savings
Clothing
Utilities
Envelope
|
|
|
|
Electricity
|
|
|
|
Gas
|
|
|
|
Water
|
|
|
|
Trash
|
|
|
|
Phone/Mobile
|
|
|
|
Internet
|
|
|
|
Cable
|
|
|
|
Other _______________
Sign in to FPU Central at daveramsey.com to download this form and explore our other online budgeting tools!
Pay Period Dates
TO
TO
TO
TO
FOOD
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
|
|
|
|
Groceries
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
Restaurants
Transportation
Charity
Personal
Insurance
Debt
Envelope
CLOTHING
Remaining
Remaining
Remaining
Remaining
Budgeted
Budgeted
Budgeted
Budgeted
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
Adults
|
|
|
|
Children
|
|
|
|
Cleaning/Laundry
TRANSPORTATION
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
|
|
|
|
Gas and Oil
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
Repairs and Tires
|
|
|
|
License and Taxes
|
|
|
|
Car Replacement
|
|
|
|
Other _______________
|
|
|
|
Other _______________
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
MEDICAL/HEALTH
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
Medications
|
|
|
|
Doctor Bills
|
|
|
|
Dentist
|
|
|
|
Optometrist
|
|
|
|
Vitamins
|
|
|
|
Other _______________
|
|
|
|
Other _______________
|
|
|
|
Other _______________
|
|
|
|
Other _______________
Sign in to FPU Central at daveramsey.com to download this form and explore our other online budgeting tools!
Allocated Spending Plan
Don’t let this one scare you. Managing your money week to week happens here!
Pay Period Dates
TO
TO
TO
TO
INSURANCE
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
Charity
Personal
Insurance
Debt
Envelope
|
|
|
|
Life Insurance
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
Health Insurance
|
|
|
|
Homeowner/Renter
|
|
|
|
Auto Insurance
|
|
|
|
Disability Insurance
|
|
|
|
Identity Theft
|
|
|
|
Long-Term Care
PERSONAL
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
Transportation
Charity
Personal
Insurance
Debt
Envelope
|
|
|
|
Child Care/Sitter
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
Toiletries
|
|
|
|
Cosmetics
|
|
|
|
Education/Tuition
|
|
|
|
Books/Supplies
|
|
|
|
Child Support
|
|
|
|
Alimony
|
|
|
|
Subscriptions
|
|
|
|
Org. Dues
|
|
|
|
Gifts
(inc. Christmas)
|
|
|
|
Replace Furniture
|
|
|
|
Pocket Money (His)
|
|
|
|
Pocket Money (Hers)
|
|
|
|
Baby Supplies
|
|
|
|
Pet Supplies
|
|
|
|
Music/Technology
|
|
|
|
Miscellaneous
|
|
|
|
Other _______________
|
|
|
|
Other _______________
Sign in to FPU Central at daveramsey.com to download this form and explore our other online budgeting tools!
Pay Period Dates
TO
TO
TO
TO
Food
Transportation
Charity
Personal
Insurance
Debt
Envelope
RECREATION
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
Housing
Medical
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
Entertainment
|
|
|
|
Vacation
DEBTS
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
Budgeted
Remaining
|
|
|
|
Car Payment 1
tation
Charity
Personal
Insurance
Debt
Envelope
|
|
|
|
Car Payment 2
|
|
|
|
Credit Card 1 _______
al
Recreation
Savings
Clothing
Utilities
Envelope
|
|
|
|
Credit Card 2 _______
|
|
|
|
Credit Card 3 _______
|
|
|
|
Credit Card 4 _______
|
|
|
|
Credit Card 5 _______
|
|
|
|
Student Loan 1
|
|
|
|
Student Loan 2
|
|
|
|
Student Loan 3
|
|
|
|
Student Loan 4
|
|
|
|
Other _______________
|
|
|
|
Other _______________
|
|
|
|
Other _______________
|
|
|
|
Other _______________
|
|
|
|
Other _______________
|
|
|
|
Other _______________
|
|
|
|
Other _______________
|
|
|
|
Other _______________
|
|
|
|
Other _______________
|
|
|
|
Other _______________
|
|
|
|
Other _______________
|
|
|
|
Other _______________
|
|
|
|
Other _______________
Sign in to FPU Central at daveramsey.com to download this form and explore our other online budgeting tools!