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Personal Budget Form Template

The personal budget form is a financial planning tool that can be used to track income, expenses and create a detailed budget. With this form, individuals can fill out their incomes, expenses, compare their budget to their actual expenses, and so on. Individuals can use the data gotten from this form to make smarter financial decisions. Get started with this simple personal budget form.

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Personal Budget Form Template

What is a Personal Budget Form:

A personal budget form is a document that outlines what you plan to spend from your income on your various needs. It usually consists of planned expenses and planned savings. With this form, you have a holistic view of all your financial transactions, from debt repayments, and income generated, to savings and expenses. 

How to Create a Personal Budget:

  • List all your income and the sources,
  • Classify your income(regular, gift, investment returns, etc.
  • Outline your fixed expenses
  • Define your variable expenses
  • Have a saving goal/plan

How to Manage a Personal Budget:

Group your expenses into categories

Set realistic spending/saving goals

Adopt a periodic review and adjustment of your budget based on your current realities.

How to Create a Budget Form:

  1. Sign up to Formplus to access the form template library.
  2. Select budget form.
  3. Customize the form with the Formplus code-free drag-and-drop form builder, to make any modifications based on your unique specification. You can change the layout, add images, and twerk the form extensively to suit your preference.
  4. Voila, your personal budget form is ready. With the analytics and reporting feature, your budget is analyzed to track your expenditures and show your own personal budget report for any of the periods or timelines you specify.

Personal Budget Example:

The 50/30/20 Rule: Allocate 50% of your income to necessities, 30% to discretionary spending, and 20% to savings and debt repayment.

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