Personal
Personal budget template
Every income and expense for the month with category and date, grouped so you see where money goes.
10 database rows
Budget: this month
| Item | Amount | Type | Category | Date | Recurring |
|---|---|---|---|---|---|
| Weekly shop | €72.15 | Expense | Groceries | 16 Oct 2026 | |
| Birthday dinner for Clara | €64.00 | Expense | Eating out | 13 Oct 2026 | |
| Sold old bike | €180.00 | Income | Other | 11 Oct 2026 | |
| Weekly shop | €86.40 | Expense | Groceries | 9 Oct 2026 | |
| Music and video streaming | €24.98 | Expense | Subscriptions | 6 Oct 2026 | ✓ |
| Electricity and internet | €112.00 | Expense | Housing | 4 Oct 2026 | ✓ |
| Monthly transit pass | €58.00 | Expense | Transport | 4 Oct 2026 | ✓ |
| Rent | €1,150.00 | Expense | Housing | 3 Oct 2026 | ✓ |
| Transfer to emergency fund | €400.00 | Saving | Savings | 3 Oct 2026 | ✓ |
| Salary | €3,240.00 | Income | Salary | 2 Oct 2026 | ✓ |
What it is
A personal budget here is a list of every income, expense and saving for the month, each with an amount in euros, a category and a date. Group it by category and you see where the money goes. Mark recurring items so you know which costs come back next month without asking.
When to use it
- You get to the end of the month and don't know where the money went
- You're saving for something and want to see progress
- You share costs with a partner or flatmate
How to use it
- 01
Add this month's items
Start with the recurring ones (rent, salary, subscriptions) and tick Recurring. Then add the rest as they happen.
- 02
Group by category
The board view puts each category in a column. A long Eating out column says more than any chart.
- 03
Filter what matters
Add a filter for Type is Expense to see only spending, or Recurring is checked to see fixed costs.
- 04
Start next month
Save the page as a template, then remove the one-off items in the copy.
Or have the AI draft your version
"Create a monthly budget database for two flatmates sharing costs, with a column for who paid, a split checkbox and categories for rent, utilities, groceries and household items."
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