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Finance & risk

Personal Budget One-Pager

Where the money goes and how this month compares with the plan.

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What’s on It

  • Donut chart of the mixWhere It Goes (%)
  • Checklist of next stepsNext Month
  • Actual against targetSpent Against Plan
  • Line chart over timeSaved, Month by Month ($), $6,390 in All
  • Key pointsBills Coming Up

Sample One-Pager. Company and figures are made up.

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Our Budget: October
The Park household · take-home $6,200
Where It Goes (%)
Housing32%
Saving20%
Food14%
Transport10%
Bills9%
Fun and other15%
Next Month
Cap eating out at $250
Move $200 more to the holiday pot
Cancel the second streaming plan
Spent Against Plan
Food
$870 / $800
Transport
$620 / $700
Fun
$500 / $400
Bills
$560 / $570
Saved, Month by Month ($), $6,390 in All
05001,0001,5002,0001,240MayJunJulAugSepOct
Bills Coming Up
Car insurance, $640 on 3 November
Dentist, $180 on 18 November
Holiday gifts, $400 in December

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