| # | Category Name | Monthly Budget | Account(s) Used | Rollover? | Alert at % | Notes |
|---|---|---|---|---|---|---|
| — | e.g. “Groceries”, “Dining Out” | $ per month | checking / Visa / multi | Y / N (carry leftover?) | 80 / 100 | subcategories, kids' allowance, etc. |
| Essential / Living (groceries, gas, household) | ||||||
| 1 | ||||||
| 2 | ||||||
| 3 | ||||||
| 4 | ||||||
| 5 | ||||||
| 6 | ||||||
| 7 | ||||||
| Lifestyle / Discretionary (dining, entertainment, hobbies) | ||||||
| 8 | ||||||
| 9 | ||||||
| 10 | ||||||
| 11 | ||||||
| 12 | ||||||
| 13 | ||||||
| Other (uncategorized buffer, gifts, kids, pet, etc.) | ||||||
| 14 | ||||||
| 15 | ||||||
| 16 | ||||||
| 17 | ||||||
| 18 | ||||||
| 19 | ||||||
| 20 | ||||||