Personal Income Statement

This template provides a listing of all the budget items (income and expense) you’ll need to account for.  Enter your information for the current year and let the inflation factor column, which is based on historical data from the Bureau of Labor and Statistics (BLS), calculate your forecasted expenses for the upcoming year.

Note:  If prompted when you open the file, please click on the Enable Editing, Macros or Content button before entering data

Download Personal Income Statement (MS Excel Spreadsheet)