Personal Budget Planner

LetXUpdated MIT
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About this template

Monthly personal budget planner LaTeX template, a summary box, a savings-goal tracker, and category tables (income, housing, transport, food, utilities, savings) with budgeted/actual/difference columns.

Tags

miscellaneouslatex
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What is in this template

Read from the source files of this template.

Document class
article [11pt]
Compiles with
pdfLaTeX
Pages in the compiled PDF
1
Bibliography
None
Files
1 file: 1 .tex
Packages
  • inputenc
  • geometry
  • lato
  • microtype
  • booktabs
  • tabularx
  • tcolorbox
  • tikz
  • xcolor
  • fontawesome5
The preamble of main.tex, from \documentclass to \begin{document}.
\documentclass[11pt]{article}

\usepackage[utf8]{inputenc}
\usepackage[margin=0.5in, top=0.6in, bottom=0.6in]{geometry}
\usepackage{lato}
\renewcommand{\familydefault}{\sfdefault}
\usepackage{microtype}
\usepackage{booktabs}
\usepackage{tabularx}
\usepackage{tcolorbox}
\usepackage{tikz}
\usepackage{xcolor}
\usepackage{fontawesome5}

% Design System Colors
\definecolor{accent}{HTML}{0F4C5C}        % Deep Teal (one restrained accent)
\definecolor{accent-tint}{HTML}{F2F7F8}   % Light Teal background for cards
\definecolor{dark}{HTML}{2D3748}          % Charcoal for readable text
\definecolor{grey}{HTML}{718096}          % Mid grey for subtle details
\definecolor{light-grey}{HTML}{E2E8F0}    % Soft grey for dividers/borders

\setlength{\parindent}{0pt}
\setlength{\parskip}{0pt}

% Custom column types for Tabularx
\newcolumntype{R}{>{\raggedleft\arraybackslash}X}

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Frequently asked questions

What does the Personal Budget Planner template load?

It uses the article class (options: 11pt), builds with pdfLaTeX, and loads 10 packages, including inputenc, geometry, lato, microtype, booktabs, tabularx, tcolorbox and tikz.

How long is the Personal Budget Planner sample?

The compiled sample is one page, from a single file. Replace the sample text with yours and the layout stays.

Is the Personal Budget Planner template free to use online?

Yes. "Open as Template" makes it your own LetX project: edit the LaTeX in the browser, invite collaborators to edit with you in real time, and download the compiled PDF. There is nothing to install.

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