Pocket Tables template

Monthly Budget Template for iPhone

See where the month is going, one entry at a time.

Use a flexible monthly budget template for iPhone to record dates, descriptions, categories, amounts, and paid status in one simple table.

Manual trackingFlexible fieldsReview by category

See it in action

Everything in one clear table.

Add a subscription, keep its details handy, then review recurring costs when it is useful to you.

Sample monthly budget

See the tracker at a glance.

Use your own currency, categories, payment types, and fields.

Date	Description	Category	Amount	Paid	Detail
1 Sep 2026	Rent	Housing	$1,450.00	Yes	Monthly
3 Sep 2026	Groceries	Food	$86.40	Yes	Weekly shop
8 Sep 2026	Phone plan	Utilities	$45.00	Yes	Recurring
15 Sep 2026	Gym membership	Health	$29.99	No	Due soon

Suggested fields

Start with these columns.

Use only the fields that help you make a clearer record.

DateDateRecord when an entry belongs.

DescriptionTextUse a clear name for each line item.

CategoryDropdownGroup spending in a way you understand.

AmountCurrencyKeep each amount in your currency.

PaidCheckboxMark entries already paid.

Payment methodDropdownOptional card, cash, or account.

Income or expenseDropdownSeparate money in and out.

Due dateDateUseful for planned payments.

NotesLong textKeep any relevant context.

Three quick steps

Set it up your way.

Open Monthly Budget

Start with the template inside Pocket Tables.

Set your categories

Use groups that reflect how you actually spend.

Add entries as you go

Record planned and completed spending together.

Make it yours

Add the details you’ll actually use.

Keep the essentials visible first. Add an extra field only when it makes this tracker easier to use.

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Due dateKeep a planned payment visible.

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Payment methodNote how an entry was paid.

Income typeAdd money-in records too.

Recurring costMark a regular payment.

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Spending notesKeep a short explanation when helpful.

Questions

Good to know before you start.

Pocket Tables keeps the tracker flexible and manual, so you stay in control of the records.

Is this a bank-sync budgeting app?

No. This is a flexible manual template. You enter and review the records you choose to keep.

Can I use another currency?

Yes. Set amounts in the currency that works for your own budget.

Can I include planned expenses?

Yes. Add an entry before payment and use the Paid field as a simple reference.

Can I make separate budgets?

Yes. Create separate tables or add fields that suit different months or goals.

Keep exploring

Pocket Tables

Start with the monthly budget template.

Download Pocket Tables, then open the template inside the app and adjust it for the way you keep records.