Budget Planner

OverviewInstructionsYou may move from worksheet to worksheet by clicking on the dark blue buttonslocated at the top of each worksheet or the blue tabs at the bottom of this workbook.Enter data in only the white cells with gray borders:Current MonthUse the drop down boxes to chart different time periods (Current Month, Prior Month, Yearly, Jan, Feb, etc.)Prior MonthAug To DateQuick BudgetJanuaryCreate a quick and easy budget by filling out the white cells on the "Quick Budget" sheet. Enter the "Frequency" by using the drop down menuFebruaryprovided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures on the "Comparison" sheet.MarchMake sure "Use this budget for comparison purposes" is selected. (If this box is not selected, the "Budget By Month" figures will be used forAprilcomparison purposes instead.)MayJuneBudget by MonthJulyUse the "Budget By Month" sheet to create a budget with greater detail. Select your first budget month by using the drop down box inAugustthe "Income" section. To unhide future months, click the grey button at the top of the sheet labeled "Click here then Ctrl+Shift+0".SeptemberMake sure "Use this budget for comparison purposes" is selected if you are building 'a budget by month. (If this box is not selected,Octoberthe "Quick Budget" sheet figures will be used for comparison purposes instead.)NovemberDecemberTrackingUse this sheet to track your actual income and spending. Select your first tracking month by using the drop down box in the "Income" section.These figures will be compared to your budgeted figures on the "Comparison" page.ComparisonUse this sheet to monitor how well you are sticking to your budget. Compare different time periods by using the drop down box above the"Income" sectionDaily SpendingWe've provided this sheet for those interested in tracking their spending on a daily basis. This simple record goes a long way in helpingyou stick to your budget.

Questions?Email atBudget Planner - Overview / Help400Quick BudgetBudget By MonthQuick BudgetBudget by MonthTrackingComparisonDaily Spending

Quick BudgetChart:FrequencyAmountMonthlyYearlyTotal Income (net)0.000.001Salary/WagesMonthly0.000.001Salary/Wages (Spouse)Monthly0.000.004.3333333333OtherWeekly0.000.001OtherMonthly0.000.001OtherMonthly0.000.000.000.00Transportation0.000.001Auto Loan/LeaseMonthly0.000.001InsuranceMonthly0.000.004.3333333333GasWeekly0.000.000.3333333333MaintenanceQuarterly0.000.000.0833333333Registration/InspectionYearly0.000.001Bill's train passMonthly0.000.00Bar Chart1Jane's bus passMonthly0.000.00Quick BudgetPie ChartBalance$ - 01OtherMonthly0.000.00YearlyTransportation$ - 0Income$ - 0MonthlyHome$ - 0Expense$ - 0Home0.000.00WeeklyUtilities$ - 01EMIMonthly0.000.003Health$ - 01RentMonthly0.000.00Entertainment$ - 01MaintenanceMonthly0.000.00Miscellaneous$ - 01InsuranceMonthly0.000.000.0833333333FurnitureYearly0.000.001Household SuppliesMonthly0.000.004.3333333333GroceriesWeekly0.000.000.1666666667Real Estate TaxSemi-Annually0.000.001OtherMonthly0.000.001OtherMonthly0.000.00Utilities0.000.001Phone - HomeMonthly0.000.001Phone - CellMonthly0.000.001CableMonthly0.000.001GasMonthly0.000.001WaterMonthly0.000.001ElectricityMonthly0.000.001InternetMonthly0.000.001OtherMonthly0.000.001OtherMonthly0.000.00Health0.000.001DentalMonthly0.000.001MedicalMonthly0.000.001MedicationMonthly0.000.000.1666666667Vision/contactsSemi-Annually0.000.001Life InsuranceMonthly0.000.001OtherMonthly0.000.001OtherMonthly0.000.00Entertainment0.000.001MembershipsMonthly0.000.001Dining outMonthly0.000.001EventsMonthly0.000.001SubscriptionsMonthly0.000.001MoviesMonthly0.000.001MusicMonthly0.000.004.3333333333HobbiesWeekly0.000.000.0833333333Travel/ VacationYearly0.000.001OtherMonthly0.000.001OtherMonthly0.000.00Miscellaneous0.000.001Dry CleaningMonthly0.000.000.1666666667New ClothesSemi-Annually0.000.001DonationsMonthly0.000.001Child CareMonthly0.000.001TuitionMonthly0.000.001College LoansMonthly0.000.004.3333333333Pocket MoneyWeekly0.000.001GiftsMonthly0.000.001Credit CardMonthly0.000.001OtherMonthly0.000.001OtherMonthly0.000.001OtherMonthly0.000.00DailyWeeklyMonthlySemi-AnnuallyQuarterlyYearly

Quick BudgetSpending Total:IncomeTrackingQuick BudgetBudget By Month

Quick Budget

Budget By Month

ExpenseIncomeBalance

TrackingHide months after August:-3Chart:AprMayJunJulAugSepOctNovDecJanFebMar0 MonthsOct to DateTotal Income (net)0.000.000.000.000.000.000.000.000.000.000.000.000.000Salary/Wages0.000Salary/Wages (Spouse)0.000Other0.000Other0.000Other0.0000.000.000.000.000.000.000.000.000.000.000.000.000.000Transportation0.000.000.000.000.000.000.000.000.000.000.000.000.000Bus Pass0.000Insurance0.000Gas0.000Maintenance0.000Registration/Inspection0.000Bus Tickets0.000Budget byChart:Mths/WksJane's bus pass0.000Month0 MonthsStart MthPie Chart- 0BudgetedBar ChartOther0.00024Transportation$ - 0- 0Balance$ - 01Yearly0 MonthsHome$ - 0- 0Income$ - 0Home0.000.000.000.000.000.000.000.000.000.000.000.000.0002Monthly (avg.)0 MonthsUtilities$ - 0Expense$ - 0EMI0.0003Weekly (avg.)0 MonthsHealth$ - 0Rent0.0004Current MonthJunEntertainment$ - 0Maintenance0.0005JanuaryJanMiscellaneous$ - 0Insurance0.0006FebruaryFeb$ - 0Furniture0.0007MarchMarHousehold Supplies0.0008AprilAprGroceries0.0009MayMayReal Estate Tax0.00010JuneJunOther0.00011JulyJulOther0.00012AugustAug13SeptemberSepUtilities0.000.000.000.000.000.000.000.000.000.000.000.000.00014OctoberOctPhone - Home0.00015NovemberNovPhone - Cell0.00016DecemberDecCable0.000Gas0.000Water0.000Electricity0.000Internet0.000Other0.000Other0.000Health0.000.000.000.000.000.000.000.000.000.000.000.000.000Dental0.000Medical0.000Medication0.000Vision/contacts0.000Life Insurance0.000Other0.000Other0.000Entertainment0.000.000.000.000.000.000.000.000.000.000.000.000.000Memberships0.000Dining out0.000Events0.000Subscriptions0.000Movies0.000Music0.000Hobbies0.000Travel/ Vacation0.000Other0.000Other0.000Miscellaneous0.000.000.000.000.000.000.000.000.000.000.000.000.000Dry Cleaning0.000New Clothes0.000Donations0.000Child Care0.000Tuition0.000College Loans0.000Pocket Money0.000Gifts0.000Credit Card0.000Other0.000Other0.000Other0.000

Daily Spendingor create a budget by monthBudget SummarySpending SummaryComparisonOverview/ HelpWeddings, Birthdays, Christmas, etc.

Tracking


Comparison

Spending Total:IncomeBudget By MonthTrackingQuick BudgetBudget By MonthExpenseIncome

Daily SpendingHide months after January:Chart:OctNovDecJanFebMarAprMayJunJulAugSepOct to DateTotal Income (net)0.000.000.000.000.000.000.000.000.000.000.000.000.003Salary/Wages0.004Salary/Wages (Spouse)0.005Other0.006Other0.007Other0.00000000000000Total Spending:0.000.000.000.000.000.000.000.000.000.000.000.000.00Transportation0.000.000.000.000.000.000.000.000.000.000.000.000.0012Bus Pass0.0013Insurance0.0014Gas0.0015Maintenance0.0016Registration/Inspection0.0017Bus Tickets0.0013OctFirst Tracking Month18Jane's bus pass0.001Jun10Budget By Month?1Bar Chart19Other0.0061Current MonthJun1JanFebJanuary0Balance$ - 02052Prior MonthMay2FebMarFebruaryIncome$ - 021Home0.000.000.000.000.000.000.000.000.000.000.000.000.003Oct to DateOct to Date3MarAprMarchExpense$ - 022EMI0.004JanuaryJan4AprMayApril23Rent0.005FebruaryFeb5MayJunMay24Maintenance0.006MarchMar6JunJulJune25Insurance0.007AprilApr7JulAugJuly26Furniture0.008MayMay8AugSepAugust27Household Supplies0.009JuneJun9SepOctSeptember28Groceries0.0010JulyJul10OctNovOctober29Real Estate Tax0.0011AugustAug11NovDecNovember30Other0.0012SeptemberSep12DecJanDecember31Other0.0013OctoberOct13Oct to DateOctober to Date3214NovemberNov33Utilities0.000.000.000.000.000.000.000.000.000.000.000.000.0015DecemberDec34Phone - Home0.0035Phone - Cell0.0036Cable0.0037Gas0.0038Water0.0039Electricity0.0040Internet0.0041Other0.0042Other0.004344Health0.000.000.000.000.000.000.000.000.000.000.000.000.0045Dental0.0046Medical0.0047Medication0.0048Vision/contacts0.0049Life Insurance0.0050Other0.0051Other0.005253Entertainment0.000.000.000.000.000.000.000.000.000.000.000.000.0054Memberships0.0055Dining out0.0056Events0.0057Subscriptions0.0058Movies0.0059Music0.0060Hobbies0.0061Travel/ Vacation0.0062Other0.0063Other0.006465Miscellaneous0.000.000.000.000.000.000.000.000.000.000.000.000.0066Dry Cleaning0.0067New Clothes0.0068Donations0.0069Child Care0.0070Tuition0.0071College Loans0.0072Pocket Money0.0073Gifts0.0074Credit Card0.0075Other0.0076Other0.0077Other0.00- 0- 0- 0- 000000000

Daily Spendingor create a quick budgetBudget SummarySpending SummaryBudget by MonthComparisonClick here then Ctrl+0Overview/ HelpWeddings, Birthdays, Christmas, etc.SpendingIncomeTrackingTrackingDaily SpendingQuick BudgetBudget By Month

Daily Spending

ExpenseIncome


Compare to BudgetOctoberBudgetOct ActualVs BudgetTotal Income (net)0003Salary/Wages00.000.004Salary/Wages (Spouse)00.000.005Other00.000.006Other00.000.007Other00.000.00Total Spending:000Transportation00012Bus Pass0.000.000.0013Insurance0.000.000.0014Gas0.000.000.0015Maintenance0.000.000.0016Registration/Inspection0.000.000.0017Bus Tickets0.000.000.0018Jane's bus pass0.000.000.0013OctBudget By Month?1Pie ChartBar ChartTrackingBudget19Other0.000.000.0061Current MonthJun0BudgetTrackingBalance (Savings)$ - 0$ - 02052Prior MonthMayTransportation00Income$ - 0$ - 021Home0003Oct to DateOct to DateHome00Expense$ - 0$ - 022EMI0.000.000.004JanuaryJanUtilities0023Rent0.000.000.005FebruaryFebHealth0024Maintenance0.000.000.006MarchMarEntertainment0025Insurance0.000.000.007AprilAprMiscellaneous0026Furniture0.000.000.008MayMay27Household Supplies0.000.000.009JuneJun28Groceries0.000.000.0010JulyJul29Real Estate Tax0.000.000.0011AugustAug30Other0.000.000.0012SeptemberSep31Other0.000.000.0013OctoberOct3214NovemberNov33Utilities00015DecemberDec34Phone - Home0.000.000.0035Phone - Cell0.000.000.00Simple Budget136Cable0.000.000.0037Gas0.000.000.0038Water0.000.000.0039Electricity0.000.000.0040Internet0.000.000.0041Other0.000.000.0042Other0.000.000.004344Health00045Dental0.000.000.0046Medical0.000.000.0047Medication0.000.000.0048Vision/contacts0.000.000.0049Life Insurance0.000.000.0050Other0.000.000.0051Other0.000.000.005253Entertainment00054Memberships0.000.000.0055Dining out0.000.000.0056Events0.000.000.0057Subscriptions0.000.000.0058Movies0.000.000.0059Music0.000.000.0060Hobbies0.000.000.0061Travel/ Vacation0.000.000.0062Other0.000.000.0063Other0.000.000.006465Miscellaneous00066Dry Cleaning0.000.000.0067New Clothes0.000.000.0068Donations0.000.000.0069Child Care0.000.000.0070Tuition0.000.000.0071College Loans0.000.000.0072Pocket Money0.000.000.0073Gifts0.000.000.0074Credit Card0.000.000.0075Other0.000.000.0076Other0.000.000.0077Other0.000.000.00

Actuals by MonthActual Income/Spend SummaryComparisonClick here then Ctrl+0Overview/ Help

TrackingBudgetExpenseIncomeBalance (Savings)

1st2nd3rd4th5th6th7th8th9th10th11th12th13th14th15th16th17th18th19th20th21st22nd23rd24th25th26th27th28th29th30th31stMonthTotal Day's Spending:0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00Transportation0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00Bus Pass0.00Insurance0.00Gas0.00Maintenance0.00Registration/Inspection0.00Bus Tickets0.00Jane's bus pass0.00Other0.00Home0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00EMI0.00Rent0.00Maintenance0.00Insurance0.00Furniture0.00Household Supplies0.00Groceries0.00Real Estate Tax0.00Other0.00Other0.00Utilities0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00Phone - Home0.00Phone - Cell0.00Cable0.00Gas0.00Water0.00Electricity0.00Internet0.00Other0.00Other0.00Health0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00Dental0.00Medical0.00Medication0.00Vision/contacts0.00Life Insurance0.00Other0.00Other0.00Entertainment0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00Memberships0.00Dining out0.00Events0.00Subscriptions0.00Movies0.00Music0.00Hobbies0.00Travel/ Vacation0.00Other0.00Other0.00Miscellaneous0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00Dry Cleaning0.00New Clothes0.00Donations0.00Child Care0.00Tuition0.00College Loans0.00Pocket Money0.00Gifts0.00Credit Card0.00Other0.00Other0.00Other0.00

SpendingIncomeComparisonComparisonTrackingQuick BudgetBudget By MonthTransportationHomeUtilitiesHealthEntertainmentMiscellaneousTrackingBudgetDaily SpendingSpending ComparisonTracking vs Budget SummaryOverview/ HelpSpendingIncomeDaily Spending RecordQuick BudgetBudget By MonthTrackingDaily SpendingComparisonOverview/ Help

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