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Chart:
Frequency Amount Monthly Yearly
Total Income (net) 10000.00 120000.00
Salary/Wages Monthly 10000.00 10000.00 120000.00
Salary/Wages (Spouse) Monthly 0.00 0.00
Other Weekly 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00
2800.00 33600.00
Transportation 1300.00 15600.00
Auto Loan/Lease Monthly 0.00 0.00
Insurance Monthly 0.00 0.00
Gas Weekly 150.00 650.00 7800.00
Maintenance Quarterly 0.00 0.00
Registration/Inspection Yearly 0.00 0.00
Train pass Monthly 150.00 150.00 1800.00
Bus pass Monthly 500.00 500.00 6000.00
Other Monthly 0.00 0.00
Home 1500.00 18000.00
EMI Monthly 0.00 0.00
Rent Monthly 1500.00 1500.00 18000.00
Maintenance Monthly 0.00 0.00
Insurance Monthly 0.00 0.00
Furniture Yearly 0.00 0.00
Household Supplies Monthly 0.00 0.00
Groceries Weekly 0.00 0.00
Real Estate Tax Semi-Annually 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00
Utilities 0.00 0.00
Phone - Home Monthly 0.00 0.00
Phone - Cell Monthly 0.00 0.00
Cable Monthly 0.00 0.00
Gas Monthly 0.00 0.00
Water Monthly 0.00 0.00
Electricity Monthly 0.00 0.00
Internet Monthly 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00
Health 0.00 0.00
Dental Monthly 0.00 0.00
Medical Monthly 0.00 0.00
Medication Monthly 0.00 0.00
Vision/contacts Semi-Annually 0.00 0.00
Life Insurance Monthly 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00
Entertainment 0.00 0.00
Memberships Monthly 0.00 0.00
Dining out Monthly 0.00 0.00
Events Monthly 0.00 0.00
Subscriptions Monthly 0.00 0.00
Movies Monthly 0.00 0.00
Music Monthly 0.00 0.00
Hobbies Weekly 0.00 0.00
Travel/ Vacation Yearly 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00
Miscellaneous 0.00 0.00
Dry Cleaning Monthly 0.00 0.00
New Clothes Semi-Annually 0.00 0.00
Donations Monthly 0.00 0.00
Child Care Monthly 0.00 0.00
Tuition Monthly 0.00 0.00
College Loans Monthly 0.00 0.00
Pocket Money Weekly 0.00 0.00
Gifts Monthly 0.00 0.00
Credit Card Monthly 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00
Quick Budget
Spending Total:
Income
1,300.00
1,500.00
Transportation Home Utilities Health
Entertainment Miscellaneous
$0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000 $8,000 $9,000 $10,000
$2,800
$10,000
$7,200
Balance Income Expense
or create
a budget
by month
or create
a budget
by month
Budget Summary
Spending Summary
InstructionsYou may move from worksheet to worksheet by clicking on the dark blue buttons located 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: Use the drop down boxes to chart different time periods (Current Month, Prior Month, Yearly, Jan, Feb, etc.)
Create a quick and easy budget by filling out the white cells on the "Quick Budget" sheet. Enter the "Frequency" by using the drop down menuprovided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures on the "Comparison" sheet. Make sure "Use this budget for comparison purposes" is selected. (If this box is not selected, the "Budget By Month" figures will be used for comparison purposes instead.)
Use the "Budget By Month" sheet to create a budget with greater detail. Select your first budget month by using the drop down box in the "Income" section. To unhide future months, click the grey button at the top of the sheet labeled "Click here then Ctrl+Shift+0".Make sure "Use this budget for comparison purposes" is selected if you are building 'a budget by month. (If this box is not selected,the "Quick Budget" sheet figures will be used for comparison purposes instead.)
Use 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.
Use 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" section
We've provided this sheet for those interested in tracking their spending on a daily basis. This simple record goes a long way in helping you stick to your budget.
Quick Budget
Budget by Month
Tracking
Comparison
Daily Spending
Questions?Email at
Questions?Email at
Budget Planner - Overview / Help
400
Quick Budge
t
Quick Budge
t
Budget By
Month
Budget By
Month
-5
Chart:
Apr May Jun Jul Aug 0 MonthsOct to Date
Total Income (net) 0.00 0.00 0.00 0.00 0.00 0.00Err:502
Salary/Wages 0.00Err:502
Salary/Wages (Spouse) 0.00Err:502
Other 0.00Err:502
Other 0.00Err:502
Other 0.00Err:502
0.00 0.00 0.00 0.00 0.00 0.00Err:502
Transportation 0.00 0.00 0.00 0.00 0.00 0.00Err:502
Auto Loan/Lease 0.00Err:502
Insurance 0.00Err:502
Gas 0.00Err:502
Maintenance 0.00Err:502
Registration/Inspection 0.00Err:502
Train pass 0.00Err:502
Bus pass 0.00Err:502
Other 0.00Err:502
Home 0.00 0.00 0.00 0.00 0.00 0.00Err:502
EMI 0.00Err:502
Rent 0.00Err:502
Maintenance 0.00Err:502
Insurance 0.00Err:502
Furniture 0.00Err:502
Household Supplies 0.00Err:502
Groceries 0.00Err:502
Real Estate Tax 0.00Err:502
Other 0.00Err:502
Other 0.00Err:502
Utilities 0.00 0.00 0.00 0.00 0.00 0.00Err:502
Phone - Home 0.00Err:502
Phone - Cell 0.00Err:502
Cable 0.00Err:502
Gas 0.00Err:502
Water 0.00Err:502
Electricity 0.00Err:502
Internet 0.00Err:502
Other 0.00Err:502
Other 0.00Err:502
Health 0.00 0.00 0.00 0.00 0.00 0.00Err:502
Dental 0.00Err:502
Medical 0.00Err:502
Medication 0.00Err:502
Vision/contacts 0.00Err:502
Life Insurance 0.00Err:502
Other 0.00Err:502
Other 0.00Err:502
Entertainment 0.00 0.00 0.00 0.00 0.00 0.00Err:502
Memberships 0.00Err:502
Dining out 0.00Err:502
Events 0.00Err:502
Subscriptions 0.00Err:502
Movies 0.00Err:502
Music 0.00Err:502
Hobbies 0.00Err:502
Travel/ Vacation 0.00Err:502
Other 0.00Err:502
Other 0.00Err:502
Miscellaneous 0.00 0.00 0.00 0.00 0.00 0.00Err:502
Dry Cleaning 0.00Err:502
New Clothes 0.00Err:502
Donations 0.00Err:502
Child Care 0.00Err:502
Tuition 0.00Err:502
College Loans 0.00Err:502
Pocket Money 0.00Err:502
Gifts 0.00Err:502
Credit Card 0.00Err:502
Other 0.00Err:502
Other 0.00Err:502
Other 0.00Err:502
0.00 0.10 0.20 0.30 0.40 0.50 0.60 0.70 0.80 0.90 1.00
$-
$-
$-
Balance Income Expense
Spending Total:
Income
Budget By Month
Apr May Jun Jul Aug
0
1
1
Expense Income
Transportation Home Utilities Health Entertainment
Miscellaneous
Budget Summary
Spending Summary
Budget by Month
Chart:
Oct Nov Dec Jan Oct to Date
Total Income (net) 0.00 0.00 0.00 0.00 0.00
Salary/Wages 0.00
Salary/Wages (Spouse) 0.00
Other 0.00
Other 0.00
Other 0.00
Total Spending: 0.00 0.00 0.00 0.00 0.00
Transportation 0.00 0.00 0.00 0.00 0.00
Auto Loan/Lease 0.00
Insurance 0.00
Gas 0.00
Maintenance 0.00
Registration/Inspection 0.00
Train pass 0.00
Bus pass 0.00
Other 0.00
Home 0.00 0.00 0.00 0.00 0.00
EMI 0.00
Rent 0.00
Maintenance 0.00
Insurance 0.00
Furniture 0.00
Household Supplies 0.00
Groceries 0.00
Real Estate Tax 0.00
Other 0.00
Other 0.00
Utilities 0.00 0.00 0.00 0.00 0.00
Phone - Home 0.00
Phone - Cell 0.00
Cable 0.00
Gas 0.00
Water 0.00
Electricity 0.00
Internet 0.00
Other 0.00
Other 0.00
Health 0.00 0.00 0.00 0.00 0.00
Dental 0.00
Medical 0.00
Medication 0.00
Vision/contacts 0.00
Life Insurance 0.00
Other 0.00
Other 0.00
Entertainment 0.00 0.00 0.00 0.00 0.00
Memberships 0.00
Dining out 0.00
Events 0.00
Subscriptions 0.00
Movies 0.00
Music 0.00
Hobbies 0.00
Travel/ Vacation 0.00
Other 0.00
Other 0.00
Miscellaneous 0.00 0.00 0.00 0.00 0.00
Dry Cleaning 0.00
New Clothes 0.00
Donations 0.00
Child Care 0.00
Tuition 0.00
College Loans 0.00
Pocket Money 0.00
Gifts 0.00
Credit Card 0.00
Other 0.00
Other 0.00
Other 0.00
Spending
Income
Tracking
Oct Nov Dec Jan
0
1
1
Expense Income
0.00 0.10 0.20 0.30 0.40 0.50 0.60 0.70 0.80 0.90 1.00
$-
$-
$-
Balance Income Expense
Actuals by Month
Actual Income/Spend Summary
Compare to Budget October
Budget Oct Actual Vs Budget
Total Income (net) 0 0 0
Salary/Wages 0.00
Salary/Wages (Spouse) 0.00
Other 0.00
Other 0.00
Other 0.00
Total Spending: 0 0 0
Transportation 0 0 0
Auto Loan/Lease 0.00
Insurance 0.00
Gas 0.00
Maintenance 0.00
Registration/Inspection 0.00
Train pass 0.00
Bus pass 0.00
Other 0.00
Home 0 0 0
EMI 0.00
Rent 0.00
Maintenance 0.00
Insurance 0.00
Furniture 0.00
Household Supplies 0.00
Groceries 0.00
Real Estate Tax 0.00
Other 0.00
Other 0.00
Utilities 0 0 0
Phone - Home 0.00
Phone - Cell 0.00
Cable 0.00
Gas 0.00
Water 0.00
Electricity 0.00
Internet 0.00
Other 0.00
Other 0.00
Health 0 0 0
Dental 0.00
Medical 0.00
Medication 0.00
Vision/contacts 0.00
Life Insurance 0.00
Other 0.00
Other 0.00
Entertainment 0 0 0
Memberships 0.00
Dining out 0.00
Events 0.00
Subscriptions 0.00
Movies 0.00
Music 0.00
Hobbies 0.00
Travel/ Vacation 0.00
Other 0.00
Other 0.00
Miscellaneous 0 0 0
Dry Cleaning 0.00
New Clothes 0.00
Donations 0.00
Child Care 0.00
Tuition 0.00
College Loans 0.00
Pocket Money 0.00
Gifts 0.00
Credit Card 0.00
Other 0.00
Other 0.00
Other 0.00
0.00 0.10 0.20 0.30 0.40 0.50 0.60 0.70 0.80 0.90 1.00
$-
$-
$-
$-
$-
$-
Balance (Savings) Income Expense
Tracking
Budget
Spending
Income
Comparison
0 00 00 00 00 00 0
Transportation Home Utilities Health
Entertainment Miscellaneous
TrackingBudget
Spending Comparison
Tracking vs Budget Summary
1st 2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12th 13th 14th 15th 16th 17th 18th 19th 20th 21st 22nd 23rd 24th 25th 26th 27th 28th 29th 30th 31st Month
Total Day's Spending: 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Transportation 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Auto Loan/Lease 0.00
Insurance 0.00
Gas 0.00
Maintenance 0.00
Registration/Inspection 0.00
Train pass 0.00
Bus pass 0.00
Other 0.00
Home 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
EMI 0.00
Rent 0.00
Maintenance 0.00
Insurance 0.00
Furniture 0.00
Household Supplies 0.00
Groceries 0.00
Real Estate Tax 0.00
Other 0.00
Other 0.00
Utilities 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Phone - Home 0.00
Phone - Cell 0.00
Cable 0.00
Gas 0.00
Water 0.00
Electricity 0.00
Internet 0.00
Other 0.00
Other 0.00
Health 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Dental 0.00
Medical 0.00
Medication 0.00
Vision/contacts 0.00
Life Insurance 0.00
Other 0.00
Other 0.00
Entertainment 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Memberships 0.00
Dining out 0.00
Events 0.00
Subscriptions 0.00
Movies 0.00
Music 0.00
Hobbies 0.00
Travel/ Vacation 0.00
Other 0.00
Other 0.00
Miscellaneous 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Dry Cleaning 0.00
New Clothes 0.00
Donations 0.00
Child Care 0.00
Tuition 0.00
College Loans 0.00
Pocket Money 0.00
Gifts 0.00
Credit Card 0.00
Other 0.00
Other 0.00
Other 0.00
Spending
Daily Spending Record
