Budget Planner - Overview / Help: Instructions

Questions?
Questions?
Email
Email at
at
[email protected]
[email protected]
Budget Planner - Overview / Help

Budge
Budge
tt By
By
Month
Month
Quick
Quick
Budge
Budge
tt
Instructions
You 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:

400
Use the drop down boxes Aug To Date to chart different time periods (Current Month, Prior Month, Yearly, Jan, Feb, etc.)
Quick Budget
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 menu
provided 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.)
Budget by Month
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.)
Tracking
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.
Comparison
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
Daily Spending
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.
or
or create
create aa budget
budget by
by month
month
Quick Budget
Chart:
Income
Frequency
Total Income (net)

Salary/Wages
LTA
Medical
GRG
Other
Spending
Amount
Monthly
Monthly
Monthly
Monthly
Monthly
Total:
Monthly
Monthly
Budget Summary
Yearly
0
0
0
0
0
0
0
0
0
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Transportation
Auto Loan/Lease
Insurance - Car
Insurance - Activa
Maintenance
Registration/Inspection
Petrol - Car Bike
Petrol - Active
Other
Monthly
Yearly
Yearly
Semi-Annually
Yearly
Monthly
Monthly
Monthly
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
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
GR
Real Estate Tax
VEG
Milk
Monthly
Monthly
Monthly
Monthly
Yearly
Monthly
Monthly
Yearly
Monthly
Monthly
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
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water AMC
Electricity
Internet
BAI
Other
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
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
Health
Dental
Medical
Life Insurance
Life Insurance
Life Insurance
Other
Other
Monthly
Monthly
Quarterly
Yearly
Quarterly
Monthly
Monthly
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
Entertainment
Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Weekly
Yearly
Monthly
Monthly
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
Miscellaneous
Dry Cleaning
New Clothes
BOOKS
Child Care
Tuition-BHS JAYRAJ
Tuition-BHS DHWANI
Tuition-PT JAYRAJ
TuitionPT DHWANI
Tuition-PT JAYRAJ
TuitionPT DHWANI
Other
Other
Monthly
Semi-Annually
Yearly
Monthly
Yearly
Yearly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
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
$0
$0
$0
Expense
$1
Income
$1
$1
$1
$1
Balance
Spending Summary
Trans portation
Hom e
Entertainm ent
Mis cellaneous
Utilities
Health
$1
or
or create
create aa quick
quick budget
budget
Budget By Month
July
Chart:
-2
Income
Feb
Mar
Apr
May
Jun
Budget Summary
1 Months
Sep to Date
Total Income (net)

Salary/Wages
Salary/Wages (Spouse)
Other
Other
Other
Spending
Total:
0.00
###
56000.00
40000.00
4000.00
0.00
0.00
0.00
100000.00
56000.00
40000.00
4000.00
0.00
0.00
0.00 74500.00
0.00
0.00
0.00
74500.00
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Bill's train pass
Jane's bus pass
Other
0.00 15250.00
3000.00
10000.00
0.00
0.00
0.00
15250.00
3000.00
10000.00
0.00
0.00
0.00
0.00
0.00
2250.00
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
0.00 50500.00
25000.00
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
0.00
Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
0.00
Entertainment
Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
0.00
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
0.00
2250.00
0.00
0.00
0.00
1000.00
500.00
2000.00
3000.00
18000.00
1000.00
2950.00
800.00
400.00
100.00
650.00
0.00
0.00
0.00
1000.00
300.00
0.00
0.00
0.00
300.00
200.00
0.00
0.00
0.00
200.00
5300.00
300.00
5000.00
0.00
0.00
0.00
50500.00
25000.00
0.00
1000.00
500.00
0.00
2000.00
3000.00
18000.00
0.00
1000.00
2950.00
800.00
400.00
100.00
650.00
0.00
1000.00
0.00
0.00
0.00
300.00
0.00
300.00
0.00
0.00
0.00
0.00
0.00
200.00
0.00
0.00
0.00
0.00
200.00
0.00
0.00
0.00
0.00
0.00
5300.00
0.00
300.00
0.00
0.00
5000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
$-
$0
$0
$0
$0
Expense
$1
$1
Income
$1
$1
$1
Balance
Spending Summary
Transportation
Home
Utilities
Health
Entertainment
Miscellaneous
Budget by Month
100000.00
0
90000.00
80000.00
70000.00
60000.00
50000.00
40000.00
30000.00
20000.00
10000.00
Expense
0.00
Income
Feb
0
Mar
Apr
May
Jun
$1
Tracking
Chart:
Income
Total Income (net)
Salary/Wages
Other
Other
Other
Sep
0.00
Oct
0.00
Nov
0.00
Dec
0.00
Actual Income/Spend Summary
Sep to Date
0.00
0.00
0.00
0.00
0.00
0.00
June
Spending
Total Spending:
0.00
0.00
0.00
0.00
0.00
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Bill's train pass
Jane's bus pass
Other
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
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
0.00
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
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
Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Entertainment
Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
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
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
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
$0
$0
$0
Expense
$1
Income
$1
$1
$1
Balance
Actuals by Month
1.00
0.90
0.80
0.70
0.60
0.50
0.40
0.30
0.20
0.10
Expense
0.00
Sep
Oct
Income
Nov
Dec
$1
$1
Comparison
Income
Total Income (net)
Salary/Wages
Other
Other
Other
October
Compare
Budget
Oct Actual
0
October
to Budget
Tracking vs Budget Summary
Vs Budget
0
0
0.00
0.00
0.00
0.00
0.00
Spending
0
Budget
0
0
Total Spending:
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Bill's train pass
Jane's bus pass
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Entertainment
Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Tracking
0
0
$- $0 $0 $0 $0 $1 $1 $1 $1 $1 $1
Expense Income Bal nce (Savings)
Spending Comparison
Budget
0
0
Transportation
Home
Entertainment
Miscellaneous
Tracking
0
0
Utilities
Health
Daily Spending Record

Spending
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
46.00
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
46.00
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Bill's train pass
Jane's bus pass
Other
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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Entertainment
Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
0.00
0.00
46.00
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
46.00
0.00
0.00
46.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
46.00
0.00
0.00

Budget Planner - Overview / Help: Instructions

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Budget Planner - Overview / Help: Instructions

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Budget Planner - Overview / Help

Enter data in only the white cells with gray borders:

Total Income (net)

Total Income (net)

Actual Income/Spend Summary

Tracking vs Budget Summary

Expense Income Bal nce (Savings)

Daily Spending Record

Total Day's Spending:

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