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Quick Budget
Start a Quick Budget
Start (click
a Quick
Budget
here)
(click here)

Budget by Month

Comparison

Tracking

Start a Budget by Month

Start a (click
Budget
by Month
here)
(click here)

Move from worksheet to worksheet by clicking the blue buttons at the top of each worksheet.
Demo users: Income and the first 3 spending categories are open to demo users.

Budget Planner 1 - 2 - 3

#1 - Build a Budget
Use the Quick Budget sheet (for
simple budgets) or the
Budget by Month sheet (click here).

#2 - Track Income/Spending

#3 - Compare Bud

Track your actual income and

spending on this sheet or use the
Daily Spending Record

Compare your budge

spending to your ac
over or under yo

Pre- Customized Versions (at no additional cost)

Purchase Budget Planner >

Need additional spending cateogories? Using another currency? See our Pre-Customized versions below
Available at no additional cost (all versions are available for free after purchasing the Budget Planner on our website).
Expanded (additional rows)
Cents version
Additional Categories
Pounds version
Daily Linked (A Daily Spending sheet for each Month)
Euro version
Expanded & Daily Linked

Quick Budget
Create a quick and easy budget by filling out the white cells on the "Quick Budget" sheet. Enter the "Frequency" by using th
provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures on t
Make sure "Use this budget on Comparison sheet" is selected. (If this box is not selected, the "Budget By Month" figures wi
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 do
the "Income" section.
Make sure "Use this budget on Comparison sheet" is selected if you are building 'a budget by month. (If this box is not sele

the "Quick Budget" sheet figures will be used for comparison purposes instead.)

Tracking
Use this sheet to track your actual income and spending. These figures will be compared to your budgeted figures on the "C
Comparison
Use this sheet to monitor how well you are sticking to your budget. Compare different time periods by using the drop down
"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 wa
you stick to your budget.
Financial Calculators available at
Simpleplanning.com:
- Budget Planner
- Mortgage Calculator
- Investment Calculator
- Tax Calculator
- Retirement Planner
- 401k Calculator

Net Worth Calculator

Complete Planner
Profit & Loss Planner

Invoice Template
Business Suite
Business Planner

Software License Agreement

Simpleplannings.com grants usage of this financial planning "software" under the following terms and conditions:
After the purchasing and downloading of this software from Simpleplanning.com, the purchaser is granted a "license" to use
The "licensee" may make copies of this product in an amount that does not exceed the number of licenses originally purcha
Simpleplanning.com, or for the purpose of creating a backup copy.
This file or the software contained in this file shall not be transferred to a non-licensee without the written consent from Simp

Limitation of Liability
Simpleplanning.com will not be held liable for damages in the event of, but not limited to inaccurate assumptions, calculatio
software, hardware, data and network failure and profit/savings losses as a result of using this software.

mparison

Daily Spending

Help

#3 - Compare Budget to Actuals

Compare your budgeted income and
spending to your actuals. Are you
over or under your budget?

se Budget Planner >>

lanner on our website).

the "Frequency" by using the drop down menu

racking (actual) figures on the "Comparison" sheet.
udget By Month" figures will be used for

month by using the drop down box in

onth. (If this box is not selected,

January
February
March
April
May
June
July
August
September
October

November
December

r budgeted figures on the "Comparison" page.

ds by using the drop down box above the

mple record goes a long way in helping

Invoice Template
Business Suite
Business Planner

s and conditions:
s granted a "license" to use this product.
of licenses originally purchased from

e written consent from Simpleplanning.com.

ate assumptions, calculation errors,

Enter what you plan on spending below.

Enter what you plan on spending below.
Use the

Next: Track your actual spending

Next: Track(click
yourhere)
actual spending

on the Comparison sheet

Quick Budget

Category Name

Frequency

(click here)

Amount

Monthly

Income

24
24
-

$
$
$
$
$
$
$
$
$
$
$
$

12
12
12
-

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
Other
Other
Other

$
Monthly
$
Monthly
$
Monthly
Cells
locked for Demo users $
Cells locked for Demo users
Monthly
$
Monthly
$
Monthly
$
Semi-Annually
$
Monthly
$
Monthly
$
Monthly
$

$
$
$
$
$
$
$
$
$
$
$

Entertainment
Memberships
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
Other

$
Monthly
$
Quarterly
$
Monthly
Cells
locked for Demo users $
Cells
locked for Demo users$
Monthly
Monthly
$
Weekly
$
Yearly
$
Monthly
$
Monthly
$
Monthly
$

$
$
$
$
$
$
$
$
$
$
$

Dining
Dining out
Coffee
Takeout
fast food
Lunch at work
Groceries
Other
Other
Other
Other

$
Monthly
$
Weekly
$
Weekly
Cells
locked for Demo users $
Cells
Weeklylocked for Demo users$
Weekly
$
Monthly
$
Weekly
$
Yearly
$
Monthly
$
Monthly
$

$
$
$
$
$
$
$
$
$
$
$

Kids
Clothes
Child care
School supplies
Babysitter
Tuition
Music lessons
Other
Other
Other
Other

$
Monthly
$
Monthly
$
Monthly
Cells
locked for Demo users $
Cells
locked for Demo users$
Monthly
Monthly
$
Monthly
$
Bi-Weekly/Fortnight
$
Yearly
$
Monthly
$
Monthly
$

$
$
$
$
$
$
$
$
$
$
$

Miscellaneous
401k
IRA
Donations
Dry Cleaning
New Clothes
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other

$
Monthly
$
Semi-Annually
$
Monthly
Cells
locked for Demo users $
Cells
locked
for
Demo
users
Monthly
$
Semi-Annually
$
Monthly
$
Weekly
$
Monthly
$
Monthly
$
Monthly
$
Bi-Weekly/Fortnight
$
Purchased Planner includes:
Monthly
$
Purchased
Planner
includes:
-Additional categories/rows
-Additional
categories/rows
-Alternate
currencies
-Alternate currencies

$
$
$
$
$
$
$
$
$
$
$
$
$

Monthly
Monthly
Monthly
Weekly
Monthly

2
2

Budget Summary

$
$
$
$
$
$

Salary/Wages
Salary/Wages
Other
Other
Other

$
$
$
$
$
$

Yearly

Type over sample

Type over names
sample
categories
categories names

Type in amounts
Type in amounts $
Spending
Transportation
$
Auto Loan/Lease
Monthly
$
1 $
Insurance
Semi-Annually
$
John's bus pass
Monthly
$
Gas
Weekly
$
Maintenance
Yearly
$
Registration
Yearly
$
Inspection
Yearly
$
Other
Monthly
$
Purchased
Planner includes:
Other
Monthly
$
Purchased
includes:
-Additional Planner
categories/rows
Other
Monthly categories/rows
$
-Additional
-Alternate currencies
-Alternate currencies
Home
$
Mortgage
Monthly
$
Rent
Monthly
$
Maintenance
Monthly
$
Insurance
Monthly
$
Furniture
Semi-Annually
$
Household Supplies
Monthly
$
Real Estate Tax
Quarterly
$
Other
Monthly
$
Other
Monthly
$
Other
Monthly
$
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Other
Water
Electricity
Internet
Other
Other

Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly

1
1
1

Chart:

Income

Yearly
$24

Spending

$12

Net

$12

Spending Summary

$12
Transportation

Home

Utilities

Health

Entertainment

Dining

Kids

Miscellaneous

Purchase full Budget Planner >>

Select Budget by Month below

Select
Budget
byaMonth
Enter what you plan on spending below.
if you're
not
building
Quickbelow
Budget
Enter what you plan on spending below.
if you're not building a Quick Budget
Use the
on the Comparison sheet

Next: Track your actual spending

Next: Track(click
yourhere)
actual spending

Quick Budget

Category Name

Income

Jan
$
$

Salary/Wages
Salary/Wages (Jane)
Other
Other
Other
Type over sample
Type over names
sample
categories
categories names
$
Spending
Transportation
$
Auto Loan/Lease
$
Insurance
John's bus pass
Gas
Maintenance
Registration
Other
Other
Other
Other
Home
Mortgage
Rent
Maintenance
Insurance
Furniture
Household Supplies
Real Estate Tax
Other
Other
Other

Utilities
Phone - Home
Phone - Cell
Cable
Gas
Other
Water
Electricity
Internet
Other
Other

Feb
2
2

$
$

Mar
4 $
4

Type in amounts
Type in amounts
1 $
- $
1 $
- $
1

Apr
-

May
-

Jun
-

(click here)

Jul
-

Aug
-

Sep
-

Oct
-

Nov
-

1
Dec

Full Year
-

$
$
$
$
$
$

6
6
-

$
$
$
$
$
$
$
$
$
$
$
$

1
1
1
-

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$

$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$
$
$

$
$

$
$

$
$

Purchased Planner includes:

Purchased
Planner includes:
-Additional categories/rows
- $-Additional
- $categories/rows
- $
-Alternate
currencies
-Alternate currencies

$
$

$
$

$
$

$
$

$
$

$
$

Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
Other
Other
Other

Entertainment
Memberships
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
Other

Dining
Dining out
Coffee
Takeout
fast food
Lunch at work
Groceries
Other
Other
Other
Other

Kids
Clothes
Child care
School supplies
Babysitter
Tuition
Music lessons
Other
Other
Other
Other

Miscellaneous
401k
IRA
Donations
Dry Cleaning
New Clothes
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other

Purchase full Budget Planner now! >>

- $
- $
- $
- $

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Purchased Planner includes:

Purchased
Planner includes:
-Additional categories/rows
-Additional
categories/rows
-Alternate
currencies
-Alternate currencies

6
6
0
0
0
0 $1
0
0

Full Year
$6

1
$5
1
1
0
0
0
Spending Summary
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
$1
0
0
Trans portation Home
Utilities
0
Health
Entertainment
Dining
0
0
Kids
Miscellaneous
0
0
0
Spending by0Month
0
$1
0
0
0
$1
0
0
0
$1
0
0
0
$1
0
0
$0
0
0
0
$0
0
0
0
$Jan Feb0Mar Apr May Jun Jul Aug Sep Oct Nov Dec
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1

12

Budget
Summary
Chart:
Year
to Da
Year to Date Dec

or

Enter what you actually spend below.

Enter what you actually spend below.
Category Name

Income
Salary/Wages
Salary/Wages
Other
Other
Other
Lets you know when
Lets you
when
spending
is know
over budget.
spending is over budget.

Spending
Transportation
Auto Loan/Lease
Insurance
John's bus pass
Gas
Maintenance
Registration
Inspection
Other
Other
Other

Jan

Feb

$
$

3
3

Mar
-

Next: Compare actual spending

Next: Compare actual spending
to your budget (click here)
to your budget (click here)

Track spending Daily

Track spending Daily
Apr
-

May
-

Jun
-

Jul
-

Aug
-

Sep
-

Oct
-

1###

Nov
-

Dec
-

Full Year
-

$
$
$
$
$
$

3 $
3 $
-

Over
Budget

$
$
$

2
2
2

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$
$
$
$
$
$
$
$
$
$
$

$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

Utilities
Phone - Home
Phone - Cell
Cable
Gas
Other
Water
Electricity
Internet
Other
Other

$
$
$
$
$
$
$
$
$
$
$

Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
Other
Other
Other

$
$
$
$
$
$
$
$
$
$
$

Entertainment
Memberships
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
Other

$
$
$
$
$
$
$
$
$
$
$

Dining
Dining out
Coffee
Takeout
fast food
Lunch at work
Groceries
Other
Other
Other
Other

$
$
$
$
$
$
$
$
$
$
$

Kids
Clothes
Child care
School supplies
Babysitter
Tuition
Music lessons
Other
Other
Other
Other

$
$
$
$
$
$
$
$
$
$
$

Miscellaneous
401k
IRA
Donations
Dry Cleaning
New Clothes
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other

$
$
$
$
$
$
$
$
$
$
$
$
$

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

(1) $

(1) $

(1) $

(1) $

(1) $

(1) $

(1) $

(1) $

(1) $

(1) $

(1)

3
3 3
0
- Income
0
0
0
Spending
0
-

Chart:

Full Year

$3

$2

$1
2Net
2
2 2
0
$ 0
$ Spending by Month
$ -$3 0
0
$ 0
$ $ -$3 0
0
$ $ -$2 0
$ 0
0
$ $ -$2 0
0
$ 0
$ $1
0
$ 0
$ $ -$1 0
0
$ 0
$ Spending Income
0
$ $$ 0Jan Fe Ma Ap Ma Ju Jul Au Se Oct No De
b r
r
y
n
g p
v c
0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ $ 0
0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ $ 0
0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ $ 0
0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ $ 0
0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ $ 0
0
$ 0
$ 0
$ -

2 $
2 $
2 $

Type in actual spending amounts here

Type in actual spending amounts here
$
$
$
$
-

Home
Mortgage
Rent
Maintenance
Insurance
Furniture
Household Supplies
Real Estate Tax
Other
Other
Other

Tracking
Year
t YearSummary
to Date Dec

2
2

Full Year

Compare your budget to your actual spending below.

Compare your budget to your actual spending below.

Category Name

Budget

Income

$24
$24
$0
$0
$0
$0

Salary/Wages
Salary/Wages
Other
Other
Select period or
Select
period or
Other
month
month

Spending
Transportation
Auto Loan/Lease
Insurance
John's bus pass
Gas
Maintenance
Registration
Inspection
Other
Other
Other

Tracking
$3
$3
$0
$0
$0
$0

Compare

Full Year

Budget vs Tracking Summary

($21)
($21)
$0
$0
$0
$0

Budget

Income

Spending
$

12 $
2
$12
$2
$12
$2
$0
$0
$0
$0
$0
$0
$0
Over budget in red$0
Over$0
budget in red
$0
$0
$0
Under budget in green
Under$0
budget in green
$0
$0
$0
$0
$0

($10)
($10)
($10)
$0
$0
$0
$0
$0
$0
$0
$0
$0

Home
Mortgage
Rent
Maintenance
Insurance
Furniture
Household Supplies
Real Estate Tax
Other
Other
Other

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

Utilities
Phone - Home
Phone - Cell
Cable
Gas
Other
Water
Electricity
Internet
Other
Other

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
Other
Other
Other

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

Entertainment
Memberships
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
Other

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

Dining
Dining out
Coffee
Takeout
fast food
Lunch at work
Groceries
Other
Other
Other
Other

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

Kids
Clothes
Child care
School supplies
Babysitter
Tuition
Music lessons
Other
Other
Other
Other

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

Miscellaneous
401k
IRA
Donations
Dry Cleaning
New Clothes
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0

Net

$24

Tracking

$3

$12
$2

$12
$1

Where Are You Overspending? (vs Budget)

0

Over Budget

Under Budget

Utili

Enter

-2
-4
-6
-8
-10

-$10

-12

Trans

Home

Healt

Dinin

Kids

Misce

Next: Compare actual spending

Next: Compare actual spending
to your budget (click here)
to your budget (click here)
Category Name

Spending
Transportation
Auto Loan/Lease
Insurance
John's bus pass
Gas
Maintenance
Registration
Inspection
Other
Other
Other

1st
$
$

2nd
-

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$

3rd
-

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4th
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$

5th
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$

6th
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7th
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8th
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9th
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$
$

10th
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11th
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12th
-

$
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13th
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14th
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$

15th

16th

17th

18th

19th

20th

21st

22nd

23rd

24th

25th

26th

27th

28th

29th

30th

31st

Month

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
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$
$

$
$

$
$

$
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$
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$

This sheet is optional. Use this sheet to keep track of what you spend on a daily basis.
This
sheet isofoptional.
Use
this sheet
toDaily
keepSpending
track of what
you
spend
on amonth).
daily basis.
a We provide
a version
the Budget
Planner
with 12
sheets
(one
for each
Each sheet is
a We provide a version of the Budget Planner with 12 Daily Spending sheets (one for each month). Each sheet is
linked to the Tracking sheet so you won't have to enter your actual spending in two different places.
linked to the Tracking (we
sheet
so youthis
won't
havetotoyou
enter
actual spending
provide
version
at your
no additional
charge) in two different places.
(we provide this version to you at no additional charge)

Home
Mortgage
Rent
Maintenance
Insurance
Furniture
Household Supplies
Real Estate Tax
Other
Other
Other

$
$
$
$
$
$
$
$
$
$
$

Utilities
Phone - Home
Phone - Cell
Cable
Gas
Other
Water
Electricity
Internet
Other
Other

$
$
$
$
$
$
$
$
$
$
$

Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
Other
Other
Other

$
$
$
$
$
$
$
$
$
$
$

Entertainment
Memberships
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
Other

$
$
$
$
$
$
$
$
$
$
$

Dining
Dining out
Coffee
Takeout
fast food
Lunch at work
Groceries
Other
Other
Other
Other

$
$
$
$
$
$
$
$
$
$
$

Kids
Clothes
Child care
School supplies
Babysitter
Tuition
Music lessons
Other
Other
Other
Other

$
$
$
$
$
$
$
$
$
$
$

Miscellaneous
401k
IRA
Donations
Dry Cleaning
New Clothes
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other

$
$
$
$
$
$
$
$
$
$
$
$
$

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Home

Quick Budget

Budget by Month

Tracking

Comparison

FAQ's
Why is the planner password protected?

You are currently working with the demo version of the Budget Planner, so some of the input cells are locked. When you d
the purchased version of the Budget Planner, these input cells will no longer be locked.
We password protect our planner in order to maintain the integrity of the calculations (we do not provide the password to u
This ensures that the calculations and graphs work properly. Only the white cells in the planner are open for input; shaded
cells are password protected.

How can I add additional rows?

If you decided to purchase the Budget Planner, you will be able to download the expanded version of the Budget Planner.
version comes with additional rows and categories pre-installed, so you will not have to add rows yourself.

How do I change the category names?

You can change the default categories/subcategories on either one of the budget sheets (Quick Budget or Budget by Mon
These new titles will flow through each sheet of the planner. Be sure to select your Budget sheet for the Comparison shee
This will ensure that your category names flow through the rest of the planner. You will make this selection at the top of yo

Why is my planner a "Read Only" file?

First, let's confirm that your Excel file is truly a "Read Only" file. You can do this by looking at the very top of your Excel pr
the file name. If it does say "Read Only" after the file name, than simply save the file to your Desktop using "Save As" and
a different file name (i.e. Budget Planner_current year).
If you don't see "Read Only" at the very top of the Excel program then you are likely being presented with a password prot
See "Why is the planner password protected?" above for clarification.

Why doesn't the Daily Spending sheet link back to the Tracking sheet?

The Tracking by Day sheet as a way to record your spending habits by day for a single month. We recommend using this
so you get a clear idea of where you money goes and when it goes. Bad spending habits can be corrected within one mon
Once you have recognized these daily habits, we recommend using the monthly tracking sheet thereafter.
If you chose to continue using the Tracking by Day sheet, download the Daily Linked version on the Home sheet of the pu

Why aren't my budget category names flowing through the rest of the sheets in the planner?

You can change the default categories/subcategories on either one of the budget sheets (Quick Budget or Budget by Mon
These new titles will flow through each sheet of the planner. Be sure to select your Budget sheet for the Comparison shee
This will ensure that your category names flow through the rest of the planner. You will make this selection at the top of yo

Why can't I change the category names on Tracking sheet?

You can change the default categories/subcategories on either one of the budget sheets (Quick Budget or Budget by Mon
These new titles will flow through each sheet of the planner, including the Tracking sheet
*Make sure "Use this budget for comparison purposes" is selected at the top of the budget sheet you decide to use. Once

your new titles will flow through each sheet of the planner.

How do I change the width of the columns?

Select a cell in the column you would like to widen. Select Format on the menu bar and then Column, Width

Why doesn't the Quick Budget sheet link to the Budget by Month sheet?

Both the Quick Budget and the Budget by Month sheet are budget sheets, but you will need to choose one or the other. T
sheet is meant for budget's that don't change from one month to the next. The Budget by Month sheet is meant for budge
month to the next. It's up to you which one you decide to use.
*Make sure you select "Use this budget on Comprison sheet" at the top of your Budget. This will insure the proper budget
on the Comparison

How do I see my figures down to the cent?

Select only the white input cells that you would like to adjust.
Click the $ icon on the Excel Format toolbar.
If you don't see a $ icon on the format toolbar, select Format, Cells, Number tab and then Currency. Click OK.

Comparison

Daily Spending

Help

put cells are locked. When you download

do not provide the password to unprotect).

anner are open for input; shaded

d version of the Budget Planner. This expanded

dd rows yourself.

Quick Budget or Budget by Month).

et sheet for the Comparison sheet (see below image).
ake this selection at the top of your Budget sheet.

g at the very top of your Excel program where is says

our Desktop using "Save As" and save it using

g presented with a password protect message.

onth. We recommend using this sheet for a month

can be corrected within one month of using this sheet.
sheet thereafter.
ion on the Home sheet of the purchase version of the Budget Planner.

s in the planner?

Quick Budget or Budget by Month).

et sheet for the Comparison sheet (see below image).
ake this selection at the top of your Budget sheet.

Quick Budget or Budget by Month).

et sheet you decide to use. Once this selection is made,

hen Column, Width

ed to choose one or the other. The Quick Budget

Month sheet is meant for budgets that vary one

This will insure the proper budget information is populated

Currency. Click OK.