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Budget Planner - Overview / Help

Instructions tt Month
Month
You may move from worksheet to worksheet by clicking on the dark blue buttons Budge
Budge
Quick
By
tt By
Budge
located at the top of each worksheet or the blue tabs at the bottom of this workbook.
Quick Budge

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.
 create aa budget
or create
or month
by month
budget by

Quick Budget
Chart: Yearly
Income Frequency Amount Monthly Yearly Budget Summary
Total Income (net) 0.00 0.00
Salary/Wages Monthly 0.00 0.00
Salary/Wages (Spouse) Monthly 0.00 0.00 0
Other Weekly 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00 0

Spending Total: 0.00 0.00

0
Transportation 0.00 0.00
Auto Loan/Lease Monthly 0.00 0.00
Insurance Monthly 0.00 0.00 $0 $0 $0 $0 $0 $1 $1 $1 $1 $1 $1
Gas Weekly 0.00 0.00 Balance Income Expense
Maintenance Quarterly 0.00 0.00
Registration/Inspection Yearly 0.00 0.00
Bill's train pass Monthly 0.00 0.00
Spending Summary
Jane's bus pass Monthly 0.00 0.00
Other Monthly 0.00 0.00

Home 0.00 0.00

EMI Monthly 0.00 0.00
Rent Monthly 0.00 0.00
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 Transportation Home Utilities Health
Phone - Cell Monthly 0.00 0.00 Entertainment Miscellaneous
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
 create aa quick
or create
or budget
quick budget

Budget By Month
Chart: October
-3

Income Nov Dec Jan Feb Mar 0 Months Budget Summary

Oct to Date

Total Income (net) 0.00 0.00 0.00 0.00 0.00 0.00 0

Salary/Wages 0.00 0

Salary/Wages (Spouse) 0.00 0

0
Other 0.00 0

Other 0.00 0

Other 0.00 0
0

Spending Total: 0.00 0.00 0.00 0.00 0.00 0.00

0 0
Transportation 0.00 0.00 0.00 0.00 0.00 0.00 0

Auto Loan/Lease 0.00 0

Insurance 0.00 0
0 0 0 0 0 1 1 1 1 1 1
Gas 0.00 0
Balance Income Expense
Maintenance 0.00 0

Registration/Inspection 0.00 0

Bill's train pass 0.00 0

Spending Summary
Jane's bus pass 0.00 0

Other 0.00 0

Home 0.00 0.00 0.00 0.00 0.00 0.00 0

EMI 0.00 0

Rent 0.00 0

Maintenance 0.00 0

Insurance 0.00 0

Furniture 0.00 0

Household Supplies 0.00 0

Groceries 0.00 0

Real Estate Tax 0.00 0

Other 0.00 0

Other 0.00 0

Utilities 0.00 0.00 0.00 0.00 0.00 0.00 0

Phone - Home 0.00 0

Transportation Home Utilities Health Entertainment
Phone - Cell 0.00 0

Miscellaneous
Cable 0.00 0

Gas 0.00 0

Water 0.00 0 Budget by Month

Electricity 0.00 0

Internet 0.00 0
1
Other 0.00 0

1
Other 0.00 0

Health 0.00 0.00 0.00 0.00 0.00 0.00 0

1
Dental 0.00 0
1
Medical 0.00
1
0

Medication 0.00 0

Vision/contacts 0.00 0
0

Life Insurance 0.00 0 0

Other 0.00 0

0
Other 0.00 0

0
Expense Income
Entertainment 0.00 0.00 0.00 0.00 0.00 0.00 0
0
Memberships 0.00 0
Nov Dec Jan Feb Mar
Dining out 0.00 0

Events 0.00 0

Subscriptions 0.00 0

Movies 0.00 0

Music 0.00 0

Hobbies 0.00 0

Travel/ Vacation 0.00 0

Other 0.00 0

Other 0.00 0

Miscellaneous 0.00 0.00 0.00 0.00 0.00 0.00 0

Dry Cleaning 0.00 0

New Clothes 0.00 0

Donations 0.00 0

Child Care 0.00 0

Tuition 0.00 0

College Loans 0.00 0

Pocket Money 0.00 0

Gifts 0.00 0

Credit Card 0.00 0

Other 0.00 0

Other 0.00 0

Other 0.00 0
 Tracking
Chart: October
Income Oct Nov Dec Jan Oct to Date Actual Income/Spend Summary
Total Income (net) 0.00 0.00 0.00 0.00 0.00
Salary/Wages 0.00
Salary/Wages (Spouse) 0.00
0
Other 0.00
Other 0.00
Other 0.00
0

Spending
0
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 0 0 0 0 0 1 1 1 1 1 1
Insurance 0.00 Balance Income Expense
Gas 0.00
Maintenance 0.00
Registration/Inspection 0.00
Actuals by Month
Bill's train pass 0.00
Jane's bus pass 0.00
Other 0.00
1

Home 0.00 0.00 0.00 0.00 0.00 1

EMI 0.00 1
Rent 0.00 1
Maintenance 0.00
1
Insurance 0.00
Furniture 0.00 1
Household Supplies 0.00 0
Groceries 0.00 0
Real Estate Tax 0.00
0
Other 0.00
Other 0.00 0

0 Expense Income
Utilities 0.00 0.00 0.00 0.00 0.00 Oct Nov Dec Jan
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
 Comparison Compare October to Budget October

Income Budget Oct Actual Vs Budget Tracking vs Budget Summary

Total Income (net) 0 0 0
Salary/Wages 0 0.00 0
Salary/Wages (Spouse) 0 0.00
Other 0 0.00 0 Budget
Other 0 0.00
0
Other 0 0.00

Spending 0

Total Spending: 0 0 0 0
Tracking
Transportation 0 0 0
0
Auto Loan/Lease 0.00 0.00
Insurance 0.00 0.00
Gas 0.00 0.00 00000111111
Bal nce(Savings) Income Expens
Maintenance 0.00 0.00
Registration/Inspection 0.00 0.00
Bill's train pass 0.00 0.00
Jane's bus pass 0.00 0.00 Spending Comparison
Other 0.00 0.00

Home 0 0 0
EMI 0.00 0.00
Rent 0.00 0.00
Maintenance 0.00 0.00
Insurance 0.00 0.00
Furniture 0.00 0.00
Household Supplies 0.00 0.00
Groceries 0.00 0.00
Real Estate Tax 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00
0 0 0 0 0 0 0 0 0 0 0 0
Budget Tracking
Utilities 0 0 0
Phone - Home 0.00 0.00 Transportation Home Utilities Health
Phone - Cell 0.00 0.00 Entertainment Miscellaneous
Cable 0.00 0.00
Gas 0.00 0.00
Water 0.00 0.00
Electricity 0.00 0.00
Internet 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00

Health 0 0 0
Dental 0.00 0.00
Medical 0.00 0.00
Medication 0.00 0.00
Vision/contacts 0.00 0.00
Life Insurance 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00

Entertainment 0 0 0
Memberships 0.00 0.00
Dining out 0.00 0.00
Events 0.00 0.00
Subscriptions 0.00 0.00
Movies 0.00 0.00
Music 0.00 0.00
Hobbies 0.00 0.00
Travel/ Vacation 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00

Miscellaneous 0 0 0
Dry Cleaning 0.00 0.00
New Clothes 0.00 0.00
Donations 0.00 0.00
Child Care 0.00 0.00
Tuition 0.00 0.00
College Loans 0.00 0.00
Pocket Money 0.00 0.00
Gifts 0.00 0.00
Credit Card 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00
 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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 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
Bill's train pass 0.00
Jane's 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