Budget By
Quick Budget Tracking
Month
Budget Planner Demo- Home
Move from worksheet to worksheet by clicking the dark 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 #2 - Track Income/Spending #3
Use the Quick Budget sheet (for Track your actual income and
simple budgets) or the spending on this sheet or use the
Budget by Month sheet (click here). Daily Spending Record below
Quick Budget
or
Budget By Month
Use the Daily Spending Record
for detailed record keeping.
Pre- Customized Versions (at no additional cost)
Need additional spending rows? Additional spending cateogories? Using another currency? See our Pre-Customized v
All versions below are available at no additional cost (all versions are available for free after purchasing the "basic" ver
Expanded (additional rows) Cents version
Additional Categories Pounds version
Daily Linked (links Daily Spending to Tracking) Euro version Purchase now
Expanded & Daily Linked Rand version
Quick Budget
Create a quick and easy budget by filling out the white cells on the "Quick Budget" sheet. Enter the "Frequency" by usin
provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures
Make sure "Use this budget for comparison purposes" is selected. (If this box is not selected, the "Budget By Month" fig
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 dro
the "Income" section.
Make sure "Use this budget for comparison purposes" is selected if you are building 'a budget by month. (If this box is n
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
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 do
"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 lon
you stick to your budget.
Financial Calculators available at Simpleplanning.com:
- Budget Planner - Mortgage Calculator Net Worth Calculator
- Investment Calculator - Tax Calculator Complete Planner
- Retirement Planner - 401k Calculator Profit & Loss 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
The "licensee" may make copies of this product in an amount that does not exceed the number of licenses originally pur
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 S
Limitation of Liability
Simpleplanning.com will not be held liable for damages in the event of, but not limited to inaccurate assumptions, calcul
software, hardware, data and network failure and profit/savings losses as a result of using this software.
Daily
Tracking Comparison Home
Spending
Current Month
#3 - Compare Budget to Actuals
Compare your budgeted income
and spending to your actuals. Are
you over or under your budget?
Aug To Date
cy? See our Pre-Customized versions below
after purchasing the "basic" version on our website).
Purchase now for $9.95
January
Enter the "Frequency" by using the drop down menu February
your Tracking (actual) figures on the "Comparison" sheet. March
ed, the "Budget By Month" figures will be used for April
May
June
July
budget month by using the drop down box in August
September
dget by month. (If this box is not selected, October
November
December
by using the drop down box in the "Income" section.
e periods by using the drop down box above the
This simple record goes a long way in helping
Invoice Template
Business Suite
g terms and conditions:
haser is granted a "license" to use this product.
umber of licenses originally purchased from
hout the written consent from Simpleplanning.com.
naccurate assumptions, calculation errors,
this software.
Budget By Daily
Quick Budget Tracking Comparison Home
Month Spending Budget by Month (click here).
Quick Budget or create Budget by Month
Comparison sheet
Monthly
Chart:
Income Frequency Amount Monthly Yearly Budget Summary
Total Income (net) $ 7,075 $ 84,900
1 Salary/Wages (Bill) Monthly $ 3,500 $ 3,500 $ 42,000
2.2 Salary/Wages (Jane) Bi-Weekly $ 1,500 $ 3,250 $ 39,000 $2,383
4.3 Other Weekly $ 50 $ 217 $ 2,600
2.2 Other Bi-Weekly $ 50 $ 108 $ 1,300
1 Other Monthly $ - $ - $7,075
Spending Total: $ 4,692 $ 56,304 $4,692
Transportation $ 497 $ 5,964
1 Auto Loan/Lease Monthly $ 200 $ 200 $ 2,400
$0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000 $8,000
1 Insurance Monthly $ 100 $ 100 $ 1,200
2.2 Bill's train pass Bi-Weekly $ 22 $ 48 $ 572 Balance Income Expense
2.2 Jane's bus pass Bi-Weekly $ 22 $ 48 $ 572
0.1 Registration/Inspection Yearly $ 200 $ 17 $ 200
1 Gas Monthly $ 70 $ 70 $ 840 Spending Summary Bar Chart
1 Maintainnce Monthly $ - $ - Quick Budget Pie Chart Balance $ 2,383
1 Other Monthly $ 15 $ 15 $ 180 Yearly FALSE $
Transportation 497 Income $ 7,075
0.1 Monthly Home $ 2,197 Expense $ 4,692
$567 $497 Page Down
0.1 Home $ 2,197 $ 26,360 Weekly Utilities $ 230
1 Mortgage Monthly $ 1,000 $ 1,000 $ 12,000 2 Health $ 730
1 Rent Monthly $ - $ - $472 Entertainment 472
$
1 Maintenance Monthly $ 50 $ 50 $ 600 Miscellaneous 567
$
1 Insurance Monthly $ 50 $ 50 $ 600
0.1 Furniture Yearly $ 1,000 $ 83 $ 1,000
$730
1 Household Supplies Monthly $ 30 $ 30 $ 360
$2,197
4.3 Groceries Weekly $ 150 $ 650 $ 7,800
0.2 Real Estate Tax Semi-Annually $ 2,000 $ 333 $ 4,000
1 Other Monthly $ - $ -
1 Other Monthly $ - $ -
$230
0.1
0.1 Utilities $ 230 $ 2,760
1 Phone - Home Monthly $ 40 $ 40 $ 480 Transportation Home Utilities
1 Phone - Cell Monthly $ 30 $ 30 $ 360
Health Entertainment Miscellaneous
1 Cable Monthly $ 40 $ 40 $ 480
1 Gas Monthly $ 40 $ 40 $ 480
1 Water Monthly $ - $ - $ -
1 Electricity Monthly $ 50 $ 50 $ 600
1 Internet Monthly $ 30 $ 30 $ 360
1 Other Monthly $ - $ -
1 Other Monthly $ - $ -
0.1
0.1 Health $ 730 $ 8,760
1 Dental Monthly $ 50 $ 50 $ 600
1 Medical Monthly $ 500 $ 500 $ 6,000
1 Medication Monthly $ 15 $ 15 $ 180
Vision/contacts Semi-Annually Page Up
0.2
Cells locked for Demo $
users150 $ 25 $ 300
1 Life Insurance Monthly $ 40 $ 40 $ 480
1 Other Monthly $ 100 $ 100 $ 1,200
1 Other Monthly $ - $ -
0.1
0.1 Entertainment $ 472 $ 5,660
1 Memberships Monthly $ 60 $ 60 $ 720
1 Dining out Monthly $ 100 $ 100 $ 1,200
1 Events Monthly $ 50 $ 50 $ 600
Subscriptions Monthly
1
Cells locked for Demo $
users 15 $ 15 $ 180
1 Movies Monthly $ 20 $ 20 $ 240
1 Music Monthly $ 15 $ 15 $ 180
4.3 Hobbies Weekly $ 20 $ 87 $ 1,040
0.1 Travel/ Vacation Yearly $ 1,500 $ 125 $ 1,500
1 Other Monthly $ - $ -
1 Other Monthly $ - $ -
0.1
0.1 Miscellaneous $ 567 $ 6,800
1 Dry Cleaning Monthly $ 20 $ 20 $ 240
0.2 New Clothes Semi-Annually $ 150 $ 25 $ 300
1 Donations Monthly $ 70 $ 70 $ 840
1 Child Care Monthly $ - $ - Page Up
Cells locked for Demo users
1 Tuition Monthly $ - $ -
1 College Loans Monthly $ 300 $ 300 $ 3,600
4.3 Pocket Money Weekly $ 20 $ 87 $ 1,040
1 Gifts Monthly $ 50 $ 50 $ 600
1 Credit Card Monthly $ 15 $ 15 $ 180
1 Other Monthly $ - $ -
1 Other Monthly $ - $ -
1 Other Monthly $ - $ -
Daily
Weekly
Monthly
Semi-Annually
Quarterly
Yearly
Bi-Weekly
Budget By Daily
Quick Budget Tracking Comparison Home
Month Spending Quick Budget (click here).
Budget By Month or create a Quick Budget
Comparison sheet
Current Month
Chart:
12
Income Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 12 Months Budget Summary
J a n to Da te
Total Income (net) $ 6,000 $ 6,025 $ 6,250 $ 6,500 $ 6,525 $ 6,525 $ 6,550 $ 6,550 $ 6,550 $ 6,550 $ 6,550 $ 6,550 $ 77,125 77125
Salary/Wages (Bill) $ 3,500 $ 3,500 $ 3,500 $ 3,750 $ 3,750 $ 3,750 $ 3,750 $ 3,750 $ 3,750 $ 3,750 $ 3,750 $ 3,750 $ 44,250 44250
Salary/Wages (Jane) $ 2,500 $ 2,500 $ 2,700 $ 2,700 $ 2,700 $ 2,700 $ 2,700 $ 2,700 $ 2,700 $ 2,700 $ 2,700 $ 2,700 $ 32,000 32000 $2,755
Other $ - $ 25 $ 50 $ 50 $ 75 $ 75 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 875 875
Other $ - 0
Other $ - 0
$6,550
Spending Total: $ 3,705 $ 5,375 $ 5,395 $ 3,890 $ 3,565 $ 6,825 $ 3,795 $ 3,795 $ 3,795 $ 3,795 $ 3,795 $ 3,795 $ 51,525 $3,795
51525
Transportation $ 460 $ 660 $ 460 $ 660 $ 460 $ 660 $ 460 $ 460 $ 460 $ 460 $ 460 $ 460 $ 6,120 6120
Auto Loan/Lease $ 200 $ 200 $ 200 $ 200 $ 200 $ 200 $ 200 $ 200 $ 200 $ 200 $ 200 $ 200 $ 2,400 2400
$0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000
Insurance $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 1,200 1200
Bill's train pass $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 1,200 1200
Balance Income Expense
Jane's bus pass $ 200 $ 200 $ 400 400
Registration/Inspection $ 200 $ 200 200
Gas $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 720 720
Spending Summary Budget by Chart: Mths/Wks
Maintainnce $ - 0 Month Dec Start Mth Pie Chart 1 Budgeted Bar Chart
Other $ - TRUE 4 1 Transportation $ 460 12 Balance $ 2,755
Page Down
0
1 Yearly 12 Months Home $ 2,030 52 Income $ 6,550
Home $ 2,030 $ 2,030 $ 3,030 $ 2,030 $ 2,030 $ 5,030 $ 2,030 $ 2,030 $ 2,030 $ 2,030 $ 2,030 $ 2,030 $ 28,360 $460 2 Monthly (avg.) 12 Months Utilities $ 290 Expense $ 3,795
28360
$625
Mortgage $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 1,500 $ 18,000 18000 3 Weekly (avg.) 12 Months Health $ 110
Rent $ - 0 4 Current Month Dec Entertainment $ 280
Maintenance $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 600 600
$280 5 January Jan Miscellaneous $ 625
Insurance $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 600 600
$110
6 February Feb $ 3,795
Furniture $ 1,000 $ 1,000 1000 7 March Mar
$290
Household Supplies $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 360 360 8 April Apr
Groceries $ 400 $ 400 $ 400 $ 400 $ 400 $ 400 $ 400 $ 400 $ 400 $ 400 $ 400 $ 400 $ 4,800 4800
$2,030 9 May May
Real Estate Tax $ 1,000 $ 2,000 $ 3,000 3000 10 June Jun
Other $ - 0 11 July Jul
Other $ - 0 12 August Aug
13 September Sep
Utilities $ 250 $ 240 $ 230 $ 230 $ 240 $ 270 $ 290 $ 290 $ 290 $ 290 $ 290 $ 290 $ 3,200 3200 14 October Oct
Phone - Home $ 40 $ 40 $ 40 $ 40 $ 40 $ 40 $ 40 $ 40 $ 40 $ 40 $ 40 $ 40 $ 480 480 Transportation Home Utilities 15 November Nov
Phone - Cell $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 360 360
Health Entertainment Miscellaneous 16 December Dec
Cable $ 40 $ 40 $ 40 $ 40 $ 40 $ 40 $ 40 $ 40 $ 40 $ 40 $ 40 $ 40 $ 480 480
Gas $ 40 $ 40 $ 40 $ 40 $ 50 $ 70 $ 90 $ 90 $ 90 $ 90 $ 90 $ 90 $ 820 820
Water $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0
Budget by Month
Electricity $ 70 $ 60 $ 50 $ 50 $ 50 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 700 700
Internet $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 360 360
Other $ - 0
$7,000
Other
Page Up $ - 0
$6,000
Health $ 110 $ 260 $ 650 $ 110 $ 110 $ 110 $ 110 $ 110 $ 110 $ 110 $ 110 $ 110 $ 2,010 2010
$5,000
Dental $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 120 120
$4,000
Medical $ 60 $ 60 $ 600 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 1,260 1260
$3,000
Medication Cells locked for Demo 30 $ 30
$ 30 $ users $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 30 $ 360 360
$2,000
Vision/contacts $ 150 $ 150 150
$1,000
Life Insurance $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 10 $ 120 120
Other $ - 0
$0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Other $ - 0
Expense Income
Entertainment $ 280 $ 1,710 $ 250 $ 310 $ 250 $ 280 $ 280 $ 280 $ 280 $ 280 $ 280 $ 280 $ 4,760 4760
Memberships $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 720 720
Dining out $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 100 $ 1,200 1200
Events Cells $ 50
locked for Demo users $ 100 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 50 $ 500 500
Subscriptions $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 180 180
Movies $ 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ 240 240
Music $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 180 180
Hobbies $ 20 $ 40 $ 40 $ 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ 240 240
Travel/ Vacation $ 1,500 $ 1,500 1500
Other $ - 0
Other $ -
Page Up
0
Miscellaneous $ 575 $ 775
$ 475 $ 550 $ 475 $ 475 $ 625 $ 625 $ 625 $ 625 $ 625 $ 625 $ 7,075 7075
Dry Cleaning $ 20 $$ 20 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ 240 240
New Clothes $ 150 $ 150 150
Donations Cells locked for Demo 60 $ 60
$ 60 $ users $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 60 $ 720 720
Child Care $ - 0
Tuition $ - 0
College Loans $ 300 $ 300 $ 300 $ 300 $ 300 $ 300 $ 300 $ 300 $ 300 $ 300 $ 300 $ 300 $ 3,600 3600
Pocket Money $ 80 $ 80 $ 80 $ 80 $ 80 $ 80 $ 80 $ 80 $ 80 $ 80 $ 80 $ 80 $ 960 960
Gifts $ 100 $ 150 $ 75 $ 150 $ 150 $ 150 $ 150 $ 150 $ 150 $ 1,225 1225
Credit Card $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 15 $ 180 180
Other $ - 0
Other $ - 0
Other $ - 0
Budget By Daily
Quick Budget Tracking Comparison Home
Month Spending
Tracking
Current Month
Chart:
Income Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan to Date Actual Income/Spend Summary
Total Income (net) $ 6,000 $ 6,225 $ 6,350 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 18,575
3 Salary/Wages (Bill) $ 3,500 $ 3,500 $ 3,500 $ 10,500
4 Salary/Wages (Jane) $ 2,500 $ 2,700 $ 2,700 $ 7,900 $-
5 Other $ - $ 25 $ 150 $ 175
6 Other $ -
7 Other $ - $-
Spending Under Under Over
Budget Budget Budget $-
Total Spending: $ 3,677 $ 4,652 $ 5,653 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 13,982
Transportation $ 460 $ 650 $ 550 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 1,660
$0 $0 $0 $1 $1 $1
12 Auto Loan/Lease $ 200 $ 200 $ 200 $ 600
13 Insurance $ 100 $ 100 $ 100 $ 300 Balance Income Expense
14 Bill's train pass $ 100 $ 120 $ 100 $ 320
15 Jane's bus pass $ 170 $ 170
16 Registration/Inspection $ - Actuals by Month
17 Gas $ 60 $ 60 $ 70 $ 190 1 Dec First Tracking Month
18 Maintainnce $ 35 Page Down $ 35 1 Dec 1 Budget By Month? 1 Bar Chart
19 Other $ 45 $ 45 12 1 Current Month Dec 1 Jan Feb January TRUE Balance $ -
20
$7,000
11 2 Prior Month Nov 2 Feb Mar February Income $ -
21 Home $ 1,980 $ 1,940 $ 3,005 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 6,925 3 Jan to Date Jan to Date 3 Mar Apr March Expense $ -
$6,000
22 Mortgage $ 1,500 $ 1,500 $ 1,500 $ 4,500 4 January Jan 4 Apr May April
23 Rent $ - $5,000 5 February Feb 5 May Jun May
24 Maintenance $ 50 $ - $ 50 $ 100 $4,000 6 March Mar 6 Jun Jul June
25 Insurance $ 50 $ 50 $ 50 $ 150 $3,000 7 April Apr 7 Jul Aug July
26 Furniture $ - 8 May May 8 Aug Sep August
$2,000
27 Household Supplies $ 30 $ 30 $ 30 $ 90 9 June Jun 9 Sep Oct September
$1,000
28 Groceries $ 350 $ 360 $ 375 $ 1,085 10 July Jul 10 Oct Nov October
29 Real Estate Tax $ 1,000 $ 1,000 $0 11 August Aug 11 Nov Dec November
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
30 Other $ - 12 September Sep 12 Dec Jan December
31 Other $ - 13 October Oct 13 Jan to Date January to Date
32 Expense Income 14 November Nov
33 Utilities $ 250 $ 240 $ 244 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 734 15 December Dec
34 Phone - Home $ 40 $ 40 $ 46 $ 126
35 Phone - Cell $ 30 $ 30 $ 38 $ 98
36 Cable $ 40 $ 40 $ 40 $ 120
37 Gas $ 40 $ 40 $ 40 $ 120
38 Water $ - $ - $ - $ -
39 Electricity $ 70 $ 60 $ 50 $ 180
40 Internet $ 30 $ 30 $ 30 $ 90
41 Other $ -
42 Other $ -
43
44 Health $ 110 $ 110 $ 650 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 870
45 Dental $ 10 $ 10 $ 10 $ 30
46 Medical $ 60 $ 60 $ 450 $ 570
47 Medication $ 30 $ 30 $ 30 $ 90
48 Vision/contacts Cells locked for Demo users
$ 150 $ 150
49 Life Insurance $ 10 $ 10 $ 10 $ 30
50 Other $ -
51 Other $ -
52
53 Entertainment $ 282 $ 1,187 $ 454 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 1,923
54 Memberships $ 60 $ 60 $ 60 $ 180
55 Dining out $ 100 $ 75 $ 200 $ 375
56 Events $ 50 $ 50
57 Subscriptions Cells locked for Demo 15 $ 25
$ 15 $ users $ 55
58 Movies $ 22 $ 22 $ 44 $ 88
59 Music $ 15 $ 15 $ 30 $ 60
60 Hobbies $ 20 $ 40 $ 60
61 Travel/ Vacation $ 1,000 $ 1,000
62 Other $ 55 $ 55
63 Other $ -
64
65 Miscellaneous $ 595 $ 525 $ 750 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 1,870
66 Dry Cleaning $ 20 $ 20 $ 20 $ 60
67 New Clothes $ 15 $ 45 $ 25 $ 85
68 Donations $ 60 $ 60 $ 60 $ 180
69 Child Care $ -
70 Tuition Cells locked for Demo users $ -
71 College Loans $ 300 $ 300 $ 300 $ 900
72 Pocket Money $ 100 $ 100 $ 120 $ 320
73 Gifts $ 100 $ 150 $ 250
74 Credit Card $ 30 $ 30
75 Other $ 45 $ 45
76 Other $ -
77 Other $ -
(28) (723) 258 (3,890) -3565 -6825 -3795 -3795 -3795 -3795 -3795 -3795
Budget By Daily
Quick Budget Tracking Comparison Home
Month Spending
Compare March to Budget
Comparison March
Income Budget Mar Actual Vs Budget Tracking vs Budget Summary
Total Income (net) $ 6,250 $ 6,350 $ 100
$855
3 Salary/Wages (Bill) $ 3,500 $ 3,500 $ -
4 Salary/Wages (Jane) $ 2,700 $ 2,700 $ - Budget $6,250
5 Other $ 50 $ 150 $ 100
6 Other $ - $ - $ - $5,395
7 Other $ - $ - $ -
$697
Spending
Tracking $6,350
Total Spending: $ 5,395 $ 5,653 $ 258
Transportation $ 460 $ 550 $ 90 $5,653
12 Auto Loan/Lease $ 200 $ 200 $ -
13 Insurance $ 100 $ 100 $ - $0 $2,000 $4,000 $6,000 $8,000
14 Bill's train pass $ 100 $ 100 $ -
Balance (Savings) Income Expense
15 Jane's bus pass $ - $ - $ -
16 Registration/Inspection $ - $ - $ -
17 Gas $ 60 $ 70 $ 10
18 Maintainnce $ - $ 35 $ 35
Spending Comparison 6 Mar Budget By Month? 1 Pie Chart Bar Chart Tracking Budget
19 Other $ - $ 45 $ 45 12 1 Current Month Dec TRUE Budget Tracking $
Balance (Savings) 697 $ 855
20 $3,030 $3,005
11 2 Prior Month Nov Transportation 460 550 Income $ 6,350 $ 6,250
21 Home $ 3,030 $ 3,005 $ (25) 3 Jan to Date Jan to Date Home 3030 3005 Expense $ 5,653 $ 5,395
22 Mortgage $ 1,500 $ 1,500 $ - 4 January Jan Utilities 230 244
23 Rent $ - $ - $ - 5 February Feb Health 650 650
24 Maintenance $ 50 $ 50 $ - 6 March Mar Entertainment 250 454
25 Insurance $ 50 $ 50 $ - 7 April Apr Miscellaneous 775 750
26 Furniture $ - $ - $ - 8 May May
27 Household Supplies $ 30 $ 30 $ - 9 June Jun
28 Groceries $ 400 $ 375 $ (25) $775 $750 10 July Jul
$650 $650
29 Real Estate Tax $ 1,000 $ 1,000 $ - $460 $550 11 August Aug
$454
30 Other $ - $ - $ - $230 $250 $244 12 September Sep
31 Other $ - $ - $ - 13 October Oct
32 Budget Tracking 14 November Nov
33 Utilities $ 230 $ 244 $ 14 15 December Dec
Transportation Home Utilities
34 Phone - Home $ 40 $ 46 $ 6
35 Phone - Cell $ 30 $ 38 $ 8 Health Entertainment Miscellaneous Simple Budget 1
36 Cable $ 40 $ 40 $ -
37 Gas $ 40 $ 40 $ -
38 Water $ - $ - $ -
39 Electricity $ 50 $ 50 $ -
40 Internet $ 30 $ 30 $ -
41 Other $ - $ - $ -
42 Other $ - $ - $ -
43
44 Health $ 650 $ 650 $ -
45 Dental $ 10 $ 10 $ -
46 Medical $ 600 $ 450 $ (150)
47 Medication $ 30 $ 30 $ -
48 Vision/contacts $ - $ 150 $ 150
49 Life Insurance $ 10 $ 10 $ -
50 Other $ - $ - $ -
51 Other $ - $ - $ -
52
53 Entertainment $ 250 $ 454 $ 204
54 Memberships $ 60 $ 60 $ -
55 Dining out $ 100 $ 200 $ 100
56 Events $ - $ - $ -
57 Subscriptions $ 15 $ 25 $ 10
58 Movies $ 20 $ 44 $ 24
59 Music $ 15 $ 30 $ 15
60 Hobbies $ 40 $ 40 $ -
61 Travel/ Vacation $ - $ - $ -
62 Other $ - $ 55 $ 55
63 Other $ - $ - $ -
64
65 Miscellaneous $ 775 $ 750 $ (25)
66 Dry Cleaning $ 20 $ 20 $ -
67 New Clothes $ 150 $ 25 $ (125)
68 Donations $ 60 $ 60 $ -
69 Child Care $ - $ - $ -
70 Tuition $ - $ - $ -
71 College Loans $ 300 $ 300 $ -
72 Pocket Money $ 80 $ 120 $ 40
73 Gifts $ 150 $ 150 $ -
74 Credit Card $ 15 $ 30 $ 15
75 Other $ - $ 45 $ 45
76 Other $ - $ - $ -
77 Other $ - $ - $ -
Budget By Daily
Quick Budget Tracking Comparison Home
Month Spending
Daily Spending Record
Income
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: $ 1,085 $ 70 $ 95 $ 100 $ 260 $ 90 $ 245 $ 55 $ 40 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 2,040
Transportation $ 75 $ - $ - $ - $ 100 $ - $ 15 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 190
Auto Loan/Lease $ -
Insurance $ 100 $ 100
Bill's train pass $ 15 $ 15 $ 30
Jane's bus pass $ -
Registration/Inspection $ -
Gas $ 60 $ 60
Maintainnce $ -
Other $ -
Home $ 1,000 $ - $ - $ 100 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 1,100
Mortgage $ 1,000 $ 1,000
Rent $ -
Maintenance $ -
Insurance $ -
Furniture $ -
Household Supplies $ -
Groceries $ 100 $ 100
Real Estate Tax $ -
Other $ -
Other Scroll Right Scroll Left $ -
Utilities $ - $ 70 $ 80 $ - $ 90 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 240
Phone - Home $ 40 $ 40
Phone - Cell $ 30 $ 30
Cable $ 40 $ 40
Gas $ 40 $ 40
Water $ 20 $ 20
Electricity $ 40 $ 40
Internet $ 30 $ 30
Other $ -
Other $ -
Health $ - $ - $ - $ - $ 70 $ - $ 30 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 100
Dental $ 10 $ 10
Medical $ 60 $ 60
Medication $ 30 $ 30
Vision/contacts Cells locked for Demo users $ -
Life Insurance $ -
Other $ -
Other $ -
Entertainment $ - $ - $ 15 $ - $ - $ 80 $ - $ 45 $ 20 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 160
Memberships $ -
Dining out $ 80 $ 80
Events $ -
Subscriptions $ 15 $ 15
Movies Cells locked for Demo users $ 20 $ 20
Music $ -
Hobbies $ 15 $ 30 $ 45
Travel/ Vacation $ -
Other $ -
Other $ -
Miscellaneous $ 10 $ - $ - $ - $ - $ 10 $ 200 $ 10 $ 20 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 250
Dry Cleaning $ 20 $ 20
New Clothes $ -
Donations $ -
Child Care Cells locked for Demo users $ -
Tuition $ -
College Loans $ 200 $ 200
Pocket Money $ 10 $ 10 $ 10 $ 30
Gifts $ -
Credit Card $ -
Other $ -
Other $ -
Other $ -