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Budget Planner Excel Sheet

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Business, Budget, Excel, Template, Form, Worksheetfinance

Description

Business Budget, Planner Excel Worksheet Template

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27 reviews

Chart: Frequency Amount Monthly Yearly Total Income (net) 20000.00 240000.00 Salary/Wages Monthly 20000.00 20000.00 240000.00 Salary/Wages (Spouse) Monthly 0.00 0.00 0.00 Other Weekly 0.00 0.00 0.00 Other Monthly 0.00 0.00 Other Monthly 0.00 0.00 13941.00 167292.00 1000.00 12000.00 Auto Loan/Lease Monthly 0.00 0.00 Insurance Monthly 0.00 0.00 Gas Monthly 0.00 0.00 Maintenance Quarterly 0.00 0.00 Registration/Inspection Yearly 0.00 0.00 Train pass Monthly 0.00 0.00 Bus pass Monthly 0.00 0.00 Petrol Monthly 1000.00 1000.00 12000.00 10806.00 129672.00 EMI Monthly 3906.00 3906.00 46872.00 Rent Monthly 1900.00 1900.00 22800.00 Maintenance Monthly 0.00 0.00 Insurance Monthly 2000.00 2000.00 24000.00 Vegetables Monthly 500.00 500.00 6000.00 Household Supplies Monthly 0.00 0.00 Groceries Monthly 2000.00 2000.00 24000.00 Fruits Monthly 500.00 500.00 6000.00 Other Monthly 0.00 0.00 Other Monthly 0.00 0.00 910.00 10920.00 Phone -Home Monthly 50.00 50.00 600.00 Phone -Cell Monthly 100.00 100.00 1200.00 Cable Monthly 110.00 110.00 1320.00 Gas Monthly 400.00 400.00 4800.00 Water Monthly 0.00 0.00 Electricity Monthly 250.00 250.00 3000.00 Internet Monthly 0.00 0.00 Other Monthly 0.00 0.00 Other Monthly 0.00 0.00 500.00 6000.00 Dental Monthly 0.00 0.00 Medical Monthly 250.00 250.00 3000.00 Medication Monthly 250.00 250.00 3000.00 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 0.00 541.67 6500.00 Memberships Monthly 0.00 0.00 Dining out Monthly 250.00 250.00 3000.00 Events Monthly 250.00 250.00 3000.00 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 500.00 41.67 500.00 Other Monthly 0.00 0.00 Other Monthly 0.00 0.00 183.33 2200.00 Dry Cleaning Monthly 0.00 0.00 New Clothes Semi-Annually 500.00 83.33 1000.00 Donations Monthly 0.00 0.00 Child Care Monthly 100.00 100.00 1200.00 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 Entertainment Miscellaneous Transportation Home Utilities Health Quick Budget Spending Total: Income 1000 10806 910 500 542 183 Transportation Home Utilities Health Entertainment Miscellaneous 13941 20000 6059 $0 $5,000 $10,000 $15,000 $20,000 Expense Income Balance Budget Summary Spending Summary MonthlyInstructions 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: Use the drop down boxes 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. Questions? Email at milindskulkarni2005@yahoo.co.in Budget Planner -Overview /Help 400 Quick Budget Budget By Month Aug To Date1 Chart: Jan Feb Mar Apr May 2 Months J an to Date Total Income (net) 22500.00 20000.00 0.00 0.00 0.00 42500.00 22500 Salary/Wages 20000.00 20000.00 40000.00 20000 Salary/Wages (Spouse) 0.00 0 Other 2500.00 2500.00 2500 Other 0.00 0 Other 0.00 0 15316.00 600.00 0.00 0.00 0.00 15916.00 15316 2100.00 600.00 0.00 0.00 0.00 2700.00 2100 Auto Loan/Lease 0.00 0 Insurance 0.00 0 Gas 600.00 600.00 1200.00 600 Maintenance 0.00 0 Registration/Inspection 0.00 0 Train pass 0.00 0 Bus pass 0.00 0 Other 1500.00 1500.00 1500 11806.00 0.00 0.00 0.00 0.00 11806.00 11806 EMI 3906.00 3906.00 3906 Rent 1900.00 1900.00 1900 Maintenance 0.00 0 Insurance 2000.00 2000.00 2000 Furniture 0.00 0 Household Supplies 0.00 0 Groceries 2000.00 2000.00 2000 Real Estate Tax 0.00 0 Other 2000.00 2000.00 2000 Other 0.00 0 1410.00 0.00 0.00 0.00 0.00 1410.00 1410 Phone -Home 300.00 300.00 300 Phone -Cell 200.00 200.00 200 Cable 110.00 110.00 110 Gas 600.00 600.00 600 Water 0.00 0 Electricity 200.00 200.00 200 Internet 0.00 0 Other 0.00 0 Other 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0 Dental 0.00 0 Medical 0.00 0 Medication 0.00 0 Vision/contacts 0.00 0 Life Insurance 0.00 0 Other 0.00 0 Other 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0 Memberships 0.00 0 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 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 Transportation Home Health Entertainment Miscellaneous Utilities 15316 22500 7184 0.00 5,000.00 10,000.00 15,000.00 20,000.00 25,000.00 Expense Income Balance Spending Total: Income Budget By Month 0 5,000 10,000 15,000 20,000 25,000 Jan Feb Mar Apr May Expense Income 2100 11806 1410 0 Transportation Home Utilities Health Entertainment Miscellaneous Budget Summary Spending Summary Budget by Month JanuaryChart: Jan Feb Mar Apr Jan to Date Total Income (net) 22500.00 0.00 0.00 0.00 22500.00 Salary/Wages 20,000.00 20,000.00 Salary/Wages (Spouse) 0.00 Other 2,500.00 2,500.00 Other 0.00 Other 0.00 Under Budget Total Spending: 14716.00 0.00 0.00 0.00 14716.00 Transportation 600.00 0.00 0.00 0.00 600.00 Auto Loan/Lease 0.00 Insurance 0.00 Gas 600.00 600.00 Maintenance 0.00 Registration/Inspection 0.00 Train pass 0.00 Bus pass 0.00 Other 0.00 Home 11806.00 0.00 0.00 0.00 11806.00 EMI 3,906.00 3,906.00 Rent 1,900.00 1,900.00 Maintenance 0.00 Insurance 2,000.00 2,000.00 Furniture 0.00 Household Supplies 0.00 Groceries 2,000.00 2,000.00 Real Estate Tax 0.00 Other 2,000.00 2,000.00 Other 0.00 Utilities 2310.00 0.00 0.00 0.00 2310.00 Phone -Home 0.00 Phone -Cell 300.00 300.00 Cable 110.00 110.00 Gas 600.00 600.00 Water 0.00 Electricity 300.00 300.00 Internet 0.00 Other 1,000.00 1,000.00 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 0 5,000 10,000 15,000 20,000 25,000 Jan Feb Mar Apr Expense Income 14716 22500 7784 0.00 5,000.00 10,000.00 15,000.00 20,000.00 25,000.00 Expense Income Balance Actuals by Month Actual Income/Spend Summary JanuaryCompare to Budget January Budget Jan Actual Vs Budget Total Income (net) 22,500 22500 0 Salary/Wages 20000 20,000.00 0.00 Salary/Wages (Spouse) 0 0.00 0.00 Other 2500 2,500.00 0.00 Other 0 0.00 0.00 Other 0 0.00 0.00 Total Spending: 15,316 14,716 -600 Transportation 2,100 600 -1,500 Auto Loan/Lease 0.00 0.00 0.00 Insurance 0.00 0.00 0.00 Gas 600.00 600.00 0.00 Maintenance 0.00 0.00 0.00 Registration/Inspection 0.00 0.00 0.00 Train pass 0.00 0.00 0.00 Bus pass 0.00 0.00 0.00 Other 1,500.00 0.00 -1,500.00 Home 11,806 11,806 0 EMI 3,906.00 3,906.00 0.00 Rent 1,900.00 1,900.00 0.00 Maintenance 0.00 0.00 0.00 Insurance 2,000.00 2,000.00 0.00 Furniture 0.00 0.00 0.00 Household Supplies 0.00 0.00 0.00 Groceries 2,000.00 2,000.00 0.00 Real Estate Tax 0.00 0.00 0.00 Other 2,000.00 2,000.00 0.00 Other 0.00 0.00 0.00 Utilities 1,410 2,310 900 Phone -Home 300.00 0.00 -300.00 Phone -Cell 200.00 300.00 100.00 Cable 110.00 110.00 0.00 Gas 600.00 600.00 0.00 Water 0.00 0.00 0.00 Electricity 200.00 300.00 100.00 Internet 0.00 0.00 0.00 Other 0.00 1,000.00 1,000.00 Other 0.00 0.00 0.00 Health 0 0 0 Dental 0.00 0.00 0.00 Medical 0.00 0.00 0.00 Medication 0.00 0.00 0.00 Vision/contacts 0.00 0.00 0.00 Life Insurance 0.00 0.00 0.00 Other 0.00 0.00 0.00 Other 0.00 0.00 0.00 Entertainment 0 0 0 Memberships 0.00 0.00 0.00 Dining out 0.00 0.00 0.00 Events 0.00 0.00 0.00 Subscriptions 0.00 0.00 0.00 Movies 0.00 0.00 0.00 Music 0.00 0.00 0.00 Hobbies 0.00 0.00 0.00 Travel/Vacation 0.00 0.00 0.00 Other 0.00 0.00 0.00 Other 0.00 0.00 0.00 Miscellaneous 0 0 0 Dry Cleaning 0.00 0.00 0.00 New Clothes 0.00 0.00 0.00 Donations 0.00 0.00 0.00 Child Care 0.00 0.00 0.00 Tuition 0.00 0.00 0.00 College Loans 0.00 0.00 0.00 Pocket Money 0.00 0.00 0.00 Gifts 0.00 0.00 0.00 Credit Card 0.00 0.00 0.00 Other 0.00 0.00 0.00 Other 0.00 0.00 0.00 Other 0.00 0.00 0.00 14716 22500 7784 15316 22500 7184 0.00 5,000.00 10,000.00 15,000.00 20,000.00 25,000.00 Expense Income Balance (Savings) Spending Income Comparison 2,100 600 11,806 11,806 1,410 2,310 0 0 0 0 0 0 Transportation Home Utilities Health Entertainment Miscellaneous Tracking Budget Spending Comparison Tracking vs Budget Summary January1st 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

Public Domain

downloads:4118

rating:7(51)

reviews:27

posted:10/17/2007

language:English

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Craig Poythress

Project Manager

Poythress Commercial Contractors

http://www.poythress.com

Budget Planner

Rated 9 out of 10

July 08, 2008 (16 days 11 hrs ago)Very good!

Marcko Polo

Designer of art

Design tech.

Very great

Rated 9 out of 10

June 18, 2008 (1 months 5 days ago) Thanks very much, I found this one very interesting and informative. This is first I've seen of one like this.

Lisa Caswell

Great Budget Tool

Rated 10 out of 10

June 18, 2008 (1 months 5 days ago)Wow I really like this budget tool! I've been looking for one that is easy to figure out, especially for a budget novice like me!

akitadog

Insurance Broker

Best Excel Budget Tool Ever

Rated 10 out of 10

June 08, 2008 (1 months 15 days ago)This is the best I've ever seen. Good job.

amanda martin

crashes my excel

Rated 1 out of 10

May 29, 2008 (1 months 25 days ago)i cannot open the file after download because it crashes my excel everytime. i even redowloaded the file. LAME

eric stuart

good

Rated 7 out of 10

May 29, 2008 (1 months 25 days ago)good

T S

:(

Rated 1 out of 10

May 22, 2008 (2 months 2 days ago)This was exactly what I was looking for however it crashes my excel instead. Don't bother.

Brian Seibert

Awesome form

Rated 9 out of 10

May 13, 2008 (2 months 11 days ago)This is an awesome tool and a brillant example of someone who has mastered MS Excel.

SONY BLAST

The Best

Rated 9 out of 10

May 05, 2008 (2 months 18 days ago)I think this is the best budget planner for basic user like me. It was easy to use, the color and design pretty cool man good luck for business

cangi tsai

well done

Rated 6 out of 10

May 02, 2008 (2 months 21 days ago)look very nice

e2005man

Love it

Rated 9 out of 10

April 18, 2008 (3 months 5 days ago)Very well done! Looks like someone has some great Excel skills...

myyazzo

Budget planner

Rated 8 out of 10

April 11, 2008 (3 months 11 days ago)Thanks heaps keep up the good work

giri R

excellent excel doc !!!!!

Rated 10 out of 10

March 20, 2008 (4 months 4 days ago)hi buddy, thks for sharing those kind of stuff continue sharing... giri, Bangalore

Margaret Horner

Pharma

Consultant

Compass Clinical Cons.

Looks great

Rated 9 out of 10

March 18, 2008 (4 months 6 days ago)Nicely done

Mike Sheridan

Software exec

Global Debt Exchange

http://www.gdexauto.com

Nice Spreadsheet

Rated 8 out of 10

March 03, 2008 (4 months 21 days ago)This is a nice concise spreadsheet to help track expenses and a daily and monthly basis. I highly recommend this one. nice work.

rahul mahajan

Service

icfai

http://icfai.org

Home Budget

Rated 9 out of 10

February 28, 2008 (5 months -7 days ago)VERY GOOD ........

meesh

WOW!

Rated 10 out of 10

February 14, 2008 (5 months 8 days ago)This is wonderful

Pat Bottino

Analyst

President

Bottino Enterprises

Pat Bottino

Rated 10 out of 10

February 13, 2008 (5 months 8 days ago)EXCELLENT PROGRAM

sudhircerin

Consultant

Excellent

Rated 8 out of 10

February 03, 2008 (5 months 19 days ago)Excellent

Portia Priest

Very Colorful

Rated 10 out of 10

February 02, 2008 (5 months 19 days ago)It is easy to customize to my own situation. You can clearly identify where most of your money is going! Great Spread Sheet. Thanks!

Rajesch Kalra

Management Consultant

Prof.

Freelance

excellent

Rated 10 out of 10

January 31, 2008 (5 months 22 days ago)hi, the quality of this docuement demonstrates a high quality pf professionalism and hard work behing it..........thanks for your efforts / please share any more of your work good luck prof. rajesch kalra rajesch_kalra@hotmail.com casablanca, morocco.

Gagan Chodhry

Consultant

SAP Consultant

Fujitsu Consulting