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Questions? Click to email me ( if you need this for commercial purpose) Budget Planner - Overview / Help 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. Quick Budget Budget By Month 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. Quick Budget Chart: Monthly Income Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other Frequency Amount Monthly 20000.00 20000.00 0.00 0.00 0.00 0.00 13941.00 1000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1000.00 10806.00 3906.00 1900.00 0.00 2000.00 500.00 0.00 2000.00 500.00 0.00 0.00 910.00 50.00 100.00 110.00 400.00 0.00 250.00 0.00 0.00 0.00 500.00 0.00 250.00 250.00 0.00 0.00 0.00 0.00 541.67 0.00 250.00 250.00 0.00 0.00 0.00 0.00 41.67 0.00 0.00 183.33 0.00 83.33 0.00 100.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Yearly 240000.00 240000.00 0.00 0.00 0.00 0.00 167292.00 12000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 12000.00 129672.00 46872.00 22800.00 0.00 24000.00 6000.00 0.00 24000.00 6000.00 0.00 0.00 10920.00 600.00 1200.00 1320.00 4800.00 0.00 3000.00 0.00 0.00 0.00 6000.00 0.00 3000.00 3000.00 0.00 0.00 0.00 0.00 6500.00 0.00 3000.00 3000.00 0.00 0.00 0.00 0.00 500.00 0.00 0.00 2200.00 0.00 1000.00 0.00 1200.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Budget Summary Monthly Monthly Weekly Monthly Monthly 20000.00 0.00 0.00 6059 20000 Spending Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Train pass Bus pass Petrol Home EMI Rent Maintenance Insurance Vegetables Household Supplies Groceries Fruits Other Other Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other Health Dental Medical Medication Vision/contacts Life Insurance Other Other Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other Total: Monthly Monthly Monthly Quarterly Yearly Monthly Monthly Monthly 13941 $0 $2,000 $4,000 $6,000 $8,000 $10,000$12,000$14,000$16,000$18,000$20,000 Balance Income Expense Spending Summary 183 500 910 542 1000 1000.00 Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly 3906.00 1900.00 2000.00 500.00 2000.00 500.00 10806 Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly 50.00 100.00 110.00 400.00 250.00 Transportation Health Home Entertainment Utilities Miscellaneous Monthly Monthly Monthly Semi-Annually Monthly Monthly Monthly 250.00 250.00 Monthly Monthly Monthly Monthly Monthly Monthly Weekly Yearly Monthly Monthly 250.00 250.00 500.00 Monthly Semi-Annually Monthly Monthly Monthly Monthly Weekly Monthly Monthly Monthly Monthly Monthly 500.00 100.00 Budget By Month Chart: 2 January Income Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other Jan Feb Mar 0.00 Apr 0.00 May 0.00 2 Months Jan to Date Budget Summary 42500 40000 22500.00 20000.00 20000.00 20000.00 2500.00 42500.00 40000.00 0.00 2500.00 0.00 0.00 15916.00 0 7184 2500 0 0 22500 Spending Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Train pass Bus pass Other Home EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other Health Dental Medical Medication Vision/contacts Life Insurance Other Other Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other Total: 15316.00 2100.00 600.00 600.00 0.00 0.00 0.00 0.00 0.00 0.00 15916 15316 600.00 600.00 1500.00 11806.00 3906.00 1900.00 2000.00 0.00 0.00 0.00 0.00 2700.00 0.00 0.00 1200.00 0.00 0.00 0.00 0.00 1500.00 11806.00 3906.00 1900.00 0.00 2000.00 0.00 0.00 2000.00 0.00 2000.00 0.00 1410.00 300.00 200.00 110.00 600.00 0.00 200.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2700 0 0 0.00 5,000.00 10,000.00 15,000.00 20,000.00 25,000.00 1200 Balance Income Expense 0 0 0 Spending Summary 0 0 1500 0 0 2100 11806 1410 3906 1900 0 2000 0 0 2000.00 2000.00 2000 0 2000 11806 0 1410.00 300.00 200.00 110.00 600.00 200.00 0.00 0.00 0.00 0.00 1410 300 Transportation Health Home Entertainment Utilities Miscellaneous 200 110 600 0 Budget by Month 200 0 0 25,000 20,000 0 0.00 0.00 0.00 0.00 0.00 0 0 15,000 10,000 0 0 0 5,000 0 0 0 0 Jan Feb Mar Apr May 0.00 0.00 0.00 0.00 0.00 0 Expense Income 0 0 0 0 0 0 0 0 0 0 0.00 0.00 0.00 0.00 0.00 0 0 0 0 0 0 0 0 0 0 0 0 0 Tracking Chart: January Income Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other Jan 22500.00 20,000.00 2,500.00 Feb 0.00 Mar 0.00 Apr 0.00 Jan to Date 22500.00 20,000.00 0.00 2,500.00 0.00 0.00 Actual Income/Spend Summary 7784 22500 Spending Total Spending: Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Train pass Bus pass Other Home EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other Health Dental Medical Medication Vision/contacts Life Insurance Other Other Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other Under Budget 14716 14716.00 600.00 0.00 0.00 0.00 0.00 0.00 0.00 14716.00 600.00 0.00 0.00 600.00 0.00 0.00 0.00 0.00 0.00 11806.00 3,906.00 1,900.00 0.00 2,000.00 0.00 0.00 2,000.00 0.00 2,000.00 0.00 2310.00 0.00 300.00 110.00 600.00 0.00 300.00 0.00 1,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 5,000.00 10,000.00 15,000.00 20,000.00 25,000.00 Balance Income Expense 600.00 Actuals by Month 25,000 11806.00 3,906.00 1,900.00 2,000.00 0.00 0.00 0.00 20,000 15,000 10,000 5,000 2,000.00 2,000.00 0 Jan Feb Mar Apr Expense 2310.00 300.00 110.00 600.00 300.00 1,000.00 0.00 0.00 0.00 Income 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Comparison Income Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other Compare January to Budget January Tracking vs Budget Summary 7184 Budget 15316 22500 Budget 22,500 20000 0 2500 0 0 Jan Actual 22500 20,000.00 0.00 2,500.00 0.00 0.00 Vs Budget 0 0.00 0.00 0.00 0.00 0.00 Spending Total Spending: Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Train pass Bus pass Other Home EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other Health Dental Medical Medication Vision/contacts Life Insurance Other Other Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other 15,316 2,100 0.00 0.00 600.00 0.00 0.00 0.00 0.00 1,500.00 11,806 3,906.00 1,900.00 0.00 2,000.00 0.00 0.00 2,000.00 0.00 2,000.00 0.00 1,410 300.00 200.00 110.00 600.00 0.00 200.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 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 14,716 600 0.00 0.00 600.00 0.00 0.00 0.00 0.00 0.00 11,806 3,906.00 1,900.00 0.00 2,000.00 0.00 0.00 2,000.00 0.00 2,000.00 0.00 2,310 0.00 300.00 110.00 600.00 0.00 300.00 0.00 1,000.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 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 -600 -1,500 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -1,500.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 900 -300.00 100.00 0.00 0.00 0.00 100.00 0.00 1,000.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 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 7784 22500 14716 0.00 5,000.00 10,000.00 15,000.00 20,000.00 25,000.00 Balance (Savings) Income Expense Spending Comparison 11,806 11,806 2,100 2,310 1,410 0 Budget 0 0 600 0 Tracking 0 0 Transportation Home Utilities Health Entertainment Miscellaneous Daily Spending Record Income Spending Total Day's Spending: Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Train pass Bus pass Other Home EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other Health Dental Medical Medication Vision/contacts Life Insurance Other Other Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other 1st 0.00 0.00 2nd 0.00 0.00 3rd 0.00 0.00 4th 0.00 0.00 5th 0.00 0.00 6th 0.00 0.00 7th 0.00 0.00 8th 0.00 0.00 9th 0.00 0.00 10th 0.00 0.00 11th 0.00 0.00 12th 0.00 0.00 13th 0.00 0.00 14th 0.00 0.00 15th 0.00 0.00 16th 0.00 0.00 17th 0.00 0.00 18th 0.00 0.00 19th 0.00 0.00 20th 0.00 0.00 21st 0.00 0.00 22nd 0.00 0.00 23rd 0.00 0.00 24th 0.00 0.00 25th 0.00 0.00 26th 0.00 0.00 27th 0.00 0.00 28th 0.00 0.00 29th 0.00 0.00 30th 0.00 0.00 31st 0.00 0.00 Month 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
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