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Financial Software with Budget Planning

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Financial Software with Budget Planning Powered By Docstoc
					Utilize the menu at the top of each page to navigate the spreadsheet.

Create and monitor your Budget in 3 simple steps….




             #1 - Build Budget                                #2 - Track Actuals                         #3
        Create either Simple Budget sheet                 Track your actual income and
           or the Detail Budget Sheet                   spending on this sheet or use the
                                                                   Daily Log




                         Step 1: Create Simple Budget                                       Step 1: Create Detail Budget
                                  (Click here)                       OR                              (Click here)




Simple Budget
The Simple Budget is extremely useful to create a budget based on a pattern of spending. You easily fill in a the white ce
the expense occurs using a drop down menu. The monthly and yearly amounts are then calculated for you and you can j
Spending" Sheet and input what you actually spent in each category. From there, you can select to compare this budget
budget was on the "Budget vs. Actual" Sheet.

Detail Budget
The Detail Budget is great for budgeting at a higher level of precision. You have the opportunity to control the spending b
by month and can create timings that work for you. For example, if you have a bonus that occurs early in the year, you ca
it occurs. The key to the detail budget is the starting month. Select the starting month from the drop down to get going. T
calculated showing a 12 month rolling year. Once your detail budget is complete, select the radio button to "use this budg
"Actual Spending" Sheet on the "Budget vs. Actual" sheet.

Actual Spending
Utilize this sheet to track your Actual Spending. The categories for this page will be populated based on which budget typ
select to compare.

Budget vs. Actuals
How accurate are you? This is where you get to compare the Budget to Actuals sheets. The tab shows you the top over
you can select a month or time person to compare in a graph.
How accurate are you? This is where you get to compare the Budget to Actuals sheets. The tab shows you the top over
you can select a month or time person to compare in a graph.

Daily Log
This optional sheet is for folks who want to monitor their spending on a daily basis. The categories / subcategories for thi
from your selected budget.

Setup and usage
Make a copy of the original file for safekeeping. Open the copy you made for your own use and familiarize yourself with th
Input cells are marked in white and others will be locked.

Support
For problems, questions, and support please contact us at support@easyfinancialplanning.net

Software License Agreement
EasyFinancialPlanning.net grants usage of this financial planning "software" under the following terms and conditions: Aft
downloading of this software from EasyFinancialPlanning.net, the purchaser is granted a "license" to use this product. Th
copies of this product in an amount that does not exceed the number of licenses originally purchased from EasyFinancial
purpose of creating a backup copy. This file or the software contained in this file shall not be transferred to a non-licensee
consent from EasyFinancialPlanning.net

Limitation of Liability
EasyFinancialPlanning.net provides these spreadsheets for general financial planning help. EasyFinancialPlanning.net w
damages in the event of, but not limited to inaccurate assumptions, calculation errors, software, hardware, data and netw
profit/savings losses as a result of using this software.
              #3 - Compare Budget to Actuals
               Compare either budget income and
               spending to your actuals. Measure
                          your results.




       : Create Detail Budget
          (Click here)




                                                              January
. You easily fill in a the white cells and select how often   February
calculated for you and you can jump to your "Actual           March
n select to compare this budget and review how close your     April
                                                              May
                                                              June
                                                              July
rtunity to control the spending by category / subcategory     August
 occurs early in the year, you can show this on the month
m the drop down to get going. The budget is then              September
he radio button to "use this budget" to compare your          October
                                                              November
                                                              December

ated based on which budget type (Simple or Detail) you



The tab shows you the top over and under categories and
The tab shows you the top over and under categories and



ategories / subcategories for this sheet will be populated



e and familiarize yourself with the spreadsheet.



g.net


owing terms and conditions: After the purchasing and
"license" to use this product. The "licensee" may make
  purchased from EasyFinancialPlanning.net, or for the
be transferred to a non-licensee without the written



p. EasyFinancialPlanning.net will not be held liable for
tware, hardware, data and network failure and
   Use this Budget


Category                        How often      Amount          Monthly         Yearly     Budget Summary                              Chart: Weekly
Income                                                     $     10,250    $ 131,200
Paycheck                      Every Other Week $   4,100   $       8,200   $    106,600
                                                                                             Income                                             $2,563
Interest Income               Monthly          $   2,000   $       2,000   $     24,000
Bonus                         Monthly          $      50   $          50   $        600
Other                         Monthly                      $         -     $        -
Other                         Monthly                      $         -     $        -      Spending                                           $2,423
       Change the categories if you want and then enter
Spending        the amounts in the white cells.    $    9,694              $ 116,764              Net         $139
Auto & Transport                                         $ 1,743           $     21,280
Auto Insurance               Monthly          $     350 $    350           $      4,200
Auto Payment                 Twice a Year     $     100 $     17           $        200
Gas & Fuel                   Daily            $      40 $  1,200           $     14,600
Parking                      Weekly           $      40 $
                                       Locked for Demo       160           $      2,080   Spending by Category
Public Transportation        Yearly           $     200 $     17           $        200
                            Go to: www.easyfinancialplanning.net
Service & Parts              Monthly                     $   -             $        -
                                        for full version
Licensing / Registration     Monthly                     $   -             $        -
Other                        Monthly                     $   -             $        -
Other                        Monthly                     $   -             $        -
Other                        Monthly                     $   -             $        -         $1,394                                            $1,379

Bills & Utilities                                        $  331            $      3,968
Home Phone                   Monthly           $     100 $  100            $      1,200
Internet                     Monthly           $      39 $    39           $        468
Mobile Phone                 Monthly           $     100 $  100            $      1,200
Television                   Monthly           $      50 $    50           $        600
Utilities                                       for 250
                                       Locked$ Demo$
                             Twice a Year                     42           $        500
Other                         to: www.easyfinancialplanning.net
                           GoMonthly                     $   -             $        -
                                        for full version $                                       $152
Other                        Quarterly                       -             $        -
                                                                                                      $152                                  $436
Other                        Monthly                     $   -             $        -
                                                                                                         $152
Other                        Monthly                     $   -             $        -                       $152       $152      $258
Other                        Monthly                     $   -             $        -
                                                                                             Education               Auto & Transpo         Financial
Business Services                                        $          333    $      3,996      Food & Dining           Gifts & Donati         Health & Fitne
Advertising                   Monthly         $       75 $           75    $        900      Home                    Kids                   Other
Legal                         Monthly         $       33 $           33    $        396
Office Supplies               Monthly         $       75 $           75    $        900
Printing                      Monthly         $       75 $           75    $        900
                                                                                          Spending by Category - Other Category Detail
Shipping                      Monthly         $
                                        Locked for    75 $
                                                     Demo            75    $        900
Other                       Go to: www.easyfinancialplanning.net $
                             Monthly                   $     -                      -                                                $152
Other                        Monthly  for full version $     -   $                  -
Other                         Monthly                      $         -     $        -
Other                         Monthly                      $         -     $        -
                                                                                                $436                                           $152
Other                         Monthly                      $         -     $        -

Education                                               $  5,515           $     66,180
Books & Supplies              Monthly         $   5,000 $  5,000           $     60,000
Student Loan                  Monthly         $     500 $    500           $      6,000                                                            $152
Tuition                       Monthly         $      15 $     15           $        180
Other                         Monthly Locked for Demo $      -             $        -
                                                                                                $34
Other                         to: www.easyfinancialplanning.net
                           Go Monthly                   $    -             $        -
Other                         Monthly for full version $     -             $        -              $83
                                                                                                                                            $152
Other                         Monthly                   $    -             $        -
Other                         Monthly                   $    -             $        -                        $83
                                                                                                                          $152
Other                         Monthly                   $    -             $        -
Other                         Monthly                   $    -             $        -       Personal Care            Pets                   Taxes
                                                                                            Travel                   Uncategorized          Business Servi
Entertainment                                          $    135 $                 1,620     Bills & Utilit           Entertainment          Auto & Transpo
Amusement                    Monthly        $      60 $      60 $                   720
Arts                         Quarterly      $      75 $      25 $                   300
Movies & DVDs                Monthly        $      15 $      15 $                   180
Music                        Monthly        $      20 $      20 $                   240
Newspapers & Magazines       Monthly        $
                                       Locked for 15 $
                                                    Demo     15 $                   180
Other                        Weekly                    $    -   $
                             Go to: www.easyfinancialplanning.net                   -
Other                        Yearly                    $
                                        for full version    -   $                   -
Other                        Monthly                   $    -   $                   -
Other                        Monthly                   $    -   $                   -
Other                        Monthly                   $    -   $                   -
Fees & Charges                                 $     -      $      -
ATM Fee               Monthly                  $     -      $      -
Bank Fee              Weekly                   $     -      $      -
Finance Charge        Weekly                   $     -      $      -
Late Fee              Weekly Locked for Demo $       -      $      -
Service Fee           to: www.easyfinancialplanning.net
                    GoWeekly                   $     -      $      -
Other                 Monthly for full version $     -      $      -
Other                 Monthly                  $     -      $      -
Other                 Monthly                  $     -      $      -
Other                 Monthly                  $     -      $      -
Other                 Monthly                  $     -      $      -

Financial                                       $   1,030   $   12,360
Financial Advisor     Monthly        $      30 $       30   $      360
Life Insurance        Monthly        $   1,000 $    1,000   $   12,000
Other                 Monthly                   $     -     $      -
Other                 Monthly Locked for Demo   $     -     $      -
Other                Go to: www.easyfinancialplanning.net
                      Monthly                   $     -     $      -
Other                 Monthly  for full version $     -     $      -
Other                 Monthly                   $     -     $      -
Other                 Monthly                   $     -     $      -
Other                 Monthly                   $     -     $      -
Other                 Monthly                   $     -     $      -

Food & Dining                                      $ 607 $       7,360
Alcohol & Bars        Monthly           $      20 $   20 $         240
Coffee Shops          Twice a Year      $     150 $   25 $         300
Fast Food             Monthly           $      70 $   70 $         840
Groceries             Monthly           $      30 $
                                 Locked for Demo      30 $         360
Restaurants           Twice Year        $     100 $   17
                     Go to:awww.easyfinancialplanning.net $        200
Other                 Monthly           $     300 $
                                   for full version  300 $       3,600
Other                 Weekly            $      20 $   80 $       1,040
Other                 Monthly           $      50 $   50 $         600
Other                 Monthly           $      15 $   15 $         180
Other                 Monthly                      $ -    $        -
Other                 Monthly                      $ -    $        -
Other                 Monthly                      $ -    $        -

Gifts & Donations                                $   607    $    7,360
Charity               Monthly          $      20 $     20   $      240
Gift                  Twice a Year     $     150 $     25   $      300
Other                 Monthly          $      70 $     70   $      840
Other                 Monthly Locked$   for Demo$
                                              30       30   $      360
Other                  to: www.easyfinancialplanning.net
                    GoTwice a Year     $     100 $     17   $      200
Other                 Monthly   for full version $
                                       $     300     300    $    3,600
Other                 Weekly           $      20 $     80   $    1,040
Other                 Monthly          $      50 $     50   $      600
Other                 Monthly          $      15 $     15   $      180
Other                 Monthly                    $    -     $      -
Other                 Monthly                    $    -     $      -
Other                 Monthly                    $    -     $      -

Health & Fitness                                 $   607    $    7,360
Dentist              Monthly          $      20 $     20    $      240
Doctor               Twice a Year     $     150 $     25    $      300
Eyecare              Monthly          $      70 $     70    $      840
Gym                  Monthly          $      30 $     30    $      360
                               Locked for Demo
Health Insurance     Twice a Year     $     100 $     17    $      200
                    Go to: www.easyfinancialplanning.net
Pharmacy             Monthly          $     300 $    300    $    3,600
                                for full version
Sports               Weekly           $      20 $     80    $    1,040
Other                Monthly          $      50 $     50    $      600
Other                Monthly          $      15 $     15    $      180
Other                Monthly                     $   -      $      -
Other                Monthly                     $   -      $      -
Other                Monthly                     $   -      $      -

Home                                             $   607    $    7,360
Furnishings           Monthly          $      20 $     20   $      240
Home Improvement      Twice a Year     $     150 $     25   $      300
Home Insurance        Monthly          $      70 $     70   $      840
Home Services         Monthly Locked$         30
                                        for Demo$      30   $      360
Home Supplies       GoTwice a Year     $     100 $     17
                       to: www.easyfinancialplanning.net    $      200
Lawn & Garden         Monthly          $     300
                                for full version $   300    $    3,600
Mortgage & Rent       Weekly           $      20 $     80   $    1,040
Your Categories:      Monthly          $      50 $     50   $      600
Home Owners Assoc     Monthly          $      15 $     15   $      180
Maintenance Fee       Monthly                    $    -     $      -
Other                 Monthly                    $    -     $      -
Other                 Monthly                    $    -     $      -
Kids                                                  $   607      $   7,360
Allowance                 Monthly          $      20 $     20      $     240
Baby Supplies             Twice a Year     $     150 $     25      $     300
Babysitter & Daycare      Monthly          $      70 $     70      $     840
Child Support                              $
                          Monthly Locked for Demo 30 $     30      $     360
Kids Activities           Twice a Year     $     100 $     17
                         Go to: www.easyfinancialplanning.net      $     200
Toys                      Monthly          $     300
                                     for full version $   300      $   3,600
Other                     Weekly           $      20 $     80      $   1,040
Other                     Monthly          $      50 $     50      $     600
Other                     Monthly          $      15 $     15      $     180
Other                     Monthly                     $   -        $     -
Other                     Monthly                     $   -        $     -
Other                     Monthly                     $   -        $     -

Personal Care                                         $   607      $   7,360
Hair                      Monthly          $      20 $     20      $     240
Laundry                   Twice a Year     $     150 $     25      $     300
Spa & Massage             Monthly          $      70 $     70      $     840
Other                     Monthly Locked for Demo
                                           $      30 $     30      $     360
Other                    Go to: www.easyfinancialplanning.net
                          Twice a Year     $     100 $     17      $     200
Other                     Monthly    for full version $
                                           $     300      300      $   3,600
Other                     Weekly           $      20 $     80      $   1,040
Other                     Monthly          $      50 $     50      $     600
Other                     Monthly          $      15 $     15      $     180
Other                     Monthly                     $   -        $     -
Other                     Monthly                     $   -        $     -
Other                     Monthly                     $   -        $     -

Pets                                                      $ 607 $      7,360
Pet Food & Supplies          Monthly           $      20 $   20 $        240
Pet Grooming                 Twice a Year      $     150 $   25 $        300
Veterinary                   Monthly           $      70 $   70 $        840
Other                        Monthly           $      30 $
                                        Locked for Demo      30 $        360
Other                        Twice Year        $     100 $   17
                            Go to:awww.easyfinancialplanning.net $       200
Other                        Monthly           $     300 $
                                          for full version  300 $      3,600
Other                        Weekly            $      20 $   80 $      1,040
Other                        Monthly           $      50 $   50 $        600
Other                        Monthly           $      15 $   15 $        180
Other                        Monthly                      $ -    $       -
Other                        Monthly                      $ -    $       -
Other                        Monthly                      $ -    $       -

Taxes                                                      $ 607   $   7,360
Federal Tax                  Monthly            $      20 $   20   $     240
Local Tax                    Twice a Year       $     150 $   25   $     300
Property Tax                 Monthly            $      70 $   70   $     840
Sales Tax                    Monthly            $      30 $   30   $     360
State Tax                              Locked for 100 $
                             Twice a Year       $     Demo    17   $     200
Other                        Monthly            $     300 $  300
                            Go to: www.easyfinancialplanning.net   $   3,600
Other                        Weekly             $      20
                                          for full version $  80   $   1,040
Other                        Monthly            $      50 $   50   $     600
Other                        Monthly            $      15 $   15   $     180
Other                        Monthly                       $ -     $     -
Other                        Monthly                       $ -     $     -
Other                        Monthly                       $ -     $     -

Travel                                               $    607      $   7,360
Air Travel                 Monthly          $     20 $     20      $     240
Hotel                      Twice a Year     $   150 $      25      $     300
Rental Car & Taxi          Monthly          $     70 $     70      $     840
Vacation                   Monthly          $     30 $     30      $     360
State Tax                  Twice a Year     $   100 $      17      $     200
Other                      Monthly          $   300 $     300      $   3,600
Other                      Weekly   Locked for Demo $
                                            $     20       80      $   1,040
Other                      to: www.easyfinancialplanning.net
                        Go Monthly          $     50 $     50      $     600
Other                                       version $
                           Monthly for full $     15       15      $     180
Other                      Monthly                   $    -        $     -
Other                      Monthly                   $    -        $     -
Other                      Monthly                   $    -        $     -

Uncategorized                                            $  607    $   7,360
Cash & ATM                    Monthly           $     20 $    20   $     240
Check                         Twice a Year      $    150 $    25   $     300
Other                         Monthly           $     70 $    70   $     840
Other                               Locked for Demo $
                              Monthly           $     30      30   $     360
Other                  Go     Twice a Year      $    100 $
                            to: www.easyfinancialplanning.net 17   $     200
Other                                           $    300 $
                              Monthly for full version      300    $   3,600
Other                         Weekly            $     20 $    80   $   1,040
Other                         Monthly           $     50 $    50   $     600
Other                         Monthly           $     15 $    15   $     180
Other                         Monthly                    $   -     $     -
Other                         Monthly                    $   -     $     -
Other                         Monthly                    $   -     $     -
    Use this Budget
                                                                                                                                                                                                                                 11
 Category                      Jan           Feb            Mar            Apr            May            Jun            Jul            Aug            Sep            Oct            Nov            Dec        12 Months Year BudgetNov
                                                                                                                                                                                                                                     Summary                                 Chart:    Monthly (avg.)
                                                                                                                                                                                                                             to Date
  Income                   $ 5,550       $ 5,550        $ 5,550        $ 5,550        $ 5,550        $ 5,550        $ 5,550        $ 5,550        $ 5,550        $ 5,550        $ 5,550        $ 5,550        $ 66,600             61050




Paycheck                   $    3,400    $   3,400      $   3,400      $   3,400      $   3,400      $   3,400      $   3,400      $   3,400      $   3,400      $   3,400      $   3,400      $   3,400      $   40,800           37400



                                                                                                                                                                                                                                                  Income                              $5,550
Interest Income            $    2,000    $   2,000      $   2,000      $   2,000      $   2,000      $   2,000      $   2,000      $   2,000      $   2,000      $   2,000      $   2,000      $   2,000      $   24,000           22000




Bonus                      $       50    $      50      $      50      $      50      $      50      $      50      $      50      $      50      $      50      $      50      $      50      $      50      $      600            550




Other                      $      100    $     100      $     100      $     100      $     100      $     100      $     100      $     100      $     100      $     100      $     100      $     100      $    1,200           1100




Other                                                                                                                                                                                                         $      -                0
                                                                                                                                                                                                                                                Spending                                     $7,106


  Spending                 $ 9,980       $ 6,754        $ 8,044        $ 7,144        $ 6,579        $ 6,554        $ 6,694        $ 6,554        $ 7,169        $ 6,544        $ 6,704        $ 6,554        $ 22,939        78720 $(1,556) Net
Auto & Transport           $     856     $    970       $    760       $     760      $    770       $     760      $     760      $    770       $    760       $     760      $    770       $    760       $    9,456           8696




Auto Insurance             $     100     $    100       $    100       $     100      $    100       $     100      $     100      $    100       $    100       $     100      $    100       $    100       $    1,200           1100




Auto Payment               $     300     $    300       $    300       $     300      $    300       $     300      $     300      $    300       $    300       $     300      $    300       $    300       $    3,600           3300




Gas & Fuel                 $     200     $    200       $    200       $     200      $    200       $     200      $     200      $    200       $    200       $     200      $    200       $    200       $    2,400           2200




Parking                    $     160     $    160       $    160       $     160      $    160       $     160      $     160      $    160       $    160       $     160      $    160       $    160       $    1,920        Spending by Category
                                                                                                                                                                                                                                   1760




Public Transportation                    $     10                                     $     10                                     $     10                                     $     10                      $        40             40




Service & Parts            $      96                                                                                                                                                                          $        96             96




Licensing / Registration                 $    200                                                                                                                                                             $      200            200
                                                                                                                                                                                                                                                         $734
Other                                                                                                                                                                                                         $      -                0
                                                                                                                                                                                                                                                 $142
Other                                                                                                                                                                                                         $      -                         $142
                                                                                                                                                                                                                                             $142
                                                                                                                                                                                                                                      0




Other                                                                                                                                                                                                         $      -                0




                                                                                                                                                                                                                                            $250
Bills & Utilities          $     429     $    429       $    429       $     429      $    429       $     429      $     429      $    429       $    429       $     429      $    429       $    429       $    5,148           4719




                                                                                                                                                                                                                                      $429
Home Phone                 $     110     $    110       $    110       $     110      $    110       $     110      $     110      $    110       $    110       $     110      $    110       $    110       $    1,320           1210




Internet                   $      29     $     29       $     29       $      29      $     29       $      29      $      29      $     29       $     29       $      29      $     29       $     29       $      348            319




Mobile Phone               $     150     $    150       $    150       $     150      $    150       $     150      $     150      $    150       $    150       $     150      $    150       $    150       $    1,800
                                                                                                                                                                                                                                                                                             $3,957
                                                                                                                                                                                                                                   1650




Television                 $     100     $    100       $    100       $     100      $    100       $     100      $     100      $    100       $    100       $     100      $    100       $    100       $    1,200           1100


                                                                                                                                                                                                                                           $522
Utilities                  $      40     $     40       $     40       $      40      $     40       $      40      $      40      $     40       $     40       $      40      $     40       $     40       $      480            440




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0
                                                                                                                                                                                                                                                  $788
Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




                                                                                                                                                                                                                                  Home                          Auto & Transpor       Health & Fitnes
Business Services          $     121     $    111       $    111       $     111      $    111       $     121      $     111      $    111       $    111       $     111      $    111       $    121       $    1,362          Bills & Utiliti
                                                                                                                                                                                                                                   1241
                                                                                                                                                                                                                                                                Financial             Food & Dining
Advertising                $      40     $     40       $     40       $      40      $     40       $      40      $      40      $     40       $     40       $      40      $     40       $     40       $      480          Kids
                                                                                                                                                                                                                                    440
                                                                                                                                                                                                                                                                Taxes                 Other
Legal                      $      30     $     30       $     30       $      30      $     30       $      30      $      30      $     30       $     30       $      30      $     30       $     30       $      360            330




Office Supplies            $       1     $      1       $      1       $       1      $      1       $       1      $       1      $      1       $      1       $       1      $      1       $      1       $       12              11




Printing                   $      10                                                                 $      10                                                                                 $     10       $       30              20




Shipping                   $      40     $         40   $         40   $         40   $         40   $      40      $         40   $         40   $         40   $         40   $         40   $     40       $      480       Spending by Month
Other                                                                                                                                                                                                         $      -                0




                                                                                                                                                                                                                               $12,000
Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -         $10,0000




Other                                                                                                                                                                                                         $      -                0




Education                  $      50     $     50 $     50 $                     50   $         50   $         50   $         50   $         50   $         50   $         50   $         50   $         50   $      600        $8,000
                                                                                                                                                                                                                                    550




Books & Supplies           $      50     $   Locked for Demo
                                               50 $     50 $                     50   $         50   $         50   $         50   $         50   $         50   $         50   $         50   $         50   $      600            550




Student Loan                   Go to: www.easyfinancialplanning.net                                                                                                                                           $      -
                                                                                                                                                                                                                                $6,000
                                                                                                                                                                                                                                      0




Tuition                                  for full version                                                                                                                                                     $      -                0




Other                                                                                                                                                                                                         $      -
Other                                                                                                                                                                                                         $      -          $4,000
Other                                                                                                                                                                                                         $      -
Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -          $2,0000




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0



                                                                                                                                                                                                                                           $0
                                             Locked for Demo                                                                                                                                                                                    Jan      Mar      May       Jul       Sep       Nov
Entertainment                  to: $   135 $     135 $   135 $
                           $Go 135 www.easyfinancialplanning.net                           135       $     135      $     135      $    135       $    135       $     135      $    135       $    135       $    1,620           1485




Amusement                  $            60 $      60
                                60 $ for full version $   60 $                              60       $      60      $      60      $     60       $     60       $      60      $     60       $     60       $      720            660




Arts                       $    25 $    25 $      25 $    25 $                              25       $      25      $      25      $     25       $     25       $      25      $     25       $     25       $      300            275




Movies & DVDs              $    15 $    15 $      15 $    15 $                              15       $      15      $      15      $     15       $     15       $      15      $     15       $     15       $      180            165




Music                      $    20 $    20 $      20 $    20 $                              20       $      20      $      20      $     20       $     20       $      20      $     20       $     20       $      240            220




Newspapers & Magazines     $    15 $    15 $      15 $    15 $                              15       $      15      $      15      $     15       $     15       $      15      $     15       $     15       $      180            165




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




Other                                 Locked for Demo                                                                                                                                                         $      -                0




                             Go to: www.easyfinancialplanning.net
Fees & Charges             $     4 $   for full version$
                                         4 $        4       4 $                                 4    $         4    $         4    $         4    $         4    $         4    $         4    $         4    $          48           44




ATM Fee                    $         2   $         2    $         2    $         2    $         2    $         2    $         2    $         2    $         2    $         2    $         2    $         2    $          24           22




Bank Fee                   $         2   $         2    $         2    $         2    $         2    $         2    $         2    $         2    $         2    $         2    $         2    $         2    $          24           22




Finance Charge                                                                                                                                                                                                $      -                0




Late Fee                                                                                                                                                                                                      $      -                0




Service Fee                                                                                                                                                                                                   $      -                0




Other                                                                                                                                                                                                         $      -                0




Other                               Locked for Demo                                                                                                                                                           $      -                0




Other                      Go to: www.easyfinancialplanning.net                                                                                                                                               $      -                0




Other                                for full version                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




Financial                  $    3,000    $     -        $     -        $     -        $     -        $     -        $     -        $     -        $     -        $     -        $     -        $     -        $    3,000           3000




Financial Advisor                                                                                                                                                                                             $      -                0




Life Insurance             $    3,000                                                                                                                                                                         $    3,000           3000




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




Other                                    Locked for Demo                                                                                                                                                      $      -                0




Other                           Go to: www.easyfinancialplanning.net                                                                                                                                          $      -                0




Other                                     for full version                                                                                                                                                    $      -                0




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




Food & Dining              $   145 $   110 $      260 $  210 $                             110       $     110      $     110      $    110       $    210       $     110      $    110       $    110       $    1,705           1595




Alcohol & Bars             $    20 $    20 $       20 $   20 $                              20       $      20      $      20      $     20       $     20       $      20      $     20       $     20       $      240            220




Coffee Shops               $    25           $    150                                                                                                                                                         $      175            175




Fast Food                  $            60         60 $
                                70 $ Locked$for Demo      60 $                                  60   $         60   $         60   $         60   $     60       $         60   $         60   $         60   $      730            670




Groceries                       30 $    30 $       30 $   30 $
                           $Go to: www.easyfinancialplanning.net                                30   $         30   $         30   $         30   $     30       $         30   $         30   $         30   $      360            330




Restaurants                           for full version $ 100                                                                                      $    100                                                    $      200            200




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




Other                                                                                                                                                                                                         $      -                0




                                        Locked for Demo
                               Go to: www.easyfinancialplanning.net
                                     Locked for Demo
Gifts & Donations       $      to: $   20 $
                            Go 45 www.easyfinancialplanning.net 20 $
                                                 170 $  20 $                               20    $      20    $      20    $      20    $      20    $      20    $      20    $     415     395




Charity                 $      20 $    20 $       20 $
                                      for full version  20 $    20 $                       20    $      20    $      20    $      20    $      20    $      20    $      20    $     240     220




Gift                    $      25               $    150                                                                                                                       $     175     175




Other                                                                                                                                                                          $     -         0




Other                                                                                                                                                                          $     -         0




Other                                                                                                                                                                          $     -         0




Other                                                                                                                                                                          $     -         0




Other                                                                                                                                                                          $     -         0




Other                                                                                                                                                                          $     -         0




Other                                                                                                                                                                          $     -         0




Other                                Locked for Demo                                                                                                                           $     -         0




Other                       Go to: www.easyfinancialplanning.net                                                                                                               $     -         0




Other                                 for full version                                                                                                                         $     -         0




Health & Fitness        $     525   $    490    $    640    $    590    $    490    $     490    $     490    $     490    $     590    $     490    $     490    $     490    $    6,265   5775




Dentist                 $      20   $     20    $     20    $     20    $     20    $      20    $      20    $      20    $      20    $      20    $      20    $      20    $      240    220




Doctor                  $      25               $    150                                                                                                                       $      175    175




Eyecare                 $      70   $     60    $     60    $     60    $     60    $      60    $      60    $      60    $      60    $      60    $      60    $      60    $      730    670




Gym                     $      30   $     30    $     30    $     30    $     30    $      30    $      30    $      30    $      30    $      30    $      30    $      30    $      360    330




Health Insurance                                            $    100                                                       $     100                                           $      200    200




Pharmacy                $     300   $    300    $    300    $    300    $    300    $     300    $     300    $     300    $     300    $     300    $     300    $     300    $    3,600   3300




Sports                  $      80   $     80    $     80    $     80    $     80    $      80    $      80    $      80    $      80    $      80    $      80    $      80    $      960
                                  Locked for Demo                                                                                                                                            880




Other                                                                                                                                                                          $      -
                         Go to: www.easyfinancialplanning.net                                                                                                                                  0




Other                                                                                                                                                                          $      -
                                   for full version
                                                                                                                                                                                               0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Home                    $   3,960   $   3,925   $   4,075   $   4,025   $   3,925   $   3,925    $   3,925    $   3,925    $   4,025    $   3,925    $   3,925    $   3,925    $   47,485   43560




Furnishings             $      20   $      20   $      20   $      20   $      20   $      20    $      20    $      20    $      20    $      20    $      20    $      20    $      240    220




Home Improvement        $      25               $     150                                                                                                                      $      175    175




Home Insurance          $      70   $     60    $     $60 60 $     60               $      60    $      60    $      60    $       60   $      60    $      60    $      60    $      730    670




Home Services           $      30   $     30    $     $30 30 $     30               $      30    $      30    $      30    $       30   $      30    $      30    $      30    $      360    330




Home Supplies                                         $ 100                                                                $     100                                           $      200    200




Lawn & Garden           $    300 $               Demo 300 $
                                    Locked for 300 $
                                     300 $                       300                $     300    $     300    $     300    $     300    $     300    $     300    $     300    $    3,600   3300




Mortgage & Rent         $ Go to: www.easyfinancialplanning.net 3,500
                           3,500 $ 3,500 $ 3,500 $ 3,500 $                          $   3,500    $   3,500    $   3,500    $   3,500    $   3,500    $   3,500    $   3,500    $   42,000   38500




Home Owners Assoc       $    -    $  for full version$
                                      -    $     -      -    $   -                  $     -      $     -      $     -      $     -      $     -      $     -      $     -      $      -        0




Maintenance Fee         $      15 $     15 $       15 $   15 $     15               $       15   $       15   $       15   $       15   $       15   $       15   $       15   $      180    165




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Kids                    $   145 $   110 $      260 $  210 $                  110    $     110    $     110    $     110    $     210    $     110    $     110    $     110    $    1,705   1595




Allowance               $    20 $    20 $       20 $   20 $                   20    $      20    $      20    $      20    $      20    $      20    $      20    $      20    $      240    220




Baby Supplies           $    25           $    150                                                                                                                             $      175    175




Babysitter & Daycare    $            60         60 $
                             70 $ Locked$for Demo      60 $                   60    $      60    $      60    $      60    $      60    $      60    $      60    $      60    $      730    670




Child Support                30 $    30 $       30 $   30 $
                        $Go to: www.easyfinancialplanning.net                 30    $      30    $      30    $      30    $      30    $      30    $      30    $      30    $      360    330




Kids Activities                    for full version $ 100                                                                  $     100                                           $      200    200




Toys                                                                                                                                                                           $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Personal Care           $   115 $     80 $     230 $    80 $   105                  $      80    $     230    $      80    $     105    $      80    $     230    $      80    $    1,495   1415




Hair                    $    20 $ Locked for Demo
                                      20 $      20 $    20 $    20                  $      20    $      20    $      20    $      20    $      20    $      20    $      20    $      240    220




Laundry                 $ Go to: www.easyfinancialplanning.net
                             25           $    150         $    25                               $     150                 $      25                 $     150                 $      525    525




Spa & Massage           $    70 $   for full version$
                                      60 $      60      60 $    60                  $      60    $      60    $      60    $      60    $      60    $      60    $      60    $      730    670




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




                                   Locked for Demo
Pets                         to: $
                        $ Go115 www.easyfinancialplanning.net
                                     80 $      230 $   80 $                   80    $      80    $      80    $      80    $      80    $      80    $      80    $      80    $    1,145   1065




Pet Food & Supplies     $    20 $   for full version$
                                     20 $       20     20 $                   20    $      20    $      20    $      20    $      20    $      20    $      20    $      20    $      240    220




Pet Grooming            $      25               $    150                                                                                                                       $      175    175




Veterinary              $      70   $     60    $     60    $     60    $     60    $      60    $      60    $      60    $      60    $      60    $      60    $      60    $      730    670




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                Locked for Demo                                                                                                                           $      -        0




Other                       Go to: www.easyfinancialplanning.net                                                                                                               $      -        0




                                      for full version
Taxes                   $     145   $    110    $    260    $    210    $    110    $     110    $     110    $     110    $     210    $     110    $     110    $     110    $    1,705   1595




Federal Tax             $      20   $     20    $     20    $     20    $     20    $      20    $      20    $      20    $      20    $      20    $      20    $      20    $      240    220




Local Tax               $      25               $    150                                                                                                                       $      175    175




Property Tax            $      70   $     60    $     60    $     60    $     60    $      60    $      60    $      60    $      60    $      60    $      60    $      60    $      730    670




Sales Tax               $      30   $     30    $     30    $     30    $     30    $      30    $      30    $      30    $      30    $      30    $      30    $      30    $      360    330




State Tax                                                   $    100                                                       $     100                                           $      200    200




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                Locked for Demo                                                                                                                           $      -        0




Other                       Go to: www.easyfinancialplanning.net                                                                                                               $      -        0




Other                                                                                                                                                                          $      -
                                      for full version                                                                                                                                         0




Other                                                                                                                                                                          $      -        0




Travel                  $     145   $    110    $    260    $    210    $    110    $     110    $     110    $     110    $     210    $     110    $     110    $     110    $    1,705   1595




Air Travel              $      20   $     20    $     20    $     20    $     20    $      20    $      20    $      20    $      20    $      20    $      20    $      20    $      240    220




Hotel                   $      25               $    150                                                                                                                       $      175    175




Rental Car & Taxi       $      70   $     60    $     60    $     60    $     60    $      60    $      60    $      60    $      60    $      60    $      60    $      60    $      730    670




Vacation                $      30   $     30    $     30    $     30    $     30    $      30    $      30    $      30    $      30    $      30    $      30    $      30    $      360    330




State Tax                                                   $    100                                                       $     100                                           $      200    200




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -
                                 Locked for Demo                                                                                                                                               0




Other                                                                                                                                                                          $      -
                        Go to: www.easyfinancialplanning.net                                                                                                                                   0




Other                                                                                                                                                                          $      -
                                  for full version
                                                                                                                                                                                               0




Other                                                                                                                                                                          $      -        0




Other                                                                                                                                                                          $      -        0




Uncategorized           $      45   $     20    $    170    $     20    $     20    $      20    $      20    $      20    $      20    $      20    $      20    $      20    $     415     395




Cash & ATM              $      20   $     20    $     20    $     20    $     20    $      20    $      20    $      20    $      20    $      20    $      20    $      20    $     240     220




Check                   $      25               $    150                                                                                                                       $     175     175




Other                                                                                                                                                                          $     -         0




Other                           Locked for Demo                                                                                                                                $     -         0




Other                  Go to: www.easyfinancialplanning.net                                                                                                                    $     -         0




Other                            for full version                                                                                                                              $     -         0




Other                                                                                                                                                                          $     -         0




Other                                                                                                                                                                          $     -         0




Other                                                                                                                                                                          $     -         0




Other                                                                                                                                                                          $     -         0




Other                                                                                                                                                                          $     -         0




Other                                                                                                                                                                          $     -         0
                                             OR
                                                                                                                                                                                            11
 Category                      Jan          Feb             Mar         Apr         May         Jun         Jul         Aug         Sep       Oct       Nov       Dec   Year to Date Year Tracking Summary
                                                                                                                                                                                          to Date Nov                                                   Chart: January

  Income                   $ 9,400       $ 9,425        $ 9,550     $ 6,000     $ 6,000     $ 6,000     $ 6,000     $ 6,000     $    -    $    -    $    -    $    -    $ 58,375       ####
Paycheck                   $   6,000    $    6,000      $   6,000   $   6,000   $   6,000   $   6,000   $   6,000   $   6,000                                           $   48,000     ####
                                                                                                                                                                                                                     Income                                       $9,400
Interest Income            $   3,400    $    3,400      $   3,400                                                                                                       $   10,200     ####
Bonus                      $     -      $       25      $     150                                                                                                       $      175    $ 175
Other                                                                                                                                                                   $      -      $ -
Other                                                                                                                                                                   $      -      $ -                     Spending                                                 $9,911
                                                                                                                                                                                      $ -
                           Under         Under           Under
                           Budget        Budget          Budget                                                                                                                       $ -
  Spending                                                                                                                                                                                                                Net
                                                                                                                                                                                                                       $(511)
                           $ 4,556       $ 4,306        $ 5,071     $    -      $    -      $    -      $    -      $    -      $    -    $    -    $    -    $    -    $ 13,933       ####
Auto & Transport           $     460    $     650       $    550    $     -     $     -     $     -     $     -     $     -     $     -   $     -   $     -   $     -   $    1,660     ####
Auto Insurance             $     200    $     200       $    200                                                                                                        $      600    $ 600
Auto Payment               $     100    $     100       $    100                                                                                                        $      300    $ 300
Gas & Fuel                                                                                                                                                              $      -      $ -
                                                                                                                                                                                                 Spending by Month
Parking                                                                                                                                                                 $      -      $ -
Public Transportation      $     100    $     120       $    100                                                                                                        $      320    $ 320$12,000
Service & Parts                         $     170                                                                                                                       $      170    $ 170
                                                                                                                                                                                              $10,000
                                                                                                                                                                                              $10,000
Licensing / Registration                                                                                                                                                $      -      $ -
Other                      $      60    $          60   $     70                                                                                                        $      190    $ 190 $9,000
                                                                                                                                                                                                 $8,000
Other                                                   $     35                                                                                                        $        35   $ 35 $8,000
Other                                                   $     45                                                                                                        $        45   $ 45 $7,000
                                                                                                                                                                                                 $6,000     4,844
                                                                                                                                                                                                                     5,119
                                                                                                                                                                                      $ -        $6,000                      4,479

Bills & Utilities          $     200    $     150       $    200    $     -     $     -     $     -     $     -     $     -     $     -   $     -   $     -   $     -   $      550          $5,000
                                                                                                                                                                                      $ 550 $4,000
Home Phone                 $     100    $     100       $    100                                                                                                        $      300    $ 300 $4,000
Internet                                                                                                                                                                $      -      $ -   $3,000
                                                                                                                                                                                            $2,000
Mobile Phone               $      50    $      -        $     50                                                                                                        $      100    $ 100 $2,000
Television                 $      50    $          50   $     50                                                                                                        $      150    $ 150 $1,000
                                                                                                                                                                                                $0
Utilities                                                                                                                                                               $      -      $ -       $0
Other                                                                                                                                                                   $      -      $ - -$2,000           Jan              Mar         May           Jul        Sep          Nov
                                                Locked for Demo
Other                                                                                                                                                                   $      -      $ -
                                       Go to: www.easyfinancialplanning.net                                                                                                                   -$4,000                                Spending         Income
Other                                                                                                                                                                   $      -      $ -
                                                 for full version
Other                                                                                                                                                                   $      -      $ -
                                                                                                                                                                                              -$6,000
Other                                                                                                                                                                   $      -      $ -
                                                                                                                                                                                      $ -                   Jan              Mar         May           Jul         Sep          Nov
Business Services          $     280 $        270 $     274 $    - $    -   $                     -     $     -     $     -     $     -   $     -   $     -   $     -   $      824    $ 824
Advertising                $       40 $         40 $      46                                                                                                            $      126    $ 126
Legal                      $       30 $         30 $      38                                                                                                            $        98   $ 98                          Income                     Spending                   Net
Office Supplies            $       40 $         40 $      40                                                                                                            $      120    $ 120
Printing                   $       30 $         30 $      30                                                                                                            $        90   $ 90
Shipping                   $       40 $         40 $      40                                                                                                            $      120    $ 120      Actual Spending by Category
Other                      $     -    $       -     $   -                                                                                                               $      -      $ -
Other                      $       70 $         60 Locked for Demo
                                                    $     50                                                                                                            $      180    $ 180
Other                      $        Go
                                   30 $to:    www.easyfinancialplanning.net
                                                30 $      30                                                                                                            $        90   $ 90                                                                   $1,182
Other
                                                        for full version                                                                                                $      -      $ -
Other                                                                                                                                                                   $      -      $ -
                                                                                                                                                                                      $ -                                                                                 $1,007
Education                  $     550    $     550       $    550    $     -     $     -     $     -     $     -     $     -     $     -   $     -   $     -   $     -   $    1,650     ####
Books & Supplies           $      10    $      10       $     10                                                                                                        $        30   $ 30         $4,152
Student Loan               $     500    $     500       $    500                                                                                                        $    1,500     ####
Tuition                                                                                                                                                                 $      -      $ -
                                                                                                                                                                                                                                                                               $595
Other                                                                                                                                                                   $      -      $ -
Other                                                                                                                                                                   $      -      $ -
Other                      $      30    $          30   $     30                                                                                                        $        90   $ 90                                                                                 $595
Other                                              Locked for Demo                                                                                                      $      -      $ -
Other                      $      10 Go
                                      $     to: www.easyfinancialplanning.net
                                                10 $     10                                                                                                             $        30   $ 30                                                                              $595
Other                                               for full version                                                                                                    $      -      $ -
Other                                                                                                                                                                   $      -      $ -                                     $595                            $595
                                                                                                                                                                                                                                               $595
                                                                                                                                                                                      $ -
Entertainment              $     282 $   187 $    454 $    -   $   -                        $     -     $     -     $     -     $     -   $     -   $     -   $     -   $      923    $ 923
Amusement                  $      60 $    60 $     60                                                                                                                   $      180    $ 180
                                                                                                                                                                                                    Finan     Fees           Food     Gifts    Healt   Home      Kids     Perso   Other
Arts                       $     100 $    75 $    200                                                                                                                   $      375    $ 375
Movies & DVDs              $      50                                                                                                                                    $        50   $ 50
Music                      $      15 $    15 $     25                                                                                                                   $        55   $ 55
Newspapers & Magazines     $      22 $    22 $     44                                                                                                                   $        88   $ 88
Other                      $      15 $              for
                                          15 Locked30 Demo
                                               $                                                                                                                        $        60   $ 60Actual      Spending - Other Category Detail
Other                      $       Go
                                  20 to: www.easyfinancialplanning.net
                                               $   40                                                                                                                   $        60   $ 60
Other                                                   for full version                                                                                                $      -      $ -
                                                                                                                                                                                                                                     $200
Other                                                   $     55                                                                                                        $        55   $ 55                             $280                                    $595
Other                                                                                                                                                                   $      -      $ -
                                                                                                                                                                                      $ -
                                                                                                                                                                                                            $282
Fees & Charges             $   1,007    $     862       $   1,039   $     -     $     -     $     -     $     -     $     -     $     -   $     -   $     -   $     -   $    2,908     ####
ATM Fee                    $     150    $     150       $     250                                                                                                       $      550    $ 550
Bank Fee                   $     100    $      75       $      80                                                                                                       $      255    $ 255                                                                                    $595
Finance Charge             $      50                                                                                                                                    $        50   $ 50           $460
Late Fee                   $      15    $      15       $    25                                                                                                         $        55   $ 55
Service Fee                $      22    $      22       $    44                                                                                                         $        88   $ 88
Other                      $     650    $     600       $   600                                                                                                         $    1,850     ####
Other                      $      20                    $ Locked
                                                             40
                                                          for Demo                                                                                                      $        60   $ 60
Other                                   Go to: www.easyfinancialplanning.net                                                                                            $      -      $ -
Other                                                                                                                                                                   $      -      $ -                   $550                                                         $595
                                                  for full version
Other                                                                                                                                                                   $      -      $ -
                                                                                                                                                                                      $ -                                                     $595
Financial                  $   1,182 $ 1,112 $ 1,254 $      -  $    -   $                         -     $     -     $     -     $     -   $     -   $     -   $     -   $    3,548     ####
Financial Advisor          $      60 $     60 $    60                                                                                                                   $      180    $ 180
                                                                                                                                                                                                      Pets                   Taxes            Trave            Uncat            Educa
Life Insurance             $   1,000 $ 1,000 $ 1,000                                                                                                                    $    3,000     ####
Other                      $      50                                                                                                                                    $        50   $ 50
                                                                                                                                                                                                      Auto                   Enter            Busin            Bills
Other                      $      15 $     15 $    25                                                                                                                   $        55   $ 55
Other                      $      22 $     22 $    44                                                                                                                   $        88   $ 88
Other                      $      15 $     15 Locked for Demo
                                               $   30                                                                                                                   $        60   $ 60
Other                      $       Go to: www.easyfinancialplanning.net
                                  20           $   40                                                                                                                   $        60   $ 60
Other                                                   for full version                                                                                                $      -      $ -
Other                                                   $     55                                                                                                        $        55   $ 55
Other                                                                                                                                                                   $      -      $ -
                                                                                                                                                                                      $ -
Food & Dining              $     595    $     525       $    750    $     -     $     -     $     -     $     -     $     -     $     -   $     -   $     -   $     -   $    1,870     ####
Alcohol & Bars             $      20    $      20       $     20                                                                                                        $        60   $ 60
Coffee Shops               $      15    $      45       $     25                                                                                                        $        85   $ 85
Fast Food                  $      60    $      60       $     60                                                                                                        $      180    $ 180
Groceries                                                                                                                                                               $      -      $ -
Restaurants                                                                                                                                                             $      -      $ -
Other                      $     300    $     300 Locked for Demo
                                                  $     300                                                                                                             $      900    $ 900
Other                      $     100   Go
                                        $   to: www.easyfinancialplanning.net
                                              100 $     120                                                                                                             $      320    $ 320
Other                      $     100                    full
                                                  $ for 150 version                                                                                                     $      250    $ 250
Other                                             $      30                                                                                                             $        30   $ 30
Other                                             $      45                                                                                                             $        45   $ 45
Other                                                                                                                                                                   $      -      $ -
Other                                                                                                                                                                   $      -      $ -
                                                                                                                                                                                      $ -
Gifts & Donations          $     595    $     525       $    750    $     -     $     -     $     -     $     -     $     -     $     -   $     -   $     -   $     -   $    1,870     ####
Charity                    $      20    $      20       $     20                                                                                                        $        60   $ 60
Gift                       $      15    $      45       $     25                                                                                                        $        85   $ 85
Other                      $      60    $      60       $     60                                                                                                        $      180    $ 180
Other                                          Locked for Demo                                                                                                          $      -      $ -
Other                                Go to: www.easyfinancialplanning.net                                                                                               $      -      $ -
Other                      $     300 $             300
                                          300 $ for full version                                                                                                        $      900    $ 900
Other                      $     100    $     100       $    120                                                                                                        $      320    $ 320
Other                      $     100                    $    150                                                                                                        $      250    $ 250
Other                                                   $     30                                                                                                        $        30   $ 30
Other                                                   $     45                                                                                                        $        45   $ 45
Other                                                                                                                                                                   $      -      $ -
Other                                                                                                                                                                   $      -      $ -
                                                                                                                                                                                      $ -
Health & Fitness       $   595   $   525   $   750   $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -      $   1,870     ####
Dentist                $    20   $    20   $    20                                                                                               $       60   $ 60
Doctor                 $    15   $    45   $    25                                                                                               $       85   $ 85
Eyecare                $    60   $    60   $    60                                                                                               $     180    $ 180
Gym                                    Locked for Demo                                                                                           $     -      $ -
Health Insurance             Go to: www.easyfinancialplanning.net                                                                                $     -      $ -
Pharmacy               $   300 $    300 for full version
                                        $    300                                                                                                 $     900    $ 900
Sports                 $   100   $   100   $   120                                                                                               $     320    $ 320
Other                  $   100             $   150                                                                                               $     250    $ 250
Other                                      $    30                                                                                               $       30   $ 30
Other                                      $    45                                                                                               $       45   $ 45
Other                                                                                                                                            $     -      $ -
Other                                                                                                                                            $     -      $ -
                                                                                                                                                              $ -
Home                   $   595   $   525   $   750   $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -      $   1,870     ####
Furnishings            $    20   $    20   $    20                                                                                               $       60   $ 60
Home Improvement       $    15   $    45   $    25                                                                                               $       85   $ 85
Home Insurance         $    60   $    60   $    60                                                                                               $     180    $ 180
Home Services                                                                                                                                    $     -      $ -
                                        Locked for Demo
Home Supplies                                                                                                                                    $     -      $ -
                              Go to: www.easyfinancialplanning.net
Lawn & Garden          $   300 $    300 $    300                                                                                                 $     900    $ 900
                                         for full version
Mortgage & Rent        $   100   $   100   $   120                                                                                               $     320    $ 320
Your Categories:       $   100             $   150                                                                                               $     250    $ 250
Home Owners Assoc                          $    30                                                                                               $       30   $ 30
Maintenance Fee                            $    45                                                                                               $       45   $ 45
Other                                                                                                                                            $     -      $ -
Other                                                                                                                                            $     -      $ -
                                                                                                                                                              $ -
Kids                   $   595   $   525   $   750   $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -      $   1,870     ####
Allowance              $    20   $    20   $    20                                                                                               $       60   $ 60
Baby Supplies          $    15   $    45   $    25                                                                                               $       85   $ 85
Babysitter & Daycare   $    60   $    60   $    60                                                                                               $     180    $ 180
Child Support                          Locked for Demo                                                                                           $     -      $ -
Kids Activities              Go to: www.easyfinancialplanning.net                                                                                $     -      $ -
Toys                   $   300 $    300 for full version
                                        $    300                                                                                                 $     900    $ 900
Other                  $   100   $   100   $   120                                                                                               $     320    $ 320
Other                  $   100             $   150                                                                                               $     250    $ 250
Other                                      $    30                                                                                               $       30   $ 30
Other                                      $    45                                                                                               $       45   $ 45
Other                                                                                                                                            $     -      $ -
Other                                                                                                                                            $     -      $ -
                                                                                                                                                              $ -
Personal Care          $   595   $   525   $   750   $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -      $   1,870     ####
Hair                   $    20   $    20   $    20                                                                                               $       60   $ 60
Laundry                $    15   $    45   $    25                                                                                               $       85   $ 85
Spa & Massage          $    60   $    60   $    60                                                                                               $     180    $ 180
Other                                   Locked for Demo                                                                                          $     -      $ -
Other                         Go to: www.easyfinancialplanning.net                                                                               $     -      $ -
Other                  $   300 $    300 $    300
                                         for full version                                                                                        $     900    $ 900
Other                  $   100   $   100   $   120                                                                                               $     320    $ 320
Other                  $   100             $   150                                                                                               $     250    $ 250
Other                                      $    30                                                                                               $       30   $ 30
Other                                      $    45                                                                                               $       45   $ 45
Other                                                                                                                                            $     -      $ -
Other                                                                                                                                            $     -      $ -
                                                                                                                                                              $ -
Pets                   $   595   $   525   $   750   $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -      $   1,870     ####
Pet Food & Supplies    $    20   $    20   $    20                                                                                               $       60   $ 60
Pet Grooming           $    15   $    45   $    25                                                                                               $       85   $ 85
Veterinary             $    60   $    60   $    60                                                                                               $     180    $ 180
Other                                   Locked for Demo                                                                                          $     -      $ -
Other                         Go to: www.easyfinancialplanning.net                                                                               $     -      $ -
Other                  $   300 $    300 $for full version
                                             300                                                                                                 $     900    $ 900
Other                  $   100   $   100   $   120                                                                                               $     320    $ 320
Other                  $   100             $   150                                                                                               $     250    $ 250
Other                                      $    30                                                                                               $       30   $ 30
Other                                      $    45                                                                                               $       45   $ 45
Other                                                                                                                                            $     -      $ -
Other                                                                                                                                            $     -      $ -
                                                                                                                                                              $ -
Taxes                  $   595   $   525   $   750   $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -      $   1,870     ####
Federal Tax            $    20   $    20   $    20                                                                                               $       60   $ 60
Local Tax              $    15   $    45   $    25                                                                                               $       85   $ 85
Property Tax           $    60   $    60   $    60                                                                                               $     180    $ 180
Sales Tax                                Locked for Demo                                                                                         $     -      $ -
State Tax                      Go to: www.easyfinancialplanning.net                                                                              $     -      $ -
Other                  $   300 $             300
                                    300 $ for full version                                                                                       $     900    $ 900
Other                  $   100   $   100   $   120                                                                                               $     320    $ 320
Other                  $   100             $   150                                                                                               $     250    $ 250
Other                                      $    30                                                                                               $       30   $ 30
Other                                      $    45                                                                                               $       45   $ 45
Other                                                                                                                                            $     -      $ -
Other                                                                                                                                            $     -      $ -
                                                                                                                                                              $ -
Travel                 $   595   $   525   $   750   $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -      $   1,870     ####
Air Travel             $    20   $    20   $    20                                                                                               $       60   $ 60
Hotel                  $    15   $    45   $    25                                                                                               $       85   $ 85
Rental Car & Taxi      $    60   $    60   $    60                                                                                               $     180    $ 180
Vacation                                                                                                                                         $     -      $ -
State Tax                               Locked for Demo                                                                                          $     -      $ -
Other                  $       Go to: www.easyfinancialplanning.net
                           300 $  300 $   300                                                                                                    $     900    $ 900
Other                  $   100 $  100 $ for full version
                                          120                                                                                                    $     320    $ 320
Other                  $   100             $   150                                                                                               $     250    $ 250
Other                                      $    30                                                                                               $       30   $ 30
Other                                      $    45                                                                                               $       45   $ 45
Other                                                                                                                                            $     -      $ -
Other                                                                                                                                            $     -      $ -
                                                                                                                                                              $ -
Uncategorized          $   595   $   525   $   750   $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -    $    -      $   1,870     ####
Cash & ATM             $    20   $    20   $    20                                                                                               $       60   $ 60
Check                  $    15   $    45   $    25                                                                                               $       85   $ 85
Other                  $    60   $    60   $    60                                                                                               $     180    $ 180
Other                                     Locked for Demo                                                                                        $     -      $ -
Other                            Go to: www.easyfinancialplanning.net                                                                            $     -      $ -
Other                  $   300 $   300 $   for full version
                                            300                                                                                                  $     900    $ 900
Other                  $   100   $   100   $   120                                                                                               $     320    $ 320
Other                  $   100             $   150                                                                                               $     250    $ 250
Other                                      $    30                                                                                               $       30   $ 30
Other                                      $    45                                                                                               $       45   $ 45
Other                                                                                                                                            $     -      $ -
Other                                                                                                                                            $     -      $ -


                       $ (5,138) $ (5,388) $ (4,623) $ (9,694) $ (9,694) $ (9,694) $ (9,694) $ (9,694) $ (9,694) $ (9,694) $ (9,694) $ (9,694)
Year to Date Nov                                                                                                  Year to Date Nov
  Category                           Budget     Actuals         Compare       Budget vs Tracking Summary
  Income                            #######      $58,375        ($54,375)
  Paycheck                            $90,200         $48,000     ($42,200)                  Budget                                  $58,375




                                                                                 Income
                                                                                                       Budget                                              $112,750
  Interest Income                     $22,000         $10,200     ($11,800)                 Income
  Bonus                                  $550            $175        ($375)                  Actuals   Tracking                      $58,375               $112,750
  Other                                    $0              $0           $0




                                                                                 Spending
  Other                                    $0              $0           $0                   Budget               $13,933                                  $106,630
                                                                                Spending
                                                                                             Actuals              $13,933                                  $106,630
  Spending                            ###### $ 13,933           ($92,697)
  Auto & Transport                    $19,177          $1,660     ($17,517)
                                                                                             Budget
                                                                                                            $6,120             $44,442




                                                                                 Net
  Auto Insurance                       $3,850            $600      ($3,250)                    Net
                                                                                             Actuals        $6,120             $44,442
  Auto Payment                           $183            $300         $117
  Gas & Fuel                          $13,200              $0     ($13,200)
  Parking                              $1,760              $0      ($1,760)
  Public Transportation                  $183            $320         $137
  Service & Parts                          $0            $170         $170    Top Over Budget Categories
  Licensing / Registration                 $0              $0           $0
  Other                                    $0            $190         $190                                                                          Over Budget
                                                                              $70,000
  Other                                    $0             $35          $35                     $59015
  Other                                    $0             $45          $45    $60,000

                                                                              $50,000
  Bills & Utilities                   $3,637       $550     ($3,087)
  Home Phone                          $1,100       $300       ($800)          $40,000
  Internet                              $429         $0       ($429)
  Mobile Phone                        $1,100       $100     ($1,000)          $30,000
  Television                            $550       $150       ($400)          $20,000
                                                                                                         $17517
  Utilities                             $458         $0       ($458)
                                                                                                                    $7782
  Other                                   $0         $0          $0           $10,000                                       $4803   $4803   $4803   $4803
                                 Locked for Demo
  Other                                   $0         $0          $0
                      Go to:   www.easyfinancialplanning.net                            $0
  Other                                   $0         $0          $0
                                  for full version                                            Educa Auto            Finan   Food    Gifts   Healt   Home
  Other                                   $0         $0          $0
  Other                                   $0         $0          $0

  Business Services                    $3,663      $824      ($2,839)
  Advertising                            $825      $126        ($699)         Top Under Budget Categories
  Legal                                  $363       $98        ($265)
                                                                                                                                                     Under Budget
  Office Supplies                        $825      $120        ($705)
                                                                              $3,500
  Printing                               $825       $90        ($735)
                                                                                              $2908
  Shipping                               $825      $120        ($705)         $3,000
  Other                                    $0        $0           $0
                                 Locked for Demo $180                         $2,500
  Other                                    $0                   $180
  Other           Go     to:   www.easyfinancialplanning.net
                                           $0       $90          $90          $2,000
  Other                                    version
                                  for full $0        $0           $0
                                                                              $1,500
  Other                                    $0             $0           $0
                                                                              $1,000
  Education                         $60,665       $1,650   ($59,015)
  Books & Supplies                  $55,000          $30   ($54,970)           $500
                                                                                                         #N/A       #N/A    #N/A    #N/A     #N/A    #N/A     #N/A
  Student Loan                        $5,500      $1,500    ($4,000)               $0
  Tuition                               $165          $0      ($165)
                                                                                              Fees       #N/A       #N/A    #N/A    #N/A     #N/A    #N/A     #N/A
  Other                                   $0          $0         $0
  Other                                   $0          $0         $0
  Other                                   $0         $90        $90
  Other                                   for
                                 Locked $0 Demo $0               $0
  Other               Go to:              $0         $30
                               www.easyfinancialplanning.net $30
  Other                           for full$0
                                           version    $0         $0
  Other                                   $0          $0         $0

  Entertainment               $1,485       $923                     ($562)
  Amusement                     $660       $180                     ($480)
  Arts                          $275       $375                      $100
  Movies & DVDs                 $165        $50                     ($115)
  Music                         $220        $55                     ($165)
  Newspapers & Magazines        $165        $88                      ($77)
  Other                           $0
                         Locked for Demo $60                          $60
  Other                           $0        $60
                Go to: www.easyfinancialplanning.net                  $60
  Other                            for full version
                                            $0            $0           $0
  Other                                    $0            $55          $55
  Other                                    $0             $0           $0
Fees & Charges                         $0        $2,908   $2,908
ATM Fee                                $0          $550     $550
Bank Fee                               $0          $255     $255
Finance Charge                         $0           $50      $50
Late Fee                               $0           $55      $55
Service Fee                            $0           $88      $88
Other                                  $0        $1,850   $1,850
Other                                  $0
                                 Locked for Demo    $60      $60
Other                 Go to:           $0            $0
                               www.easyfinancialplanning.net $0
Other                                  $0
                                  for full version $0         $0
Other                                  $0            $0       $0

Financial                          $11,330       $3,548    ($7,782)
Financial Advisor                     $330         $180      ($150)
Life Insurance                     $11,000       $3,000    ($8,000)
Other                                    $0         $50        $50
Other                                    $0         $55        $55
Other                                    $0         $88        $88
Other                          Locked for Demo $60
                                         $0                    $60
Other               Go to:   www.easyfinancialplanning.net
                                         $0         $60        $60
Other                                    version
                                for full $0          $0         $0
Other                                    $0         $55        $55
Other                                    $0          $0         $0

Food & Dining                       $6,673      $1,870    ($4,803)
Alcohol & Bars                        $220         $60      ($160)
Coffee Shops                          $275         $85      ($190)
Fast Food                             $770        $180      ($590)
Groceries                             $330          $0      ($330)
Restaurants                           $183          $0      ($183)
Other                           Locked for Demo
                                    $3,300        $900    ($2,400)
Other                Go to:   www.easyfinancialplanning.net ($560)
                                      $880        $320
Other                            for full version $250
                                      $550                  ($300)
Other                                 $165         $30      ($135)
Other                                   $0         $45        $45
Other                                   $0          $0         $0
Other                                   $0          $0         $0

Gifts & Donations                  $6,673       $1,870   ($4,803)
Charity                              $220          $60     ($160)
Gift                                 $275          $85     ($190)
Other                                $770         $180     ($590)
Other                                $330
                                Locked for Demo $0         ($330)
Other                Go to:          $183           $0
                              www.easyfinancialplanning.net($183)
Other                              $3,300
                                 for full version $900   ($2,400)
Other                                $880         $320     ($560)
Other                                $550         $250     ($300)
Other                                $165          $30     ($135)
Other                                  $0          $45       $45
Other                                  $0           $0        $0
Other                                  $0           $0        $0

Health & Fitness                     $6,673     $1,870    ($4,803)
Dentist                                $220        $60      ($160)
Doctor                                 $275        $85      ($190)
Eyecare                                $770       $180      ($590)
Gym                            Locked for Demo $0
                                       $330                 ($330)
Health Insurance Go    to:   www.easyfinancialplanning.net ($183)
                                       $183         $0
Pharmacy                             $3,300
                                for full version $900     ($2,400)
Sports                                 $880       $320      ($560)
Other                                  $550       $250      ($300)
Other                                  $165        $30      ($135)
Other                                    $0        $45        $45
Other                                    $0         $0         $0
Other                                    $0         $0         $0

Home                                $6,673      $1,870    ($4,803)
Furnishings                           $220         $60      ($160)
Home Improvement                      $275         $85      ($190)
Home Insurance                        $770        $180      ($590)
Home Services                         $330          $0      ($330)
Home Supplies
                               Locked for Demo $0
                                      $183                  ($183)
Lawn & Garden
                 Go    to:   www.easyfinancialplanning.net($2,400)
                                    $3,300        $900
Mortgage & Rent                 for full version $320
                                      $880                  ($560)
Your Categories:                      $550        $250      ($300)
Home Owners Assoc                     $165         $30      ($135)
Maintenance Fee                         $0         $45        $45
Other                                   $0          $0         $0
Other                                   $0          $0         $0
Kids                                 $6,673     $1,870    ($4,803)
Allowance                              $220        $60      ($160)
Baby Supplies                          $275        $85      ($190)
Babysitter & Daycare                   $770       $180      ($590)
Child Support                          $330
                               Locked for Demo $0           ($330)
Kids Activities
                 Go    to:             $183         $0
                             www.easyfinancialplanning.net ($183)
Toys                                 $3,300
                                for full version $900     ($2,400)
Other                                  $880       $320      ($560)
Other                                  $550       $250      ($300)
Other                                  $165        $30      ($135)
Other                                    $0        $45        $45
Other                                    $0         $0         $0
Other                                    $0         $0         $0

Personal Care                        $6,673      $1,870    ($4,803)
Hair                                   $220         $60      ($160)
Laundry                                $275         $85      ($190)
Spa & Massage                          $770        $180      ($590)
Other                                  $330
                                Locked for Demo $0           ($330)
Other
                    Go to:             $183          $0
                              www.easyfinancialplanning.net ($183)
Other                                $3,300        $900    ($2,400)
                                 for full version
Other                                  $880        $320      ($560)
Other                                  $550        $250      ($300)
Other                                  $165         $30      ($135)
Other                                    $0         $45        $45
Other                                    $0          $0         $0
Other                                    $0          $0         $0

Pets                                 $6,673      $1,870    ($4,803)
Pet Food & Supplies                    $220         $60      ($160)
Pet Grooming                           $275         $85      ($190)
Veterinary                             $770        $180      ($590)
Other                                  $330
                                Locked for Demo $0           ($330)
Other             Go    to:            $183          $0
                              www.easyfinancialplanning.net ($183)
Other                                full version $900
                                 for $3,300                ($2,400)
Other                                  $880        $320      ($560)
Other                                  $550        $250      ($300)
Other                                  $165         $30      ($135)
Other                                    $0         $45        $45
Other                                    $0          $0         $0
Other                                    $0          $0         $0

Taxes                               $6,673       $1,870   ($4,803)
Federal Tax                           $220          $60      ($160)
Local Tax                             $275          $85      ($190)
Property Tax                          $770         $180      ($590)
Sales Tax                             $330           $0      ($330)
                                 Locked for Demo
State Tax                             $183           $0      ($183)
                     Go to:    www.easyfinancialplanning.net
Other                               $3,300         $900   ($2,400)
                                  for full version
Other                                 $880         $320      ($560)
Other                                 $550         $250      ($300)
Other                                 $165          $30      ($135)
Other                                   $0          $45        $45
Other                                   $0           $0         $0
Other                                   $0           $0         $0

Travel                              $6,673       $1,870   ($4,803)
Air Travel                            $220          $60     ($160)
Hotel                                 $275          $85     ($190)
Rental Car & Taxi                     $770         $180     ($590)
Vacation                              $330           $0     ($330)
State Tax                         Locked for Demo$0
                                      $183                  ($183)
Other                  Go to:   www.easyfinancialplanning.net
                                    $3,300         $900   ($2,400)
Other                              for full version
                                      $880         $320     ($560)
Other                                 $550         $250     ($300)
Other                                 $165          $30     ($135)
Other                                   $0          $45       $45
Other                                   $0           $0        $0
Other                                   $0           $0        $0

Uncategorized                      $6,673       $1,870    ($4,803)
Cash & ATM                           $220          $60      ($160)
Check                                $275          $85      ($190)
Other                                $770         $180      ($590)
Other                                $330
                                  Locked for Demo   $0      ($330)
Other                  Go to:        $183           $0      ($183)
                                www.easyfinancialplanning.net
Other                              $3,300         $900
                                   for full version       ($2,400)
Other                                $880         $320      ($560)
Other                                $550         $250      ($300)
Other                                $165          $30      ($135)
Other                                  $0          $45        $45
Other                                  $0           $0         $0
Other                                  $0           $0         $0
Income
    Category                    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

    Spending                $ 1,015    $    420   $    200   $    -    $    340   $    -    $     15   $    -    $    -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $ 1,990
 Auto & Transport           $     15   $     -    $     -    $     -   $    100   $     -   $     15   $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $      130
 Auto Insurance                                                                                                                                                                                                                                                                                                                                                              $      -
 Auto Payment                                                          $    100                                                                                                                                                                                                                                                                                              $      100
 Gas & Fuel                 $     15                                                        $     15                                                                                                                                                                                                                                                                         $       30
 Parking                                                                                                                                                                                                                                                                                                                                                                     $      -
 Public Transportation
 Service & Parts
 Licensing / Registration                                                                                                                                                                                                                                                                                                                                                    $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -

 Bills & Utilities          $ 1,000    $     -    $     -    $     -   $     -    $     -   $     -    $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $    1,000
 Home Phone                 $ 1,000                                                                                                                                                                                                                                                                                                                                          $    1,000
 Internet                                                                                                                                                                                                                                                                                                                                                                    $      -
 Mobile Phone                                                                                                                                                                                                                                                                                                                                                                $      -
 Television                                                                                                                                                                                                                                                                                                                                                                  $      -
 Utilities                                                                                                                                                                                                                                                                                                                                                                   $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -

 Business Services          $     -    $     70   $     40   $     -   $     60   $     -   $     -    $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $      170
 Advertising                           $     40                                                                                                                                                                                                                                                                                                                              $       40
 Legal                                 $     30                                                                                                                                                                                                                                                                                                                              $       30
 Office Supplies                                  $     40                                                                                                                                                                                                                                                                                                                   $       40
 Printing                                                              $     40                                                                                                                                                                                                                                                                                              $       40
 Shipping                                                              $     20                                                                                                                                                                                                                                                                                              $       20
 Other
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -

 Education                  $     -    $     70   $     40   $     -   $     -    $     -   $     -    $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $      110
 Books & Supplies                      $     40                                                                                                                                                                                                                                                                                                                              $       40
 Student Loan                          $     30                                                                                                                                                                                                                                                                                                                              $       30
 Tuition                                          $     40                                                                                                                                                                                                                                                                                                                   $       40
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -

 Entertainment              $     -    $     70   $     40   $     -   $     60   $     -   $     -    $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $      170
 Amusement                             $     40                                                                                                                                                                                                                                                                                                                              $       40
 Arts                                  $     30                                                                                                                                                                                                                                                                                                                              $       30
 Movies & DVDs                                    $     40                                                                                                                                                                                                                                                                                                                   $       40
 Music                                                                 $     40                                                                                                                                                                                                                                                                                              $       40
 Newspapers & Magazines                                                $     20                                                                                                                                                                                                                                                                                              $       20
 Other
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -

 Fees & Charges             $     -    $     70   $     40   $     -   $     60   $     -   $     -    $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $      170
 ATM Fee                               $     40                                                                                                                                                                                                                                                                                                                              $       40
 Bank Fee                              $     30                                                                                                                                                                                                                                                                                                                              $       30
 Finance Charge                                   $     40                                                                                                                                                                                                                                                                                                                   $       40
 Late Fee                                                              $     40                                                                                                                                                                                                                                                                                              $       40
 Service Fee                                                           $     20                                                                                                                                                                                                                                                                                              $       20
 Other
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -

 Financial                  $     -    $     70   $     -    $     -   $     -    $     -   $     -    $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $       70
 Financial Advisor                     $     40                                                                                                                                                                                                                                                                                                                              $       40
 Life Insurance                        $     30                                                                                                                                                                                                                                                                                                                              $       30
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -

 Food & Dining              $     -    $     70   $     40   $     -   $     60   $     -   $     -    $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $      170
 Alcohol & Bars                        $     40                                                                                                                                                                                                                                                                                                                              $       40
 Coffee Shops                          $     30                                                                                                                                                                                                                                                                                                                              $       30
 Fast Food                                        $     40                                                                                                                                                                                                                                                                                                                   $       40
 Groceries                                                             $     40                                                                                                                                                                                                                                                                                              $       40
 Restaurants                                                           $     20                                                                                                                                                                                                                                                                                              $       20
 Other
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
 Other                                                                                                                                                                                                                                                                                                                                                                       $      -
Gifts & Donations      $   -   $   70   $   -    $   -   $   -    $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $    70
Charity                        $   40                                                                                                                                                                                                                                             $    40
Gift                           $   30                                                                                                                                                                                                                                             $    30
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -

Health & Fitness       $   -   $   70   $   80   $   -   $   60   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   210
Dentist                        $   40                                                                                                                                                                                                                                             $    40
Doctor                         $   30                                                                                                                                                                                                                                             $    30
Eyecare                                 $   40                                                                                                                                                                                                                                    $    40
Gym                                                      $   40                                                                                                                                                                                                                   $    40
Health Insurance                                         $   20                                                                                                                                                                                                                   $    20
Pharmacy
Sports                                  $   40                                                                                                                                                                                                                                    $    40
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -

Home                   $   -   $   70   $   80   $   -   $   90   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   240
Furnishings                    $   40                                                                                                                                                                                                                                             $    40
Home Improvement               $   30                                                                                                                                                                                                                                             $    30
Home Insurance                          $   40                                                                                                                                                                                                                                    $    40
Home Services                                            $   40                                                                                                                                                                                                                   $    40
Home Supplies                                            $   20                                                                                                                                                                                                                   $    20
Lawn & Garden
Mortgage & Rent                         $   40                                                                                                                                                                                                                                    $    40
Your Categories:                                         $   30                                                                                                                                                                                                                   $    30
Home Owners Assoc                                                                                                                                                                                                                                                                 $   -
Maintenance Fee                                                                                                                                                                                                                                                                   $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -

Kids                   $   -   $   70   $   40   $   -   $   60   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   170
Allowance                      $   40                                                                                                                                                                                                                                             $    40
Baby Supplies                  $   30                                                                                                                                                                                                                                             $    30
Babysitter & Daycare                    $   40                                                                                                                                                                                                                                    $    40
Child Support                                            $   40                                                                                                                                                                                                                   $    40
Kids Activities                                          $   20                                                                                                                                                                                                                   $    20
Toys
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -

Personal Care          $   -   $   70   $   40   $   -   $   -    $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   110
Hair                           $   40                                                                                                                                                                                                                                             $    40
Laundry                        $   30                                                                                                                                                                                                                                             $    30
Spa & Massage                           $   40                                                                                                                                                                                                                                    $    40
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -

Pets                   $   -   $   70   $   40   $   -   $   -    $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   110
Pet Food & Supplies            $   40                                                                                                                                                                                                                                             $    40
Pet Grooming                   $   30                                                                                                                                                                                                                                             $    30
Veterinary                              $   40                                                                                                                                                                                                                                    $    40
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -

Taxes                  $   -   $   70   $   40   $   -   $   60   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   170
Federal Tax                    $   40                                                                                                                                                                                                                                             $    40
Local Tax                      $   30                                                                                                                                                                                                                                             $    30
Property Tax                            $   40                                                                                                                                                                                                                                    $    40
Sales Tax                                                $   40                                                                                                                                                                                                                   $    40
State Tax                                                $   20                                                                                                                                                                                                                   $    20
Other
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -

Travel                 $   -   $   70   $   40   $   -   $   60   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   170
Air Travel                     $   40                                                                                                                                                                                                                                             $    40
Hotel                          $   30                                                                                                                                                                                                                                             $    30
Rental Car & Taxi                       $   40                                                                                                                                                                                                                                    $    40
Vacation                                                 $   40                                                                                                                                                                                                                   $    40
State Tax                                                $   20                                                                                                                                                                                                                   $    20
Other
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -

Uncategorized          $   -   $   70   $   -    $   -   $   -    $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $   -   $    70
Cash & ATM                     $   40                                                                                                                                                                                                                                             $    40
Check                          $   30                                                                                                                                                                                                                                             $    30
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Other                                                                                                                                                                                                                                                                             $   -
Frequently Asked Questions
Income
Why do you lock the spreadsheet?
As our logo says, "Accurate".. .In order to maintain this accuracy we've created this plan for you to make simple modificatio
to tailor it to your needs. In order for our program to maintain this high degree of functionality we've password protected the
input cells are white and unprotected while the shaded are protected.

Can I add or change categories?
Yes. You can change the categories and subcategories on the Simple Budget page as well as the Detail Budget page and
show up throughout the planner

I don't see the categories I entered on the actuals sheet. Why?
You have to select either the Simple Budget or Detail Budget to compare to the Actual Spending sheet. The selection is m
appropriate budget sheet. Once you have chosen the budget to compare the categories will show up on the actuals page.

Can't I change actuals categories?
When you change the categories on the budget sheets these changes will flow through the rest of the planner, including the
check the selection radio button at the top of the budget sheet to make sure your categories flow through.

Why doesn't my simple budget get populated on the detail budget page?
The Simple Budget is meant for you to utilize when there are repeatable categories and subcategories that can be extrapol
some set frequency. The detail Budget is useful when there is high degree of spending / income variability in the monthly c
subcategories. We've included both types of budgets for you to decide which better suits your needs.

What are some other categories?
Transportation
  Auto Loan/Lease
  Gas
  Insurance
  Maintenance
  Registration/Inspection

Home
 Furniture
 Household Supplies
 Insurance
 Maintenance
 Mortgage
 Real Estate Tax
 Rent

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

Health
 Dental
 Life Insurance
 Medical
 Medication
 Vision/contacts

Entertainment
 Events
 Hobbies
 Memberships
 Movies
 Music
 Subscriptions
 Travel / Vacation

Dining
  Coffee
  Dining out
  fast food
  Groceries
  Lunch at work
  Takeout

Kids
  Babysitter
  Child care
  Clothes
  Music lessons
  School supplies
  Tuition

Other
 401k
 College Loans
 Credit Card
 Donations
 Dry Cleaning
 Gifts
 IRA
 New Clothes
 Pocket Money
r you to make simple modifications and input your values
lity we've password protected the non editable cells. The




 ll as the Detail Budget page and the new categories will




nding sheet. The selection is made at the top left of the
ll show up on the actuals page.


e rest of the planner, including the actuals sheet. Double
 s flow through.


 bcategories that can be extrapolated out for the year or at
ncome variability in the monthly categories and
your needs.

				
DOCUMENT INFO
Description: Financial Software with Budget Planning document sample