Excel Grocery Budget Planner Macros are by eqr17250

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									                                                  Macros are currently disabled.
                                         In order for the Budget Planner to function properly,
                                             you will need to Enable the Macro's in this file.

Macro Security
 l At Simpleplanning.com we have our secure macro's Digitally Signed by the top Certificate Authority, VeriSign. B

   certificates to trusted sources, it is safe to enable the macros in this file.
 l Excel 2000, 2002 & 2003 Users: Enable macros:

   You will need to close and re-open the Budget Planner. When you open the Budget Planner, you will be greeted
   box. (At this point you can review our Digital Signature information as well as our Certificate information as awa
   Security Warning box you will want to select, "Always trust macros from this publisher". Once you have made th
   Macros button. You will no longer be presented with a Security Warning when you open the Budget Planner. Fo
   Trusted Publisher settings within Excel and step by step instructions, click the Microsoft link below:
   Microsoft.com
 l Excel 2007 Users: Enable macros:

   When you open the Budget Planner, you may see Excel's Security Warning box stating "Macros have been disa
   "Security Alert - Marco" box, Excel will tell you that the content signature is valid but you have not yet chosen to t
   (Simpleplanning.com). (At this point you may review our Digital Signature information as well as our Certificate
   VeriSign). At the bottom, you will want to select, "Trust all documents from this publisher". Click OK. For additi
   Publisher settings within Excel and step by step instructions, click the Microsoft.com link below:
   Microsoft.com

 l                      (Visit www.VeriSign.com)

             If you have any questions or concerns, please contact us at: admin@simpleplanning.com
Certificate Authority, VeriSign. Because VeriSign only grants


 get Planner, you will be greeted by Excel's Security Warning
r Certificate information as awarded by VeriSign). In the
isher". Once you have made this selection, click the Enable
ou open the Budget Planner. For additional information on the
crosoft link below:


stating "Macros have been disabled". Click Options. In the
but you have not yet chosen to trust this publisher
ation as well as our Certificate information as awarded by
 ublisher". Click OK. For additional information on the Trusted
 om link below:




 mpleplanning.com
                                                              www.simpleplanning.com




                            Budget Planner Demo
You have successfully downloaded the demo version of the Budget Planner 2008.
demo allows for the creation of 3 spending categories and 3 rows per categ
  (the full version allows for up to 20 categories and 15 rows per category). For fu
                  functionality, please purchase the Budget Planner at:

                       www.Simpleplanning.com/BudgetPlanner




                        Click here to Get Started!



         Questions? Email us at: admin@simpleplanning.com
 www.simpleplanning.com/BudgetPlanner




udget Planner 2008. This
and 3 rows per category
 per category). For full




anning.com
Quick Budget                   Monthly Tracking         Daily Tracking           Budget vs Tracking     Savings


Help/ FAQs                                 Select Help Topic:          Budgeting Tips




Overview
The first thing you'll want to do is name your Budget Planner by selecting Save As under the File menu (or the Office Bu
users). The Budget Planner is just like any Excel file, but with a bunch of special features and added functionality.

This Budget Planner will help you Budget, Track actuals (on a Monthly or Daily basis), compare your Budget vs Tracking
monthly Savings. The flow chart below illustrates the simplicity of this planner.

       Quick Budget or                       Monthly Tracking &
       Budget by Month                     Daily Tracking (optional)               Budget vs Tracking
       (you will select one)




Notes:
                                                                                        Preferences
  l Set your Preferences before you start building your budget!

  l   Move from sheet to sheet by using the buttons at the top of each sheet (like the one above) or by using the tabs at t
      each sheet
  l   On each sheet your will find a button (top right with a red shadow) that allows your hide or view charts:
  l   The top rows of each sheet are "frozen" into view so that the headers remain viewable when you scroll down the pa
  l   Most sheets will have a "Go to:" feature as shown here: Go to:            Select Category
      This feature will allow you to jump from category to category without having to use the manual scroll bar.

Now you're ready to start customizing your Budget Planner on the Preferences sheet.


Preferences
    The Preferences sheet allows you to customize your Budget Planner so that it fits your specific needs
    You will want to set your preference before you begin building your budget. However, you can change your
    Preferences at any time.
    Be sure to click the   SET PREFERENCESbutton after you've made your selections.

      What you can customize on the Preferences sheet:
        l   Budget Type: Quick Budget or Budget by Month
        l   Number of Income rows: up to 15
        l   Number of Spending Categories: up to 20 categories
        l   Number of rows per Spending Categories: up to 15
        l   Spending Categories names (you will enter your Income Category names on your Quick Budget or Budget by Month shee
        l   First Budgeting/Tracking month: Jan-Dec
        l   Currency: USD($), CAD($), AUD($), GBP(£), EUR(€), ZAR(R)
       l   Column Width: 9 to 12 characters
       l   Daily Tracking preference: Yes or No
       l   Text size: Large, Medium, Small



Quick Budget
 l This Budget template will allow you to build a budget in minutes. Unlike the Budget by Month template,

    you will enter only one amount per sub-category as opposed to 12 (one for each month)
 l The Quick Budget template is recommended for users whose expected monthly expenses do not change month to

 l Enter your amounts as daily, weekly, bi-weekly figures, etc- these amounts will then be translated into monthly figur

    Each month will have the same budgeted amounts.
 l Enter your expected income (green shaded area) and spending (blue shaded area). Savings is then calculated (red

 l Your budget is illustrated by two charts at the top of the sheet. The bar chart summarizes your budgeted Income, S

    (select a Monthly or Full Year view) and the pie chart summarizes your budgeted spending by category (select Top
    The charts may be hidden for a larger viewing area (you can hide and unhide as often as you like)


Budget by Month
  l Most users will select this Budget template. The Budget by Month template will allow you to build a unique budget f

    Unlike the Quick Budget, each month can have different budgeted dollars per category. The Budget by Month
    template is recommended for users whose expected monthly expenses change month to month.
  l As noted in the Preference section, you will select the first Budgeting and Tracking month ("Start Budgeting and Tra

    and the subsequent 11 months will then appear just above the Savings line and just below the charts.
  l Your budget is illustrated by three charts at the top of the sheet: 1) a bar chart that summarizes your budgeted Inco

    Savings (select a Monthly or Full Year view), 2) a pie chart summarizes your budgeted spending by category (selec
    categories) and 3) a chart that compares your Income vs Spending over the full 12 months of your budget. This sa
    Monthly Tracking sheet; it is key in determining your income or spending trends. Are you spending more or less tha
  l The charts may be hidden for a larger budget input area (you can hide and unhide as often as you like)

  l Just above the spending section you will see the words "Copy budget to next month." This feature is helpful when y

    similar to the previous month's budget. When you click these words, a window will pop up asking you to select a "C
    month. The "Copy from" month represent the amounts you would like to duplicate; the "Paste to" month represents
    these duplicated numbers to go. Once the data is copied, you are free to edit it as you please.


Monthly Tracking
 l The Monthly Tracking sheet is for tracking your actual income and spending for that particular month. The format is

   as the Budget by Month sheet. The only difference is that your entering actual results instead of a budget amounts
 l You will not be able to change the category names on this sheet (you will notice that these cells are protected). If yo

   category names, return to the Preferences sheet. If you would like to change the sub-category names, return to you
 l The actual income, spending and savings on this sheet are linked to the Budget vs Tracking sheet for comparison p

   to use the Daily Tracking sheet, you will need to transfer your data from your Daily Tracking sheet to the Monthly Bu
   This process is automated and requires only that you click the Transfer button on the Daily Tracking sheet (addition


Daily Tracking
  l If you've selected yes to "Track spending on a daily basis?" on the Preferences sheet, then you will use this sheet to

    and/or spending. This sheet is for those who desire a detailed method of tracking actual money earned and spent.
    determining where and when their money goes.
  l Step one: Select the tracking month in the upper left area of the sheet, just above the "Transfer…" and "Clear…" bu

  l Step two: Determine whether you would like to track Income on a daily basis. If you decide that you would prefer to

    daily basis, then click the button in the upper right hand corner (with red border) that reads "Hide Income". Later on
    would like to track income on the Daily Tracking sheet, simply click the "View Income" button.
  l   There are two buttons on the left side of the page; one for Transferring data (to the Monthly Tracking sheet) and an
      on the Daily Tracking sheet.
        l Transferring data: Data from the Daily Tracking sheet must be transferred to the Monthly Tracking sheet in or

           Tracking sheet to function properly (the Monthly Tracking sheet is linked to the Budget vs Tracking sheet). The
           the data is simple. As you record your daily income/spending, each amount will be totaled at the far right of the
           the "Transfer (month) Data to Monthly Tracking" button, your totals (by category) will automatically be copied to
           (and categories) on the Monthly Tracking sheet.
           Note: Data transfer cannot be undone. Make sure you've selected the correct month.
        l Clearing data: After all Daily Income and/or Spending is recorded on the Daily Tracking sheet and the data ha

           Tracking sheet, you will need to clear the Daily Tracking data as you prepare to track the daily income/spending
           After you clear the data, be sure to select the next tracking month using the "Track:(month)" drop down
           Note: Data clearing cannot be undone. Make sure you are ready to start tracking the next month before clearin


Budget vs Tracking
  l This sheet is where the Budget and Actuals (Monthly Tracking) come together. An important element of monitoring

    finding out where you're overspending.
  l Each element of your budget is compared to your actual income and spending. The first columns represent the act

    second column represent the budgeted figures and the third calculates the difference between the two amounts.
  l Underneath the first chart you will select the current month, or the month you wish to compare, using the drop down

  l The second chart illustrates your budgeted and actual amounts by spending category . Here, with a glance, you wil

    your spending is over budget.


Savings
  l Why do we budget? To save. The Savings sheet will help you plan your savings over the next 12 months and of co

    progress.
  l Enter your "Starting Savings" and the sheet will calculate and illustrate your cumulative savings over the next 12 mo

  l If you need to widen the columns, you may change the column width on the Preference sheet




Macro Security
 l At Simpleplanning.com we have our secure macro's Digitally Signed by the top Certificate Authority, VeriSign. Beca

   certificates to trusted sources, it is safe to enable the macros in this file.
 l Excel 2000, 2002 & 2003 Users: Enable macros:

   When you open the Budget Planner, you may be greeted by Excel's Security Warning box. (At this point you can re
   information as well as our Certificate information as awarded by VeriSign). In the Security Warning box you will wan
   macros from this publisher". Once you have made this selection, click the Enable Macros button. You will no longe
   Security Warning when you open the Budget Planner. For additional information on the Trusted Publisher settings
   step instructions, click the Microsoft.com link below:
   Microsoft.com
 l Excel 2007 Users: Enable macros:

   When you open the Budget Planner, you may see Excel's Security Warning box stating "Macros have been disable
   "Security Alert - Marco" box, Excel will tell you that the content signature is valid but you have not yet chosen to trus
   (Simpleplanning.com). (At this point you may review our Digital Signature information as well as our Certificate info
   VeriSign). At the bottom, you will want to select, "Trust all documents from this publisher". Click OK. For additiona
   Trusted Publisher settings within Excel and step by step instructions, click the Microsoft.com link below:
   Microsoft.com

  l                              (Visit www.VeriSign.com)
FAQs
  l Why is this spreadsheet password protected?

  l Why can't I change the category names?

  l How do I add rows?

  l How do I add categories?

  l Why don't I see the Daily Tracking sheet?

  l How do I change the currency?

  l How do I increase the width of the rows?

  l I'm tracking my income/spending on the Daily Tracking sheet, why isn't it showing up on the Budget vs Tracking she

  l I'm tracking my income/spending on the Daily Tracking sheet, how do I start a new month?

  l Why can't I cut and paste (or move) cells?

  l Why isn't the pie chart showing all of my categories?

  l Why can't I change the sheet names on the tabs?

  l How do I know I can trust the macros in this file?

  l How do I enable macros?



FAQs - Answers
   Why is this spreadsheet password protected?
   We password protect our planner in order to maintain the integrity of the calculations (we do not provide the passwo
   ensures that the calculations and graphs work properly. Only the white boxed in areas are open for input

    Why can't I change the category names?
    You can change the default categories on the Preferences sheet and the subcategories on your budget sheet (Quic
    Month). These new titles will flow through each sheet of the planner. As each category/subcategory name is linked
    and Budget sheets, it is important for these names to be entered into only these designated sheets.

    How do I add rows?
    Adding rows is easy with the Budget Planner 2008. Simply go to the Income or Spending Categories section on the
    select the number of categories and the number of rows per category you would like in your budget. Be sure to clic
    button after you have made your changes.

    How do I add categories?
    Adding categories is easy with the Budget Planner 2008. Simply go to the Income or Spending Categories section
    and select the number of categories and the number of rows per category you would like in your budget. Be sure to
    Preferences" button after you have made your changes.

    Why don't I see the Daily Tracking sheet?
    If you would like to tracking your income and or spending on a Daily basis, be sure to select yes when asked "Track
    basis?" on the Preferences sheet. Be sure to click the "Set Preferences" button after you have made your selection

    How do I change the currency?
    On the Preferences sheet you are asked to select a "Currency Type". Be sure to click the "Set Preferences" button
    selection.

    How do I increase the width of the rows?
    On the Preferences sheet you are given the option to "Change Column Width" (9 is the default width). Be sure to c
    button after you have made your selection.

    I'm tracking my income/spending on the Daily Tracking sheet, why isn't it showing up on the Budget vs Tra
    Before your Daily Tracking data can be compared to your budget on the Budget vs Tracking sheet, your Daily Track
    transferred to the Monthly Tracking sheet. This is required because the Monthly Tracking sheet is linked to the Bud
    Daily Tracking sheet is not).
    I'm tracking my income/spending on the Daily Tracking sheet, how do I start a new month?
    The Daily Tracking sheet is to be reused for each new month. In order to start a new month on the Daily Tracking s
    clear the previous month's data first. Click the button in the upper left corner of the sheet that reads "Clear [previou
    [current mth] Data)". Once you have cleared the data, select the new month using the drop down box next to "Trac

    Why can't I cut and paste (or move) cells?
    The design and structure of this spreadsheet is crucial to the functionality of the Budget Planner. Changes to cell fo
    references (via cutting/pasting and or moving) can lead to calculation errors. As a result, the cut/paste feature has
    being said, you are free to copy and paste input cells as freely as you like.

    Why isn't the pie chart showing all of my categories?
    We've designed the pie charts to illustrate only the first 5 or 10 spending categories. Any more than 10 categories r

    Why can't I change the sheet names on the tabs?
    It is important that the names on each tab remain constant. Any altering of these name will lead to program errors a
    case of errors and file corruption, you may have to re-download your Budget Planner and start from scratch.



Budgeting Tips

1. Be realistic. Sure, we could all save a bundle if we didn't have to eat or entertain ourselves. You can cut your grocery
but a 25% or more reduction in spending is just unrealistic. Plan on spending some money on entertainment, everybody

2. You're budgeting your money to save money. You're doing this for a reason- make it count. Try to save at least 5% o

3. Track your actual spending. Don't fall into the trap of setting up a detailed budget and then forget to track against it. T
weekly, fortnightly, monthly, hourly, whatever- just make sure you're tracking what you actually spend!

4. Make a list of free things to do each month. A concert in the park, hiking on the weekend, volunteer time at a soup kit

5. Correcting bad spending habits. You've invested your hard earned money into a budget spreadsheet or budget softw
How do you correct bad spending habits? Discipline and learning from your past mistakes.

6. Plan for the unexpected. Make sure you put aside some emergency funds for unexpected events (medical bills, autom
employment, etc.)

7. Don't panic . If you spend more than you make in a given month, treat it as a lesson learned, not the end of the world.

8. Reward yourself. Try to reward yourself at the end of each month for a job well done. This will help you stick to your g

9. Stick with simple budgeting tools. Don't get lost with the latest and greatest budget software that has the most bells a
robust the budget program, the more confusing. Keep it simple.

10. Don't let your budget rule your life. The world is stressful enough today, it doesn't need any help from you. Stick to y
can, learn from your mistakes and try to improve every month.




Software License Agreement
Simpleplanning.com grants usage of this financial planning "software" under the following terms and conditions:
After the purchasing and downloading of this software from Simpleplanning.com, the purchaser is granted a "license" to
The "licensee" may make copies of this product in an amount that does not exceed the number of licenses originally pur
Simpleplanning.com, or for the purpose of creating a backup copy.
This file or the software contained in this file shall not be transferred to a non-licensee without the written consent from S

Limitation of Liability
Simpleplanning.com will not be held liable for damages in the event of, but not limited to inaccurate assumptions, calcul
software, hardware, data and network failure and profit/savings losses as a result of using this software.
            Savings          Preferences

                 View FAQs




 the File menu (or the Office Button for Excel 2007
es and added functionality.

ompare your Budget vs Tracking and then review your



                           Savings




e above) or by using the tabs at the bottom of


hide or view charts:       Hide charts
ble when you scroll down the page.


he manual scroll bar.




our specific needs
owever, you can change your




 k Budget or Budget by Month sheet)
 by Month template,

penses do not change month to month.
 be translated into monthly figures.

. Savings is then calculated (red shaded area)
 arizes your budgeted Income, Spending and Savings
 ending by category (select Top 5 or Top 10 categories)
en as you like)



 w you to build a unique budget for each month.
 ory. The Budget by Month
 nth to month.
month ("Start Budgeting and Tracking in:"). This month
  below the charts.
 summarizes your budgeted Income, Spending and
ted spending by category (select Top 5 or Top 10
months of your budget. This same chart is present on the
 e you spending more or less than you did earlier in the year?
as often as you like)
 ." This feature is helpful when your next month of budgeting is
pop up asking you to select a "Copy from" month and a "Paste to"
 the "Paste to" month represents the month where you would like
you please.



   particular month. The format is exactly the same
 lts instead of a budget amounts
t these cells are protected). If you would like to change
ub-category names, return to your budget sheet.
Tracking sheet for comparison purposes. If you choose
Tracking sheet to the Monthly Budget sheet.
  e Daily Tracking sheet (additional guidance below).



et, then you will use this sheet to track your actual income
ctual money earned and spent. For many this will help in

he "Transfer…" and "Clear…" buttons.
  decide that you would prefer to track only spending on a
t reads "Hide Income". Later on, if you decide that you
 e" button.
Monthly Tracking sheet) and another for clearing the data

the Monthly Tracking sheet in order for the Budget vs
Budget vs Tracking sheet). The process of transferring
l be totaled at the far right of the sheet. When you click
y) will automatically be copied to the appropriate month

month.
Tracking sheet and the data has been transferred to the Monthly
 track the daily income/spending for the upcoming month.
ack:(month)" drop down
ng the next month before clearing.



 important element of monitoring your spending habits is

e first columns represent the actual (tracking) figures, the
ce between the two amounts.
o compare, using the drop down window.
 ry . Here, with a glance, you will find out exactly where




ver the next 12 months and of course, track your actual

 ive savings over the next 12 months.




 ificate Authority, VeriSign. Because VeriSign only grants


 ng box. (At this point you can review our Digital Signature
 ecurity Warning box you will want to select, "Always trust
Macros button. You will no longer be presented with a
n the Trusted Publisher settings within Excel and step by



ting "Macros have been disabled". Click Options. In the
 you have not yet chosen to trust this publisher
on as well as our Certificate information as awarded by
lisher". Click OK. For additional information on the
 soft.com link below:
p on the Budget vs Tracking sheet?




s (we do not provide the password to unprotect). This
eas are open for input


ories on your budget sheet (Quick Budget or Budget by
gory/subcategory name is linked back to the Preferences
signated sheets.


ending Categories section on the Preferences sheet and
e in your budget. Be sure to click the "Set Preferences"



or Spending Categories section on the Preferences sheet
d like in your budget. Be sure to click the "Set



o select yes when asked "Track spending on a daily
er you have made your selection.


 ck the "Set Preferences" button after you have made your



 the default width). Be sure to click the "Set Preferences"


wing up on the Budget vs Tracking sheet?
Tracking sheet, your Daily Tracking data must be
acking sheet is linked to the Budget vs Tracking sheet (the
a new month?
 w month on the Daily Tracking sheet you will need to
 sheet that reads "Clear [previous mth] Data (prep for
 he drop down box next to "Track:"


dget Planner. Changes to cell formulas and cell
result, the cut/paste feature has been disabled. That



. Any more than 10 categories renders the chart unreadable.


ame will lead to program errors and file corruption. In the
er and start from scratch.




elves. You can cut your grocery bill by up to 15% or so,
ey on entertainment, everybody needs some reward.

count. Try to save at least 5% of your income each month.

 then forget to track against it. Track your spending daily,
ctually spend!

end, volunteer time at a soup kitchen. Be creative.

get spreadsheet or budget software, now make it pay off.
es.

ected events (medical bills, automobile repair, loss of


earned, not the end of the world.

 This will help you stick to your goals in the future.

oftware that has the most bells and whistles. The more


 ed any help from you. Stick to your budget as best you
g terms and conditions:
rchaser is granted a "license" to use this product.
number of licenses originally purchased from

ithout the written consent from Simpleplanning.com.


 inaccurate assumptions, calculation errors,
ng this software.
1
1
Quick Budget            Monthly Tracking          Daily Tracking        Budget vs Tracking


                                       Make your selections below and click:           SET PREFERENCES
Preferences

1 Quick Budget or Budget by Month
     Select Budget Template type:          Quick Budget
     You've selected Quick Budget
     This template version will allow you to build a budget in minutes. Unlike the Budget by Month template,
     you will enter only one amount per sub-category as opposed to 12 (one for each month)
     You will enter your figures as daily, weekly, bi-weekly figures, etc- your amounts will then be translated
     into monthly figures. Each month will have the same budget dollars per category and sub-category.
     The Quick Budget template is recommended for users who's expected monthly expenses do not change month to m

2 Income Categories:                        3     You will enter your Income Category names on your Budget sheet

3 Spending Categories:                      3     Enter your Spending Category names below and sub-category names on yo

                                       Rows per
     Spending Category Names           Category                 Spending Category Names
 1   Transportation                        3               11   Spending Category Name #11
 2   Home                                  3               12   Spending Category Name #12
 3   Utilities                             3               13   Spending Category Name #13
 4   Health                               15               14   Spending Category Name #14
 5   Entertainment                        15               15   Spending Category Name #15
 6   Kids                                 15               16   Spending Category Name #16
 7   Donations                            15               17   Spending Category Name #17
 8   Loans                                15               18   Spending Category Name #18
 9   Miscellaneous                        15               19   Spending Category Name #19
10   Other                                15               20   Spending Category Name #20

4 Other
     Start Budgeting and Tracking in:                Jan
     Currency Type:                                 USD $
     Show cents or round to nearest dollar          Dollars
     Adjust Column Width to (# of characters):        10
     Track spending on a daily basis?                Yes    From the Daily Tracking sheet you will Transfer Data to the Mon
     Text size:                                     Medium
                Savings               Help


  SET PREFERENCES


                                                 simpleplanning.com




get by Month template,

 will then be translated
y and sub-category.
expenses do not change month to month.

 names on your Budget sheet

s below and sub-category names on your Budget sheet

              Rows per
              Category
                  15                         0                   2
                  15                         1                   3
                  15                         0                   2
                  15                         3                   3
                  15                         2                   2
                  15                         3                   3
                  15                         2                   2
                  15                         3                   3
                  15                         2                   2
                  15                         3                   3




 sheet you will Transfer Data to the Monthly Tracking sheet
    Quick Budget           Monthly Tracking               Daily Tracking     Budget vs Tracking


Quick Budget
                     (click here for Full Year view)                                 (click here to view Top 10)

1                                   Monthly
1
1
0
0
0
             -                     -                      -
          Income               Spending                Savings


Go to: Select Category                            Amount         Frequency   Monthly     Full Year
Savings                                                                           $0               $0

Income                                                                            $0               $0
    Todd's Salary                                            Bi-Weekly             $0              $0
    Margo's Salary                                           Bi-Weekly             $0              $0
    other                                                    Monthly               $0              $0




Spending                                                                          $0               $0
Transportation                                                                     $0              $0
   Car payment                                               Monthly               $0              $0
   Gas                                                       Weekly                $0              $0
   Insurance                                                 Monthly               $0              $0

Home                                                                               $0              $0
  Mortgage                                                   Monthly               $0              $0
  Groceries                                                  Weekly                $0              $0
  Insurance                                                  Monthly               $0              $0

Utilities                                                                          $0              $0
   Electricity                                               Monthly               $0              $0
   Phones                                                    Monthly               $0              $0
   Cable                                                     Monthly               $0              $0
                   Savings          Preferences   Help   Hide charts




ck here to view Top 10)

                   Transportation: $0

                   Home: $0

                   Utilities: $0

                   Health: $0

                   Entertainment: $0
FREQUENCY
Daily
Weekly
Bi-Weekly
Monthly
Bi-Monthly
Quarterly
Semi-Annually
Yearly
Fortnightly
FREQUENCYLOOKUP            M
                  BAR GRAPHonthly        CATEGORIES
         $365     Income            $0   Transportation: $0
          $52     Spending          $0   Home: $0
          $26     Savings           $0   Utilities: $0
          $12                            Health: $0
           $6                            Entertainment: $0
          $4                             Kids: $0
          $2                             Donations: $0
          $1                             Loans: $0
         $26                             Miscellaneous: $0
                                         Other: $0
                                         Spending Category Name #11: $0
SPEND BY CATEGORY                      COLUMN CATEGORIES
                             Top 5 Categories         CHARTING #
Transportation                      $0        $6   $5 (click here to view Top 10)
Home                                $0                Top 5 Categories
Utilities                           $0                Top 10 Categories
Health                              $0
Entertainment                       $0
Kids                              $0
Donations                          $0
Loans                             $0
Miscellaneous                      $0
Other                              $0
Spending Category Name #11         $0
GRAPH DROP DOWN                       $1   GO TO                     C
                                                             GO TO ROWategory Selection
Monthly                         Monthly    Select Category                 $1
Full Year                                  Savings/ Income       $19       $0
(click here for Full Year view)            Transportation        $41
                                           Home                  $58
                                           Utilities             $75
                                           Health                 $92
                                           Entertainment         $109
                                           Kids                  $126
                                           Donations             $143
                                           Loans                 $160
                                           Miscellaneous         $177
Budget by Month            Monthly Tracking                Daily Tracking    Budget vs Tracking            Savings


Budget by Month
                     (click here to change month)                                       (click here to view Top 5)

1                               January                                                                   Transportation: $0
                                                                                                          Home: $0
1
                                                                                                          Utilities: $0
1                                                                                                         Health: $0
                                                                                                          Entertainment: $0
0
                                                                                                          Kids: $0
0                                                                                                         Donations: $0
0                                                                                                         Loans: $0
             -                    -                     -                                                 Miscellaneous: $0
          Income              Spending               Savings
                                                                                                          Other: $0

Go to: Select Category                              Jan          Feb         Mar        Apr              May
Savings                                                   $0           $0          $0         $0               $0

Income                                                    $0           $0          $0         $0               $0
    Todd's Salary
    Margo's Salary
    other


                                               copy budget to next month a
Spending                                                  $0           $0          $0         $0               $0
Transportation                                            $0           $0          $0         $0                $0
   Car payment
   Gas
   Insurance

Home                                                      $0           $0          $0         $0                $0
  Mortgage
  Groceries
  Insurance

Utilities                                                 $0           $0          $0         $0                $0
   Electricity
   Phones
   Cable
 Savings           Preferences        Help          Hide charts




                                                  Budget by Month
Transportation: $0                    1                                    Spending    Income
Home: $0
                                      1
Utilities: $0
Health: $0                            1
Entertainment: $0
                                      0
Kids: $0
Donations: $0                         0
Loans: $0                             0
Miscellaneous: $0
                                          Jan      Mar        May         Jul    Sep
Other: $0

             Jun           Jul        Aug          Sep              Oct          Nov            Dec        Full Year
                     $0          $0          $0          $0               $0           $0             $0         $0

                     $0          $0          $0          $0               $0           $0             $0         $0
                                                                                                                 $0
                                                                                                                 $0
                                                                                                                 $0




                     $0          $0          $0          $0               $0           $0             $0         $0
                     $0          $0          $0          $0               $0           $0             $0         $0
                                                                                                                 $0
                                                                                                                 $0
                                                                                                                 $0

                     $0          $0          $0          $0               $0           $0             $0         $0
                                                                                                                 $0
                                                                                                                 $0
                                                                                                                 $0

                     $0          $0          $0          $0               $0           $0             $0         $0
                                                                                                                 $0
                                                                                                                 $0
                                                                                                                 $0
BAR GRAPHJanuary        $0 CATEGORIES    SPEND BY CATEGORY
Income             $0                    Transportation
                           Transportation: $0
Spending           $0      Home: $0 Home
Savings            $0      Utilities: $0 Utilities
                           Health: $0 Health
                                         Entertainment
                           Entertainment: $0
                           Kids: $0   Kids
                                      Donations
                           Donations: $0
                           Loans: $0 Loans
                                      Miscellaneous
                           Miscellaneous: $0
                           Other: $0 Other
                                      Spending Category Name #11
                           Spending Category Name #11: $0
AMOUNT                  CHARTING #
         COLUMN CATEGORIES                                         $2
                                                  GRAPH DROP DOWN GO TO           GO TO ROW
      $0      $4    $10 (click here to view Top 5)Full Year January   Select Category
      $0                Top 5 Categories          January             Back to top     $19
      $0                Top 10 Categories         February            Transportation $41
      $0                                          March               Home            $58
      $0                                          April               Utilities       $75
       $0                                          May                Health           $92
       $0                                          June               Entertainment   $109
       $0                                          July               Kids            $126
       $0                                          August             Donations       $143
       $0                                          September          Loans           $160
       $0                                          October            Miscellaneous   $177
          MONTHLY BUDGET GRAPH
Category Selection                          COPY BUDGET FROM   January    $1
      $1           Spending   Income        COPY BUDGET TO     February   $2
      $0 Jan               $0          $0
          Feb              $0          $0
          Mar              $0          $0
          Apr              $0          $0
         May              $0           $0
         Jun              $0           $0
         Jul              $0           $0
         Aug              $0           $0
         Sep              $0           $0
         Oct              $0           $0
    Quick Budget           Monthly Tracking                Daily Tracking   Budget vs Tracking            Savings


Monthly Tracking
                     (click here to change month)                                      (click here to view Top 5)

1                              January                                                                        Transportation: $0
                                                                                                              Home: $0
1                                                                                                             Utilities: $0
                                                                                                              Health: $0
1
                                                                                                              Entertainment: $0
0                                                                                                             Kids: $0
0                                                                                                             Donations: $0
                                                                                                              Loans: $0
0                                                                                                             Miscellaneous: $0
             0                   0                      0                                                     Other: $0
          Income              Spending               Savings


Go to: Select Category                              Jan          Feb        Mar        Apr              May
Savings                                                   $0           $0         $0         $0               $0

Income                                                    $0           $0         $0         $0               $0
    Todd's Salary
    Margo's Salary
    other




Spending                                                  $0           $0         $0         $0               $0
Transportation                                            $0           $0         $0         $0                $0
   Car payment
   Gas
   Insurance

Home                                                      $0           $0         $0         $0                $0
  Mortgage
  Groceries
  Insurance

Utilities                                                 $0           $0         $0         $0                $0
   Electricity
   Phones
   Cable
Savings          Preferences        Help          Hide charts




                                                Actuals by Month
  Transportation: $0                1                              Spending         Income
  Home: $0
                                    1
  Utilities: $0
  Health: $0                        1
  Entertainment: $0
  Kids: $0                          0
  Donations: $0                     0
  Loans: $0
  Miscellaneous: $0                 0
  Other: $0                             Jan      Mar        May         Jul   Sep


           Jun           Jul        Aug          Sep              Oct         Nov            Dec        Full Year
                 $0            $0          $0          $0               $0           $0            $0         $0

                 $0            $0          $0          $0               $0           $0            $0         $0
                                                                                                              $0
                                                                                                              $0
                                                                                                              $0




                 $0            $0          $0          $0               $0           $0            $0         $0
                 $0            $0          $0          $0               $0           $0            $0         $0
                                                                                                              $0
                                                                                                              $0
                                                                                                              $0

                 $0            $0          $0          $0               $0           $0            $0         $0
                                                                                                              $0
                                                                                                              $0
                                                                                                              $0

                 $0            $0          $0          $0               $0           $0            $0         $0
                                                                                                              $0
                                                                                                              $0
                                                                                                              $0
BBM?
       $0
BAR GRAPHJanuary     $0 CATEGORIES                CATEGORY COLUMN
                                      SPEND BY AMOUNT
Income          $0                    Transportation
                        Transportation: $0              $0      $4
Spending        $0      Home: $0 Home                   $0
Savings         $0      Utilities: $0 Utilities         $0
                        Health: $0 Health               $0
                                      Entertainment
                        Entertainment: $0               $0
                        Kids: $0   Kids              $0
                                   Donations
                        Donations: $0                $0
                        Loans: $0 Loans              $0
                                   Miscellaneous
                        Miscellaneous: $0             $0
                        Other: $0 Other               $0
                                   Spending Category Name
                        Spending Category Name #11: $0$0 #11
        CHARTING #
CATEGORIES                                          $2
                                   GRAPH DROP DOWN GO TO           GO TO ROW                MONTHLY BUDGET GR
                                                                            Category Selection
    $10 (click here to view Top 5) Full Year January   Select Category                 $1
        Top 5 Categories           January             Back to top      $19            $0 Jan
        Top 10 Categories          February            Transportation   $41                 Feb
                                   March               Home             $58                 Mar
                                   April               Utilities        $75                 Apr
                                May                 Health           $92               May
                                June                Entertainment   $109               Jun
                                July                Kids            $126               Jul
                                August              Donations       $143               Aug
                                September           Loans           $160               Sep
                                October             Miscellaneous   $177               Oct
MONTHLY BUDGET GRAPH
        Spending Income
               $0         $0
               $0         $0
               $0         $0
               $0         $0
              $0          $0
              $0          $0
              $0          $0
              $0          $0
              $0          $0
              $0          $0
  Quick Budget            Monthly Tracking          Daily Tracking   Budget vs Tracking     Savings


Daily Tracking
Track: April
Go to: Select Category

 Transfer Apr Data to Monthly Tracking


   Clear Apr Data (prep for May Data)
                                             1st          2nd        3rd        4th        5th

Savings                                            $0           $0         $0         $0         $0

Income                                             $0           $0         $0         $0         $0
   Todd's Salary
   Margo's Salary
   other




Spending                                           $0           $0         $0         $0         $0
Transportation                                     $0           $0         $0         $0         $0
   Car payment
   Gas
   Insurance

Home                                               $0           $0         $0         $0         $0
  Mortgage
  Groceries
  Insurance

Utilities                                          $0           $0         $0         $0         $0
   Electricity
   Phones
   Cable
Savings         Preferences        Help        Hide Income




          6th           7th        8th         9th        10th        11th        12th        13th

                $0            $0          $0         $0      $0          $0          $0          $0

                $0            $0          $0         $0      $0          $0          $0          $0




                $0            $0          $0         $0      $0          $0          $0          $0
                $0            $0          $0         $0          $0          $0          $0          $0




                $0            $0          $0         $0          $0          $0          $0          $0




                $0            $0          $0         $0          $0          $0          $0          $0
14th        15th        16th        17th        18th        19th        20th        21st

   $0          $0          $0          $0          $0          $0          $0              $0

   $0          $0          $0          $0          $0          $0          $0              $0




   $0          $0          $0          $0          $0          $0          $0              $0
       $0          $0          $0          $0          $0          $0          $0          $0




       $0          $0          $0          $0          $0          $0          $0          $0




       $0          $0          $0          $0          $0          $0          $0          $0
22nd    23rd        24th        25th        26th        27th        28th        29th

   $0      $0          $0          $0          $0          $0          $0          $0

   $0      $0          $0          $0          $0          $0          $0          $0




   $0      $0          $0          $0          $0          $0          $0          $0
   $0          $0          $0          $0          $0          $0          $0          $0




   $0          $0          $0          $0          $0          $0          $0          $0




   $0          $0          $0          $0          $0          $0          $0          $0
30th        31st        Month

   $0              $0       $0

   $0              $0       $0
                            $0
                            $0
                            $0




   $0              $0       $0
       $0          $0       $0
                            $0
                            $0
                            $0

       $0          $0       $0
                            $0
                            $0
                            $0

       $0          $0       $0
                            $0
                            $0
                            $0
January    Jan   Apr      Transfer Apr Data to Monthly Tracking
February   Feb         $3 Clear Apr Data (prep for May Data)
March      Mar         $4 April
April      Apr   May
May        May
June       Jun
July       Jul
August     Aug
September Sep
October   Oct
November Nov
December Dec
GO TO               C
            GO TO ROWategory Selection
Select Category           $1
Back to top     $19       $0
Transportation $41
Home            $58
Utilities       $75
Health         $92
Entertainment $109
Kids            $126
Donations       $143
Loans           $160
Miscellaneous   $177
    Quick Budget             Monthly Tracking         Daily Tracking       Budget vs Tracking      Savings


Budget vs Tracking
1                                   January
1

1

0
                                                                                        Transportation
0
            0            0           0            0            0           0                             0
0
                     Tracking                               Budget


Go to: Select Category                     January
                                             Tracking     Budget        Vs Budget
Savings                                           $0               $0          $0

Income                                            $0               $0          $0
    Todd's Salary                                  $0              $0          $0
    Margo's Salary                                 $0              $0          $0
    other                                          $0              $0          $0




Spending                                          $0               $0          $0
Transportation                                     $0              $0          $0
   Car payment                                     $0              $0          $0
   Gas                                             $0              $0          $0
   Insurance                                       $0              $0          $0

Home                                               $0              $0          $0
  Mortgage                                         $0              $0          $0
  Groceries                                        $0              $0          $0
  Insurance                                        $0              $0          $0

Utilities                                          $0              $0          $0
   Electricity                                     $0              $0          $0
   Phones                                          $0              $0          $0
   Cable                                           $0              $0          $0
Savings           Preferences         Help        Hide charts




     (Click here to Shrink chart)   Tracking   Budget




                                                   1



     0
BBM?               T
          BAR GRAPHracking    Budget
       $0 Income           $0        $0
          Spending         $0        $0
          Savings          $0        $0
RANK        SPEND BY CATEGORY          ACTUAL        BUDGET        RANK
       $1   Transportation                      $0            $0          $1
       $1   Home                                $0            $0          $2
       $1   Utilities                           $0            $0          $3
       $1   Health                              $0            $0          $4
       $1   Entertainment                       $0            $0          $5
       $1 Kids                                  $0            $0          $6
       $1 Donations                             $0            $0          $7
       $1 Loans                                 $0            $0          $8
       $1 Miscellaneous                         $0            $0           $9
       $1 Other                                 $0            $0          $10
       $1 Spending Category Name #11            $0            $0
                                             $1
CATEGORY       Tracking          Budget           Jan Jan    January    GO TO       GO TO ROW
Transportation              $1               $0     $1 Feb   February   Select Category
     #N/A            #N/A             #N/A             Mar   March      Back to top             $19
     #N/A            #N/A             #N/A             Apr   April      Transportation          $41
     #N/A            #N/A             #N/A             May   May        Home                    $58
     #N/A            #N/A             #N/A             Jun   June       Utilities               $75
    #N/A            #N/A              #N/A            Jul    July       Health                   $92
    #N/A            #N/A              #N/A            Aug    August     Entertainment           $109
    #N/A            #N/A              #N/A            Sep    September Kids                     $126
    #N/A            #N/A              #N/A            Oct    October   Donations                $143
    #N/A            #N/A              #N/A            Nov    November Loans                     $160
                                                      Dec    December Miscellaneous             $177
Category Selection
      $1
      $0
  Quick Budget            Monthly Tracking           Daily Tracking         Budget vs Tracking           Savings


Savings

 12,000                                                                                      Cummulative Savings
 10,000
              10,000            10,000          10,000            10,000            10,000           10,000
  8,000
  6,000
  4,000
  2,000
       0
                 Jan             Feb                Mar             Apr              May              Jun


Enter Starting Savings:       $10,000
                                Jan           Feb           Mar             Apr            May          Jun
Savings
Budget                          $0             $0           $0              $0           $0             $0
Tracking (Actual)               $0             $0           $0              $0           $0             $0
Budget vs Tracking              $0             $0           $0              $0           $0             $0
Cummulative Savings           $10,000        $10,000      $10,000         $10,000      $10,000        $10,000

Income
Budget                           $0            $0            $0             $0             $0           $0
Tracking (Actual)                $0            $0            $0             $0             $0           $0
Budget vs Tracking               $0            $0            $0             $0             $0           $0

Spending
Budget                           $0            $0            $0             $0             $0           $0
Tracking (Actual)                $0            $0            $0             $0             $0           $0
Budget vs Tracking               $0            $0            $0             $0             $0           $0




                       $1       $10,000       $10,000       $10,000        $10,000         $10,000     $10,000
   Savings           Preferences        Help




ulative Savings

             10,000           10,000          10,000             10,000            10,000       10,000




               Jul             Aug             Sep                Oct               Nov          Dec



               Jul           Aug        Sep              Oct              Nov          Dec      Full Year


               $0            $0          $0              $0               $0           $0          $0
               $0            $0          $0              $0               $0           $0          $0
               $0            $0          $0              $0               $0           $0          $0
             $10,000       $10,000     $10,000         $10,000          $10,000      $10,000



               $0             $0         $0              $0               $0              $0       $0
               $0             $0         $0              $0               $0              $0       $0
               $0             $0         $0              $0               $0              $0       $0



               $0             $0         $0              $0               $0              $0       $0
               $0             $0         $0              $0               $0              $0       $0
               $0             $0         $0              $0               $0              $0       $0




              $10,000        $10,000    $10,000         $10,000          $10,000      $10,000
BBM?
       $0

								
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