Quick Budget Excel Sheet

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Quick Budget Excel Sheet Powered By Docstoc
					   Home               Quick Budget           Budget by Month              Tracking            Comparison

          Start a Quick Budget                 Start a Budget by Month
                 (click here)                           (click here)


Move from worksheet to worksheet by clicking the blue buttons at the top of each worksheet.
Demo users: Income and the first 3 spending categories are open to demo users.

Budget Planner 1 - 2 - 3




            #1 - Build a Budget                         #2 - Track Income/Spending                      #3
      Use the Quick Budget sheet (for                     Track your actual income and                  Compare your b
           simple budgets) or the                       spending on this sheet or use the
    Budget by Month sheet (click here).                     Daily Spending Record


Pre- Customized Versions (at no additional cost)
Need additional spending cateogories? Using another currency? See our Pre-Customized versions below
Available at no additional cost (all versions are available for free after purchasing the Budget Planner on our website).
      Expanded (additional rows)                                       Cents version
      Additional Categories                                            Pounds version
      Daily Linked (A Daily Spending sheet for each Month)             Euro version
      Expanded & Daily Linked


Quick Budget
Create a quick and easy budget by filling out the white cells on the "Quick Budget" sheet. Enter the "Frequency" by usin
provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures
Make sure "Use this budget on Comparison sheet" is selected. (If this box is not selected, the "Budget By Month" figures
comparison purposes instead.)

Budget by Month
Use the "Budget By Month" sheet to create a budget with greater detail. Select your first budget month by using the dro
the "Income" section.
Make sure "Use this budget on Comparison sheet" is selected if you are building 'a budget by month. (If this box is not s
the "Quick Budget" sheet figures will be used for comparison purposes instead.)
Tracking
Use this sheet to track your actual income and spending. These figures will be compared to your budgeted figures on th

Comparison
Use this sheet to monitor how well you are sticking to your budget. Compare different time periods by using the drop do
"Income" section

Daily Spending
We've provided this sheet for those interested in tracking their spending on a daily basis. This simple record goes a lon
you stick to your budget.

Financial Calculators available at   Simpleplanning.com:
    - Budget Planner               - Mortgage Calculator               Net Worth Calculator
    - Investment Calculator        - Tax Calculator                    Complete Planner
    - Retirement Planner           - 401k Calculator                   Profit & Loss Planner

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software, hardware, data and network failure and profit/savings losses as a result of using this software.
   Comparison            Daily Spending              Help




              #3 - Compare Budget to Actuals
              Compare your budgeted income and
               spending to your actuals. Are you
                  over or under your budget?


                      Purchase now!
d versions below
dget Planner on our website).




                                                            January
Enter the "Frequency" by using the drop down menu           February
your Tracking (actual) figures on the "Comparison" sheet.   March
the "Budget By Month" figures will be used for              April
                                                            May
                                                            June
                                                            July
budget month by using the drop down box in                  August
                                                            September
t by month. (If this box is not selected,                   October
                                                            November
                                                      December

 to your budgeted figures on the "Comparison" page.


e periods by using the drop down box above the



 This simple record goes a long way in helping




              Invoice Template
              Business Suite



g terms and conditions:
 haser is granted a "license" to use this product.
umber of licenses originally purchased from

hout the written consent from Simpleplanning.com.


naccurate assumptions, calculation errors,
 this software.
           Enter what you plan on spending below.
                                                                                                                     Next: Track your actual spending
                                                                                                                                    (click here)
Use the   Quick Budget            on the Comparison sheet

   Category Name                    Frequency          Amount         Monthly          Yearly      Budget Summary                          Chart: Monthly
   Income                                                         $      7,050     $    84,800
  Salary/Wages (Bill)             Monthly            $    3,400   $       3,400    $     40,800
                                                                                                     Income                                              $7,050
  Salary/Wages (Jane)             Monthly            $    3,400   $       3,400    $     40,800
  Other                           Monthly            $       50   $           50   $        600
  Other                           Weekly             $       50   $         200    $      2,600
  Other                           Monthly                         $         -      $        -      Spending                                        $5,887

                       Type over sample categories & amounts
   Spending                                                       $      5,887     $    71,200
                                                                                                          Net              $1,163
  Transportation                                                  $         512    $      6,300
  Auto Loan/Lease                  Monthly           $     200    $         200    $      2,400
  Insurance                        Semi-Annually     $     100    $           17   $        200
  John's bus pass                  Monthly           $      40    $           40   $        480
  Gas                              Weekly            $      40    $         160    $      2,080    Spending Summary
  Maintenance                      Yearly            $     200    $           17   $        200
  Registration/Inspection          Yearly            $     100    $            8   $        100
  Other                            Monthly           $      70    $           70   $        840                     $607                 $512
  Other                            Monthly                        $         -      $        -
  Other                     Purchased Planner includes:
                                   Monthly                        $         -      $        -
  Other                      -Additional categories/rows
                                   Monthly                        $         -      $        -
                               -Alternate currencies
                                                                                                    $1,115
  Home                                                            $       1,422    $     17,060
                                                                                                                                                         $1,422
  Mortgage                        Monthly            $    1,000   $       1,000    $     12,000
  Rent                            Monthly                         $         -      $        -
  Maintenance                     Monthly            $      50    $           50   $        600
  Insurance                       Monthly            $      50    $           50   $        600
  Furniture                       Semi-Annually      $     250    $           42   $        500
  Household Supplies              Monthly            $      30    $           30   $        360
                                                                                                                                                       $310
  Real Estate Tax                 Quarterly          $     750    $         250    $      3,000             $960
  Other                           Monthly                         $         -      $        -
  Other                           Monthly                         $         -      $        -                                                   $600
                                                                                                                             $362
  Other                           Monthly                         $         -      $        -
                                                                                                   Transportation   Home            Utilities          Health
  Utilities                                                       $         310    $      3,720
                                                                                                   Entertainment    Dining          Kids               Miscellaneous
  Phone - Home                    Monthly            $      40    $           40   $        480
  Phone - Cell                    Monthly            $      30    $           30   $        360
  Cable                           Monthly            $      40    $           40   $        480
  Gas                             Monthly            $      40    $           40   $        480
  Other                           Monthly            $      40    $           40   $        480
  Water                           Monthly            $      40    $           40   $        480
  Electricity                     Monthly            $      50    $           50   $        600
  Internet                        Monthly            $      30    $           30   $        360
  Other                           Monthly                         $         -      $        -
  Other                           Monthly                         $         -      $        -

  Health                                                          $         600    $      7,200
  Dental                         Monthly       $             50   $           50   $        600
  Medical                        Monthly       $            500   $         500    $      6,000
  Medication                      locked
                            CellsMonthly for Demo
                                               $          users
                                                             15   $           15   $        180
  Vision/contacts                Monthly       $              5   $            5   $          60
  Life Insurance                 Monthly       $             10   $           10   $        120
  Other                          Monthly       $             20   $           20   $        240
  Other                          Semi-Annually                    $         -      $        -
  Other                          Monthly                          $         -      $        -
  Other                          Monthly                          $         -      $        -
  Other                          Monthly                          $         -      $        -

  Entertainment                                                   $         362    $      4,400
  Memberships                    Monthly             $    60      $           60   $        720
  Events                         Quarterly           $    75      $           25   $        300
  Subscriptions              Cells locked
                                 Monthly     for   Demo users
                                                     $    15      $           15   $        180
  Movies                         Monthly             $    20      $           20   $        240
  Music                          Monthly             $    15      $           15   $        180
  Hobbies                        Weekly              $    15      $           60   $        780
  Travel/ Vacation               Yearly              $ 2,000      $         167    $      2,000
  Other                          Monthly                          $         -      $        -
  Other                          Monthly                          $         -      $        -
  Other                          Monthly                          $         -      $        -

  Dining                                                          $         960    $     11,780
  Dining out                     Monthly             $     100    $         100    $      1,200
  Coffee                         Weekly              $      10    $           40   $        520
  Takeout                    Cells locked
                                 Weekly      for   Demo
                                                     $    users
                                                            20    $           80   $      1,040
  fast food                      Weekly              $      10    $           40   $        520
  Lunch at work                  Weekly              $      25    $         100    $      1,300
  Groceries                      Monthly             $     600    $         600    $      7,200
  Other                          Weekly                           $         -      $        -
  Other                          Yearly                           $         -      $        -
  Other                          Monthly                          $         -      $        -
  Other                          Monthly                          $         -      $        -

  Kids                                                            $       1,115    $     13,380
  Clothes                        Monthly             $    30      $           30   $        360
  Child care                     Monthly             $ 1,000      $       1,000    $     12,000
  School supplies            Cells locked for Demo users
                                 Monthly             $    10      $           10   $        120
  Babysitter                     Monthly             $    60      $           60   $        720
  Tuition                        Monthly                          $         -      $        -
  Music lessons                  Monthly             $    15      $           15   $        180
  Other                          Bi-Weekly/Fortnight              $         -      $        -
  Other                          Yearly                           $         -      $        -
  Other                          Monthly                          $         -      $        -
  Other                          Monthly                          $         -      $        -

  Miscellaneous                                                   $         607    $      7,360
  401k                           Monthly             $      20    $           20   $        240
  IRA                            Semi-Annually       $     150    $           25   $        300
  Donations                  Cells locked for Demo
                                 Monthly             $    users
                                                            70    $           70   $        840
  Dry Cleaning                   Monthly             $      30    $           30   $        360
  New Clothes                    Semi-Annually       $     100    $           17   $        200
  College Loans                  Monthly             $     300    $         300    $      3,600
  Pocket Money                   Weekly              $      20    $           80   $      1,040
  Gifts                          Monthly             $      50    $           50   $        600
  Credit Card                    Monthly             $      15    $           15   $        180
  Other                          Monthly                          $         -      $        -
  Other                          Bi-Weekly/Fortnight              $         -      $        -
  Other                          Monthly                          $         -      $        -
                                      Enter what you plan on spending below.
                                                                                                                                       Next: Track your actual spending
          Quick Budget
                                                                                                                                                      (click here)
Use the                          on the Comparison sheet                                                                                                                                                                7
   Category Name                      Jan           Feb          Mar           Apr            May          Jun          Jul            Aug          Sep          Oct            Nov          Dec                             Summary
                                                                                                                                                                                                      12 Months Year Budget Jul                                       Chart:   Current Month
                                                                                                                                                                                                                     to Date
   Income                         $ 6,950       $ 6,950      $ 6,950       $ 6,950        $ 6,950      $ 6,950      $ 6,950        $ 6,950      $ 6,950      $ 6,950        $ 6,950      $ 6,950      $ 83,400           48650




  Salary/Wages (Bill)             $    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         23800



                                                                                                                                                                                                                                        Income                                 $6,950
  Salary/Wages (Jane)             $    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         23800




  Other                           $       50    $      50    $      50     $      50      $      50    $      50    $      50      $      50    $      50    $      50      $      50    $      50    $      600          350




  Other                           $      100    $     100    $     100     $     100      $     100    $     100    $     100      $     100    $     100    $     100      $     100    $     100    $    1,200          700




  Other                                                                                                                                                                                               $      -              0
                                                                                                                                                                                                                                   Spending                                       $7,645
                     Type over sample categories & amounts

   Spending                       $ 5,826       $ 5,645      $ 5,945       $ 6,320        $ 5,645      $ 5,645      $ 7,645        $ 5,645      $ 5,745      $ 5,945        $ 5,745      $ 5,945      $ 71,216      42671                   Net
                                                                                                                                                                                                                                        $(695)
  Transportation                  $      666    $     570    $     570     $     570      $     570    $     570    $     570      $     570    $     570    $     770      $     570    $     570    $    7,136         4086




  Auto Loan/Lease                 $      200    $     200    $     200     $     200      $     200    $     200    $     200      $     200    $     200    $     200      $     200    $     200    $    2,400         1400




  Insurance                       $      100    $     100    $     100     $     100      $     100    $     100    $     100      $     100    $     100    $     100      $     100    $     100    $    1,200          700




  John's bus pass                 $       40    $      40    $      40     $      40      $      40    $      40    $      40      $      40    $      40    $      40      $      40    $      40    $      480          280




  Gas                             $      160    $     160    $     160     $     160      $     160    $     160    $     160      $     160    $     160    $     160      $     160    $     160    $    1,920      Spending Summary
                                                                                                                                                                                                                         1120




  Maintenance                                                                                                                                                $     200                                $      200            0




  Registration/Inspection         $       96                                                                                                                                                          $        96           96




  Other                           $       70    $      70    $      70     $         70   $      70    $      70    $         70   $      70    $      70    $         70   $      70    $      70    $      840          490
                                                                                                                                                                                                                                                  $515            $570
  Other                                                                                                                                                                                               $      -              0




  Other                                                                                                                                                                                               $      -              0     $1,115
  Other                                                                                                                                                                                               $      -                                                                       $1,380
                                                                          Purchased Planner includes:                                                                                                                       0




                                                                           -Additional categories/rows
  Home                            $    1,380    $   1,380    $   1,380         1,880 $ 1,380 $
                                                                            $ -Alternate currencies 1,380           $   1,380      $   1,380    $   1,380    $   1,380      $   1,380    $   1,380    $   17,060         10160




  Mortgage                        $    1,000    $   1,000    $   1,000     $   1,000      $   1,000    $   1,000    $   1,000      $   1,000    $   1,000    $   1,000      $   1,000    $   1,000    $   12,000         7000




  Rent                            $      -      $     -      $     -       $     -        $     -      $     -      $     -        $     -      $     -      $     -        $     -      $     -      $      -              0




  Maintenance                     $        50   $       50   $       50    $       50     $       50   $       50   $       50     $       50   $       50   $       50     $       50   $       50   $      600          350




                                                                                                                                                                                                                                 $960                                                   $310
  Insurance                       $        50   $       50   $       50    $       50     $       50   $       50   $       50     $       50   $       50   $       50     $       50   $       50   $      600          350




  Furniture                                                                $     500                                                                                                                  $      500          500




  Household Supplies              $       30    $      30    $      30     $       30     $      30    $      30    $      30      $      30    $      30    $      30      $      30    $      30    $      360          210
                                                                                                                                                                                                                                                                                     $600
  Real Estate Tax                 $      250    $     250    $     250     $     250      $     250    $     250    $     250      $     250    $     250    $     250      $     250    $     250    $    3,000         1750




  Other                                                                                                                                                                                               $      -              0




  Other                                                                                                                                                                                               $      -              0


                                                                                                                                                                                                                                                      $2,195
  Other                                                                                                                                                                                               $      -              0




                                                                                                                                                                                                                       Transportation        Home              Utilities             Health
  Utilities                       $      310    $     310    $     310     $     310      $     310    $     310    $     310      $     310    $     310    $     310      $     310    $     310    $    3,240         2170




                                                                                                                                                                                                                       Entertainment         Dining            Kids                  Miscellaneous
  Phone - Home                    $       40    $      40    $      40     $      40      $      40    $      40    $      40      $      40    $      40    $      40      $      40    $      40    $      480          280




  Phone - Cell                    $       30    $      30    $      30     $      30      $      30    $      30    $      30      $      30    $      30    $      30      $      30    $      30    $      360          210




  Cable                           $       40    $      40    $      40     $      40      $      40    $      40    $      40      $      40    $      40    $      40      $      40    $      40    $      480          280




  Gas                             $       40    $      40    $      40     $      40      $      40    $      40    $      40      $      40    $      40    $      40      $      40    $      40    $      480          280




  Other                           $       40    $      40    $      40     $      40      $      40    $      40    $      40      $      40    $      40    $      40      $      40    $      40                   Spending by Month
  Water                           $       40    $      40    $      40     $      40      $      40    $      40    $      40      $      40    $      40    $      40      $      40    $      40    $      480          280




  Electricity                     $       50    $      50    $      50     $      50      $      50    $      50    $      50      $      50    $      50    $      50      $      50    $      50    $      600      $9,000
                                                                                                                                                                                                                          350




  Internet                        $       30    $      30    $      30     $      30      $      30    $      30    $      30      $      30    $      30    $      30      $      30    $      30    $      360
                                                                                                                                                                                                                      $8,000
                                                                                                                                                                                                                          210




  Other                                                                                                                                                                                               $      -              0




  Other                                                                                                                                                                                               $      -        $7,0000




  Health                         $    600 $   600 $  600 $                       600      $     600    $     600    $     600      $     600    $     600    $     600      $     600    $     600    $    7,200      $6,000
                                                                                                                                                                                                                         4200




  Dental                         $     50 $    50 $   50 $                        50      $      50    $      50    $      50      $      50    $      50    $      50      $      50    $      50    $      600          350




  Medical                        $    500 $   500 $  500 $                       500      $     500    $     500    $     500      $     500    $     500    $     500      $     500    $     500    $    6,000      $5,000
                                                                                                                                                                                                                         3500




  Medication                     $     locked 15 $    15 $
                                 Cells 15 $ for Demo users                        15      $      15    $      15    $      15      $      15    $      15    $      15      $      15    $      15    $      180          105




                                                                                                                                                                                                                      $4,000
  Vision/contacts                $      5 $     5 $    5 $                         5      $       5    $       5    $       5      $       5    $       5    $       5      $       5    $       5    $        60
  Life Insurance                 $     10 $    10 $   10 $                        10      $      10    $      10    $      10      $      10    $      10    $      10      $      10    $      10    $      120      $3,000
  Other                          $     20 $    20 $   20 $                        20      $      20    $      20    $      20      $      20    $      20    $      20      $      20    $      20    $      240
  Other                                                                                                                                                                                               $      -        $2,0000




  Other                                                                                                                                                                                               $      -              0




  Other                                                                                                                                                                                               $      -        $1,0000




  Other                                                                                                                                                                                               $      -              0




                                                                                                                                                                                                                          $0
  Entertainment                   $   195 $    195 $              195 $          195      $     195    $     195    $   2,195      $     195    $     195    $     195      $     195    $     195    $    4,340         3365
                                                                                                                                                                                                                                    Jan       Mar        May       Jul         Sep        Nov
  Memberships                     $     60 $    60 $               60 $           60      $      60    $      60    $      60      $      60    $      60    $      60      $      60    $      60    $      720          420




  Events                          $     25 $    25 $               25 $           25      $      25    $      25    $      25      $      25    $      25    $      25      $      25    $      25    $      300          175




  Subscriptions                   Cells 15 $ for Demo
                                  $     locked 15 $                15 $
                                                                  users           15      $      15    $      15    $      15      $      15    $      15    $      15      $      15    $      15    $      180          105




  Movies                          $     20 $    20 $               20 $           20      $      20    $      20    $      20      $      20    $      20    $      20      $      20    $      20    $      240          140




  Music                           $     15 $    15 $               15 $           15      $      15    $      15    $      15      $      15    $      15    $      15      $      15    $      15    $      180          105




  Hobbies                         $     60 $    60 $               60 $           60      $      60    $      60    $      60      $      60    $      60    $      60      $      60    $      60    $      720          420




  Travel/ Vacation                                                                                                  $   2,000                                                                         $    2,000         2000




  Other                                                                                                                                                                                               $      -              0




  Other                                                                                                                                                                                               $      -              0




  Other                                                                                                                                                                                               $      -              0




  Dining                          $   960 $           960 $       960 $          960      $     960    $     960    $     960      $     960    $     960    $     960      $     960    $     960    $   11,520         6720




  Dining out                      $   100 $           100 $       100 $          100      $     100    $     100    $     100      $     100    $     100    $     100      $     100    $     100    $    1,200          700




  Coffee                          $     40 $           40 $        40 $           40      $      40    $      40    $      40      $      40    $      40    $      40      $      40    $      40    $      480          280




  Takeout                         Cells 80 $
                                  $     locked         80 $
                                                     for Demo      80 $
                                                                  users           80      $      80    $      80    $      80      $      80    $      80    $      80      $      80    $      80    $      960          560




  fast food                       $     40 $           40 $        40 $           40      $      40    $      40    $      40      $      40    $      40    $      40      $      40    $      40    $      480          280




  Lunch at work                   $   100 $           100 $       100 $          100      $     100    $     100    $     100      $     100    $     100    $     100      $     100    $     100    $    1,200          700




  Groceries                       $   600 $           600 $       600 $          600      $     600    $     600    $     600      $     600    $     600    $     600      $     600    $     600    $    7,200         4200




  Other                                                                                                                                                                                               $      -              0




  Other                                                                                                                                                                                               $      -              0




  Other                                                                                                                                                                                               $      -              0




  Other                                                                                                                                                                                               $      -              0




  Kids                            $ 1,115 $ 1,115 $ 1,115 $                    1,115      $   1,115    $   1,115    $   1,115      $   1,115    $   1,115    $   1,115      $   1,115    $   1,115    $   13,380         7805




  Clothes                         $     30 $   30 $    30 $                       30      $      30    $      30    $      30      $      30    $      30    $      30      $      30    $      30    $      360          210




  Child care                      $ 1,000 $ 1,000 $ 1,000 $                    1,000      $   1,000    $   1,000    $   1,000      $   1,000    $   1,000    $   1,000      $   1,000    $   1,000    $   12,000         7000




  School supplies                 Cells 10 $ for Demo users
                                  $     locked 10 $    10 $                       10      $      10    $      10    $      10      $      10    $      10    $      10      $      10    $      10    $      120            70




  Babysitter                      $     60 $   60 $    60 $                       60      $      60    $      60    $      60      $      60    $      60    $      60      $      60    $      60    $      720          420




  Tuition                                                                                                                                                                                             $      -              0




  Music lessons                   $       15    $      15    $      15     $         15   $      15    $      15    $         15   $      15    $      15    $         15   $      15    $      15    $      180          105




  Other                                                                                                                                                                                               $      -              0




  Other                                                                                                                                                                                               $      -              0




  Other                                                                                                                                                                                               $      -              0




  Other                                                                                                                                                                                               $      -              0




  Miscellaneous                   $   600 $    515 $              815 $          690      $     515    $     515    $     515      $     515    $     615    $     615      $     615    $     815    $    7,340         4165




  401k                            $     20 $    20 $               20 $           20      $      20    $      20    $      20      $      20    $      20    $      20      $      20    $      20    $      240          140




  IRA                             $     25         $              150                                                                                                                                 $      175          175




  Donations                       Cells 70 $ for Demo
                                  $     locked 60 $                60 $
                                                                  users           60      $      60    $      60    $         60   $      60    $      60    $         60   $      60    $      60    $      730          430




  Dry Cleaning                    $     30 $    30 $               30 $           30      $      30    $      30    $         30   $      30    $      30    $         30   $      30    $      30    $      360          210




  New Clothes                                                         $          100                                                            $     100                                             $      200          100




  College Loans                   $      300    $     300    $    300 $          300      $     300    $     300    $     300      $     300    $     300    $     300      $     300    $     300    $    3,600         2100




  Pocket Money                    $       80    $      80    $     80 $           80      $      80    $      80    $      80      $      80    $      80    $      80      $      80    $      80    $      960          560




  Gifts                           $       50                 $    150 $           75                                                                         $     100      $     100    $     300    $      775          275




  Credit Card                     $       15    $      15    $     15 $           15      $      15    $      15    $         15   $      15    $      15    $      15      $      15    $      15    $      180          105




  Other                           $       10    $      10    $     10 $           10      $      10    $      10    $         10   $      10    $      10    $      10      $      10    $      10    $      120            70




  Other                                                                                                                                                                                               $      -              0




  Other                                                                                                                                                                                               $      -              0
                                                                                                                    Next: Compare actual spending
      Enter what you actually spend below.                    or         Track spending Daily                         to your budget (click here)
                                                                                                                                                                                       7
 Category Name                   Jan          Feb            Mar         Apr        May        Jun        Jul       Aug        Sep       Oct       Nov       Dec   Year to Date Year Tracking Summary
                                                                                                                                                                                     to Date Jul                            Chart: March

 Income                      $ 6,800      $ 6,825        $ 6,950     $    -     $    -     $    -     $    -    $     -    $    -    $    -    $    -    $    -    $ 20,575       ####
Salary/Wages (Bill)          $   3,400    $   3,400      $   3,400                                                                                                 $   10,200     ####
                                                                                                                                                                                              Income                                       $6,950
Salary/Wages (Jane)          $   3,400    $   3,400      $   3,400                                                                                                 $   10,200     ####
Other                        $     -      $      25      $     150                                                                                                 $      175    $ 175
Other                                                                                                                                                              $      -      $ -
                                                                                 Let's you know when                                                                                       Spending                                      $6,376
Other                                                                                                                                                              $      -      $ -
                                                                               spending is over budget.                                                                          $ -
                              Under        Under          Over
                              Budget       Budget        Budget                                                                                                                  $ -
 Spending                                                                                                                                                                                         Net     $574
                             $ 5,836      $ 5,596        $ 6,376     $    -     $    -     $    -     $    -    $     -    $    -    $    -    $    -    $    -    $ 17,808       ####
Transportation               $     460    $    650       $    550    $     -    $     -    $     -   $      -   $      -   $     -   $     -   $     -   $     -   $    1,660     ####
Auto Loan/Lease              $     200    $    200       $    200                                                                                                  $      600    $ 600
Insurance                    $     100    $    100       $    100                                                                                                  $      300    $ 300
John's bus pass                                                                                                                                                    $      -      $ -
                                                                                                                                                                                           Spending by Month
Gas                                                                                                                                                                $      -      $ -
Maintenance                  $     100    $    120       $    100                                                                                                  $      320    $ 320
Registration/Inspection                   $    170                                                                                                                 $      170    $ 170
Other                                                                                                                                                              $      -      $ -     $7,000
Other                        $      60    $       $ 60  70                                                                                                         $      190    $ 190 $6,000
Other                                             $     35                                                                                                         $        35   $ 35
Other                                             $     45
                          Type over sample categories & amounts                                                                                                    $        45   $ 45 $5,000
                                                                                                                                                                                 $ -     $4,000
Home                         $   1,480    $   1,440      $   1,505   $     -    $     -    $     -   $      -   $      -   $     -   $     -   $     -   $     -   $    4,425     ####
                                                                                                                                                                                         $3,000
Mortgage                     $   1,000    $   1,000      $   1,000                                                                                                 $    3,000     ####
Rent                                                                                                                                                               $      -      $ -     $2,000
Maintenance                  $      50    $     -        $     50                                                                                                  $      100    $ 100
                                                                                                                                                                                         $1,000
Insurance                    $      50    $         50   $     50                                                                                                  $      150    $ 150
Furniture                                                                                                                                                          $      -      $ -         $0
Household Supplies           $      30    $     30       $     30                                                                                                  $        90   $ 90             Jan   Mar       May     Jul      Sep       Nov
Real Estate Tax              $     350    $    360       $    375                                                                                                  $    1,085     ####
Other                                                                                                                                                              $      -      $ -                           Spending   Income
Other                                                                                                                                                              $      -      $ -
Other                                                                                                                                                              $      -      $ -
                                                                                                                                                                                 $ -
Utilities                    $     280    $    270       $    274    $     -    $     -    $     -   $      -   $      -   $     -   $     -   $     -   $     -   $      824    $ 824
Phone - Home                 $       40   $      40      $      46                                                                                                 $      126    $ 126
Phone - Cell                 $       30   $      30      $      38                                                                                                 $        98   $ 98
Cable                        $       40   $      40      $      40                                                                                                 $      120    $ 120
Gas                          $       30   $      30      $      30                                                                                                 $        90   $ 90
Other                        $       40   $      40      $      40                                                                                                 $      120    $ 120
Water                        $     -      $    -         $    -                                                                                                    $      -      $ -
Electricity                  $       70   $      60      $      50                                                                                                 $      180    $ 180
Internet                     $       30   $      30      $      30                                                                                                 $        90   $ 90
Other                                                                                                                                                              $      -      $ -
Other                                                                                                                                                              $      -      $ -
                                                                                                                                                                                 $ -
Health                       $     550    $    550       $    550    $     -    $     -    $     -   $      -   $      -   $     -   $     -   $     -   $     -   $    1,650     ####
Dental                       $      10    $     10       $     10                                                                                                  $        30   $ 30
Medical                      $     500    $    500       $    500                                                                                                  $    1,500     ####
                                          Cells locked for Demo users
Medication                                                                                                                                                         $      -      $ -
Vision/contacts                                                                                                                                                    $      -      $ -
Life Insurance                                                                                                                                                     $      -      $ -
Other                        $      30    $         30   $     30                                                                                                  $        90   $ 90
Other                                                                                                                                                              $      -      $ -
Other                        $      10    $         10   $     10                                                                                                  $        30   $ 30
Other                                                                                                                                                              $      -      $ -
Other                                                                                                                                                              $      -      $ -
                                                                                                                                                                                 $ -
Entertainment                $     282    $    187       $    454    $     -    $     -    $     -   $      -   $      -   $     -   $     -   $     -   $     -   $      923    $ 923
Memberships                  $      60    $     60       $     60                                                                                                  $      180    $ 180
Events                       $     100    $     75       $    200                                                                                                  $      375    $ 375
                                          Cells locked for Demo users
Subscriptions                $      50                                                                                                                             $        50   $ 50
Movies                       $      15    $         15   $     25                                                                                                  $        55   $ 55
Music                        $      22    $         22   $     44                                                                                                  $        88   $ 88
Hobbies                      $      15    $         15   $     30                                                                                                  $        60   $ 60
Travel/ Vacation             $      20                   $     40                                                                                                  $        60   $ 60
Other                                                                                                                                                              $      -      $ -
Other                                                    $     55                                                                                                  $        55   $ 55
Other                                                                                                                                                              $      -      $ -
                                                                                                                                                                                 $ -
Dining                       $   1,007    $    862       $   1,039   $     -    $     -    $     -   $      -   $      -   $     -   $     -   $     -   $     -   $    2,908     ####
Dining out                   $     150    $    150       $     250                                                                                                 $      550    $ 550
Coffee                       $     100    $     75       $      80                                                                                                 $      255    $ 255
                                          Cells locked for Demo users
Takeout                      $      50                                                                                                                             $        50   $ 50
fast food                    $      15    $     15       $     25                                                                                                  $        55   $ 55
Lunch at work                $      22    $     22       $     44                                                                                                  $        88   $ 88
Groceries                    $     650    $    600       $    600                                                                                                  $    1,850     ####
Other                        $      20                   $     40                                                                                                  $        60   $ 60
Other                                                                                                                                                              $      -      $ -
Other                                                                                                                                                              $      -      $ -
Other                                                                                                                                                              $      -      $ -
                                                                                                                                                                                 $ -
Kids                         $   1,182    $   1,112      $   1,254   $     -    $     -    $     -   $      -   $      -   $     -   $     -   $     -   $     -   $    3,548     ####
Clothes                      $      60    $      60      $      60                                                                                                 $      180    $ 180
Child care                   $   1,000    $   1,000      $   1,000                                                                                                 $    3,000     ####
                                          Cells locked for Demo users
School supplies              $      50                                                                                                                             $        50   $ 50
Babysitter                   $      15    $         15   $     25                                                                                                  $        55   $ 55
Tuition                      $      22    $         22   $     44                                                                                                  $        88   $ 88
Music lessons                $      15    $         15   $     30                                                                                                  $        60   $ 60
Other                        $      20                   $     40                                                                                                  $        60   $ 60
Other                                                                                                                                                              $      -      $ -
Other                                                    $     55                                                                                                  $        55   $ 55
Other                                                                                                                                                              $      -      $ -
                                                                                                                                                                                 $ -
Miscellaneous                $     595    $    525 $    750 $   -   $                 -    $     -   $      -   $      -   $     -   $     -   $     -   $     -   $    1,870     ####
401k                         $      20    $     20 $     20                                                                                                        $        60   $ 60
IRA                          $      15    $     45 $     25                                                                                                        $        85   $ 85
                                          Cells locked for Demo users
Donations                    $      60    $     60 $     60                                                                                                        $      180    $ 180
Dry Cleaning                                                                                                                                                       $      -      $ -
New Clothes                                                                                                                                                        $      -      $ -
College Loans                $     300    $    300       $    300                                                                                                  $      900    $ 900
Pocket Money                 $     100    $    100       $    120                                                                                                  $      320    $ 320
Gifts                        $     100                   $    150                                                                                                  $      250    $ 250
Credit Card                                              $     30                                                                                                  $        30   $ 30
Other                                                    $     45                                                                                                  $        45   $ 45
Other                                                                                                                                                              $      -      $ -
Other                                                                                                                                                              $      -      $ -


                             $     (51) $     (291) $         489    $ (5,887) $ (5,887) $ (5,887) $ (5,887) $ (5,887) $ (5,887) $ (5,887) $ (5,887) $ (5,887)
March                        Compare your budget to your actual spending below.                              Mar
   Category Name                  Budget     Tracking      Compare     Budget vs Tracking Summary
   Income                          $7,050        $6,950      ($100)
  Salary/Wages (Bill)               $3,400        $3,400         $0                     Budget                                                   $7,050
  Salary/Wages (Jane)               $3,400        $3,400         $0            Income
  Other                                $50          $150       $100                     Tracking                                                 $6,950
  Other            Select month       $200            $0      ($200)
  Other                                 $0            $0         $0                                                                     $5,887
                                                                         Spending
                                                                                                                                          $6,376
   Spending                       $ 5,887    $    6,376       $489
  Transportation                     $512          $550         $38                                  $1,163
  Auto Loan/Lease                    $200          $200          $0               Net
                                                                                                 $574
  Insurance                           $17          $100         $83
  John's bus pass                     $40            $0        ($40)
  Gas                                $160            $0       ($160)
  Maintenance                      Over budget in red
                                      $17          $100         $83
  Registration/Inspection              $8            $0         ($8)
                                                                       Where Are You Overspending? (vs Budget)
  Other                               $70            $0
                                  Under budget in green        ($70)
                                                                                                   Over Budget     Under Budget
  Other                                $0           $70         $70
                                                                       $200
  Other                                $0           $35         $35
  Other                                $0           $45         $45    $150
                                                                                                                                         $139

                                                                                          $83                          $92
  Home                              $1,422        $1,505        $83    $100                                                       $79
  Mortgage                          $1,000        $1,000         $0
                                                                        $50      $38
  Rent                                  $0            $0         $0
  Maintenance                          $50           $50         $0
  Insurance                            $50           $50         $0      $0
  Furniture                            $42            $0       ($42)
                                                                        -$50                          -$36
  Household Supplies                   $30           $30         $0
                                                                                                               -$50
  Real Estate Tax                     $250          $375       $125
                                                                       -$100
  Other                                 $0            $0         $0
  Other                                 $0            $0         $0            Trans    Home         Utili    Healt   Enter   Dinin     Kids     Misce
  Other                                 $0            $0         $0

  Utilities                           $310         $274        ($36)
  Phone - Home                         $40          $46          $6
  Phone - Cell                         $30          $38          $8
  Cable                                $40          $40          $0
  Gas                                  $40          $30        ($10)
  Other                                $40          $40          $0
  Water                                $40           $0        ($40)
  Electricity                          $50          $50          $0
  Internet                             $30          $30          $0
  Other                                 $0           $0          $0
  Other                                 $0           $0          $0

  Health                              $600         $550        ($50)
  Dental                               $50          $10        ($40)
  Medical                             $500         $500          $0
  Medication                           $15           $0        ($15)
  Vision/contacts                       $5           $0         ($5)
  Life Insurance                       $10           $0        ($10)
  Other                                $20          $30         $10
  Other                                 $0           $0          $0
  Other                                 $0          $10         $10
  Other                                 $0           $0          $0
  Other                                 $0           $0          $0

  Entertainment                       $362         $454         $92
  Memberships                          $60          $60          $0
  Events                               $25         $200        $175
  Subscriptions                        $15           $0        ($15)
  Movies                               $20          $25          $5
  Music                                $15          $44         $29
  Hobbies                              $60          $30        ($30)
  Travel/ Vacation                    $167          $40       ($127)
  Other                                 $0           $0          $0
  Other                                 $0          $55         $55
  Other                                 $0           $0          $0

  Dining                              $960        $1,039        $79
  Dining out                          $100          $250       $150
  Coffee                               $40           $80        $40
  Takeout                              $80            $0       ($80)
  fast food                            $40           $25       ($15)
  Lunch at work                       $100           $44       ($56)
  Groceries                           $600          $600         $0
  Other                                 $0           $40        $40
  Other                                 $0            $0         $0
  Other                                 $0            $0         $0
  Other                                 $0            $0         $0

  Kids                              $1,115        $1,254       $139
  Clothes                              $30           $60        $30
  Child care                        $1,000        $1,000         $0
  School supplies                      $10            $0       ($10)
  Babysitter                           $60           $25       ($35)
  Tuition                               $0           $44        $44
  Music lessons                        $15           $30        $15
  Other                                 $0           $40        $40
  Other                                 $0            $0         $0
  Other                                 $0           $55        $55
  Other                                 $0            $0         $0

  Miscellaneous                       $607         $750        $143
  401k                                 $20          $20          $0
  IRA                                  $25          $25          $0
  Donations                            $70          $60        ($10)
  Dry Cleaning                         $30           $0        ($30)
  New Clothes                          $17           $0        ($17)
  College Loans                       $300         $300          $0
  Pocket Money                         $80         $120         $40
  Gifts                                $50         $150        $100
  Credit Card                          $15          $30         $15
  Other                                 $0          $45         $45
  Other                                 $0           $0          $0
  Other                                 $0           $0          $0
                                                                             Next: Compare actual spending
                                                                               to your budget (click here)
Income
   Category Name               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                $ 1,075    $    420   $     480    $    100   $    640   $    -    $     15   $    -    $    -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $ 2,730
 Transportation            $     75   $     -    $      -     $     -    $    100   $     -   $     15   $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $      190
 Auto Loan/Lease                                                                                                                                                                                                                                                                                                                                                               $      -
 Insurance                                                               $    100                                                                                                                                                                                                                                                                                              $      100
 John's bus pass           $     15                                                           $     15                                                                                                                                                                                                                                                                         $       30
 Gas                                                                                                                                                                                                                                                                                                                                                                           $      -
 Maintenance
 Registration/Inspection
 Other                                                         This sheet is optional. Use this sheet to keep track of what you spend on a daily basis.                                                                                                                                                                                                                        $      -
 Other                     $     60                  a We provide a version of the Budget Planner with 12 Daily Spending sheets (one for each month). Each sheet is                                                                                                                                                                                                            $       60
 Other                                                     linked to the Tracking sheet so you won't have to enter your actual spending in two different places.                                                                                                                                                                                                               $      -
 Other                                                                            (we provide this version to you at no additional charge)                                                                                                                                                                                                                                     $      -

 Home                      $ 1,000    $     -    $      -     $    100   $     -    $     -   $     -    $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $    1,100
 Mortgage                  $ 1,000                                                                                                                                                                                                                                                                                                                                             $    1,000
 Rent                                                                                                                                                                                                                                                                                                                                                                          $      -
 Maintenance                                                                                                                                                                                                                                                                                                                                                                   $      -
 Insurance                                                                                                                                                                                                                                                                                                                                                                     $      -
 Furniture                                                                                                                                                                                                                                                                                                                                                                     $      -
 Household Supplies                                                                                                                                                                                                                                                                                                                                                            $      -
 Real Estate Tax                                              $    100                                                                                                                                                                                                                                                                                                         $      100
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -

 Utilities                 $     -    $     70   $       80   $     -    $     90   $     -   $     -    $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $      240
 Phone - Home                         $     40                                                                                                                                                                                                                                                                                                                                 $       40
 Phone - Cell                         $     30                                                                                                                                                                                                                                                                                                                                 $       30
 Cable                                           $       40                                                                                                                                                                                                                                                                                                                    $       40
 Gas                                                                     $     40                                                                                                                                                                                                                                                                                              $       40
 Other                                                                   $     20                                                                                                                                                                                                                                                                                              $       20
 Water
 Electricity                                     $       40                                                                                                                                                                                                                                                                                                                    $       40
 Internet                                                                $     30                                                                                                                                                                                                                                                                                              $       30
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -

 Health                    $     -    $     70   $       80   $     -    $     90   $     -   $     -    $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $      240
 Dental                               $     40                                                                                                                                                                                                                                                                                                                                 $       40
 Medical                              $     30                                                                                                                                                                                                                                                                                                                                 $       30
 Medication                                      $       40                                                                                                                                                                                                                                                                                                                    $       40
 Vision/contacts                                                         $     40                                                                                                                                                                                                                                                                                              $       40
 Life Insurance                                                          $     20                                                                                                                                                                                                                                                                                              $       20
 Other
 Other                                           $       40                                                                                                                                                                                                                                                                                                                    $       40
 Other                                                                   $     30                                                                                                                                                                                                                                                                                              $       30
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -

 Entertainment             $     -    $     70   $       80   $     -    $     90   $     -   $     -    $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $      240
 Memberships                          $     40                                                                                                                                                                                                                                                                                                                                 $       40
 Events                               $     30                                                                                                                                                                                                                                                                                                                                 $       30
 Subscriptions                                   $       40                                                                                                                                                                                                                                                                                                                    $       40
 Movies                                                                  $     40                                                                                                                                                                                                                                                                                              $       40
 Music                                                                   $     20                                                                                                                                                                                                                                                                                              $       20
 Hobbies
 Travel/ Vacation                                $       40                                                                                                                                                                                                                                                                                                                    $       40
 Other                                                                   $     30                                                                                                                                                                                                                                                                                              $       30
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -

 Dining                    $     -    $     70   $       80   $     -    $     90   $     -   $     -    $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $      240
 Dining out                           $     40                                                                                                                                                                                                                                                                                                                                 $       40
 Coffee                               $     30                                                                                                                                                                                                                                                                                                                                 $       30
 Takeout                                         $       40                                                                                                                                                                                                                                                                                                                    $       40
 fast food                                                               $     40                                                                                                                                                                                                                                                                                              $       40
 Lunch at work                                                           $     20                                                                                                                                                                                                                                                                                              $       20
 Groceries
 Other                                           $       40                                                                                                                                                                                                                                                                                                                    $       40
 Other                                                                   $     30                                                                                                                                                                                                                                                                                              $       30
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -

 Kids                      $     -    $     70   $       80   $     -    $     90   $     -   $     -    $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $      240
 Clothes                              $     40                                                                                                                                                                                                                                                                                                                                 $       40
 Child care                           $     30                                                                                                                                                                                                                                                                                                                                 $       30
 School supplies                                 $       40                                                                                                                                                                                                                                                                                                                    $       40
 Babysitter                                                              $     40                                                                                                                                                                                                                                                                                              $       40
 Tuition                                                                 $     20                                                                                                                                                                                                                                                                                              $       20
 Music lessons
 Other                                           $       40                                                                                                                                                                                                                                                                                                                    $       40
 Other                                                                   $     30                                                                                                                                                                                                                                                                                              $       30
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -

 Miscellaneous             $     -    $     70   $       80   $     -    $     90   $     -   $     -    $     -   $     -   $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $     -    $      240
 401k                                 $     40                                                                                                                                                                                                                                                                                                                                 $       40
 IRA                                  $     30                                                                                                                                                                                                                                                                                                                                 $       30
 Donations                                       $       40                                                                                                                                                                                                                                                                                                                    $       40
 Dry Cleaning                                                            $     40                                                                                                                                                                                                                                                                                              $       40
 New Clothes                                                             $     20                                                                                                                                                                                                                                                                                              $       20
 College Loans
 Pocket Money                                    $       40                                                                                                                                                                                                                                                                                                                    $       40
 Gifts                                                                   $     30                                                                                                                                                                                                                                                                                              $       30
 Credit Card                                                                                                                                                                                                                                                                                                                                                                   $      -
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -
 Other                                                                                                                                                                                                                                                                                                                                                                         $      -
      Home              Quick Budget           Budget by Month             Tracking            Comparison


FAQ's
Income
Why is the planner password protected?
We password protect our planner in order to maintain the integrity of the calculations (we do not provide the password to un
This ensures that the calculations and graphs work properly. Only the white cells in the planner are open for input; shaded
cells are password protected.

How can I add additional rows?
Go to the Home tab and click the Budget Planner_Additional Categories link. Save this file to your computer before you be

How do I change the category names?
You can change the default categories/subcategories on either one of the budget sheets (Quick Budget or Budget by Mont
These new titles will flow through each sheet of the planner.

Why doesn't the Tracking by Day sheet link back to the Tracking by Month sheet?
The Tracking by Day sheet as a way to record your spending habits by day for a single month. We recommend using this s
so you get a clear idea of where you money goes and when it goes. Bad spending habits can be corrected within one mon
Once you have recognized these daily habits, we recommend using the monthly tracking sheet thereafter.
If you chose to continue using the Tracking by Day sheet you may download the Daily Linked version on the Home sheet.

Why aren't my budget category names flowing through the rest of the sheets in the planner?
At the top of the Tracking by Month, Tracking by Day or Budget vs Tracking sheets, you will need to select which budget sh
If you completed a Budget by Month, then Select Budget by Month. If you completed a Quick Budget, then select Quick Bu
Once the selection is made, your category names will flow through.

Why can't I change the category names on Tracking sheet?
You can change the default categories/subcategories on either one of the budget sheets (Quick Budget or Budget by Mont
These new titles will flow through each sheet of the planner, including the Tracking sheet
*Make sure "Use this budget for comparison purposes" is selected at the top of the budget sheet you decide to use. Once
your new titles will flow through each sheet of the planner.

How do I change the width of the columns?
Select a cell in the column you would like to widen. Select Format on the menu bar and then Column, Width…

Why doesn't the Quick Budget sheet link to the Budget by Month sheet?
Both the Quick Budget and the Budget by Month sheet are budget sheets, but you will need to choose one or the other. Th
sheet is meant for budget's that don't change from one month to the next. The Budget by Month sheet is meant for budget
month to the next. It's up to you which one you decide to use.
*Make sure you select "Use this budget on Comprison sheet" at the top of your Budget. This will insure the proper budget i
on the Comparison

How do I see my figures down to the cent?
Select only the white input cells that you would like to adjust.
Click the $ icon on the Excel Format toolbar.
If you don't see a $ icon on the format toolbar, select Format, Cells, Number tab and then Currency. Click OK.
     Comparison           Daily Spending                 Help




 o not provide the password to unprotect).
anner are open for input; shaded




e to your computer before you begin using.


Quick Budget or Budget by Month).




nth. We recommend using this sheet for a month
can be corrected within one month of using this sheet.
heet thereafter.
ed version on the Home sheet.

s in the planner?
ll need to select which budget sheet you used.
ick Budget, then select Quick Budget.




Quick Budget or Budget by Month).

 sheet you decide to use. Once this selection is made,




en Column, Width…


d to choose one or the other. The Quick Budget
Month sheet is meant for budgets that vary one

his will insure the proper budget information is populated




Currency. Click OK.

				
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Description: Quick Budget Excel Sheet document sample