Budget Planner

Questions?
Email at milindskulkarni2005@yahoo.co.in
Budget Planner - Overview / Help

Instructions
You may move from worksheet to worksheet by clicking on the dark blue buttons
located at the top of each worksheet or the blue tabs at the bottom of this workbook.
Quick Budget
Budget By
Month
Enter data in only the white cells with gray borders:

400
Use the drop down boxes
to chart different time periods (Current Month, Prior Month, Yearly, Jan, Feb, etc.)
Quick Budget
Create a quick and easy budget by filling out the white cells on the "Quick Budget" sheet. Enter the "Frequency" by using the drop down menu
provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures on the "Comparison" sheet.
Make sure "Use this budget for comparison purposes" is selected. (If this box is not selected, the "Budget By Month" figures will be used for
comparison purposes instead.)
Budget by Month
Use the "Budget By Month" sheet to create a budget with greater detail. Select your first budget month by using the drop down box in
the "Income" section. To unhide future months, click the grey button at the top of the sheet labeled "Click here then Ctrl+Shift+0".
Make sure "Use this budget for comparison purposes" is selected if you are building 'a budget by month. (If this box is not selected,
the "Quick Budget" sheet figures will be used for comparison purposes instead.)
Tracking
Use this sheet to track your actual income and spending. Select your first tracking month by using the drop down box in the "Income" section.
These figures will be compared to your budgeted figures on the "Comparison" page.
Comparison
Use this sheet to monitor how well you are sticking to your budget. Compare different time periods by using the drop down box above the
"Income" section
Daily Spending
We've provided this sheet for those interested in tracking their spending on a daily basis. This simple record goes a long way in helping
you stick to your budget.
Quick Budget
Chart:
Income
Frequency
Total Income (net)

AREVA SAS
AREVA SPI
ABB
Other
Other
:Spending
Monthly
Monthly
Weekly
Monthly
Monthly
Amount
3000.00
Total
Monthly
36000.00
36000.00
0.00
0.00
0.00
0.00
32400.00
388800.00
11500.00
9000.00
2500.00
0.00
0.00
0.00
0.00
0.00
0.00
138000.00
108000.00
30000.00
0.00
0.00
0.00
0.00
0.00
0.00
11600.00
6000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
5600.00
0.00
139200.00
72000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
67200.00
0.00
9300.00
0.00
9300.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
111600.00
0.00
111600.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
AREVA SAS
DVC
PGCIL - SURAT
RH
Maintenance
Registration/Inspection
Bill's train pass
Jane's bus pass
Other
Monthly
Monthly
Weekly
Quarterly
Yearly
Monthly
Monthly
Monthly
9000.00
2500.00
ABB BLR
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
Monthly
Monthly
Monthly
Monthly
Yearly
Monthly
Weekly
Semi-Annually
Monthly
Monthly
6000.00
AREVA SPI
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
GALFAR
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
Monthly
Monthly
Monthly
Semi-Annually
Monthly
Monthly
Monthly
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
NLC
33KV O&M
FM YARD
CONDENCY
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
Daily
Monthly
Monthly
Monthly
Monthly
Monthly
Weekly
Yearly
Monthly
Monthly
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Miscellaneous
STCMS
TCS
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
Monthly
Semi-Annually
Monthly
Monthly
Monthly
Monthly
Weekly
Monthly
Monthly
Monthly
Monthly
Monthly
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
5600.00
9300.00
Budget Summary
Yearly
3000.00
3000.00
0.00
0.00
0.00
0.00
-352800
36000
388800
-$400,000-$300,000-$200,000-$100,000
Balance
$0
$100,000 $200,000 $300,000 $400,000
Income
Expense
Spending Summary
0
111600
138000
139200
AREVA SAS
ABB BLR
AREVA SPI
GALFAR
NLC
Miscellaneous
Budget By Month
Chart:
0
Income
Nov
Dec
Jan
Feb
Mar
Budget Summary
0 Months
Nov to Date
Total Income (net)

Areva SAS
Areva SPI
ABB
GULFAR
NLC
:Spending
########
########
########
Total
0.00
0.00
0.00
0.00
1523689.44
375496.08
1148193.36
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Bill's train pass
Jane's bus pass
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
0.00
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
0.00
Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
0.00
Entertainment
Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
0.00
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
0.00
#REF!
#REF!
1523689
#REF!
#REF!
#REF!
1523689
#REF!
#REF!
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
#REF!
#REF!
500,000
1,000,000
1,500,000
2,000,000
#REF!
Balance
#REF!
Income
Expense
#REF!
#REF!
Spending Summary
#REF!
#REF!
000
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
Transportation
Home
Utilities
Health
Entertainment
Miscellaneous
#REF!
#REF!
Budget by Month
#REF!
#REF!
#REF!
#REF!
1,600,000
#REF!
1,400,000
1,200,000
#REF!
1,000,000
#REF!
800,000
#REF!
600,000
#REF!
#REF!
400,000
#REF!
200,000
#REF!
0
Nov
Dec
Jan
#REF!
Expense
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
#REF!
Income
Feb
Mar
Tracking
Chart:
Income
Total Income (net)
Areva SAS
Areva SPI
ABB
GULFAR
NLC
Spending
Nov
Dec
11700.00 11600.00
3,000.00
6,000.00
8,700.00 5,600.00
Jan
0.00
Feb
900.00
900.00
24200.00
3,000.00
6,000.00
14,300.00
900.00
0.00
Over Budget
Over Budget
Total Spending:
8555.00
0.00 85000.00
0.00
93555.00
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Bill's train pass
Jane's bus pass
Other
8555.00
0.00
0.00
8555.00
0.00
0.00
0.00
8,555.00
0.00
0.00
0.00
0.00
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
0.00
0.00 85000.00
8,555.00
0.00
Actual Income/Spend Summary
Nov to Date
0.00
85,000.00
85000.00
0.00
0.00
85,000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Balance
Income
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Entertainment
Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Actuals by Month
90,000
80,000
70,000
60,000
50,000
40,000
30,000
20,000
10,000
0
Nov
Dec
Expense
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
Expense
Jan
Income
Feb
Comparison
Income
Total Income (net)
Areva SAS
Areva SPI
ABB
GULFAR
NLC
Compare
October
to Budget
Budget
Oct Actual
0
0
0
0
0
0
Tracking vs Budget Summary
Vs Budget
0
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0
Budget
0
0
Spending
0
Tracking 0
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Bill's train pass
Jane's bus pass
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Total Spending:
Balance (Savings)
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Entertainment
Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Expense
Spending Comparison
Budget
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
Income
Tracking
Transportation
Home
Utilities
Health
Entertainment
Miscellaneous
Daily Spending Record

Income
Spending
1st
Total Day's Spending:
4,000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
4,000.00
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Bill's train pass
Jane's bus pass
Other
4,000.00
1,000.00
3,000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
4,000.00
1000.00
3000.00
0.00
0.00
0.00
0.00
0.00
0.00
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Entertainment
Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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

Budget Planner

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Budget Planner

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Budget Planner - Overview / Help

Enter data in only the white cells with gray borders:

Total Income (net)

$100,000 $200,000 $300,000 $400,000

Total Income (net)

Actual Income/Spend Summary

Tracking vs Budget Summary

Daily Spending Record

Total Day's Spending:

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