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Budget Planner - Overview / Help

Instructions

Budge

Budge
Month
Budge

Budge
Quick

Month
Quick

tt By
You may move from worksheet to worksheet by clicking on the dark blue buttons

By
tt
located at the top of each worksheet or the blue tabs at the bottom of this workbook.

Enter data in only the white cells with gray borders: 400
Use the drop down boxes Aug To Date to chart different time periods (Current Month, Prior Month, Yearly, Jan, Feb, etc.)

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

Budget by Month
Use the "Budget By Month" sheet to create a budget with greater detail. Select your first budget month by using the drop down box in
the "Income" section. To unhide future months, click the grey button at the top of the sheet labeled "Click here then Ctrl+Shift+0".
Make sure "Use this budget for comparison purposes" is selected if you are building 'a budget by month. (If this box is not selected,
the "Quick Budget" sheet figures will be used for comparison purposes instead.)

Tracking
Use this sheet to track your actual income and spending. Select your first tracking month by using the drop down box in the "Income" section.
These figures will be compared to your budgeted figures on the "Comparison" page.

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

Daily Spending
We've provided this sheet for those interested in tracking their spending on a daily basis. This simple record goes a long way in helping
you stick to your budget.
 budget by
by month
Quick Budget
Chart: Monthly
Income Frequency Amount Monthly Yearly Budget Summary
Total Income (net) 0.00 0.00
Salary/Wages Monthly 0.00 0.00
Salary/Wages (Spouse) Monthly 0.00 0.00 0
Other Weekly 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00
0

Spending Total: 0.00 0.00

Transportation 0.00 0.00 0

Auto Loan/Lease Monthly 0.00 0.00
Insurance Monthly 0.00 0.00
Gas Weekly 0.00 0.00 $- $- $-
Maintenance Quarterly 0.00 0.00 $0 $0 $0 $0 $0 $0 $1 $1 $1 $1 $1

Registration/Inspection Yearly 0.00 0.00

Bill's train pass Monthly 0.00 0.00
Spending Summary
Jane's bus pass Monthly 0.00 0.00
Other Monthly 0.00 0.00

Home 0.00 0.00

EMI Monthly 0.00 0.00
Rent Monthly 0.00 0.00
Maintenance Monthly 0.00 0.00
Insurance Monthly 0.00 0.00
Furniture Yearly 0.00 0.00
Household Supplies Monthly 0.00 0.00
Groceries Weekly 0.00 0.00
Real Estate Tax Semi-Annually 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00

Utilities 0.00 0.00

Phone - Home Monthly 0.00 0.00 Transportation Home Utilities
Phone - Cell Monthly 0.00 0.00 Health Entertainment Miscellaneous
Cable Monthly 0.00 0.00
Gas Monthly 0.00 0.00
Water Monthly 0.00 0.00
Electricity Monthly 0.00 0.00
Internet Monthly 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00

Health 0.00 0.00

Dental Monthly 0.00 0.00
Medical Monthly 0.00 0.00
Medication Monthly 0.00 0.00
Vision/contacts Semi-Annually 0.00 0.00
Life Insurance Monthly 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00

Entertainment 0.00 0.00

Memberships Monthly 0.00 0.00
Dining out Monthly 0.00 0.00
Events Monthly 0.00 0.00
Subscriptions Monthly 0.00 0.00
Movies Monthly 0.00 0.00
Music Monthly 0.00 0.00
Hobbies Weekly 0.00 0.00
Travel/ Vacation Yearly 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00

Miscellaneous 0.00 0.00

Dry Cleaning Monthly 0.00 0.00
New Clothes Semi-Annually 0.00 0.00
Donations Monthly 0.00 0.00
Child Care Monthly 0.00 0.00
Tuition Monthly 0.00 0.00
College Loans Monthly 0.00 0.00
Pocket Money Weekly 0.00 0.00
Gifts Monthly 0.00 0.00
Credit Card Monthly 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00
 aa quick
quick budget
budget
Budget By Month
Chart: October
-8

Income Oct Nov Dec Jan Feb 1 Months Budget Summary

Oct to Date

Total Income (net) 25235.00 0.00 0.00 0.00 0.00 25235.00 25235

Salary/Wages 25235.00 25235.00 25235

19855
Salary/Wages (Spouse) 0.00 0

Other 0.00 0

Other 0.00 0

Other 0.00 0
25235

Spending Total: 5380.00 0.00 0.00 0.00 0.00 5380.00

5380

Transportation 280.00 0.00 0.00 0.00 0.00 280.00 280

5380
Auto Loan/Lease 0.00 0

Insurance 0.00 0

Gas 0.00 0
$5,380 $25,235 $19,855
Maintenance 0.00 0 5,000 10,000 15,000 20,000 25,000 30,000
0

Registration/Inspection 0.00 0

Bill's train pass 0.00 0

Spending Summary
Jane's bus pass 280.00 280.00 280

Other 0.00 0
280

Home 2000.00 0.00 0.00 0.00 0.00 2000.00 2000

EMI 0.00 0

Rent 2000.00 2000.00 2000

Maintenance 0.00 0

Insurance 0.00 0

Furniture 0.00 2000

0

Household Supplies 0.00 0

Groceries 0.00 0

Real Estate Tax 0.00 2800

0

Other 0.00 0

Other 0.00 0

Utilities 300.00 0.00 0.00 0.00 0.00 300.00 300

Phone - Home 0.00 0

Transportation Home Utilities

Phone - Cell 300.00 300.00 Health Entertainment Miscellaneous
300

300
Cable 0.00 0

Gas 0.00 0

Water 0.00 0
Budget by Month
Electricity 0.00 0

Internet 0.00 0
30,000
Other 0.00 0

Other 0.00 0
25,000

Health 0.00 0.00 0.00 0.00 0.00 0.00 0 20,000

Dental 0.00 0

Medical 0.00 0
15,000
Medication 0.00 0

Vision/contacts 0.00 0

10,000
Life Insurance 0.00 0

Other 0.00
5,000
0

Other 0.00 0

0
Entertainment 2800.00 0.00 0.00 0.00 0.00 2800.00 Row 16 Row 8
Oct Nov Dec Jan Feb
2800

Memberships 0.00 0

Dining out 2800.00 2800.00 2800

Events 0.00 0

Subscriptions 0.00 0

Movies 0.00 0

Music 0.00 0

Hobbies 0.00 0

Travel/ Vacation 0.00 0

Other 0.00 0

Other 0.00 0

Miscellaneous 0.00 0.00 0.00 0.00 0.00 0.00 0

Dry Cleaning 0.00 0

New Clothes 0.00 0

Donations 0.00 0

Child Care 0.00 0

Tuition 0.00 0

College Loans 0.00 0

Pocket Money 0.00 0

Gifts 0.00 0

Credit Card 0.00 0

Other 0.00 0

Other 0.00 0

Other 0.00 0
Tracking
Chart: October
Income Oct Nov Dec Jan Oct to Date Actual Income/Spend Summary
Total Income (net) 25235.00 0.00 0.00 0.00 25235.00
Salary/Wages 25,235.00 25,235.00
Salary/Wages (Spouse) 0.00 19855
Other 0.00
Other 0.00
Other 0.00
25235

Spending
Over Budget
Total Spending: 5380.00 0.00 0.00 0.00 5380.00
5380
Transportation 280.00 0.00 0.00 0.00 280.00
Auto Loan/Lease 0.00
Insurance 0.00 $5,380 $25,235 $19,855
Gas 0.00 0 5,000 10,000 15,000 20,000 25,000 30,000

Maintenance 0.00
Registration/Inspection 0.00
Actuals by Month
Bill's train pass 0.00
Jane's bus pass 280.00 280.00
Other 0.00
30,000

Home 2000.00 0.00 0.00 0.00 2000.00

25,000
EMI 0.00
Rent 2,000.00 2,000.00
20,000
Maintenance 0.00
Insurance 0.00
15,000
Furniture 0.00
Household Supplies 0.00
10,000
Groceries 0.00
Real Estate Tax 0.00
Other 0.00 5,000

Other 0.00
0
Oct RowNov
17 Row Dec
8 Jan
Utilities 300.00 0.00 0.00 0.00 300.00
Phone - Home 0.00
Phone - Cell 300.00 300.00
Cable 0.00
Gas 0.00
Water 0.00
Electricity 0.00
Internet 0.00
Other 0.00
Other 0.00

Health 0.00 0.00 0.00 0.00 0.00

Dental 0.00
Medical 0.00
Medication 0.00
Vision/contacts 0.00
Life Insurance 0.00
Other 0.00
Other 0.00

Entertainment 2800.00 0.00 0.00 0.00 2800.00

Memberships 0.00
Dining out 2,800.00 2,800.00
Events 0.00
Subscriptions 0.00
Movies 0.00
Music 0.00
Hobbies 0.00
Travel/ Vacation 0.00
Other 0.00
Other 0.00

Miscellaneous 0.00 0.00 0.00 0.00 0.00

Dry Cleaning 0.00
New Clothes 0.00
Donations 0.00
Child Care 0.00
Tuition 0.00
College Loans 0.00
Pocket Money 0.00
Gifts 0.00
Credit Card 0.00
Other 0.00
Other 0.00
Other 0.00
Comparison Compare October to Budget October

Income Budget Oct Actual Vs Budget Tracking vs Budget Summary

0
Total Income (net) 0 25235 25,235
Salary/Wages 0 25,235.00 25,235.00
Salary/Wages (Spouse) 0 0.00 0
Other 0 0.00
Other 0 0.00 0
Other 0 0.00

Spending 19855

Total Spending: 0 5,380 5,380

25235
Transportation 0 280 280
Auto Loan/Lease 0.00 0.00
5380
Insurance 0.00 0.00
Gas 0.00 0.00 Expense Income Balance
Maintenance 0.00 0.00 0 5,000 10,000 15,000 (Savings)
20,000 25,000 30,000
Registration/Inspection 0.00 0.00
Bill's train pass 0.00 0.00
Jane's bus pass 0.00 280.00 280.00 Spending Comparison
Other 0.00 0.00
2800

Home 0 2,000 2,000

EMI 0.00 0.00
Rent 0.00 2,000.00 2,000.00
Maintenance 0.00 0.00 2,000
Insurance 0.00 0.00
Furniture 0.00 0.00
Household Supplies 0.00 0.00
Groceries 0.00 0.00
Real Estate Tax 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00
Budget Tracking
Utilities 0 300 300
280 300
Phone - Home 0.00 0.00 Transportation Home Utilities
Phone - Cell 0.00 300.00 300.00 Health Entertainment Miscellaneous
Cable 0.00 0.00 0 0 0 0 0 0 0 0
Gas 0.00 0.00
Water 0.00 0.00
Electricity 0.00 0.00
Internet 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00

Health 0 0 0
Dental 0.00 0.00
Medical 0.00 0.00
Medication 0.00 0.00
Vision/contacts 0.00 0.00
Life Insurance 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00

Entertainment 0 2,800 2,800

Memberships 0.00 0.00
Dining out 0.00 2,800.00 2,800.00
Events 0.00 0.00
Subscriptions 0.00 0.00
Movies 0.00 0.00
Music 0.00 0.00
Hobbies 0.00 0.00
Travel/ Vacation 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00

Miscellaneous 0 0 0
Dry Cleaning 0.00 0.00
New Clothes 0.00 0.00
Donations 0.00 0.00
Child Care 0.00 0.00
Tuition 0.00 0.00
College Loans 0.00 0.00
Pocket Money 0.00 0.00
Gifts 0.00 0.00
Credit Card 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00
Daily Spending Record

Spending 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

Total Day's Spending: 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 110.00 85.00 177.00 100.00 115.00 138.00 0.00 0.00 0.00 0.00 0.00 0.00 725.00
Transportation 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 31.00 0.00 0.00 0.00 0.00 27.00 0.00 0.00 0.00 0.00 0.00 0.00 58.00
Auto Loan/Lease 0.00
Insurance 0.00
Gas 0.00
Maintenance 0.00
Registration/Inspection 0.00
Bill's train pass 0.00
Jane's bus pass 31.00 27.00 58.00
Other 0.00

Home 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
EMI 0.00
Rent 0.00
Maintenance 0.00
Insurance 0.00
Furniture 0.00
Household Supplies 0.00
Groceries 0.00
Real Estate Tax 0.00
Other 0.00
Other 0.00

Utilities 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Phone - Home 0.00
Phone - Cell 0.00
Cable 0.00
Gas 0.00
Water 0.00
Electricity 0.00
Internet 0.00
Other 0.00
Other 0.00

Health 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Dental 0.00
Medical 0.00
Medication 0.00
Vision/contacts 0.00
Life Insurance 0.00
Other 0.00
Other 0.00

Entertainment 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 79.00 85.00 177.00 100.00 115.00 111.00 0.00 0.00 0.00 0.00 0.00 0.00 667.00
Memberships 0.00
Dining out 79.00 85.00 77.00 100.00 115.00 51.00 507.00
Events 0.00
Subscriptions 0.00
Movies 100.00 60.00 160.00
Music 0.00
Hobbies 0.00
Travel/ Vacation 0.00
Other 0.00
Other 0.00

Miscellaneous 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Dry Cleaning 0.00
New Clothes 0.00
Donations 0.00
Child Care 0.00
Tuition 0.00
College Loans 0.00
Pocket Money 0.00
Gifts 0.00
Credit Card 0.00
Other 0.00
Other 0.00
Other 0.00
Compatibility Report for Budget_Planner(1).xls
Run on 20-09-2010 22:23

The following features in this workbook are not supported by earlier versions of
Excel. These features may be lost or degraded when opening this workbook in
an earlier version of Excel or if you save this workbook in an earlier file format.

Significant loss of functionality # of occurrences

Uninitialized ActiveX controls cannot be transferred to the selected file format. 1

The controls will be lost if you continue.

One or more cells in this workbook contain data validation rules which refer to 7
values on other worksheets. These data validation rules will not be saved.

Quick Budget'!E72:E83

Quick Budget'!E9:E13

Quick Budget'!E18:E25

Quick Budget'!E28:E37

Quick Budget'!E40:E48

Quick Budget'!E51:E57

Quick Budget'!E60:E69
 Version

Excel 97-2003

Excel 97-2003