Budget Planner Demo

Tracki ng

Budg et By Mont h

Quick Budg et

Budget Planner Demo- Home Move from worksheet to worksheet by clicking the dark 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 Use the Quick Budget sheet (for simple budgets) or the Budget by Month sheet (click here).

#2 - Track Income/Spending

#3 - Compare B

Track your actual income and spending on this sheet or use the Daily Spending Record below

Quick Budget or

Budget By Month

Use the Daily Spending Record for detailed record keeping.

Pre- Customized Versions (at no additional cost)

Need additional spending rows? Additional spending cateogories? Using another currency? See our Pre-Customized All versions below are available at no additional cost (all versions are available for free after purchasing the "basic" ve Expanded (additional rows) Cents version Additional Categories Pounds version Daily Linked (links Daily Spending to Tracking) Euro version Expanded & Daily Linked Rand version

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 for comparison purposes" is selected. (If this box is not selected, the "Budget By Month" fig 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 for comparison purposes" is selected if you are building 'a budget by month. (If this box is n 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 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 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 - Investment Calculator - Tax Calculator - Retirement Planner - 401k Calculator

Net Worth Calculator Complete Planner Profit & Loss Planner

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

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

Home

Daily Spen ding

Comp ariso n

Tracki ng

h worksheet.

Current Month

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

Aug To Date

ncy? See our Pre-Customized versions below after purchasing the "basic" version on our website).

Purchase now for $9.95

. Enter the "Frequency" by using the drop down menu o your Tracking (actual) figures on the "Comparison" sheet. cted, the "Budget By Month" figures will be used for

budget month by using the drop down box in

udget by month. (If this box is not selected,

h by using the drop down box in the "Income" section.

me periods by using the drop down box above the

. This simple record goes a long way in helping

Invoice Template Business Suite

ng terms and conditions: chaser is granted a "license" to use this product. number of licenses originally purchased from

thout the written consent from Simpleplanning.com.

inaccurate assumptions, calculation errors, g this software.

January February March April May June July August September October November December

Create a Quick budget below or create a Home

Daily Spen ding

Budg et By Mont h

Comp arison

Tracki ng

Quick Budg et

Budget by Month (click here). Select to compare budget to actual income/spending on Comparison sheet

Monthly

or cr ea te B ud ge t by M on th

Quick Budget Enter category names & amounts below. Income

Frequency

Total Income (net) Salary/Wages (Bill) Salary/Wages (Jane) Other Other 2.17 Other 1

Monthly Bi-Weekly Weekly Bi-Weekly Monthly

1

2.17 4.33

Chart:

Amounts calculated Amount $3,500 $1,500 $50 $50

Monthly $7,075 $3,500 $3,250 $217 $108 $-

Budget Summary

Yearly $84,900 $42,000 $39,000 $2,600 $1,300 $-

$2,383

$7,075 Column Z

Spending Transportation Auto Loan/Lease 1 Insurance 1 Bill's train pass 2.17 Jane's bus pass 2.17 Registration/Inspection 0.08 Gas 1 Maintainnce 1 Other 1 0.08

Home Mortgage Rent Maintenance Insurance 1 Furniture 0.08 Household Supplies 1 Groceries 4.33 Real Estate Tax 0.17 Other 1 Other 1 0.08

1 1 1

Total:

$4,692

$56,304

$497 $5,964 Monthly $200 $200 $2,400 Monthly $100 $100 $1,200 Bi-Weekly $22 $48 $572 Bi-Weekly $22 $48 $572 Yearly $200 $17 $200 Monthly $70 cost): $840 Alternate versions available$70 (at no additional -"Expanded" Monthlyversion (additional rows & cate gories) $$-PoundMonthly Sterling (£), Euro, Rand$15 versions $15 $180 -"Daily Linked" (for daily spending record kee ping) -Decimal version (view dollars and cents) $2,197 the "basic" $26,360 All versions available for free after purchasing Monthly $1,000 $1,000 $12,000 version on website. Monthly $$Monthly $50 $50 $600 Monthly $50 $50 $600 Yearly $1,000 $83 $1,000 Monthly $30 $30 $360 Weekly $150 $650 $7,800 Semi-Annually $2,000 $333 $4,000 Monthly $$Monthly $$-

0.08 0.08 1 1 1

Utilities Phone - Home Phone - Cell Cable

Monthly Monthly Monthly

$40 $30 $40

$230 $40 $30 $40

$2,760 $480 $360 $480

$4,692 $0

$2,0 00 $ 3 ,00 0

$ 4,0 00 $ 5,0 0 0 $ 6,0 0 0 $7,0 00

Row 26

Row 25

$ 8,0 00

Row 24

Spending Summary

Page Down

Quick Budget FALSE

Yearly Monthly Weekly 2

$2,197 $497 $567

$230 $472

$730

Transportation Entertainment

Home Miscellaneous

Utilities

Health

Pie Chart Transportation $497 Home $2,197 Utilities $230 Health $730 Entertainment $472 Miscellaneous $567

Bar Chart Balance Income Expense

$2,383 $7,075 $4,692

1 1 1 1 1 1

Gas Water Electricity Internet Other Other

Monthly Monthly Monthly Monthly Monthly Monthly

$40 $$50 $30

$40 $$50 $30 $$-

$480 $$600 $360 $$-

$730 $50 $500 $15 $25 $40 $100 $-

$8,760 $600 $6,000 $180 $300 $480 $1,200 $-

$472 $60 $100 $50 $15 $20 $15 $87 $125 $$-

$5,660 $720 $1,200 $600 $180 $240 $180 $1,040 $1,500 $$-

$567 $20 $25 $70 $$$300 $87 $50 $15 $$$-

$6,800 $240 $300 $840 $$$3,600 $1,040 $600 $180 $$$-

0.08

Health Dental Medical Medication Vision/contacts 0.17 Life Insurance 1 Other 1 Other 1 0.08

1 1 1

Cells

Monthly Monthly Monthly Semi-Annually locked for Demo Monthly Monthly Monthly

$50 $500 $15 $150 users $40 $100

Page Up

0.08

Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation 0.08 Other 1 Other 1 0.08

1 1 1 1 1 1

4.33

Monthly Monthly Monthly Monthly Monthly Monthly Weekly Yearly Monthly Monthly

$60 $100 $50 $15 $20 $15 $20 $1,500

Cells locked for Demo users

0.08

Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other 1

0.08

1 0.17

1 1 1 1 4.33

1 1 1 1

Monthly Semi-Annually Monthly

$20 $150 $70

Monthly Cells locked for Demo users Monthly Monthly Weekly Monthly Monthly Monthly Monthly Monthly

Daily Weekly Monthly Semi-Annually Quarterly Yearly Bi-Weekly

$300 $20 $50 $15

Page Up

Home

Daily Spen ding

Comp ariso n

Tracki ng

Budg et By Mont h

Quick Budg et

Select to compare budget to actual income/spending on Comparison sheet

View graphs to the right

or cr ea te a Q ui ck B ud ge t

Budget By Month Enter category names & amounts below.

Create a Budget by Month below or create a Quick Budget (click here).

Chart: 10

Income

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

$6,000 $3,500 $2,500 $-

$6,025 $3,500 $2,500 $25

$6,250 $3,500 $2,700 $50

$6,500 $3,750 $2,700 $50

$6,525 $3,750 $2,700 $75

$6,525 $3,750 $2,700 $75

$6,550 $3,750 $2,700 $100

$6,550 $3,750 $2,700 $100

$6,550 $3,750 $2,700 $100

$6,550 $3,750 $2,700 $100

$6,550 $3,750 $2,700 $100

$6,550 $3,750 $2,700 $100

Budget Summary

12 Months Jan to Date

Total Income (net) Salary/Wages (Bill) Salary/Wages (Jane) Other Other Other

$77,125 $44,250 $32,000 $875 $$-

64025

$2,755

36750

26600

675

$6,550

0

0

Column AK

Spending

Total:

$3,705

$5,375

$5,395

$3,890

$3,565

$6,825

$3,795

$3,795

$3,795

$3,795

$3,795

$3,795

$3,795

$51,525 $0

43935

Transportation Auto Loan/Lease Insurance Bill's train pass Jane's bus pass Registration/Inspection Gas Maintainnce Other Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other

$460 $200 $100 $100

$2,030 $1,500

$660 $200 $100 $100

$460 $200 $100 $100

$2,030 $1,500

$3,030 $1,500

$2,030 $1,500

$2,030 $1,500

$50 $50

$50 $50

$50 $50

$50 $50

$50 $50

$30 $400

$30 $400

$30 $400 $1,000

$30 $400

$30 $400

$230 $40 $30 $40 $40 $$50 $30

$230 $40 $30 $40 $40 $$50 $30

$250 $40 $30 $40 $40 $$70 $30

Health Dental Medical Medication Vision/contacts Life Insurance Other Other

$110 $10 $60 $30

Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other

$460 $200 $100 $100

$660 $200 $100 $100

$460 $200 $100 $100

$460 $200 $100 $100

$460 $200 $100 $100

$460 $200 $100 $100

$460 $200 $100 $100

$460 $200 $100 $100

$60

$60

$60

$60

$60

$60

$2,030 $1,500

$2,030 $1,500

$2,030 $1,500

$2,030 $1,500

$2,030 $1,500

-"Expanded" version (additional rows & categories) $200versions -Pound Sterling (£), Euro, Rand $60-"Daily Linked" $60 $60 record$60 (for$60 daily spending keeping) $60 -Decimal version (view dollars and cents) All versions available for free after purchasing the "basic" version on website.

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

Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other

$660 $200 $100 $100

Alternate versions available (at no additional $200 cost): $200

$240 $40 $30 $40 $40 $$60 $30

$240 $40 $30 $40 $50 $$50 $30

$5,030 $1,500 $50 $50 $1,000 $30 $400 $2,000

$270 $40 $30 $40 $70 $$60 $30

Page Down $2,030 $1,500

$50 $50

$50 $50

$50 $50

$50 $50

$50 $50

$50 $50

$30 $400

$30 $400

$30 $400

$30 $400

$30 $400

$30 $400

$290 $40 $30 $40 $90 $$60 $30

$290 $40 $30 $40 $90 $$60 $30

Cells locked

Cells locked

$650 $10 $600 $30 $10

$110 $10 $60 $30 $10

$290 $40 $30 $40 $90 $$60 $30

$290 $40 $30 $40 $90 $$60 $30

$290 $40 $30 $40 $90 $$60 $30

$3,200 $480 $360 $480 $820 $$700 $360 $$-

$10

$250 $60 $100

$110 $10 $60 $30 $10

$10

$280 $60 $100 $50 $15 $20 $15 $20

$110 $10 $60 $30

$110 $10 $60 $30

$110 $10 $60 $30

$110 $10 $60 $30

$110 $10 $60 $30

$2,010 $120 $1,260 $360 $150 $120 $$-

$10

$280 $60 $100 $50 $15 $20 $15 $20

$10

$280 $60 $100 $50 $15 $20 $15 $20

$10

$280 $60 $100 $50 $15 $20 $15 $20

$10

$280 $60 $100 $50 $15 $20 $15 $20

$10

$250 $60 $100

$575 $20

$775 $20 $150 $60

$550 $20 $60

$60

$60

$60

$60

$60

$60

$60

$60

$300 $80 $150 $15

$300 $80 $75 $15

$300 $80

$300 $80

$300 $80 $150 $15

$300 $80 $150 $15

$300 $80 $150 $15

$300 $80 $150 $15

$300 $80 $150 $15

$300 $80 $150 $15

$15 $20 $15 $40

$280 $60 $100 $50 $15 $20 $15 $20

$110 $10 $60 $30

$280 $1,710 $60 $60 $100 $100 $50 for Demo users $15 $15 $20 $20 $15 $15 $20 $1,500

$15 $20 $15 $40

$310 $60 $100 $100 $15 $20 $15

$110 $10 $60 $30

$280 $60 $100 $50 $15 $20 $15 $20

Page Up $475 $20

$60

$60

$300 $80 $100 $15

$300 $80

Cells locked for Demo users

$15

$475 $20

$15

$475 $20

$15

$625 $20

$625 $20

$28,360 $18,000 $$600 $600 $1,000 $360 $4,800 $3,000 $$-

$290 $40 $30 $40 $90 $$60 $30

Page Up $260 $10 $60 $30 for Demo users $150 $10 $10

$6,120 $2,400 $1,200 $1,200 $400 $200 $720 $$-

$625 $20

$625 $20

$625 $20

$625 $20

$4,760 $720 $1,200 $500 $180 $240 $180 $240 $1,500 $$$7,075 $240 $150 $720 $$$3,600 $960 $1,225 $180 $$$-

$2,000 $3,000

5200

$4,000 $5,000 $6,000 $7,000

2000

1000

Row 27

1000

Row 26

Row 25

400

200

Budget by

Spending Summary

600

Chart:

Month

0

Mths/Wks

Oct TRUE

0

Start Mth 4

Pie Chart 1

Transportation

1 Budgeted 12

Balance

$2,755

52

Income

$6,550

Expense

$3,795

12 Months

Home

2 Monthly (avg.)

12 Months

Utilities

$290

15000

3 Weekly (avg.)

12 Months

Health

$110

4 Current Month

Oct

Entertainment

$280

5 January

Jan

Miscellaneous

$625

6 February

Feb

7 March

Mar

8 April

Apr

9 May

May

10 June

Jun

0

500

500

$2,030

$460 $625

1000

300

4000

$290 3000

$110

$280

0

0

2620

400

300

Transportation Entertainment

Home

Utilities

Health

Miscellaneous

400

640

Budget by Month

0

580

$7,000 300

0

0

$6,000 $5,000 $4,000

1790

100

1140

300

150

100

0

$3,000 $2,000 $1,000 $0 Jan

Mar

May

Jul

Sep OctNov Dec

0

4200

600

1000

400

150

200

150

200

1500

0

0

5825

200

150

600

0

0

3000

800

925

150

0

0

0

Row 16

Row 8

Row 16

11 July

Jul

12 August

Aug

13 September

Sep

14 October

Oct

15 November

Nov

16 December

Dec

Bar Chart

$460 $2,030

1 Yearly 24300

$3,795

Home

Daily Spen ding

Comp ariso n

Tracki ng

Budg et By Mont h

Quick Budg et

View graphs to the right

Track your actual income and spending. Select your first tracking month. Figures on this sheet will be compared to your budget on the "Comparison" sheet.

Trackin g

Spending

Jan

Feb

Mar

$6,000 $3,500 $2,500 $-

$6,225 $3,500 $2,700 $25

$6,350 $3,500 $2,700 $150

Under Budget

Total Spending: Transportation Auto Loan/Lease Insurance 13 Bill's train pass 14 Jane's bus pass 15 Registration/Inspection 16 Gas 17 Maintainnce 18 Other 19 12

Under Budget

Over Budget

Apr

May

$-

$-

Jun $-

Jul $-

Aug $-

Sep $-

Oct $-

Nov $-

Dec $-

Let's you know when spending is over budget.

Jan to Date

Home Mortgage 22 Rent 23 Maintenance 24 Insurance 25 Furniture 26 Household Supplies 27 Groceries 28 Real Estate Tax 29 Other 30 Other 31

$5,653

$-

$-

$-

$-

$-

$-

$-

$-

$-

$13,982

$650 $200 $100 $120 $170

$550 $200 $100 $100

$-

$-

$-

$-

$-

$-

$-

$-

$-

$60

$60

$70 $35 $45

$1,660 $600 $300 $320 $170 $$190 $35 $45

$3,005 $1,500

Page Down

$50 $50

$$50

$50 $50

$30 $350

$30 $360

$30 $375 $1,000

$-

$-

$-

$-

$-

$-

$-

$-

$-

$6,925 $4,500 $$100 $150 $$90 $1,085 $1,000 $$-

32

Utilities Phone - Home Phone - Cell Cable Gas 37 Water 38 Electricity 39 Internet 40 Other 41 Other 42 33 34 35 36

$250 $40 $30 $40 $40 $$70 $30

$240 $40 $30 $40 $40 $$60 $30

$244 $46 $38 $40 $40 $$50 $30

$-

$-

$-

$-

$-

$-

$-

$-

$-

$734 $126 $98 $120 $120 $$180 $90 $$-

$110 $10 $60 $30

$110 $10 $60 $30

$-

$-

$-

$-

$-

$-

$-

$-

$-

$10

$10

$650 $10 $450 $30 $150 $10

$870 $30 $570 $90 $150 $30 $$-

$282 $60 $100 $50

$1,187 $60 $75

$454 $60 $200

$-

$-

$-

$-

$-

$-

$-

$-

$-

$1,923 $180 $375 $50 $55 $88 $60 $60 $1,000 $55 $-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$1,870 $60 $85 $180 $$$900 $320 $250 $30 $45 $$-

(3,890)

-3565

-6825

-3795

-3795

-3795

-3795

-3795

-3795

43

Health Dental Medical Medication Vision/contacts 48 Life Insurance 49 Other 50 Other 51 44 45 46 47

Cells locked for Demo users

52

Entertainment Memberships Dining out Events Subscriptions Movies 58 Music 59 Hobbies 60 Travel/ Vacation 61 Other 62 Other 63 53 54 55 56 57

Cells locked for users $15Demo$15 $22 $15 $20

$22 $15

$25 $44 $30 $40

$1,000 $55

64

Miscellaneous Dry Cleaning 66 New Clothes 67 Donations 68 Child Care 69 Tuition 70 College Loans 71 Pocket Money 72 Gifts 73 Credit Card 74 Other 75 Other 76 Other 77 65

$595 $20 $15 $60

$525 $20 $45 $60

$750 $20 $25 $60

Cells locked for Demo users $300 $100 $100

(28)

$300 $100

$300 $120 $150 $30 $45

(723)

258

$0

$0

$4,652

$460 $200 $100 $100

$1,940 $1,500

$0

Column AN

$3,677

$1,980 $1,500

Actual Income/Spend Summary

$18,575 $10,500 $7,900 $175 $$-

20 21

Current Month

Chart:

Income Total Income (net) Salary/Wages (Bill) 3 Salary/Wages (Jane) 4 Other 5 Other 6 Category names Other 7 update automatically from budget sheet.

$0$0 $0$0$0

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

Row 28

$1 $1 $1 $1

Row 27

$1 $1 $1 $1 $1

Row 26

Actuals by Month 10 9

$6,000 $5,000 $4,000 $3,000 $2,000 $1,000 $0 Jan

Mar

May

Jul

Row 17

Sep Oct Nov Dec

Row 8

Row 8 Row 17

1 Oct 1 Oct 1 Current Month Oct 2 Prior Month Sep 3 Jan to Date Jan to Date 4 January Jan 5 February Feb 6 March Mar 7 April Apr 8 May May 9 June Jun 10 July Jul 11 August Aug 12 September Sep 13 October Oct 14 November Nov 15 December Dec

First Tracking Month 1 1 Jan Feb 2 Feb Mar 3 Mar Apr 4 Apr May 5 May Jun 6 Jun Jul 7 Jul Aug 8 Aug Sep 9 Sep Oct 10 Oct Nov 11 Nov Dec 12 Dec Jan 13 Jan to Date

Budget By Month? January TRUE February March April May June July August September October November December January to Date

1

Bar Chart Balance Income Expense

$$$-

Tracki ng Sheet

Budget

Mar Actual

$6,250 $3,500 $2,700 $50

$6,350 $3,500 $2,700 $150

to Budget

Transportation Auto Loan/Lease 12 Insurance 13 Bill's train pass 14 Jane's bus pass 15 Registration/Inspection 16 Gas 17 Maintainnce 18 Other 19

$100 $$$100 $$-

22 23 24 25 26 27 28 29 30 31

Mortgage Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other

$5,653

$258

$460 $200 $100 $100

$550 $200 $100 $100

$60

$70 $35 $45

$90 $$$$$$10 $35 $45

$3,030 $1,500

$3,005 $1,500

$50 $50

$50 $50

$30 $400 $1,000

$30 $375 $1,000

$(25) $$$$$$$(25) $$$-

32 33 Utilities 34 35 36 37 38 39 40 41 42

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

$230 $40 $30 $40 $40 $$50 $30

$244 $46 $38 $40 $40 $$50 $30

$14 $6 $8 $$$$$$$-

$650 $10 $600 $30 $10

$650 $10 $450 $30 $150 $10

$$$(150) $$150 $$$-

$250 $60 $100

$454 $60 $200

$15 $20 $15 $40

$25 $44 $30 $40

$204 $$100 $$10 $24 $15 $$$55 $-

$775 $20 $150 $60

$750 $20 $25 $60

$300 $80 $150 $15

$300 $120 $150 $30 $45

43 44 Health 45 46 47 48 49 50 51

Dental Medical Medication Vision/contacts Life Insurance Other Other

52 53 Entertainment 54 55 56 57 58 59 60 61 62 63

Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other

$55

64 65 Miscellaneous 66 67 68 69 70 71 72 73 74 75 76 77

Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other

Tracking vs Budget Summary $855 $6,250

Budget

$5,395 $697 $6,350

Tracking $5,395

20 21 Home

March

Vs Budget

Spending Total Spending:

Home

March

Daily Spen ding

Comp ariso n

Compare Budget Sheet

Income Total Income (net) Salary/Wages (Bill) Salary/Wages (Jane) 4 Other 5 Other 6 Other 7 3

Tracki ng

Budg et By Mont h

Quick Budg et

Compariso n

Comparison sheet: monitor how well you are doing versus your budget. Select a time period in the drop down box to the left.

$(25) $$(125) $$$$$40 $$15 $45 $$-

$0

$2,000

Expense

$5,653 $4,000

$6,000 $7,000

Income

Balance (Savings)

Spending Comparison 10 9

$3,500 $3,000

$3,030

$3,005

$2,500 $2,000 $1,500 $1,000 $500

$460

$775

$650 $230

$250

$650

$550 $244

$750 $454

$0 Budget

TransportaHome Budget tion EnterMisceltainment laneous

Tracking

UtilitiesTracking Health

6 Mar Budget By Month? 1 Current Month Oct TRUE 2 Prior Month Sep 3 Jan to Date Jan to Date 4 January Jan 5 February Feb 6 March Mar 7 April Apr 8 May May 9 June Jun 10 July Jul 11 August Aug 12 September Sep 13 October Oct 14 November Nov 15 December Dec Simple Budget

1

1 Pie Chart

Bar Chart Budget

Transportation Home Utilities Health Entertainment Miscellaneous

460 3030 230 650 250 775

Tracking

550 3005 244 650 454 750

Tracking Balance (Savings) $697 Income $6,350 Expense $5,653

Budget $855 $6,250 $5,395

Spending

1st

Total Day's Spending: Transportation Auto Loan/Lease Insurance Bill's train pass Jane's bus pass Registration/Inspection Gas Maintainnce Other Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other

$1,085 $75

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

$95

$100

$260

$90

$245

$55

$40

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$2,040

$-

$-

$-

$100

$-

$15

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$190 $$100 $30 $$$60 $$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

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Alternate versions available (at no additional cost): -"Expanded" version (additional rows & categories) -Pound Sterling (£), Euro, Rand versions -"Daily Linked" (for daily spending record keeping) -Decimal version (view dollars and cents) All versions available for free after purchasing the "basic" version$100 on website.

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Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other

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

Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other

Home

Daily Spen ding

Comp ariso n

Tracki ng

Budg et By Mont h

Quick Budg et

Daily Spending Record: for those interested in tracking their spending on a daily basis we've created the "Daily Spending Record." Monthly totals from this sheet flow through to the Tracking sheet in our "Daily Linked" version (see below).

Daily Spending Record

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