Budget Planner Demo

Budg Budg et By By et Month Month

Quick Quick Budg Budg et et

Home Home

Start a Quick Budget 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 usi 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 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 i 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 d "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 pu 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

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

Daily Daily Spen Spen ding ding

Comp Comp arison arison

Tracki Tracki ng ng

Budg Budg et By By et Month Month

k Budget

Start a Budget by Month

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. umber of licenses originally purchased from

hout the written consent from Simpleplanning.com.

naccurate assumptions, calculation errors, g this software.

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

Quick Budget

or create a Budget by Month

Enter what you think you will spend on this sheet. This is your Budget. Income

Frequency

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

Spending

Amount

Monthly Bi-Weekly Weekly Bi-Weekly Monthly

Type over sample categories & amounts Total:

Transportation Auto Loan/Lease Monthly Insurance Monthly Bill's train pass Bi-Weekly Jane's bus pass Bi-Weekly Registration/Inspection Yearly Gas Monthly Maintenance Monthly Non-DemoMonthly Planner includes: other -Additional categories/rows -Alternate currencies Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other

$1,040

Monthly Monthly Monthly Monthly Yearly Monthly Weekly Semi-Annually Monthly Monthly

Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly

$145

$75 $25

$932 $50 $50 $30 $75

$70 $75 $225

Monthly

Yearly

$2,253 $$2,253 $$$-

$27,040 $$27,040 $$$-

$3,770

$45,244

$245 $$145 $$$$75 $25 $-

$2,940 $$1,740 $$$$900 $300 $-

$1,387 $932 $$50 $50 $$30 $325 $$$-

$16,644 $11,184 $$600 $600 $$360 $3,900 $$$-

$370 $$$70 $$75 $225 $$$-

$4,440 $$$840 $$900 $2,700 $$$-

Health Dental Medical Medication Vision/contacts Life Insurance Other Other

Monthly $50 Monthly $500 Monthly $15 Semi-Annually $150 Cells locked for Demo users Monthly $40 Monthly $100 Monthly

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

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

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

Monthly $60 Monthly $100 Monthly $50 Monthly $15 Cells locked for Demo users Monthly $20 Monthly $15 Weekly $20 Yearly $1,500 Monthly Monthly

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

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

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

Monthly $20 Semi-Annually $150 Monthly $70 Monthly Cells locked for Demo users Monthly Monthly $300 Weekly $20 Monthly $50 Monthly $15 Monthly Monthly Monthly

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

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

Additional categories/rows provided in Non-Demo Planner -Alternate currencies are provided as well

Next Step: Track your actual spending

Weekly

Budget Summary

-$350

$520

$870

-$400

-$200

$0

$200

$870

$400

$520

$600

$800

$(350)

Spending Summary $57

$131

$109 $320

$168 $85

Transportatio n Health

Page Up

Page Up

Home

Utilities

Entertainment

Miscellaneou s

$1,000

Budget By Month

Next Step: Track your actual spending

or create a Quick Budget

Enter what you think you will spend on this sheet. This is your Budget.

10

Income

Feb

Jan

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

March

12 Months J an to Date

Total Income (net) $$Salary/Wages (Bill) Salary/Wages (Jane) Other $Other Other Type over sample categories & amounts

Spending

Total:

$3,245

$4,715

$-

$4,935

$-

$3,230

$-

$3,105

$-

$6,165

$-

$3,335

$-

$3,335

$-

$3,335

$-

$3,335

$-

$3,335

$-

$3,335

$$$$$$-

0

Budget Summary

-$4,935

0

0

0

$0

0

0

$4,935

$45,405 38735

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

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$$$$$$$$$-

0

0

0

-$6,000

-$4,000

$2,030 $1,500

$2,030 $1,500

$3,030 $1,500

$2,030 $1,500

$2,030 $1,500

$5,030 $1,500

$2,030 $1,500

$2,030 $1,500

$2,030 $1,500

$2,030 $1,500

$2,030 $1,500

$2,030 $1,500

$50 $50

$50 $50

$50 $50

$50 $50

$50 $50

$50 $50

$50 $50

$50 $50

$50 $50

$50 $50

$50 $50

$30 $400

$30 $400

$30 $400 $1,000

$30 $400

$30 $400

$50 $50 $1,000 $30 $400 $2,000

$30 $400

$30 $400

$30 $400

$30 $400

$30 $400

$30 $400

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

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

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

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

Health Dental Medical Medication Vision/contacts Life Insurance Other Other

$110 $10 $60 $30

$260 $650 $10 $10 $60 $600 $30 $30 Cells locked for Demo users $150 $10 $10 $10

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

$280 $1,710 $250 $60 $60 $60 $100 $100 $100 $50 Cells locked for Demo users $15 $15 $15 $20 $20 $20 $15 $15 $15 $20 $40 $1,500

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

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

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

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

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

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

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

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

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

Page Up

$28,360 $18,000 $$600 $600 $1,000 $360 $4,800 $3,000 $$$3,200 $480 $360 $480 $820 $$700 $360 $$-

$0

$2,000

$-

$4,000

$6,000

$(4,935)

0

0

Spending Summary

0

0

$775

0

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

-$2,000

$4,935

0

24300

$250 15000

0

500

500

1000

$650 300

$3,030

4000

3000

$230 0

0

Transportatio n Health

2620

400

300

Home

Utilities

Entertainmen t

Miscellaneou s

400

640

Budget by Month

0

580

$7,000

300

0

$6,000

0

$5,000

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

$110 $10 $60 $30

$110 $10 $60 $30

$110 $10 $60 $30

$110 $10 $60 $30

$110 $10 $60 $30

$110 $10 $60 $30

$110 $10 $60 $30

$110 $10 $60 $30

$110 $10 $60 $30

$10

$10

$10

$10

$10

$10

$10

$10

$10

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

$250 $60 $100 $15 $20 $15 $40

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

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

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

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

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

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

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

Page Up $575 $20

$475 $20

$60

$60

$300 $80 $100 $15

$300 $80

Cells locked for Demo users

$15

$775 $20 $150 $60

$550 $20

$475 $20

$475 $20

$625 $20

$625 $20

$625 $20

$625 $20

$625 $20

$625 $20

$60

$60

$60

$60

$60

$60

$60

$60

$60

$300 $80 $150 $15

$300 $80 $75 $15

$300 $80

$300 $80

$15

$15

$300 $80 $150 $15

$300 $80 $150 $15

$300 $80 $150 $15

$300 $80 $150 $15

$300 $80 $150 $15

$300 $80 $150 $15

Additional categories/rows provided in Non-Demo Planner -Alternate currencies are provided as well

$2,010 $120 $1,260 $360 $150 $120 $$$4,760 $720 $1,200 $500 $180 $240 $180 $240 $1,500 $$$7,075 $240 $150 $720 $$$3,600 $960 $1,225 $180 $$$-

1790

$4,000 100

1140

$3,000 300

150

$2,000

100

0

$1,000

0

$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

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Trackin g

or

Enter what you actually spend on this sheet. Income

Jan

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

Spending

$-

Mar

$-

$-

Apr

May

$-

$-

Jun $-

Jul

Aug $-

$-

Sep $-

Oct $-

Nov $-

Dec $-

Let's you know when spending is over budget. Under Budget

Total Spending:

Feb

Next Step: Compare Actual Spending to Budget

Track Track actual actual spending spending on on aa daily daily basis basis

$1,977

Over Budget

$4,652

$$$$$$-

$5,103 $-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$11,732

$-

$-

$-

$-

$-

$-

$-

$-

$-

$910 $200 $200 $220 $170 $$120 $$-

Page Down

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

$480

$1,940 $1,500

$3,005 $1,500

$50 $50

$$50

$50 $50

$30 $350

$30 $360

$30 $375 $1,000

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

$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 $$180 $90 $$-

Health Dental Medical Medication Vision/contacts Life Insurance Other Other

$110 $10 $60 $30

$110 $10 $60 $30

$-

$-

$-

$-

$-

$-

$-

$-

$-

$10

$10

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

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

$282 $1,187 $454 $60 $60 $60 $100 $75 $200 $50 Cells users $15Demo Cells locked locked for for Demo$15 users $25 $22 $22 $44 $15 $15 $30 $20 $40 $1,000 $55

$-

$-

$-

$-

$-

$-

$-

$-

$-

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

$-

$-

$-

$-

$-

$-

$-

$-

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

Cells Cells locked locked for for Demo Demo users users

$-

Miscellaneous $595 $525 $750 $Dry Cleaning $20 $20 $20 New Clothes $15 $45 $25 Donations $60 $60 $60 Child Care Cells Tuition Cells locked locked for for Demo Demo users users College Loans $300 $300 $300 Pocket Money $100 $100 $120 Gifts $100 $150 Credit Card $30 Other $45 Other Other Additional categories/rows provided in Non-Demo Planner

-Alternate currencies are provided as well

Actual Income/Spend Summary

Jan to Date

-$5,103

$0

Over Budget

Transportation $260 $650 Auto Loan/Lease $200 Insurance $100 $100 Bill's train pass $100 $120 Jane's bus pass $170 Registration/Inspection Gas $60 $60 Maintenance Type over sample categories & amounts other

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

March

Chart:

$-

$-

$-

$-

$-

$-

$-

$-

$5,425 $3,000 $$100 $150 $$90 $1,085 $1,000 $$-

$5,103

-$6,000

-$4,000

-$2,000

$5,103

$0

$-

$2,000

$4,000

$6,000

$(5,103)

Actuals by Month $6,000 $5,000 $4,000 $3,000 $2,000 $1,000 $0

RowMay 17 Jun Row Jan Feb Mar Apr Jul 8 Aug Sep Oct Nov Dec

Compariso n Compare your budget to your actual spending on this sheet. Income Total Income (net) Salary/Wages Patty Salary/Wages (Jane) Other Other Other Select month

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

Budget $2,253 $$2,253 $$$Budget $3,770 $245 $$145 $$$$75 $25 $-

Mar Actual March $-

Tracking sheet figures March

March Tracking vs Budget Summary

Vs Budget

($1,517)

$(2,253) $$(2,253) $$$-

$2,253 $3,770

($5,103) Vs Budget

$5,103 $-

$(245) $$(145) $$$$(75) $(25) $-

$1,387 $932 $$50 $50 $$30 $325 $$$-

$3,005 $1,500

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

$370 $$$70 $$75 $225 $$$-

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

$(126) $46 $38 $(30) $40 $(75) $(175) $30 $$-

Health Dental Medical Medication Vision/contacts Life Insurance Other Other

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

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

$(80) $(40) $(50) $15 $125 $(30) $(100) $-

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

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

$454 $60 $200

$(18) $$100 $(50) $10 $24 $15 $(47) $(125) $55 $-

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

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

$750 $20 $25 $60

$50 $50 $30 $375 $1,000

$25 $44 $30 $40 $55

$300 $120 $150 $30 $45

$0

$1,333

$1,618 $568 $$$$$$50 $1,000 $$-

$183 $$$(10) $$$$33 $100 $15 $45 $$-

$5,103 ($6,000)

($4,000)

($2,000)

$0

Expense

$2,000

Income

$4,000

$6,000

Balance (Savings)

Spending Comparison Over budget in red Under budget in green

$3,005

$1,387 $730 $245

$370

$472

Transportati Budget on Health

$650

$567

$750 $454

$244

Home

$0

Entertainme nt

Utilities Tracking Miscellaneou s

Daily Spending Record Spending

This sheet is optional. Use this sheet to keep track of what you spend on a daily basis.

a We provide a version of the Budget Planner with 12 Daily Spending sheets (one for each month). Each sheet is linked to the Tracking sheet so you won't have to enter your actual spending in two different places. 22nd

23rd

Total Day's Spending:

$85

$70

$95

$100

$260

$90

$245

$55

$40

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$1,040

Transportation Auto Loan/Lease Insurance Bill's train pass Jane's bus pass Registration/Inspection Gas Maintenance other

$75

$-

$-

$-

$100

$-

$15

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

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

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

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$100 $$$$$$$100 $$$-

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

$-

Health Dental Medical Medication Vision/contacts Life Insurance Other Other

$-

Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other

1st

2nd

3rd

4th

5th

6th

7th

8th

9th

10th

11th

12th

13th

14th

15th

16th

17th

18th

19th

20th

21st

24th

25th

26th

27th

28th

29th

30th

31st

$100 $15

$15

$60

$-

$-

$100

$-

$-

$-

$-

$-

$-

$-

$90

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$240 $40 $30 $40 $40 $20 $40 $30 $$-

$-

$30

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$100 $10 $60 $30 $$$$-

$45

$20

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$160 $$80 $$15 $20 $$45 $$$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$-

$250 $20 $$$$$200 $30 $$$$$-

$100

Scroll Right $70 $40 $30

$80

$-

Scroll Left

$40 $40 $20 $40 $30

$-

$-

$-

$70 $10 $60

$30

Cells locked for Demo users

$-

$-

$15

$-

$-

$80

$-

$80 $15

Cells locked for Demo users

$20

$15

$10

$-

$-

$30

$-

Month

$-

$10

$200

$10

Cells locked for Demo users $200 $10

$10

$10

Additional categories/rows provided in Non-Demo Planner -Alternate currencies are provided as well

$20 $20