Budget Planner
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Budget Planner - Overview / Help Budge Budge By tt By Month Month
Quick Quick Budge Budge tt
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.
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.
or or cr ea ea te te a bu bu dg dg et by by m on on th th
Quick Budget
Frequency
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
Spending
Monthly
Chart:
Income
Monthly Monthly Weekly Monthly Monthly
Amount 15000.00
Total:
Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Bill's train pass Jane's bus pass Other
Monthly Monthly Weekly Quarterly Yearly Monthly Monthly Monthly
80.00 100.00 500.00
Monthly
Budget Summary
Yearly
15000.00 15000.00 0.00 0.00 0.00 0.00
180000.00 180000.00 0.00 0.00 0.00 0.00
8980.00
107760.00
680.00 0.00 80.00 433.33 166.67 0.00 0.00 0.00 0.00
8160.00 0.00 960.00 5200.00 2000.00 0.00 0.00 0.00 0.00
6020
15000
8980
$0
$2,000
$4,000
$6,000
$8,980
$8,000
$10,000
$15,000
$12,000
$14,000
$16,000
$6,020
Spending Summary 680 1767
Home EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other
Monthly Monthly Monthly Monthly Yearly Monthly Weekly Semi-Annually Monthly Monthly
Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other
Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly
Health Dental Medical Medication Vision/contacts Life Insurance Other Other
Monthly Monthly Monthly Semi-Annually Monthly Monthly Monthly
Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other
Monthly Monthly Monthly Monthly Monthly Monthly Weekly Yearly Monthly Monthly
Miscellaneous Dry Cleaning New Clothes 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
3200.00
400.00 200.00
300.00
1000.00
100.00
2500.00 1000.00
100.00
250.00
5133.33 0.00 3200.00 0.00 0.00 0.00 0.00 1733.33 0.00 200.00 0.00
61600.00 0.00 38400.00 0.00 0.00 0.00 0.00 20800.00 0.00 2400.00 0.00
300.00 0.00 300.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
3600.00 0.00 3600.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1000.00 0.00 0.00 1000.00 0.00 0.00 0.00 0.00
12000.00 0.00 0.00 12000.00 0.00 0.00 0.00 0.00
100.00 0.00 0.00 0.00 0.00 100.00 0.00 0.00 0.00 0.00 0.00
1200.00 0.00 0.00 0.00 0.00 1200.00 0.00 0.00 0.00 0.00 0.00
1766.67 0.00 416.67 0.00 1000.00 0.00 0.00 0.00 100.00 0.00 0.00 0.00 250.00
21200.00 0.00 5000.00 0.00 12000.00 0.00 0.00 0.00 1200.00 0.00 0.00 0.00 3000.00
100
1000
300
Transportatio n Health
5133
Home
Utilities
Entertainment
Miscellaneou s
or cr cr ea ea te te aa qu qu ic kk bu bu dg dg et et
Budget By Month
March
Chart: 3
Income
Apr
May
Jun
Jul
Aug
Budget Summary
0 Months Oct to Date
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
Spending
Total:
0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00 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 Registration/Inspection 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
0
0
0
0
0
0 0
0
0 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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0
0
0
0
0
0
0
0
0
$-
0
1
$-
1
1
1
$-
0
0
Spending Summary
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Transportatio n Health
0
0
0
Home
Utilities
Entertainmen t
Miscellaneou s
0
0
Budget by Month
0
0
0
0
0
1 1 1 1
0
0
0
0
1 0 0
0
0 0
0
0
0 0 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Apr
May
Row 16
Jun
Row 8
Jul
Aug
1
Trackin g Income Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
Chart: Oct 0.00
Nov 0.00
Dec 0.00
Jan 0.00
Actual Income/Spend Summary
Oct to Date 0.00 0.00 0.00 0.00 0.00 0.00
Spending
September
0
0
0
Total Spending:
0.00
0.00
0.00
0.00
0.00
Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection 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
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
0.00
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
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0
0
0
0
0
0
$-
$-
1
1
1
$-
Actuals by Month
1 1 1 1 1 0 0 0 0 0 0 Oct
Row Nov
17
Row Dec 8
Jan
1
1
Compariso n Income Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
Compare
Budget
Oct Actual 0
-15,000 -15,000.00 0.00 0.00 0.00 0.00
8,980
0
-8,980
680 0.00 80.00 433.33 166.67 0.00 0.00 0.00 0.00
0
-680 0.00 -80.00 -433.33 -166.67 0.00 0.00 0.00 0.00
5,133 0.00 3,200.00 0.00 0.00 0.00 0.00 1,733.33 0.00 200.00 0.00
0
Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other
300 0.00 300.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0
Health Dental Medical Medication Vision/contacts Life Insurance Other Other
1,000 0.00 0.00 1,000.00 0.00 0.00 0.00 0.00
0
-1,000 0.00 0.00 -1,000.00 0.00 0.00 0.00 0.00
100 0.00 0.00 0.00 0.00 100.00 0.00 0.00 0.00 0.00 0.00
0
-100 0.00 0.00 0.00 0.00 -100.00 0.00 0.00 0.00 0.00 0.00
1,767 0.00 416.67 0.00 1,000.00 0.00 0.00 0.00 100.00 0.00 0.00 0.00 250.00
0
-1,767 0.00 -416.67 0.00 -1,000.00 0.00 0.00 0.00 -100.00 0.00 0.00 0.00 -250.00
Spending Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Bill's train pass Jane's bus pass Other
Tracking vs Budget Summary
Vs Budget
15,000 15000 0 0 0 0
Total Spending:
October
to Budget
October
6020 15000 8980
0 0 0
0
2,000
4,000
6,000
8,000
Expense
10,000
Income
12,000
14,000
16,000
Balance (Savings)
Spending Comparison 5,133
Home EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax 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
-5,133 0.00 -3,200.00 0.00 0.00 0.00 0.00 -1,733.33 0.00 -200.00 0.00 -300 0.00 -300.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1767 1000
680 300
100
Transportati Budget on Health
Home
0
Entertainme nt
0
0
0
Utilities Tracking
0
Miscellaneou s
0
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
0.00
0.00
0.00
0.00
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 Registration/Inspection 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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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
Budget Planner - Overview / Help Budge Budge By tt By Month Month
Quick Quick Budge Budge tt
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.
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.
or or cr ea ea te te a bu bu dg dg et by by m on on th th
Quick Budget
Frequency
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
Spending
Monthly
Chart:
Income
Monthly Monthly Weekly Monthly Monthly
Amount 15000.00
Total:
Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Bill's train pass Jane's bus pass Other
Monthly Monthly Weekly Quarterly Yearly Monthly Monthly Monthly
80.00 100.00 500.00
Monthly
Budget Summary
Yearly
15000.00 15000.00 0.00 0.00 0.00 0.00
180000.00 180000.00 0.00 0.00 0.00 0.00
8980.00
107760.00
680.00 0.00 80.00 433.33 166.67 0.00 0.00 0.00 0.00
8160.00 0.00 960.00 5200.00 2000.00 0.00 0.00 0.00 0.00
6020
15000
8980
$0
$2,000
$4,000
$6,000
$8,980
$8,000
$10,000
$15,000
$12,000
$14,000
$16,000
$6,020
Spending Summary 680 1767
Home EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other
Monthly Monthly Monthly Monthly Yearly Monthly Weekly Semi-Annually Monthly Monthly
Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other
Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly
Health Dental Medical Medication Vision/contacts Life Insurance Other Other
Monthly Monthly Monthly Semi-Annually Monthly Monthly Monthly
Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other
Monthly Monthly Monthly Monthly Monthly Monthly Weekly Yearly Monthly Monthly
Miscellaneous Dry Cleaning New Clothes 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
3200.00
400.00 200.00
300.00
1000.00
100.00
2500.00 1000.00
100.00
250.00
5133.33 0.00 3200.00 0.00 0.00 0.00 0.00 1733.33 0.00 200.00 0.00
61600.00 0.00 38400.00 0.00 0.00 0.00 0.00 20800.00 0.00 2400.00 0.00
300.00 0.00 300.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
3600.00 0.00 3600.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1000.00 0.00 0.00 1000.00 0.00 0.00 0.00 0.00
12000.00 0.00 0.00 12000.00 0.00 0.00 0.00 0.00
100.00 0.00 0.00 0.00 0.00 100.00 0.00 0.00 0.00 0.00 0.00
1200.00 0.00 0.00 0.00 0.00 1200.00 0.00 0.00 0.00 0.00 0.00
1766.67 0.00 416.67 0.00 1000.00 0.00 0.00 0.00 100.00 0.00 0.00 0.00 250.00
21200.00 0.00 5000.00 0.00 12000.00 0.00 0.00 0.00 1200.00 0.00 0.00 0.00 3000.00
100
1000
300
Transportatio n Health
5133
Home
Utilities
Entertainment
Miscellaneou s
or cr cr ea ea te te aa qu qu ic kk bu bu dg dg et et
Budget By Month
March
Chart: 3
Income
Apr
May
Jun
Jul
Aug
Budget Summary
0 Months Oct to Date
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
Spending
Total:
0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00 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 Registration/Inspection 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
0
0
0
0
0
0 0
0
0 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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0
0
0
0
0
0
0
0
0
$-
0
1
$-
1
1
1
$-
0
0
Spending Summary
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Transportatio n Health
0
0
0
Home
Utilities
Entertainmen t
Miscellaneou s
0
0
Budget by Month
0
0
0
0
0
1 1 1 1
0
0
0
0
1 0 0
0
0 0
0
0
0 0 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Apr
May
Row 16
Jun
Row 8
Jul
Aug
1
Trackin g Income Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
Chart: Oct 0.00
Nov 0.00
Dec 0.00
Jan 0.00
Actual Income/Spend Summary
Oct to Date 0.00 0.00 0.00 0.00 0.00 0.00
Spending
September
0
0
0
Total Spending:
0.00
0.00
0.00
0.00
0.00
Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection 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
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
0.00
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
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0
0
0
0
0
0
$-
$-
1
1
1
$-
Actuals by Month
1 1 1 1 1 0 0 0 0 0 0 Oct
Row Nov
17
Row Dec 8
Jan
1
1
Compariso n Income Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
Compare
Budget
Oct Actual 0
-15,000 -15,000.00 0.00 0.00 0.00 0.00
8,980
0
-8,980
680 0.00 80.00 433.33 166.67 0.00 0.00 0.00 0.00
0
-680 0.00 -80.00 -433.33 -166.67 0.00 0.00 0.00 0.00
5,133 0.00 3,200.00 0.00 0.00 0.00 0.00 1,733.33 0.00 200.00 0.00
0
Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other
300 0.00 300.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0
Health Dental Medical Medication Vision/contacts Life Insurance Other Other
1,000 0.00 0.00 1,000.00 0.00 0.00 0.00 0.00
0
-1,000 0.00 0.00 -1,000.00 0.00 0.00 0.00 0.00
100 0.00 0.00 0.00 0.00 100.00 0.00 0.00 0.00 0.00 0.00
0
-100 0.00 0.00 0.00 0.00 -100.00 0.00 0.00 0.00 0.00 0.00
1,767 0.00 416.67 0.00 1,000.00 0.00 0.00 0.00 100.00 0.00 0.00 0.00 250.00
0
-1,767 0.00 -416.67 0.00 -1,000.00 0.00 0.00 0.00 -100.00 0.00 0.00 0.00 -250.00
Spending Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Bill's train pass Jane's bus pass Other
Tracking vs Budget Summary
Vs Budget
15,000 15000 0 0 0 0
Total Spending:
October
to Budget
October
6020 15000 8980
0 0 0
0
2,000
4,000
6,000
8,000
Expense
10,000
Income
12,000
14,000
16,000
Balance (Savings)
Spending Comparison 5,133
Home EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax 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
-5,133 0.00 -3,200.00 0.00 0.00 0.00 0.00 -1,733.33 0.00 -200.00 0.00 -300 0.00 -300.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1767 1000
680 300
100
Transportati Budget on Health
Home
0
Entertainme nt
0
0
0
Utilities Tracking
0
Miscellaneou s
0
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
0.00
0.00
0.00
0.00
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 Registration/Inspection 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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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
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