Budget Planner
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- Words: 2,667
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Ques tions? Email at mil in dsku lkarni2005 @yahoo.co .in
Budget Planner - Overview / Help Budge t By Month
Quick Budge t
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.
Current Month Prior Month Aug To Date January February March April May June July August September October November December
Current Month Prior Month Aug To Date
September
Daily
Overvi ew/ Help
Comp arison
Spend or create a budget ing by month
Tracki ng
Budge t By Month
Quick Budge t
Quick Budget
Monthly
Chart:
Income 1 1 4.33 1 1
Frequency
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
Spending
Monthly Monthly Weekly Monthly Monthly
Monthly Monthly Weekly Quarterly Yearly Monthly Monthly Monthly
Home EMI Rent Maintenance Insurance Furniture 0.08 Household Supplies 1 Groceries 4.33 Real Estate Tax 0.17 Mess 1 Other 1
Monthly Monthly Monthly Monthly Yearly Monthly Weekly Semi-Annually Monthly Monthly
1 1 1 1
1 1 1
Utilities Phone - Home Phone - Cell Cable
9995.00
Total:
Transportation Auto Loan/Lease Insurance 1 Gas 4.33 Maintenance 0.33 Registration/Inspection 0.08 Bill's train pass 1 Jane's bus pass 1 Other 1 1
Amount
Monthly Monthly Monthly
4000.00
1350.00
600.00
Monthly 9995.00 9995.00 0.00 0.00 0.00 0.00
Budget Summary
Yearly 119940.00 119940.00 0.00 0.00 0.00 0.00
7650.00
91800.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
5350.00 4000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1350.00 0.00
64200.00 48000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 16200.00 0.00
600.00 0.00 600.00 0.00
7200.00 0.00 7200.00 0.00
$2,345
$9,995 Column Z $7,650 $0
$ 2 ,00 0
$ 4,0 0 0
Row 26
$6,00 0
Row 25
$ 8,0 00
$ 10,00 0
Row 24
Spending Summary
Quick Budget FALSE
Yearly Monthly Weekly 2
$5,350 $200 $500 $600
Transportation Health
$1,000
Home Entertainment
Utilities Miscellaneous
Pie Chart Transportation $Home $5,350 Utilities $600 Health $1,000 Entertainment $500 Miscellaneous $200
Bar Chart Balance Income Expense
$2,345 $9,995 $7,650
1 1 1 1 1 1
Gas Water Electricity Internet Other Other
Monthly Monthly Monthly Monthly Monthly Monthly
Health Dental Medical Medication Vision/contacts 0.17 Life Insurance 1 Other 1 Other 1
Monthly Monthly Monthly Semi-Annually Monthly Monthly Monthly
Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation 0.08 Other 1 Other 1
Monthly Monthly Monthly Monthly Monthly Monthly Weekly Yearly Monthly Monthly
1 1 1
1 1 1 1 1 1
4.33
Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other 1 1
0.17
1 1 1 1 4.33
1 1 1 1
Monthly Semi-Annually Monthly Monthly Monthly Monthly Weekly Monthly Monthly Monthly Monthly Monthly
Daily Weekly Monthly Semi-Annually Quarterly Yearly
1000.00
500.00
200.00
0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00
1000.00 0.00 0.00 0.00 0.00 1000.00 0.00 0.00
12000.00 0.00 0.00 0.00 0.00 12000.00 0.00 0.00
500.00 0.00 500.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
6000.00 0.00 6000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
200.00 200.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
2400.00 2400.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
ing
Daily
Overvi ew/ Help
or create Spend a quick budget
Comp arison
Tracki ng
Budge t By Month
Quick Budge t
Budget By Month
July
Chart: 3
Income
Jan
Feb
Mar
Apr
May
Budget Summary
1 Months Jul to Date
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
9995.00 9995.00
0.00
0.00
0.00
0.00
9995.00 9995.00 0.00 0.00 0.00 0.00
9995
0
9995
0
0
0
0
0
Column AK
Spending
Total:
0
9000.00
0.00
0.00
0.00
0.00
9000.00
0.00
0.00
0.00
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 00 000000
9000
Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Bill's train pass Jane's bus pass Other Home EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Mess Other
6800.00 5000.00
0.00
0.00
0.00
0.00
1800.00
Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other
500.00
Health Dental Medical Medication Vision/contacts Life Insurance Other Other
1000.00
Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other
500.00
Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other
200.00 200.00
0.00
0.00
0.00
0.00
500.00
0.00
0.00
0.00
0.00
1000.00
0.00
0.00
0.00
0.00
500.00
0.00
0.00
0.00
0.00
6800.00 5000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1800.00 0.00 500.00 0.00 500.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1000.00 0.00 0.00 0.00 0.00 1000.00 0.00 0.00 500.00 0.00 500.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 200.00 200.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0
00111 11111
1111 111 111
11
0
0
Row 27
0
Row 26
Row 25
0
0
Budget by
Spending Summary
0
Chart:
Month
0
Mths/Wks
Jul TRUE
Start Mth
Bar Chart
$-
1
Balance
$-
Home
$-
4
Income
$-
6800
2 Monthly (avg.)
1 Months
Utilities
$-
Expense
$-
5000
3 Weekly (avg.)
1 Months
Health
$-
0
4 Current Month
Sep
Entertainment
$-
0
5 January
Jan
Miscellaneous
$-
0
6 February
Feb
0
7 March
Mar
0
8 April
Apr
0
9 May
May
10 June
Jun
11 July
Jul
12 August
Aug
13 September
Sep
14 October
Oct
15 November
Nov
16 December
Dec
0
0
500
0
500
Transportation Entertainment
Home Miscellaneous
Utilities
Health
0
0
Budget by Month
0
0
0
0
0
1000
0
0
0
0
1000
10,000 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0
Jan
Feb
Mar
0
Apr
May
0
500
0
500
0
0
0
0
0
0
0
0
200
200
0
0
0
0
0
0
0
0
0
0
0
Row 16
Row 8
Row 8 Row 16
1
1 Budgeted
Transportation
1 Months
1800
11
Pie Chart
1 Yearly
0
$-
Overvi ew/ Help
Daily Spend ing
Comp arison
Tracki ng
Budge t By Month
Quick Budge t
Tracking
Jul to Date
Chart:
Income Total Income (net) Salary/Wages 3 Salary/Wages (Spouse) 4 Other 5 Other 6 Other 7
Spending Total Spending: Transportation Auto Loan/Lease Insurance Gas 14 Maintenance 15 Registration/Inspection 16 Bill's train pass 17 Jane's bus pass 18 Other 19
Jul 9995.00 9,995.00
Aug
Sep
0.00
Oct
0.00
Jul to Date
0.00
0.00
0.00
0.00
9741.22
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
20
5800.00 4,000.00
0.00
0.00
0.00
1,800.00
5800.00 4,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1,800.00 0.00
32
Utilities Phone - Home Phone - Cell Cable 36 Gas 37 Water 38 Electricity 39 Internet 40 Other 41 Other 42 33
741.22
0.00
0.00
0.00
741.22 0.00 741.22 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0.00
0.00
1000.00 0.00 0.00 0.00 0.00 1,000.00 0.00 0.00
0.00
0.00
0.00
2000.00 0.00 2,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0.00
0.00
200.00 200.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
34 35
741.22
43
Health Dental Medical Medication Vision/contacts 48 Life Insurance 49 Other 50 Other 51 44
1000.00
45 46 47
1,000.00
52
Entertainment Memberships Dining out Events Subscriptions 57 Movies 58 Music 59 Hobbies 60 Travel/ Vacation 61 Other 62 Other 63 53
2000.00
54 55
2,000.00
56
64
Miscellaneous Dry Cleaning New Clothes Donations Child Care 69 Tuition 70 College Loans 71 Pocket Money 72 Gifts 73 Credit Card 74 Other 75 Other 76 Other 77 65 66
9,995 Column AN
9741.22
13
Home EMI 22 Rent 23 Maintenance 24 Insurance 25 Furniture 26 Household Supplies 27 Groceries 28 Real Estate Tax 29 Mess 30 Other 31
254
Over Budget
12
21
Actual Income/Spend Summary
9995.00 9,995.00 0.00 0.00 0.00 0.00
200.00 200.00
67 68
9,741
-
-
-
0
9,741 2,000
4,000
Row 28
6,000
Row 27
8,000 9,000
Row 26
Actuals by Month 10,000 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0
9 8
Jul
Aug
Sep
Row 17
Oct
Row 8
Row 8 Row 17
3 Jul to Date 1 Sep 1 Current Month Sep 2 Prior Month Aug 3 Jul to Date Jul 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 7 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 Jul to Date
Budget By Month? January TRUE February March April May June July August September October November December July to Date
1
Bar Chart Balance Income Expense
$254 $9,995 $9,741
Overvi ew/ Help
Daily Spend ing
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other 5 Other 6 Other 7 3
Comp arison
Income
Tracki ng
Budge t By Month
Quick Budge t
Comparison
January
January
Compare
to Budget
Budget
Jan Actual
9,995 9995
Tracking vs Budget Summary
Vs Budget 0
4
-9,995 -9,995.00 0.00 0.00 0.00 0.00
995 9,995
Budget 9,000 0 0
Spending Total Spending: Transportation Auto Loan/Lease Insurance Gas 14 Maintenance 15 Registration/Inspection 16 Bill's train pass 17 Jane's bus pass 18 Other 19
Tracking0 9,000
0
-9,000
0
0
0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
12 13
20 21 Home 22 23 24 25 26 27 28 29 30 31
EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Mess Other
6,800 5,000.00
0
1,800.00
-6,800 -5,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -1,800.00 0.00
32 33 Utilities 34 35 36 37 38 39 40 41 42
Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other
500
0
500.00
-500 0.00 -500.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
43 44 Health 45 46 47 48 49 50 51
Dental Medical Medication Vision/contacts Life Insurance Other Other
1,000
0
-1,000 0.00 0.00 0.00 0.00 -1,000.00 0.00 0.00
0
-500 0.00 -500.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0
-200 -200.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1,000.00
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
500 500.00
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
200 200.00
0
2,000
4,000
Expense
6,000
8,000
Income
10,000
Balance (Savings)
Spending Comparison 7000 6500 6000 5500 5000 4500 4000 3500 3000 2500 2000 1500 1000 500 0
9 8
6800
1000 500 0
500
200
0
Budget Budget
Transportation Health
0
0
0
0
Tracking Tracking
Home Entertainment
Utilities Miscellaneous
0
4 Jan Budget By Month? 1 Current Month Sep TRUE 2 Prior Month Aug 3 Jul to Date Jul 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
0 6800 500 1000 500 200
Tracking
0 0 0 0 0 0
Tracking Balance (Savings) $Income $Expense $-
Budget $995 $9,995 $9,000
Overvi ew/ Help
Daily Spend ing
Comp arison
Tracki ng
Budge t By Month
Quick Budge t
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 Mess 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 t By Month
Quick Budge t
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.
Current Month Prior Month Aug To Date January February March April May June July August September October November December
Current Month Prior Month Aug To Date
September
Daily
Overvi ew/ Help
Comp arison
Spend or create a budget ing by month
Tracki ng
Budge t By Month
Quick Budge t
Quick Budget
Monthly
Chart:
Income 1 1 4.33 1 1
Frequency
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
Spending
Monthly Monthly Weekly Monthly Monthly
Monthly Monthly Weekly Quarterly Yearly Monthly Monthly Monthly
Home EMI Rent Maintenance Insurance Furniture 0.08 Household Supplies 1 Groceries 4.33 Real Estate Tax 0.17 Mess 1 Other 1
Monthly Monthly Monthly Monthly Yearly Monthly Weekly Semi-Annually Monthly Monthly
1 1 1 1
1 1 1
Utilities Phone - Home Phone - Cell Cable
9995.00
Total:
Transportation Auto Loan/Lease Insurance 1 Gas 4.33 Maintenance 0.33 Registration/Inspection 0.08 Bill's train pass 1 Jane's bus pass 1 Other 1 1
Amount
Monthly Monthly Monthly
4000.00
1350.00
600.00
Monthly 9995.00 9995.00 0.00 0.00 0.00 0.00
Budget Summary
Yearly 119940.00 119940.00 0.00 0.00 0.00 0.00
7650.00
91800.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
5350.00 4000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1350.00 0.00
64200.00 48000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 16200.00 0.00
600.00 0.00 600.00 0.00
7200.00 0.00 7200.00 0.00
$2,345
$9,995 Column Z $7,650 $0
$ 2 ,00 0
$ 4,0 0 0
Row 26
$6,00 0
Row 25
$ 8,0 00
$ 10,00 0
Row 24
Spending Summary
Quick Budget FALSE
Yearly Monthly Weekly 2
$5,350 $200 $500 $600
Transportation Health
$1,000
Home Entertainment
Utilities Miscellaneous
Pie Chart Transportation $Home $5,350 Utilities $600 Health $1,000 Entertainment $500 Miscellaneous $200
Bar Chart Balance Income Expense
$2,345 $9,995 $7,650
1 1 1 1 1 1
Gas Water Electricity Internet Other Other
Monthly Monthly Monthly Monthly Monthly Monthly
Health Dental Medical Medication Vision/contacts 0.17 Life Insurance 1 Other 1 Other 1
Monthly Monthly Monthly Semi-Annually Monthly Monthly Monthly
Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation 0.08 Other 1 Other 1
Monthly Monthly Monthly Monthly Monthly Monthly Weekly Yearly Monthly Monthly
1 1 1
1 1 1 1 1 1
4.33
Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other 1 1
0.17
1 1 1 1 4.33
1 1 1 1
Monthly Semi-Annually Monthly Monthly Monthly Monthly Weekly Monthly Monthly Monthly Monthly Monthly
Daily Weekly Monthly Semi-Annually Quarterly Yearly
1000.00
500.00
200.00
0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00
1000.00 0.00 0.00 0.00 0.00 1000.00 0.00 0.00
12000.00 0.00 0.00 0.00 0.00 12000.00 0.00 0.00
500.00 0.00 500.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
6000.00 0.00 6000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
200.00 200.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
2400.00 2400.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
ing
Daily
Overvi ew/ Help
or create Spend a quick budget
Comp arison
Tracki ng
Budge t By Month
Quick Budge t
Budget By Month
July
Chart: 3
Income
Jan
Feb
Mar
Apr
May
Budget Summary
1 Months Jul to Date
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
9995.00 9995.00
0.00
0.00
0.00
0.00
9995.00 9995.00 0.00 0.00 0.00 0.00
9995
0
9995
0
0
0
0
0
Column AK
Spending
Total:
0
9000.00
0.00
0.00
0.00
0.00
9000.00
0.00
0.00
0.00
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 00 000000
9000
Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Bill's train pass Jane's bus pass Other Home EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Mess Other
6800.00 5000.00
0.00
0.00
0.00
0.00
1800.00
Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other
500.00
Health Dental Medical Medication Vision/contacts Life Insurance Other Other
1000.00
Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other
500.00
Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other
200.00 200.00
0.00
0.00
0.00
0.00
500.00
0.00
0.00
0.00
0.00
1000.00
0.00
0.00
0.00
0.00
500.00
0.00
0.00
0.00
0.00
6800.00 5000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1800.00 0.00 500.00 0.00 500.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1000.00 0.00 0.00 0.00 0.00 1000.00 0.00 0.00 500.00 0.00 500.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 200.00 200.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0
00111 11111
1111 111 111
11
0
0
Row 27
0
Row 26
Row 25
0
0
Budget by
Spending Summary
0
Chart:
Month
0
Mths/Wks
Jul TRUE
Start Mth
Bar Chart
$-
1
Balance
$-
Home
$-
4
Income
$-
6800
2 Monthly (avg.)
1 Months
Utilities
$-
Expense
$-
5000
3 Weekly (avg.)
1 Months
Health
$-
0
4 Current Month
Sep
Entertainment
$-
0
5 January
Jan
Miscellaneous
$-
0
6 February
Feb
0
7 March
Mar
0
8 April
Apr
0
9 May
May
10 June
Jun
11 July
Jul
12 August
Aug
13 September
Sep
14 October
Oct
15 November
Nov
16 December
Dec
0
0
500
0
500
Transportation Entertainment
Home Miscellaneous
Utilities
Health
0
0
Budget by Month
0
0
0
0
0
1000
0
0
0
0
1000
10,000 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0
Jan
Feb
Mar
0
Apr
May
0
500
0
500
0
0
0
0
0
0
0
0
200
200
0
0
0
0
0
0
0
0
0
0
0
Row 16
Row 8
Row 8 Row 16
1
1 Budgeted
Transportation
1 Months
1800
11
Pie Chart
1 Yearly
0
$-
Overvi ew/ Help
Daily Spend ing
Comp arison
Tracki ng
Budge t By Month
Quick Budge t
Tracking
Jul to Date
Chart:
Income Total Income (net) Salary/Wages 3 Salary/Wages (Spouse) 4 Other 5 Other 6 Other 7
Spending Total Spending: Transportation Auto Loan/Lease Insurance Gas 14 Maintenance 15 Registration/Inspection 16 Bill's train pass 17 Jane's bus pass 18 Other 19
Jul 9995.00 9,995.00
Aug
Sep
0.00
Oct
0.00
Jul to Date
0.00
0.00
0.00
0.00
9741.22
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
20
5800.00 4,000.00
0.00
0.00
0.00
1,800.00
5800.00 4,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1,800.00 0.00
32
Utilities Phone - Home Phone - Cell Cable 36 Gas 37 Water 38 Electricity 39 Internet 40 Other 41 Other 42 33
741.22
0.00
0.00
0.00
741.22 0.00 741.22 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0.00
0.00
1000.00 0.00 0.00 0.00 0.00 1,000.00 0.00 0.00
0.00
0.00
0.00
2000.00 0.00 2,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0.00
0.00
200.00 200.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
34 35
741.22
43
Health Dental Medical Medication Vision/contacts 48 Life Insurance 49 Other 50 Other 51 44
1000.00
45 46 47
1,000.00
52
Entertainment Memberships Dining out Events Subscriptions 57 Movies 58 Music 59 Hobbies 60 Travel/ Vacation 61 Other 62 Other 63 53
2000.00
54 55
2,000.00
56
64
Miscellaneous Dry Cleaning New Clothes Donations Child Care 69 Tuition 70 College Loans 71 Pocket Money 72 Gifts 73 Credit Card 74 Other 75 Other 76 Other 77 65 66
9,995 Column AN
9741.22
13
Home EMI 22 Rent 23 Maintenance 24 Insurance 25 Furniture 26 Household Supplies 27 Groceries 28 Real Estate Tax 29 Mess 30 Other 31
254
Over Budget
12
21
Actual Income/Spend Summary
9995.00 9,995.00 0.00 0.00 0.00 0.00
200.00 200.00
67 68
9,741
-
-
-
0
9,741 2,000
4,000
Row 28
6,000
Row 27
8,000 9,000
Row 26
Actuals by Month 10,000 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0
9 8
Jul
Aug
Sep
Row 17
Oct
Row 8
Row 8 Row 17
3 Jul to Date 1 Sep 1 Current Month Sep 2 Prior Month Aug 3 Jul to Date Jul 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 7 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 Jul to Date
Budget By Month? January TRUE February March April May June July August September October November December July to Date
1
Bar Chart Balance Income Expense
$254 $9,995 $9,741
Overvi ew/ Help
Daily Spend ing
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other 5 Other 6 Other 7 3
Comp arison
Income
Tracki ng
Budge t By Month
Quick Budge t
Comparison
January
January
Compare
to Budget
Budget
Jan Actual
9,995 9995
Tracking vs Budget Summary
Vs Budget 0
4
-9,995 -9,995.00 0.00 0.00 0.00 0.00
995 9,995
Budget 9,000 0 0
Spending Total Spending: Transportation Auto Loan/Lease Insurance Gas 14 Maintenance 15 Registration/Inspection 16 Bill's train pass 17 Jane's bus pass 18 Other 19
Tracking0 9,000
0
-9,000
0
0
0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
12 13
20 21 Home 22 23 24 25 26 27 28 29 30 31
EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Mess Other
6,800 5,000.00
0
1,800.00
-6,800 -5,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -1,800.00 0.00
32 33 Utilities 34 35 36 37 38 39 40 41 42
Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other
500
0
500.00
-500 0.00 -500.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
43 44 Health 45 46 47 48 49 50 51
Dental Medical Medication Vision/contacts Life Insurance Other Other
1,000
0
-1,000 0.00 0.00 0.00 0.00 -1,000.00 0.00 0.00
0
-500 0.00 -500.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0
-200 -200.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1,000.00
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
500 500.00
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
200 200.00
0
2,000
4,000
Expense
6,000
8,000
Income
10,000
Balance (Savings)
Spending Comparison 7000 6500 6000 5500 5000 4500 4000 3500 3000 2500 2000 1500 1000 500 0
9 8
6800
1000 500 0
500
200
0
Budget Budget
Transportation Health
0
0
0
0
Tracking Tracking
Home Entertainment
Utilities Miscellaneous
0
4 Jan Budget By Month? 1 Current Month Sep TRUE 2 Prior Month Aug 3 Jul to Date Jul 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
0 6800 500 1000 500 200
Tracking
0 0 0 0 0 0
Tracking Balance (Savings) $Income $Expense $-
Budget $995 $9,995 $9,000
Overvi ew/ Help
Daily Spend ing
Comp arison
Tracki ng
Budge t By Month
Quick Budge t
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 Mess 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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