Budget Planner
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- Pages: 8
Ques tio ns? Email at mi linds kulk arni20 05@y ahoo .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
Home EMI Rent Maintenance Insurance Furniture 0.08 Household Supplies 1 Groceries 4.33 Real Estate Tax 0.17 Other 1 Other 1
Monthly Monthly Monthly Monthly Yearly Monthly Weekly Semi-Annually Monthly Monthly
1 1
1 1 1
Utilities Phone - Home Phone - Cell Cable
Amount 12000.00 0.00
Total: Monthly Monthly Weekly Quarterly Yearly Monthly Weekly Weekly
1
Overvi ew/ Help
or cr ea te a bu dg et by m on th Monthly Weekly Weekly Weekly Weekly
Transportation Auto Loan/Lease Insurance 1 Gas 4.33 Maintenance 0.33 Registration/Inspection 0.08 Bill's train pass 1 Daryl's bus pass 4.33 Other 4.33
1
Comp arison
Spending
Monthly
Chart: Frequency
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
1
Daily Spend ing
4.33 4.33
Tracki ng
Budge t By Month
Quick Budge t
Quick Budget Income 1 4.33 4.33
Monthly Monthly Monthly
200.00 750.00
1700.00
100.00 600.00
Monthly 12000.00 12000.00 0.00 0.00 0.00 0.00
Budget Summary
Yearly 144000.00 144000.00 0.00 0.00 0.00 0.00
9171.67
110060.00
4116.67 0.00 0.00 0.00 0.00 0.00 0.00 866.67 3250.00
49400.00 0.00 0.00 0.00 0.00 0.00 0.00 10400.00 39000.00
4400.00 0.00 1700.00 0.00 0.00 0.00 100.00 2600.00 0.00 0.00 0.00
52800.00 0.00 20400.00 0.00 0.00 0.00 1200.00 31200.00 0.00 0.00 0.00
305.00 0.00 0.00 0.00
3660.00 0.00 0.00 0.00
$2,828
$12,000 Column Z
$9,172 $0
$2,50 0
$5,00 0
Row 26
$7,5 00
Row 25
$10 ,0 0 0
$ 12,50 0
Row 24
Spending Summary
Quick Budget TRUE
Yearly Monthly Weekly 2
$4,117 $50 $300 $305 $4,400
Transportation Entertainment
Home Miscellaneous
Utilities
Health
Pie Chart Transportation$4,117 Home $4,400 Utilities $305 Health $300 Entertainment $Miscellaneous $50
Bar Chart Balance Income Expense
$2,828 $12,000 $9,172
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 1 Movies 1 Music 1 Hobbies 4.33 Travel/ Vacation 0.08 Other 1 Other 1
Monthly Monthly Monthly Monthly Monthly Monthly Weekly Yearly Monthly Monthly
1 1 1
1 1 1
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
105.00 200.00
300.00
50.00
0.00 105.00 200.00 0.00 0.00 0.00
0.00 1260.00 2400.00 0.00 0.00 0.00
300.00 0.00 0.00 0.00 0.00 300.00 0.00 0.00
3600.00 0.00 0.00 0.00 0.00 3600.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
50.00 0.00 0.00 0.00 0.00 50.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
600.00 0.00 0.00 0.00 0.00 600.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Overvi ew/ Help
Daily Spend ing
Comp arison
Tracki ng
Budge t By Month
Quick Budge t
or cr ea te a qu ic k bu dg et
Budget By Month
March
Chart: 0
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
0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00
0
Err:504
Err:504
Err:504
0
Err:504
Err:504
Err:504
Column AK
0
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 0.00 0.00 0.00
0 0 0 0 0 000000 00001 11111 11111
Err:504
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 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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Err:504
1 111 11 11 1
Err:504
Err:504
Row 27
Err:504
Row 26
Row 25
Err:504
Err:504
Budget by
Spending Summary
Err:504
Chart:
Month
Err:504
Mths/Wks
Mar FALSE
Start Mth
Bar Chart
$-
-
Balance
$-
Home
$-
-
Income
$-
Err:504
2 Monthly (avg.)
0 Months
Utilities
$-
Expense
$-
Err:504
3 Weekly (avg.)
0 Months
Health
$-
Err:504
4 Current Month
Sep
Entertainment
$-
Err:504
5 January
Jan
Miscellaneous
$-
Err:504
6 February
Feb
Err:504
7 March
Mar
Err:504
8 April
Apr
Err:504
9 May
May
Err:504
10 June
Jun
Err:504
11 July
Jul
Err:504
12 August
Aug
13 September
Sep
14 October
Oct
15 November
Nov
16 December
Dec
Err:504
Err:504
Err:504
Home
Utilities
Health
Miscellaneous
Err:504
Err:504
Budget by Month
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
1 1 1 1 1 0 0 0 0 0 0
Apr
May
Jun
Jul
Aug
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Row 16
Row 8
Row 16
4
1 Budgeted
Transportation
0 Months
Transportation Entertainment
7
Pie Chart
1 Yearly
Err:504
$-
Overvi ew/ Help
Daily Spend ing
Comp arison
Tracki ng
Budge t By Month
Quick Budge t
Trackin g Income Total Income (net) Salary/Wages 3 Salary/Wages (Spouse) 4 Other 5 Other 6 Other 7
0.00
Nov 0.00
Dec 0.00
Jan 0.00
Transportation Auto Loan/Lease Insurance Gas 14 Maintenance 15 Registration/Inspection 16 Bill's train pass 17 Daryl's bus pass 18 Other 19
0.00 0.00 0.00 0.00 0.00 0.00
0.00
0.00
0.00
0.00
0.00
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
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
32
Utilities Phone - Home Phone - Cell Cable 36 Gas 37 Water 38 Electricity 39 Internet 40 Other 41 Other 42 33
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
(9,172)
(9,172)
(9,172)
(9,172)
34 35
43
Health Dental Medical Medication Vision/contacts 48 Life Insurance 49 Other 50 Other 51 44 45 46 47
52
Entertainment Memberships Dining out Events Subscriptions 57 Movies 58 Music 59 Hobbies 60 Travel/ Vacation 61 Other 62 Other 63 53 54 55 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
0 0
0.00
13
Home EMI 22 Rent 23 Maintenance 24 Insurance 25 Furniture 26 Household Supplies 27 Groceries 28 Real Estate Tax 29 Other 30 Other 31
0
Column AN
12
21
Actual Income/Spend Summary
Oct to Date
Spending Total Spending:
September
Chart: Oct
66 67 68
0 0 0 0 00000 000 00001 1 111
Row 28
1111 11 1 1
Row 27
1 11 1 11 1
Row 26
Actuals by Month 1 1 1 1 1 0 0 0 0 0 0
9 8
Oct
Nov
Dec
Row 17
Jan
Row 8
Row 8 Row 17
12 Sep 1 Sep 1 Current Month Sep 2 Prior Month Aug 3 Oct to Date Oct 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 10 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 Oct to Date
Budget By Month? January FALSE February March April May June July August September October November December October to Date
1
Bar Chart Balance Income Expense
$$$-
Compare
Budget 12,000 12000 0 0 0 0
Overvi ew/ Help
Daily Spend ing
4
Comp arison
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other 5 Other 6 Other 7 3
Tracki ng
Budge t By Month
Quick Budge t
Compariso n Income
October
October
to Budget
Oct Actual
Tracking vs Budget Summary
Vs Budget 0
-12,000 -12,000.00 0.00 0.00 0.00 0.00
2,828 12,000
Budget 9,172 0 0
Spending Total Spending: Transportation Auto Loan/Lease Insurance Gas 14 Maintenance 15 Registration/Inspection 16 Bill's train pass 17 Daryl's bus pass 18 Other 19 12 13
Tracking0
9,172
0
-9,172
4,117 0.00 0.00 0.00 0.00 0.00 0.00 866.67 3,250.00
0
-4,117 0.00 0.00 0.00 0.00 0.00 0.00 -866.67 -3,250.00
4,400 0.00 1,700.00 0.00 0.00 0.00 100.00 2,600.00 0.00 0.00 0.00
0
305 0.00 0.00 0.00 0.00 105.00 200.00 0.00 0.00 0.00
0
300 0.00 0.00 0.00 0.00 300.00 0.00 0.00
0
-300 0.00 0.00 0.00 0.00 -300.00 0.00 0.00
0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0
0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
50 0.00 0.00 0.00 0.00 50.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0
-50 0.00 0.00 0.00 0.00 -50.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
20 21 Home 22 23 24 25 26 27 28 29 30 31
EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other
-4,400 0.00 -1,700.00 0.00 0.00 0.00 -100.00 -2,600.00 0.00 0.00 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
-305 0.00 0.00 0.00 0.00 -105.00 -200.00 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
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
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
0
2,500
5,000
7,500
Expense
10,000
Income
12,500
Balance (Savings)
Spending Comparison $4,500 $4,000
9 8
$4,400 $4,117
$3,500 $3,000 $2,500 $2,000 $1,500 $1,000 $500
$305 $300
$0
$0
Budget
TransportaHome Budget tion EnterMisceltainment laneous
$50
$0
$0
$0
$0
$0
$0
Tracking
UtilitiesTracking Health
13 Oct Budget By Month? 1 Current Month Sep FALSE 2 Prior Month Aug 3 Oct to Date Oct 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
Transportation4116.67 Home 4400 Utilities 305 Health 300 Entertainment 0 Miscellaneous 50
Tracking
0 0 0 0 0 0
Tracking Balance (Savings) $Income $Expense $-
Budget $2,828 $12,000 $9,172
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 Daryl'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 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
Home EMI Rent Maintenance Insurance Furniture 0.08 Household Supplies 1 Groceries 4.33 Real Estate Tax 0.17 Other 1 Other 1
Monthly Monthly Monthly Monthly Yearly Monthly Weekly Semi-Annually Monthly Monthly
1 1
1 1 1
Utilities Phone - Home Phone - Cell Cable
Amount 12000.00 0.00
Total: Monthly Monthly Weekly Quarterly Yearly Monthly Weekly Weekly
1
Overvi ew/ Help
or cr ea te a bu dg et by m on th Monthly Weekly Weekly Weekly Weekly
Transportation Auto Loan/Lease Insurance 1 Gas 4.33 Maintenance 0.33 Registration/Inspection 0.08 Bill's train pass 1 Daryl's bus pass 4.33 Other 4.33
1
Comp arison
Spending
Monthly
Chart: Frequency
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
1
Daily Spend ing
4.33 4.33
Tracki ng
Budge t By Month
Quick Budge t
Quick Budget Income 1 4.33 4.33
Monthly Monthly Monthly
200.00 750.00
1700.00
100.00 600.00
Monthly 12000.00 12000.00 0.00 0.00 0.00 0.00
Budget Summary
Yearly 144000.00 144000.00 0.00 0.00 0.00 0.00
9171.67
110060.00
4116.67 0.00 0.00 0.00 0.00 0.00 0.00 866.67 3250.00
49400.00 0.00 0.00 0.00 0.00 0.00 0.00 10400.00 39000.00
4400.00 0.00 1700.00 0.00 0.00 0.00 100.00 2600.00 0.00 0.00 0.00
52800.00 0.00 20400.00 0.00 0.00 0.00 1200.00 31200.00 0.00 0.00 0.00
305.00 0.00 0.00 0.00
3660.00 0.00 0.00 0.00
$2,828
$12,000 Column Z
$9,172 $0
$2,50 0
$5,00 0
Row 26
$7,5 00
Row 25
$10 ,0 0 0
$ 12,50 0
Row 24
Spending Summary
Quick Budget TRUE
Yearly Monthly Weekly 2
$4,117 $50 $300 $305 $4,400
Transportation Entertainment
Home Miscellaneous
Utilities
Health
Pie Chart Transportation$4,117 Home $4,400 Utilities $305 Health $300 Entertainment $Miscellaneous $50
Bar Chart Balance Income Expense
$2,828 $12,000 $9,172
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 1 Movies 1 Music 1 Hobbies 4.33 Travel/ Vacation 0.08 Other 1 Other 1
Monthly Monthly Monthly Monthly Monthly Monthly Weekly Yearly Monthly Monthly
1 1 1
1 1 1
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
105.00 200.00
300.00
50.00
0.00 105.00 200.00 0.00 0.00 0.00
0.00 1260.00 2400.00 0.00 0.00 0.00
300.00 0.00 0.00 0.00 0.00 300.00 0.00 0.00
3600.00 0.00 0.00 0.00 0.00 3600.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
50.00 0.00 0.00 0.00 0.00 50.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
600.00 0.00 0.00 0.00 0.00 600.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Overvi ew/ Help
Daily Spend ing
Comp arison
Tracki ng
Budge t By Month
Quick Budge t
or cr ea te a qu ic k bu dg et
Budget By Month
March
Chart: 0
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
0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00
0
Err:504
Err:504
Err:504
0
Err:504
Err:504
Err:504
Column AK
0
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 0.00 0.00 0.00
0 0 0 0 0 000000 00001 11111 11111
Err:504
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 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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Err:504
1 111 11 11 1
Err:504
Err:504
Row 27
Err:504
Row 26
Row 25
Err:504
Err:504
Budget by
Spending Summary
Err:504
Chart:
Month
Err:504
Mths/Wks
Mar FALSE
Start Mth
Bar Chart
$-
-
Balance
$-
Home
$-
-
Income
$-
Err:504
2 Monthly (avg.)
0 Months
Utilities
$-
Expense
$-
Err:504
3 Weekly (avg.)
0 Months
Health
$-
Err:504
4 Current Month
Sep
Entertainment
$-
Err:504
5 January
Jan
Miscellaneous
$-
Err:504
6 February
Feb
Err:504
7 March
Mar
Err:504
8 April
Apr
Err:504
9 May
May
Err:504
10 June
Jun
Err:504
11 July
Jul
Err:504
12 August
Aug
13 September
Sep
14 October
Oct
15 November
Nov
16 December
Dec
Err:504
Err:504
Err:504
Home
Utilities
Health
Miscellaneous
Err:504
Err:504
Budget by Month
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
1 1 1 1 1 0 0 0 0 0 0
Apr
May
Jun
Jul
Aug
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Err:504
Row 16
Row 8
Row 16
4
1 Budgeted
Transportation
0 Months
Transportation Entertainment
7
Pie Chart
1 Yearly
Err:504
$-
Overvi ew/ Help
Daily Spend ing
Comp arison
Tracki ng
Budge t By Month
Quick Budge t
Trackin g Income Total Income (net) Salary/Wages 3 Salary/Wages (Spouse) 4 Other 5 Other 6 Other 7
0.00
Nov 0.00
Dec 0.00
Jan 0.00
Transportation Auto Loan/Lease Insurance Gas 14 Maintenance 15 Registration/Inspection 16 Bill's train pass 17 Daryl's bus pass 18 Other 19
0.00 0.00 0.00 0.00 0.00 0.00
0.00
0.00
0.00
0.00
0.00
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
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
32
Utilities Phone - Home Phone - Cell Cable 36 Gas 37 Water 38 Electricity 39 Internet 40 Other 41 Other 42 33
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
(9,172)
(9,172)
(9,172)
(9,172)
34 35
43
Health Dental Medical Medication Vision/contacts 48 Life Insurance 49 Other 50 Other 51 44 45 46 47
52
Entertainment Memberships Dining out Events Subscriptions 57 Movies 58 Music 59 Hobbies 60 Travel/ Vacation 61 Other 62 Other 63 53 54 55 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
0 0
0.00
13
Home EMI 22 Rent 23 Maintenance 24 Insurance 25 Furniture 26 Household Supplies 27 Groceries 28 Real Estate Tax 29 Other 30 Other 31
0
Column AN
12
21
Actual Income/Spend Summary
Oct to Date
Spending Total Spending:
September
Chart: Oct
66 67 68
0 0 0 0 00000 000 00001 1 111
Row 28
1111 11 1 1
Row 27
1 11 1 11 1
Row 26
Actuals by Month 1 1 1 1 1 0 0 0 0 0 0
9 8
Oct
Nov
Dec
Row 17
Jan
Row 8
Row 8 Row 17
12 Sep 1 Sep 1 Current Month Sep 2 Prior Month Aug 3 Oct to Date Oct 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 10 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 Oct to Date
Budget By Month? January FALSE February March April May June July August September October November December October to Date
1
Bar Chart Balance Income Expense
$$$-
Compare
Budget 12,000 12000 0 0 0 0
Overvi ew/ Help
Daily Spend ing
4
Comp arison
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other 5 Other 6 Other 7 3
Tracki ng
Budge t By Month
Quick Budge t
Compariso n Income
October
October
to Budget
Oct Actual
Tracking vs Budget Summary
Vs Budget 0
-12,000 -12,000.00 0.00 0.00 0.00 0.00
2,828 12,000
Budget 9,172 0 0
Spending Total Spending: Transportation Auto Loan/Lease Insurance Gas 14 Maintenance 15 Registration/Inspection 16 Bill's train pass 17 Daryl's bus pass 18 Other 19 12 13
Tracking0
9,172
0
-9,172
4,117 0.00 0.00 0.00 0.00 0.00 0.00 866.67 3,250.00
0
-4,117 0.00 0.00 0.00 0.00 0.00 0.00 -866.67 -3,250.00
4,400 0.00 1,700.00 0.00 0.00 0.00 100.00 2,600.00 0.00 0.00 0.00
0
305 0.00 0.00 0.00 0.00 105.00 200.00 0.00 0.00 0.00
0
300 0.00 0.00 0.00 0.00 300.00 0.00 0.00
0
-300 0.00 0.00 0.00 0.00 -300.00 0.00 0.00
0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0
0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
50 0.00 0.00 0.00 0.00 50.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0
-50 0.00 0.00 0.00 0.00 -50.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
20 21 Home 22 23 24 25 26 27 28 29 30 31
EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other
-4,400 0.00 -1,700.00 0.00 0.00 0.00 -100.00 -2,600.00 0.00 0.00 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
-305 0.00 0.00 0.00 0.00 -105.00 -200.00 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
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
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
0
2,500
5,000
7,500
Expense
10,000
Income
12,500
Balance (Savings)
Spending Comparison $4,500 $4,000
9 8
$4,400 $4,117
$3,500 $3,000 $2,500 $2,000 $1,500 $1,000 $500
$305 $300
$0
$0
Budget
TransportaHome Budget tion EnterMisceltainment laneous
$50
$0
$0
$0
$0
$0
$0
Tracking
UtilitiesTracking Health
13 Oct Budget By Month? 1 Current Month Sep FALSE 2 Prior Month Aug 3 Oct to Date Oct 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
Transportation4116.67 Home 4400 Utilities 305 Health 300 Entertainment 0 Miscellaneous 50
Tracking
0 0 0 0 0 0
Tracking Balance (Savings) $Income $Expense $-
Budget $2,828 $12,000 $9,172
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 Daryl'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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