Home Budget From Zahdoo

  • November 2019
  • PDF

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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

Overvi ew/ Help

Comp arison

Daily Spend ing

or cr ea te a bu dg et by m on th

1 1

Tracki ng

Budge t By Month

Quick Budge t

Quick Budget

Chart:

Income 1 1 4.33

Frequency

Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other

Monthly Monthly Weekly Monthly Monthly

Amount

Monthly 0.00 0.00 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 1 Gas 4.33 Maintenance 0.33 Registration/Inspection 0.08 Bill's train pass 1 Jane's bus pass 1 Other 1

Monthly Monthly Weekly Quarterly Yearly Monthly Monthly Monthly

0.00 0.00 0.00 0.00 0.00 0.00 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 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

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Monthly Monthly Monthly

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

Spending 1

1 1 1 1

1 1 1

Utilities Phone - Home Phone - Cell Cable

Total:

Budget Summary

Yearly

Weekly

$0

$0 Column Z

$0

$ 0$ 0 $ 0 $ 0 $0

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

Row 26

$ 1 $ 1 $1 $1 $ 1 $ 1 $1 $1 $ 1

Row 25

Row 24

Spending Summary

Quick Budget TRUE

Yearly Monthly Weekly 3

Transportation Entertainment

Home Miscellaneous

Utilities

Health

Pie Chart Transportation Home Utilities Health Entertainment Miscellaneous

$$$$$$-

Bar Chart Balance Income Expense

$$$-

Monthly Monthly Monthly Monthly Monthly Monthly

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 0.17 Life Insurance 1 Other 1 Other 1

Monthly Monthly Monthly Semi-Annually Monthly Monthly Monthly

0.00 0.00 0.00 0.00 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 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

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

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

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

1 1 1 1 1 1

Gas Water Electricity Internet Other Other

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

Daily Weekly Monthly Semi-Annually Quarterly Yearly

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: 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

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

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

0

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

0

1 111 11 11 1

0

0

Row 27

0

Row 26

Row 25

0

0

Budget by

Spending Summary

0

Chart:

Month

0

Mths/Wks

Mar FALSE

Start Mth

Bar Chart

$-

-

Balance

$-

Home

$-

-

Income

$-

0

2 Monthly (avg.)

0 Months

Utilities

$-

Expense

$-

0

3 Weekly (avg.)

0 Months

Health

$-

0

4 Current Month

Dec

Entertainment

$-

0

5 January

Jan

Miscellaneous

$-

0

6 February

Feb

0

7 March

Mar

0

8 April

Apr

0

9 May

May

0

10 June

Jun

0

11 July

Jul

0

12 August

Aug

13 September

Sep

14 October

Oct

15 November

Nov

16 December

Dec

0

0

0

Home

Utilities

Health

Miscellaneous

0

0

Budget by Month

0

0

0

0

0

0

0

0

0

0

0

0

1 1 1 1 1 0 0 0 0 0 0

Apr

May

Jun

Jul

Aug

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

Row 16

Row 8

Row 16

4

1 Budgeted

Transportation

0 Months

Transportation Entertainment

7

Pie Chart

1 Yearly

0

$-

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

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 Jane'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

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

0.00

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

12 11

Oct

Nov

Dec

Row 17

Jan

Row 8

Row 8 Row 17

12 Sep 1 Dec 1 Current Month Dec 2 Prior Month Nov 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

$$$-

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

Compare

to Budget

Budget

Oct Actual 0 0 0 0 0 0

Tracking vs Budget Summary

Vs Budget 0

0 0.00 0.00 0.00 0.00 0.00

0 0

Budget0 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 12 13

Tracking0

0

0

0

0 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 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

0 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 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

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

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

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

0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 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

0 0.00 0.00 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

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 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1

Expense

Income

Balance (Savings)

Spending Comparison 12 11

$1 $1 $1 $1 $1 $0 $0 $0 $0 $0 $0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

Budget

Tracking

TransportaHome Budget tion EnterMisceltainment laneous

UtilitiesTracking Health

13 Oct Budget By Month? 1 Current Month Dec FALSE 2 Prior Month Nov 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

Transportation Home Utilities Health Entertainment Miscellaneous

Tracking

0 0 0 0 0 0

0 0 0 0 0 0

Tracking Balance (Savings) $Income $Expense $-

Budget $$$-

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 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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