Home

Quick Budget Start a Quick Budget

(click here)

Budget by Month

Tracking

Comparison

Start a Budget by Month

(click here)

Move from worksheet to worksheet by clicking the blue buttons at the top of each worksheet. Demo users: Income and the first 3 spending categories are open to demo users.

Budget Planner 1 - 2 - 3

#1 - Build a Budget
Use the Quick Budget sheet (for simple budgets) or the Budget by Month sheet (click here).

#2 - Track Income/Spending
Track your actual income and spending on this sheet or use the Daily Spending Record

#3 - Compare

Pre- Customized Versions (at no additional cost)

Purchase Budget Planner

Need additional spending cateogories? Using another currency? See our Pre-Customized versions below Available at no additional cost (all versions are available for free after purchasing the Budget Planner on our website) Expanded (additional rows) Cents version Additional Categories Pounds version Daily Linked (A Daily Spending sheet for each Month) Euro version Expanded & Daily Linked

Quick Budget Create a quick and easy budget by filling out the white cells on the "Quick Budget" sheet. Enter the "Frequency" by usi provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures Make sure "Use this budget on Comparison sheet" is selected. (If this box is not selected, the "Budget By Month" figure comparison purposes instead.)

Budget by Month Use the "Budget By Month" sheet to create a budget with greater detail. Select your first budget month by using the dro the "Income" section. Make sure "Use this budget on Comparison sheet" is selected if you are building 'a budget by month. (If this box is not

the "Quick Budget" sheet figures will be used for comparison purposes instead.)

Tracking Use this sheet to track your actual income and spending. These figures will be compared to your budgeted figures on t

Comparison Use this sheet to monitor how well you are sticking to your budget. Compare different time periods by using the drop d "Income" section

Daily Spending We've provided this sheet for those interested in tracking their spending on a daily basis. This simple record goes a lon you stick to your budget. Financial Calculators available at Simpleplanning.com: - Budget Planner - Mortgage Calculator - Investment Calculator - Tax Calculator - Retirement Planner - 401k Calculator

Net Worth Calculator Complete Planner Profit & Loss Planner

Software License Agreement Simpleplannings.com grants usage of this financial planning "software" under the following terms and conditions: After the purchasing and downloading of this software from Simpleplanning.com, the purchaser is granted a "license" to The "licensee" may make copies of this product in an amount that does not exceed the number of licenses originally pu Simpleplanning.com, or for the purpose of creating a backup copy. This file or the software contained in this file shall not be transferred to a non-licensee without the written consent from

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

Comparison

Daily Spending

Help

#3 - Compare Budget to Actuals

Compare your budgeted income and spending to your actuals. Are you over or under your budget?

Purchase Budget Planner >>

ed versions below udget Planner on our website).

Enter the "Frequency" by using the drop down menu o your Tracking (actual) figures on the "Comparison" sheet. , the "Budget By Month" figures will be used for

budget month by using the drop down box in

et by month. (If this box is not selected,

January February March April May June July August September October

November December

d to your budgeted figures on the "Comparison" page.

me periods by using the drop down box above the

This simple record goes a long way in helping

Invoice Template Business Suite

ng terms and conditions: chaser is granted a "license" to use this product. umber of licenses originally purchased from

hout the written consent from Simpleplanning.com.

naccurate assumptions, calculation errors, g this software.

Enter what you plan on spending below.

Use the on the Quick Budget Comparison sheet

Next: Track your actual spending

(click here)

Category Name

Frequency
Monthly Monthly Monthly Weekly Monthly

Amount
$3,400 $3,400 $50 $50

Monthly
$7,050
$3,400 $3,400 $50 $200 $-

Yearly
$84,800
$40,800 $40,800 $600 $2,600 $-

Budget Summary Income

Chart:

Yearly
$84,800

Income
Salary/Wages Salary/Wages Other Other Other

Spending

$71,200

Spending

Type over sample categories names

Type over sample figures

$200 $100 $40 $40 $200 $100 $70

$5,887
$512 $200 $17 $40 $160 $17 $8 $70 $$$$1,422 $1,000 $$50 $50 $42 $30 $250 $$$$310 $40 $30 $40 $40 $40 $40 $50 $30 $$$600 $50 $500 $15 $5 $10 $20 $$$$$362 $60 $25 $15 $20 $15 $60 $167 $$$$960 $100 $40 $80 $40 $100 $600 $$$$$1,115 $30 $1,000 $10 $60 $$15 $$$$$607 $20 $25 $70 $30 $17 $300 $80 $50 $15 $$$-

$71,200
$6,300 $2,400 $200 $480 $2,080 $200 $100 $840 $$$$17,060 $12,000 $$600 $600 $500 $360 $3,000 $$$$3,720 $480 $360 $480 $480 $480 $480 $600 $360 $$$7,200 $600 $6,000 $180 $60 $120 $240 $$$$$4,400 $720 $300 $180 $240 $180 $780 $2,000 $$$$11,780 $1,200 $520 $1,040 $520 $1,300 $7,200 $$$$$13,380 $360 $12,000 $120 $720 $$180 $$$$$7,360 $240 $300 $840 $360 $200 $3,600 $1,040 $600 $180 $$$-

Transportation Auto Loan/Lease Monthly Insurance Semi-Annually John's bus pass Monthly Gas Weekly Maintenance Yearly Registration/Inspection Yearly Other Monthly Other Monthly Purchased Planner includes: Other Monthly -Additional categories/rows Other Monthly -Alternate currencies Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Real Estate Tax Other Other Other Utilities Phone - Home Phone - Cell Cable Gas Other Water Electricity Internet Other Other Health Dental Medical Medication Vision/contacts Life Insurance Other Other Other Other Other Entertainment Memberships Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Other Dining Dining out Coffee Takeout fast food Lunch at work Groceries Other Other Other Other Kids Clothes Child care School supplies Babysitter Tuition Music lessons Other Other Other Other Miscellaneous 401k IRA Donations Dry Cleaning New Clothes College Loans Pocket Money Gifts Credit Card Other Other Other

Net

$13,600

Spending Summary

$7,360

$6,300

$13,380 $17,060

Monthly Monthly Monthly Monthly Semi-Annually Monthly Quarterly Monthly Monthly Monthly

$1,000 $50 $50 $250 $30 $750

$11,780
Transportati on Entertainme nt Home Dining

$3,720 $4,400
Kids Utilities Health $7,200 Miscellaneo us

Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly

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

Purchase full Budget Planner >>

Monthly Monthly Cells locked for Monthly Monthly Monthly Monthly Semi-Annually Monthly Monthly Monthly $50 $500 users $15 $5 $10 $20

Demo

Monthly Quarterly Cells locked Monthly Monthly Monthly Weekly Yearly Monthly Monthly Monthly

for Demo

$60 $75 users $15 $20 $15 $15 $2,000

Monthly Weekly Cells locked Weekly Weekly Weekly Monthly Weekly Yearly Monthly Monthly

for Demo

$100 $10 users $20 $10 $25 $600

Monthly $30 Monthly $1,000 Cells locked for Demo users Monthly $10 Monthly $60 Monthly Monthly $15 Bi-Weekly/Fortnight Yearly Monthly Monthly

Monthly $20 Semi-Annually $150 Cells locked for Demo users Monthly $70 Monthly $30 Semi-Annually $100 Monthly $300 Weekly $20 Monthly $50 Monthly $15 Monthly Bi-Weekly/Fortnight Purchased Planner includes: Monthly -Additional categories/rows

-Alternate currencies

Select Budget by Month below if you're not building a Quick Budget

Enter what you plan on spending below.

Next: Track your actual spending

(click here) 2 Nov $6,950
$3,400 $3,400 $50 $100

Use the

on the Comparison sheet Quick Budget

1 Chart:

Category Name

Jan
$6,950
$3,400 $3,400 $50 $100

Feb $6,950
$3,400 $3,400 $50 $100

Mar $6,950
$3,400 $3,400 $50 $100

Apr $6,950
$3,400 $3,400 $50 $100

May $6,950
$3,400 $3,400 $50 $100

Jun $6,950
$3,400 $3,400 $50 $100

Jul $6,950
$3,400 $3,400 $50 $100

Aug $6,950
$3,400 $3,400 $50 $100

Sep $6,950
$3,400 $3,400 $50 $100

Oct $6,950
$3,400 $3,400 $50 $100

Dec $6,950
$3,400 $3,400 $50 $100

Budget Summary Full Year Year to Date Feb Date Jan Year to
$83,400
$40,800 $40,800 $600 $1,200 $-

Full Year
$83,400

Income
Salary/Wages Salary/Wages (Jane) Other Other Other

Type over sample categories names

Type over sample figures $5,826

$666 $200 $100 $40 $160 $96 $70

6950 3400 Income 3400 50 100 Spending 0 0 0

13900 6800 6800 100 200 0 0 0 11471

$71,216

Spending
Transportation Auto Loan/Lease Insurance John's bus pass Gas Maintenance Registration/Inspection Other Other Other Other Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Real Estate Tax Other Other Other Utilities Phone - Home Phone - Cell Cable Gas Other Water Electricity Internet Other Other Health Dental Medical Medication Vision/contacts Life Insurance Other Other Other Other Other Entertainment Memberships Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Other Dining Dining out Coffee Takeout fast food Lunch at work Groceries Other Other Other Other Kids Clothes Child care School supplies Babysitter Tuition Music lessons Other Other Other Other Miscellaneous 401k IRA Donations Dry Cleaning New Clothes College Loans Pocket Money Gifts Credit Card Other Other Other

$5,645
$570 $200 $100 $40 $160

$5,945
$570 $200 $100 $40 $160

$6,320
$570 $200 $100 $40 $160

$5,645
$570 $200 $100 $40 $160

$5,645
$570 $200 $100 $40 $160

$7,645
$570 $200 $100 $40 $160

$5,645
$570 $200 $100 $40 $160

$5,745
$570 $200 $100 $40 $160

$5,945
$770 $200 $100 $40 $160 $200 $70

$5,745
$570 $200 $100 $40 $160

$5,945
$570 $200 $100 $40 $160

$71,216
$7,136 $2,400 $1,200 $480 $1,920 $200 $96 $840 $$$$17,060 $12,000 $$600 $600 $500 $360 $3,000 $$$$3,240 $480 $360 $480 $480 $480 $600 $360 $$$7,200 $600 $6,000 $180 $60 $120 $240 $$$$$4,340 $720 $300 $180 $240 $180 $720 $2,000 $$$$11,520 $1,200 $480 $960 $480 $1,200 $7,200 $$$$$13,380 $360 $12,000 $120 $720 $$180 $$$$$7,340 $240 $175 $730 $360 $200 $3,600 $960 $775 $180 $120 $$-

$70

$70

$70

$70

$70

$70

$70

$70

$70

$70

$1,380 $1,000 $$50 $50 $30 $250

$1,380 $1,000 $$50 $50 $30 $250

Purchased Planner includes: -Additional categories/rows $1,380 $1,880 $1,380 $1,380 -Alternate currencies
$1,000 $$50 $50 $30 $250 $1,000 $$50 $50 $500 $30 $250 $1,000 $$50 $50 $30 $250

$1,000 $$50 $50 $30 $250

$1,380 $1,000 $$50 $50 $30 $250

$1,380 $1,000 $$50 $50 $30 $250

$1,380 $1,000 $$50 $50 $30 $250

$1,380 $1,000 $$50 $50 $30 $250

$1,380 $1,000 $$50 $50 $30 $250

$1,380 $1,000 $$50 $50 $30 $250

$310 $40 $30 $40 $40 $40 $40 $50 $30

$310 $40 $30 $40 $40 $40 $40 $50 $30

$310 $40 $30 $40 $40 $40 $40 $50 $30

$310 $40 $30 $40 $40 $40 $40 $50 $30

$310 $40 $30 $40 $40 $40 $40 $50 $30

$310 $40 $30 $40 $40 $40 $40 $50 $30

$310 $40 $30 $40 $40 $40 $40 $50 $30

$310 $40 $30 $40 $40 $40 $40 $50 $30

$310 $40 $30 $40 $40 $40 $40 $50 $30

$310 $40 $30 $40 $40 $40 $40 $50 $30

$310 $40 $30 $40 $40 $40 $40 $50 $30

$310 $40 $30 $40 $40 $40 $40 $50 $30

$600 $600 $600 $50 $50 $50 $500 $500 $500 $15 $15 $15 Cells locked for Demo users $5 $5 $5 $10 $10 $10 $20 $20 $20

$600 $50 $500 $15 $5 $10 $20

$600 $50 $500 $15 $5 $10 $20

$600 $50 $500 $15 $5 $10 $20

$600 $50 $500 $15 $5 $10 $20

$600 $50 $500 $15 $5 $10 $20

$600 $50 $500 $15 $5 $10 $20

$600 $50 $500 $15 $5 $10 $20

$600 $50 $500 $15 $5 $10 $20

$600 $50 $500 $15 $5 $10 $20

$195 $195 $195 $60 $60 $60 $25 $25 $25 $15 $15 $15 Cells locked for Demo users $20 $20 $20 $15 $15 $15 $60 $60 $60

$195 $60 $25 $15 $20 $15 $60

$195 $60 $25 $15 $20 $15 $60

$195 $60 $25 $15 $20 $15 $60

$2,195 $60 $25 $15 $20 $15 $60 $2,000

$195 $60 $25 $15 $20 $15 $60

$195 $60 $25 $15 $20 $15 $60

$195 $60 $25 $15 $20 $15 $60

$195 $60 $25 $15 $20 $15 $60

$195 $60 $25 $15 $20 $15 $60

$960 $100 $40 $80 Cells locked $40 $100 $600

$960 $100 $40 $80 for Demo $40 $100 $600

$960 $100 $40 $80 users $40 $100 $600

$960 $100 $40 $80 $40 $100 $600

$960 $100 $40 $80 $40 $100 $600

$960 $100 $40 $80 $40 $100 $600

$960 $100 $40 $80 $40 $100 $600

$960 $100 $40 $80 $40 $100 $600

$960 $100 $40 $80 $40 $100 $600

$960 $100 $40 $80 $40 $100 $600

$960 $100 $40 $80 $40 $100 $600

$960 $100 $40 $80 $40 $100 $600

$1,115 $1,115 $1,115 $30 $30 $30 $1,000 $1,000 $1,000 $10 $10 $10 Cells locked for Demo users $60 $60 $60 $15 $15 $15

$1,115 $30 $1,000 $10 $60 $15

$1,115 $30 $1,000 $10 $60 $15

$1,115 $30 $1,000 $10 $60 $15

$1,115 $30 $1,000 $10 $60 $15

$1,115 $30 $1,000 $10 $60 $15

$1,115 $30 $1,000 $10 $60 $15

$1,115 $30 $1,000 $10 $60 $15

$1,115 $30 $1,000 $10 $60 $15

$1,115 $30 $1,000 $10 $60 $15

$600 $515 $815 $20 $20 $20 $25 $150 $70 $60 $60 Cells locked for Demo users $30 $30 $30 $300 $80 $50 $15 $10 $300 $80 $15 $10 $300 $80 $150 $15 $10

$690 $20 $60 $30 $100 $300 $80 $75 $15 $10

$515 $20 $60 $30 $300 $80 $15 $10

$515 $20 $60 $30 $300 $80 $15 $10

$515 $20 $60 $30 $300 $80 $15 $10

$515 $20 $60 $30 $300 $80 $15 $10

$615 $20 $60 $30 $100 $300 $80 $15 $10

$615 $20 $60 $30 $300 $80 $100 $15 $10

$615 $20 $60 $30 $300 $80 $100 $15 $10

$815 $20 $60 $30 $300 $80 $300 $15 $10

Purchased Planner includes: -Additional categories/rows -Alternate currencies

5826 Net $12,184 666 200 100 40 160 Spending Summary 0 96 70 $7,136 $7,340 0 0 0 0 1380 $13,380 1000 $17,060 0 50 50 0 30 250 0 0 $3,240 0 $11,520 0 Transportati Home Utilities Health $7,200 $4,340 on 310 40 Entertainme Dining Kids Miscellaneo 30 nt us 40 40 Spending by Month 40 40 $9,000 50 $8,000 30 0 $7,000 0 0 $6,000 600 50 $5,000 500 15 $4,000 5 10 $3,000 20 0 $2,000 0 0 $1,000 0 $0 0 Jan 195 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 60 25 15 20 15 60 0 0 0 0 0 960 100 40 80 40 100 600 0 0 0 0 0 1115 30 1000 10 60 0 15 0 0 0 0 0 600 20 25 70 30 0 300 80 50 15 10 0 0
1236 400 200 80 320 0 96 140 0 0 0 0 2760 2000 0 100 100 0 60 500 0 0 0 0 620 80 60 80 80 80 80 100 60 0 0 0 1200 100 1000 30 10 20 40 0 0 0 0 0 390 120 50 30 40 30 120 0 0 0 0 0 1920 200 80 160 80 200 1200 0 0 0 0 0 2230 60 2000 20 120 0 30 0 0 0 0 0 1115 40 25 130 60 0 600 160 50 30 20 0 0

Enter what you actually spend below. Category Name

Jan $6,800
$3,400 $3,400 $-

or
Mar $6,950
$3,400 $3,400 $150

Track spending Daily

Apr $May $Jun $Jul $-

Next: Compare actual spending to your budget (click here)

Aug $Sep $Oct $Nov $Dec $Full Year $20,575
$10,200 $10,200 $175 $$-

2 1

Feb $6,825
$3,400 $3,400 $25

TrackingDate Year to Date Feb Jan Year to Summary

# ### ## # Income ### ## # ### ## $25 0 0 $Spending 0 $0 $$-

Chart:

Full Year
$20,575

Income
Salary/Wages Salary/Wages Other Other Other

Type over sample figures

Under Budget Under Budget Over Budget

$17,808

Lets you know when spending is over budget.

Spending
Transportation Auto Loan/Lease Insurance John's bus pass Gas Maintenance Registration/Inspection Other Other Other Other Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Real Estate Tax Other Other Other Utilities Phone - Home Phone - Cell Cable Gas Other Water Electricity Internet Other Other Health Dental Medical Medication Vision/contacts Life Insurance Other Other Other Other Other Entertainment Memberships Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Other Dining Dining out Coffee Takeout fast food Lunch at work Groceries Other Other Other Other Kids Clothes Child care School supplies Babysitter Tuition Music lessons Other Other Other Other Miscellaneous 401k IRA Donations Dry Cleaning New Clothes College Loans Pocket Money Gifts Credit Card Other Other Other

$5,836
$460 $200 $100

$5,596
$650 $200 $100

$6,376
$550 $200 $100

$$-

$$-

$$-

$$-

$$-

$$-

$$-

$$-

$$-

$17,808
$1,660 $600 $300 $$$320 $170 $$190 $35 $45 $4,425 $3,000 $$100 $150 $$90 $1,085 $$$$824 $126 $98 $120 $90 $120 $$180 $90 $$$1,650 $30 $1,500 $$$$90 $$30 $$$923 $180 $375 $50 $55 $88 $60 $60 $$55 $$2,908 $550 $255 $50 $55 $88 $1,850 $60 $$$$3,548 $180 $3,000 $50 $55 $88 $60 $60 $$55 $$1,870 $60 $85 $180 $$$900 $320 $250 $30 $45 $$-

# ### ## # ### ## ### $400 ### $200

$-

Net

$2,767

0 $- $7,000 ### $220

$170 $-

Spending by Month
0 0

$100

$120 $170 $60

$100

$6,000

$70 $35 $45 Type in actual spending amounts here $1,480 $1,000 $50 $50 $30 $350 $1,440 $1,000 $$50 $30 $360 $1,505 $1,000 $50 $50 $30 $375 $$$$$$$$$-

$60

### $120
$-

$5,000 0 $-

0 $- $4,000 # ### ## # ### ## $3,000

$-

### $50 ### $100

$-

$2,000

### $60$1,000 ### $710 0 $0 Spending Income 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 0 0 $### $550 ### $80 ### $60 ### $80 ### $60 ### $80 0 $### $130 ### $60 0 $0 $0 $# ### ## ### $20 # ### ## 0 $0 $0 $### $60 0 $### $20 0 $0 $0 $### $469 ### $120 ### $175 ### $50 ### $30 ### $44 ### $30 ### $20 0 $0 $0 $0 $# ### ## ### $300 ### $175 ### $50 ### $30 ### $44 # ### ## ### $20 0 $0 $0 $0 $# ### ## ### $120 # ### ## ### $50 ### $30 ### $44 ### $30 ### $20 0 $0 $0 $0 $# ### ## ### $40 ### $60 ### $120 0 $0 $### $600 ### $200 ### $100 0 $0 $0 $0 $$$$-

$280 $40 $30 $40 $30 $40 $$70 $30

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

$274 $46 $38 $40 $30 $40 $$50 $30

$-

$-

$-

$-

$-

$-

$-

$-

$-

$550 $10 $500

Cells locked for Demo users

$550 $10 $500

$550 $10 $500

$-

$-

$-

$-

$-

$-

$-

$-

$-

$30 $10

$30 $10

$30 $10

$282 $60 $100 $50 $15 $22 $15 $20

Cells locked for Demo users

$15 $22 $15 $25 $44 $30 $40 $55

$187 $60 $75

$454 $60 $200

$-

$-

$-

$-

$-

$-

$-

$-

$-

$1,007 $150 $100 $50 $15 $22 $650 $20

Cells locked for Demo users

$15 $22 $600 $25 $44 $600 $40

$862 $150 $75

$1,039 $250 $80

$-

$-

$-

$-

$-

$-

$-

$-

$-

$1,182 $60 $1,000 $50 $15 $22 $15 $20

Cells locked for Demo users

$15 $22 $15 $25 $44 $30 $40 $55

$1,112 $60 $1,000

$1,254 $60 $1,000

$-

$-

$-

$-

$-

$-

$-

$-

$-

$595 $20 $15 $60

$525 $750 $20 $20 $45 $25 Cells locked for Demo $60 $60

$-

$-

$-

$-

$-

$-

$-

$-

$-

users

$300 $100 $100

$300 $100

$300 $120 $150 $30 $45

$(51)

$(291)

$489

$(5,887)

$(5,887)

$(5,887)

$(5,887)

$(5,887)

$(5,887)

$(5,887)

$(5,887)

$(5,887)

Current Month
Category Name

Compare your budget to your actual spending below. Budget

$7,050
$3,400 $3,400 $50 $200 $0

Feb

Tracking
$6,825
$3,400 $3,400 $25

Compare
($225)
$0 $0 ($25) ($200) $0

Budget vs Tracking Summary $7,050

Budget Tracking

Income
Salary/Wages Salary/Wages Other Other Select period or Other month

Income

$6,825 $5,887 $5,596 $1,163 $1,229

Spending

Spending
Transportation Auto Loan/Lease Insurance John's bus pass Gas Maintenance Registration/Inspection Other Other Other Other Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Real Estate Tax Other Other Other Utilities Phone - Home Phone - Cell Cable Gas Other Water Electricity Internet Other Other Health Dental Medical Medication Vision/contacts Life Insurance Other Other Other Other Other Entertainment Memberships Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Other Dining Dining out Coffee Takeout fast food Lunch at work Groceries Other Other Other Other Kids Clothes Child care School supplies Babysitter Tuition Music lessons Other Other Other Other Miscellaneous 401k IRA Donations Dry Cleaning New Clothes College Loans Pocket Money Gifts Credit Card Other Other Other

$5,887

$5,596

($291)
$138 $0 $83 ($40) ($160) $103 $162 ($70) $60 $0 $0 $18 $0 $0 ($50) $0 ($42) $0 $110 $0 $0 $0 ($40) $0 $0 $0 ($10) $0 ($40) $10 $0 $0 $0 ($50) ($40) $0 ($15) ($5) ($10) $10 $0 $10 $0 $0 ($175) $0 $50 ($15) ($5) $7 ($45) ($167) $0 $0 $0 ($98) $50 $35 ($80) ($25) ($78) $0 $0 $0 $0 $0 ($3) $30 $0 ($10) ($45) $22 $0 $0 $0 $0 $0 ($82) $0 $20 ($10) ($30) ($17) $0 $20 ($50) ($15) $0 $0 $0

$512 $650 $200 $200 $17 $100 $40 $160 $17 $120 Over budget in red $8 $170 $70 Under budget in green $0 $60 $0 $0 $1,422 $1,000 $0 $50 $50 $42 $30 $250 $0 $0 $0 $310 $40 $30 $40 $40 $40 $40 $50 $30 $0 $0 $600 $50 $500 $15 $5 $10 $20 $0 $0 $0 $0 $362 $60 $25 $15 $20 $15 $60 $167 $0 $0 $0 $960 $100 $40 $80 $40 $100 $600 $0 $0 $0 $0 $1,115 $30 $1,000 $10 $60 $0 $15 $0 $0 $0 $0 $607 $20 $25 $70 $30 $17 $300 $80 $50 $15 $0 $0 $0 $1,440 $1,000 $0 $50 $30 $360

Net

Where Are You Overspending? (vs Budget)

$200 $150 $100 $50 $0 -$50 -$100 -$150 -$200

Over Budget $138

Under Budget

$18 -$40 -$50 -$98 -$175 Home Trans Utili Healt Enter Dinin

-$3 -$82

Misce Kids

$270 $40 $30 $40 $30 $40 $0 $60 $30

$550 $10 $500

$30 $10

$187 $60 $75 $15 $22 $15

$862 $150 $75 $15 $22 $600

$1,112 $60 $1,000 $15 $22 $15

$525 $20 $45 $60

$300 $100

Next: Compare actual spending to your budget (click here) Category Name 1st
$1,075
$75

2nd $420
$-

3rd $480
$-

4th $100
$-

5th $640
$100 $100

6th $$-

7th $15
$15

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 $2,730
$190 $$100 $30 $-

Spending
Transportation Auto Loan/Lease Insurance John's bus pass Gas Maintenance Registration/Inspection Other Other Other Other Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Real Estate Tax Other Other Other Utilities Phone - Home Phone - Cell Cable Gas Other Water Electricity Internet Other Other Health Dental Medical Medication Vision/contacts Life Insurance Other Other Other Other Other Entertainment Memberships Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Other Dining Dining out Coffee Takeout fast food Lunch at work Groceries Other Other Other Other Kids Clothes Child care School supplies Babysitter Tuition Music lessons Other Other Other Other Miscellaneous 401k IRA Donations Dry Cleaning New Clothes College Loans Pocket Money Gifts Credit Card Other Other Other

$15

$15

$60

This sheet is optional. Use this sheet to keep track of what you spend on a daily basis. a We provide a version of the Budget Planner with 12 Daily Spending sheets (one for each month). Each sheet is linked to the Tracking sheet so you won't have to enter your actual spending in two different places. (we provide this version to you at no additional charge)
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Home

Quick Budget

Budget by Month

Tracking

Comparison

FAQ's Why is the planner password protected?

You are currently working with the demo version of the Budget Planner, so some of the input cells are locked. When you d the purchased version of the Budget Planner, these input cells will no longer be locked. We password protect our planner in order to maintain the integrity of the calculations (we do not provide the password to u This ensures that the calculations and graphs work properly. Only the white cells in the planner are open for input; shaded cells are password protected.

How can I add additional rows?

If you decided to purchase the Budget Planner, you will be able to download the expanded version of the Budget Planner. version comes with additional rows and categories pre-installed, so you will not have to add rows yourself.

How do I change the category names?

You can change the default categories/subcategories on either one of the budget sheets (Quick Budget or Budget by Mon These new titles will flow through each sheet of the planner. Be sure to select your Budget sheet for the Comparison shee This will ensure that your category names flow through the rest of the planner. You will make this selection at the top of yo

Why is my planner a "Read Only" file?

First, let's confirm that your Excel file is truly a "Read Only" file. You can do this by looking at the very top of your Excel pr the file name. If it does say "Read Only" after the file name, than simply save the file to your Desktop using "Save As" and a different file name (i.e. Budget Planner_current year). If you don't see "Read Only" at the very top of the Excel program then you are likely being presented with a password prot See "Why is the planner password protected?" above for clarification.

Why doesn't the Daily Spending sheet link back to the Tracking sheet?

The Tracking by Day sheet as a way to record your spending habits by day for a single month. We recommend using this so you get a clear idea of where you money goes and when it goes. Bad spending habits can be corrected within one mo Once you have recognized these daily habits, we recommend using the monthly tracking sheet thereafter. If you chose to continue using the Tracking by Day sheet, download the Daily Linked version on the Home sheet of the pu

Why aren't my budget category names flowing through the rest of the sheets in the planner?

You can change the default categories/subcategories on either one of the budget sheets (Quick Budget or Budget by Mon These new titles will flow through each sheet of the planner. Be sure to select your Budget sheet for the Comparison shee This will ensure that your category names flow through the rest of the planner. You will make this selection at the top of yo

Why can't I change the category names on Tracking sheet?

You can change the default categories/subcategories on either one of the budget sheets (Quick Budget or Budget by Mon These new titles will flow through each sheet of the planner, including the Tracking sheet *Make sure "Use this budget for comparison purposes" is selected at the top of the budget sheet you decide to use. Once

your new titles will flow through each sheet of the planner.

How do I change the width of the columns?

Select a cell in the column you would like to widen. Select Format on the menu bar and then Column, Width

Why doesn't the Quick Budget sheet link to the Budget by Month sheet?

Both the Quick Budget and the Budget by Month sheet are budget sheets, but you will need to choose one or the other. T sheet is meant for budget's that don't change from one month to the next. The Budget by Month sheet is meant for budge month to the next. It's up to you which one you decide to use. *Make sure you select "Use this budget on Comprison sheet" at the top of your Budget. This will insure the proper budget on the Comparison

How do I see my figures down to the cent?

Select only the white input cells that you would like to adjust. Click the $ icon on the Excel Format toolbar. If you don't see a $ icon on the format toolbar, select Format, Cells, Number tab and then Currency. Click OK.

Comparison

Daily Spending

Help

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