budget planner 1
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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:
Use the drop down boxes to chart different time periods (Current Month,
Quick
Create a quick and easy budget by filling out the white cells on the "Quick Budget" sheet.
provided in each cell. The Monthly/Yearly figures are calculated for you and compared to
Make sure "Use this budget for comparison purposes" is selected. (If this box is not selec
comparison purposes instead.)
Budg
Use the "Budget By Month" sheet to create a budget with greater detail. Select your first
the "Income" section. To unhide future months, click the grey button at the top of the she
Make sure "Use this budget for comparison purposes" is selected if you are building 'a bu
the "Quick Budget" sheet figures will be used for comparison purposes instead.)
Track
Use this sheet to track your actual income and spending. Select your first tracking month
These figures will be compared to your budgeted figures on the "Comparison" page.
Com
Use this sheet to monitor how well you are sticking to your budget. Compare different tim
"Income" section
Daily
We've provided this sheet for those interested in tracking their spending on a daily basis.
you stick to your budget.
http://opt/scribd/conversion/tmp/scratch20363/'Quick%20Budget'!A1http://opt/scribd/conversion/tmp/scratch20363/'Budget%20By%20Month'!A1http://opt/scribd/conversion/tmp/scratch20363/Tracking!A1http://opt/scribd/conversion/tmp/scratch20363/Comparison!A1http://opt/scribd/conversion/tmp/scratch20363/'Daily%20Spending'!A1http://opt/scribd/conversion/tmp/scratch20363/'Daily%20Spending'!A1http://opt/scribd/conversion/tmp/scratch20363/'Daily%20Spending'!A1http://opt/scribd/conversion/tmp/scratch20363/Comparison!A1http://opt/scribd/conversion/tmp/scratch20363/Comparison!A1http://opt/scribd/conversion/tmp/scratch20363/Tracking!A1http://opt/scribd/conversion/tmp/scratch20363/Tracking!A1http://opt/scribd/conversion/tmp/scratch20363/'Budget%20By%20Month'!A1http://opt/scribd/conversion/tmp/scratch20363/'Budget%20By%20Month'!A1http://opt/scribd/conversion/tmp/scratch20363/'Quick%20Budget'!A1http://opt/scribd/conversion/tmp/scratch20363/'Quick%20Budget'!A1 -
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Frequency Amount Monthly Yearly
Total Income (net) 0.00 0.00
1 Salary/Wages Monthly 0.00 0.00
1 Salary/Wages (Spouse) Monthly 0.00 0.00
4.33 Other Weekly 0.00 0.00
1 Other Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
0.00 0.00Transportation 0.00 0.00
1 Auto Loan/Lease Monthly 0.00 0.00
1 Insurance Monthly 0.00 0.00
4.33 Gas Weekly 0.00 0.00
0.33 Maintenance Quarterly 0.00 0.00
0.08 Registration/Inspection Yearly 0.00 0.00
1 Bill's train pass Monthly 0.00 0.00
1 Jane's bus pass Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
Home 0.00 0.00
1 EMI Monthly 0.00 0.00
1 Rent Monthly 0.00 0.00
1 Maintenance Monthly 0.00 0.00
1 Insurance Monthly 0.00 0.00
0.08 Furniture Yearly 0.00 0.00
1 Household Supplies Monthly 0.00 0.00
4.33 Groceries Weekly 0.00 0.00
0.17 Real Estate Tax Semi-Annually 0.00 0.00
1 Other Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
Utilities 0.00 0.00
1 Phone - Home Monthly 0.00 0.00
1 Phone - Cell Monthly 0.00 0.00
1 Cable Monthly 0.00 0.00
1 Gas Monthly 0.00 0.00
1 Water Monthly 0.00 0.00
1 Electricity Monthly 0.00 0.00
1 Internet Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
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Health 0.00 0.00
1 Dental Monthly 0.00 0.00
1 Medical Monthly 0.00 0.00
1 Medication Monthly 0.00 0.00
0.17 Vision/contacts Semi-Annually 0.00 0.00
1 Life Insurance Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
Entertainment 0.00 0.00
1 Memberships Monthly 0.00 0.00
1 Dining out Monthly 0.00 0.00
1 Events Monthly 0.00 0.00
1 Subscriptions Monthly 0.00 0.00
1 Movies Monthly 0.00 0.00
1 Music Monthly 0.00 0.00
4.33 Hobbies Weekly 0.00 0.00
0.08 Travel/ Vacation Yearly 0.00 0.00
1 Other Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
Miscellaneous 0.00 0.00
1 Dry Cleaning Monthly 0.00 0.00
0.17 New Clothes Semi-Annually 0.00 0.00
1 Donations Monthly 0.00 0.00
1 Child Care Monthly 0.00 0.00
1 Tuition Monthly 0.00 0.00
1 College Loans Monthly 0.00 0.00
4.33 Pocket Money Weekly 0.00 0.00
1 Gifts Monthly 0.00 0.00
1 Credit Card Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
Daily
Weekly
Monthly
Semi-Annually
Quarterly
Yearly
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Chart:
Yearly
Monthly
Weekly
1
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Bar Chart
Quick Budget Pie Chart Balance $0
TRUE Transporta $0 Income $0
Home $0 Expense $0
Utilities $0
Health $0
Entertainm $0
Miscellane $0
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-1
Err:508 Err:508 Err:508 Err:508 Err:508 0 MonthsErr:508
Total Income (net) 0.00 0.00 0.00 0.00 0.00 0.000
Salary/Wages 0.000
Salary/Wages (Spouse) 0.000
Other 0.000
Other 0.000
Other 0.000
0.00 0.00 0.00 0.00 0.00 0.00 0
Transportation 0.00 0.00 0.00 0.00 0.00 0.000
Auto Loan/Lease 0.000
Insurance 0.000
Gas 0.000
Maintenance 0.000
Registration/Inspection 0.000
Bill's train pass 0.000
Jane's bus pass 0.000
Other 0.000
Home 0.00 0.00 0.00 0.00 0.00 0.000
EMI 0.000
Rent 0.000
Maintenance 0.000
Insurance 0.000
Furniture 0.000
Household Supplies 0.000
Groceries 0.000
Real Estate Tax 0.000
Other 0.000
Other 0.00 0
Utilities 0.00 0.00 0.00 0.00 0.00 0.000
Phone - Home 0.000
Phone - Cell 0.000
Cable 0.000
Gas 0.000
Water 0.000
Electricity 0.000
Internet 0.000
Other 0.000
Other 0.000
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Health 0.00 0.00 0.00 0.00 0.00 0.000
Dental 0.000
Medical 0.000
Medication 0.000
Vision/contacts 0.00 0
Life Insurance 0.000
Other 0.000
Other 0.000
Entertainment 0.00 0.00 0.00 0.00 0.00 0.000
Memberships 0.000
Dining out 0.000
Events 0.000
Subscriptions 0.000
Movies 0.000
Music 0.000
Hobbies 0.000
Travel/ Vacation 0.000
Other 0.000
Other 0.000
Miscellaneous 0.00 0.00 0.00 0.00 0.00 0.000
Dry Cleaning 0.000
New Clothes 0.000
Donations 0.000
Child Care 0.00 0
Tuition 0.000
College Loans 0.000
Pocket Money 0.000
Gifts 0.000
Credit Card 0.000
Other 0.000
Other 0.000
Other 0.000
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Chart:
Budget by
Month
FALSE
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
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Chart: Mths/Wks
Err:508 Start Mth Pie Chart 1 Budgeted Bar Chart
7 4 Transportation Err:508 0 Balance
Yearly 0 Months Home Err:508 0 Income
Monthly (avg.) 0 Months Utilities Err:508 Expense
Weekly (avg.) 0 Months Health Err:508
Current Month Err:508 Entertainment Err:508
January Jan Miscellaneous Err:508
February Feb Err:508
March Mar
April Apr
May May
June Jun
July Jul
August Aug
September Sep
October Oct
November Nov
December Dec
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Err:508
Err:508
Err:508
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Err:508 Err:508 Err:508 Err:508 Err:508
Total Income (net) 0.00 0.00 0.00 0.00 0.00
3 Salary/Wages 0.00
4 Salary/Wages (Spouse) 0.00
5 Other 0.00
6 Other 0.00
7 Other 0.00
Total Spending: 0.00 0.00 0.00 0.00 0.00
Transportation 0.00 0.00 0.00 0.00 0.00
12 Auto Loan/Lease 0.00
13 Insurance 0.00
14 Gas 0.00
15 Maintenance 0.00
16 Registration/Inspection 0.00
17 Bill's train pass 0.00
18 Jane's bus pass 0.00
19 Other 0.00
20
21 Home 0.00 0.00 0.00 0.00 0.00
22 EMI 0.00
23 Rent 0.00
24 Maintenance 0.00
25 Insurance 0.00
26 Furniture 0.00
27 Household Supplies 0.00
28 Groceries 0.00
29 Real Estate Tax 0.00
30 Other 0.0031 Other 0.00
32
33 Utilities 0.00 0.00 0.00 0.00 0.00
34 Phone - Home 0.00
35 Phone - Cell 0.00
36 Cable 0.00
37 Gas 0.00
38 Water 0.00
39 Electricity 0.00
40 Internet 0.00
41 Other 0.00
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42 Other 0.00
43
44 Health 0.00 0.00 0.00 0.00 0.00
45 Dental 0.00
46 Medical 0.00
47 Medication 0.00
48 Vision/contacts 0.00
49 Life Insurance 0.00
50 Other 0.00
51 Other 0.00
52
53 Entertainment 0.00 0.00 0.00 0.00 0.00
54 Memberships 0.00
55 Dining out 0.00
56 Events 0.00
57 Subscriptions 0.00
58 Movies 0.00
59 Music 0.00
60 Hobbies 0.00
61 Travel/ Vacation 0.00
62 Other 0.00
63 Other 0.00
64
65 Miscellaneous 0.00 0.00 0.00 0.00 0.00
66 Dry Cleaning 0.00
67 New Clothes 0.00
68 Donations 0.00
69 Child Care 0.00
70 Tuition 0.00
71 College Loans 0.00
72 Pocket Money 0.00
73 Gifts 0.00
74 Credit Card 0.00
75 Other 0.00
76 Other 0.00
77 Other 0.00
Err:508 Err:508 Err:508 Err:508
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Chart:
8
7
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12 Err:508 First Tracking Month
1 Err:508 10 Budget By Month?
1 Current Month Err:508 1 Jan Feb January FALSE
2 Prior Month Err:508 2 Feb Mar February
3 Err:508 Err:508 3 Mar Apr March
4 January Jan 4 Apr May April
5 February Feb 5 May Jun May
6 March Mar 6 Jun Jul June
7 April Apr 7 Jul Aug July
8 May May 8 Aug Sep August
9 June Jun 9 Sep Oct September
10 July Jul 10 Oct Nov October
11 August Aug 11 Nov Dec November
12 September Sep 12 Dec Jan December 13 October Oct 13 Err:508 Err:508
14 November Nov
15 December Dec
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1 Bar Chart
Balance Err:508
Income Err:508
Expense Err:508
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Compare to Budget Err:508
Budget Err:508 Vs Budget
Total Income (net) Err:508 Err:508 Err:508
3 Salary/Wages Err:508 Err:508 Err:508
4 Salary/Wages (Spouse) Err:508 Err:508 Err:508
5 Other Err:508 Err:508 Err:508
6 Other Err:508 Err:508 Err:508
7 Other Err:508 Err:508 Err:508
Total Spending: Err:508 Err:502 Err:508
Transportation Err:508 Err:508 Err:508
12 Auto Loan/Lease Err:508 Err:508 Err:508
13 Insurance Err:508 Err:508 Err:508
14 Gas Err:508 Err:508 Err:508
15 Maintenance Err:508 Err:502 Err:508
16 Registration/Inspection Err:508 Err:502 Err:508
17 Bill's train pass Err:508 Err:502 Err:508
18 Jane's bus pass Err:508 Err:502 Err:508
19 Other Err:508 Err:502 Err:508
20
21 Home Err:508 Err:502 Err:508
22 EMI Err:508 Err:502 Err:508
23 Rent Err:508 Err:502 Err:508
24 Maintenance Err:508 Err:502 Err:508
25 Insurance Err:508 Err:502 Err:508
26 Furniture Err:508 Err:502 Err:508
27 Household Supplies Err:508 Err:502 Err:508
28 Groceries Err:508 Err:502 Err:508
29 Real Estate Tax Err:508 Err:502 Err:50830 Other Err:508 Err:502 Err:508
31 Other Err:508 Err:502 Err:508
32
33 Utilities Err:508 Err:502 Err:508
34 Phone - Home Err:508 Err:502 Err:508
35 Phone - Cell Err:508 Err:502 Err:508
36 Cable Err:508 Err:502 Err:508
37 Gas Err:508 Err:502 Err:508
38 Water Err:508 Err:502 Err:508
39 Electricity Err:508 Err:502 Err:508
40 Internet Err:508 Err:502 Err:508
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41 Other Err:508 Err:502 Err:508
42 Other Err:508 Err:502 Err:508
43
44 Health Err:508 Err:502 Err:508
45 Dental Err:508 Err:502 Err:508
46 Medical Err:508 Err:502 Err:508
47 Medication Err:508 Err:502 Err:508
48 Vision/contacts Err:508 Err:502 Err:508
49 Life Insurance Err:508 Err:502 Err:508
50 Other Err:508 Err:502 Err:508
51 Other Err:508 Err:502 Err:508
52
53 Entertainment Err:508 Err:502 Err:508
54 Memberships Err:508 Err:502 Err:508
55 Dining out Err:508 Err:502 Err:508
56 Events Err:508 Err:502 Err:508
57 Subscriptions Err:508 Err:502 Err:508
58 Movies Err:508 Err:502 Err:508
59 Music Err:508 Err:502 Err:508
60 Hobbies Err:508 Err:502 Err:508
61 Travel/ Vacation Err:508 Err:502 Err:508
62 Other Err:508 Err:502 Err:508
63 Other Err:508 Err:502 Err:508
64
65 Miscellaneous Err:508 Err:502 Err:508
66 Dry Cleaning Err:508 Err:502 Err:508
67 New Clothes Err:508 Err:502 Err:508
68 Donations Err:508 Err:502 Err:508
69 Child Care Err:508 Err:502 Err:508
70 Tuition Err:508 Err:502 Err:508
71 College Loans Err:508 Err:502 Err:508
72 Pocket Money Err:508 Err:502 Err:508
73 Gifts Err:508 Err:502 Err:508
74 Credit Card Err:508 Err:502 Err:508
75 Other Err:508 Err:502 Err:508
76 Other Err:508 Err:502 Err:508
77 Other Err:508 Err:502 Err:508
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13
8 1 Current Month
7 2 Prior Month
3 Err:508
4 January
5 February
6 March
7 April
8 May
9 June
10 July
11 August12 September
13 October
14 November
15 December
Simple Budget
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Budget
Err:508
Err:508
Err:508
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1st 2nd 3rd 4th 5th
Total Day's Spending: 0.00 0.00 0.00 0.00 0.00
Transportation 0.00 0.00 0.00 0.00 0.00
Auto Loan/Lease
Insurance
Gas
Maintenance
Registration/Inspection
Bill's train passJane's bus pass
Other
Home 0.00 0.00 0.00 0.00 0.00
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
Utilities 0.00 0.00 0.00 0.00 0.00
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
Health 0.00 0.00 0.00 0.00 0.00
Dental
Medical
Medication
Vision/contacts
Life Insurance
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Other
Other
Entertainment 0.00 0.00 0.00 0.00 0.00
Memberships
Dining outEvents
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
Miscellaneous 0.00 0.00 0.00 0.00 0.00
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
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6th 7th 8th 9th 10th 11th 12th 13th
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 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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0.00 0.00 0.00 0.00 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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14th 15th 16th 17th 18th 19th 20th 21st
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 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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0.00 0.00 0.00 0.00 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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22nd 23rd 24th 25th 26th 27th 28th 29th
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 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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0.00 0.00 0.00 0.00 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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30th 31st Month
0.00 0.00 0.00
0.00 0.00 0.00
0.00
0.00
0.00
0.00
0.00
0.000.00
0.00
0.00 0.00 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00
0.00
0.00
0.00
0.00
0.00
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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0.00
0.00
0.00 0.00 0.00
0.00
0.000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00 0.00 0.00
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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