budget planner 2010

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  • 8/8/2019 Budget Planner 2010

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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, Prior Month, Yearly, Jan, Feb, etc.)

    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.)

    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.)

    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.

    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

    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.

    Quick Budget

    Budget by Month

    Tracking

    Comparison

    Daily Spending

    Questions?Email at

    [email protected]

    Questions?Email at

    [email protected]

    Budget Planner - Overview / Help

    400

    Quick

    Budge

    t

    Quick

    Budge

    t

    Budge

    tBy

    Month

    Budge

    tBy

    Month

    January

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    Chart:

    Frequency Amount Monthly Yearly

    Total Income (net) 0.00 0.00

    Salary/Wages Monthly 0.00 0.00

    Salary/Wages (DAD) Monthly 0.00 0.00

    Other (Sandeep) Monthly 0.00 0.00Other Monthly 0.00 0.00

    Other Monthly 0.00 0.00

    0.00 0.00

    Transportation 0.00 0.00

    Auto Loan/Lease Monthly 0.00 0.00

    Insurance Quarterly 0.00 0.00

    Gas Weekly 0.00 0.00

    Maintenance Monthly 0.00 0.00

    Registration/Inspection Yearly 0.00 0.00

    Train pass Monthly 0.00 0.00

    bus pass Monthly 0.00 0.00

    Other Monthly 0.00 0.00

    Home 0.00 0.00

    EMI Monthly 0.00 0.00

    Rent Monthly 0.00 0.00

    Maintenance Monthly 0.00 0.00

    Insurance Monthly 0.00 0.00

    Furniture Yearly 0.00 0.00

    Household Supplies Monthly 0.00 0.00

    Groceries Monthly 0.00 0.00

    Real Estate Tax Semi-Annually 0.00 0.00

    Other Monthly 0.00 0.00

    Other Monthly 0.00 0.00

    Utilities 0.00 0.00

    Phone - Home Monthly 0.00 0.00

    Phone - Cell Monthly 0.00 0.00

    Cable Monthly 0.00 0.00

    Gas Monthly 0.00 0.00

    Water Monthly 0.00 0.00

    Electricity Monthly 0.00 0.00

    Internet Monthly 0.00 0.00

    Other Monthly 0.00 0.00

    Other Monthly 0.00 0.00

    Health 0.00 0.00

    Dental Monthly 0.00 0.00

    Medical Monthly 0.00 0.00

    Medication Monthly 0.00 0.00

    Vision/contacts Semi-Annually 0.00 0.00

    Life Insurance Quarterly 0.00 0.00

    Other Monthly 0.00 0.00

    Other Monthly 0.00 0.00

    Entertainment 0.00 0.00

    Memberships Monthly 0.00 0.00

    Dining out Monthly 0.00 0.00

    Events Yearly 0.00 0.00

    Subscriptions Monthly 0.00 0.00

    Movies Monthly 0.00 0.00

    Music Monthly 0.00 0.00Hobbies Weekly 0.00 0.00

    Travel/ Vacation Yearly 0.00 0.00

    Other Monthly 0.00 0.00

    Other Monthly 0.00 0.00

    Miscellaneous 0.00 0.00

    Dry Cleaning Monthly 0.00 0.00

    New Clothes Yearly 0.00 0.00

    Donations Yearly 0.00 0.00

    Child Care Monthly 0.00 0.00

    Tuition Yearly 0.00 0.00

    College Loans Monthly 0.00 0.00

    Pocket Money Weekly 0.00 0.00Gifts Yearly 0.00 0.00

    Credit Card Monthly 0.00 0.00

    small investments Monthly 0.00 0.00

    Other Monthly 0.00 0.00

    Other Monthly 0.00 0.00

    uick Budget

    Spending Total:

    Income

    Transportation Home Utilities

    Health Entertainment Miscellaneous

    $0 $0 $0 $0 $0 $0 $1 $1 $1 $1 $1$- $- $-

    or

    create

    a

    budget

    by

    month

    or

    create

    a

    budget

    by

    month

    Budget Summary

    Spending Summary

    Monthl

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    11

    Chart:

    Jan Feb Mar Apr May 7 MonthsJan to Date

    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 5950.005100

    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 4200.003600

    EMI 0.000

    Rent 0.000

    Maintenance 4200.003600

    Insurance 0.000

    Furniture 0.000

    Household Supplies 0.000

    Groceries 0.000

    Real Estate Tax 0.000

    Other 0.00 0Other 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

    Health 0.00 0.00 0.00 0.00 0.00 0.000

    Dental 0.000

    Medical 0.000

    Medication 0.000

    Vision/contacts 0.000

    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 1750.001500

    Dry Cleaning 0.000

    New Clothes 0.000

    Donations 0.00 0Child Care 0.00

    0

    Tuition 0.000

    College Loans 0.000

    Pocket Money 0.000

    Gifts 1750.001500

    Credit Card 0.000

    other 0.000

    Other 0.000

    Other 0.000

    0 0 0 0 0 0 1 1 1 1 1$- $- $-

    Spending Total:

    Income

    udget By Month

    Jan Feb Mar Apr May

    0

    0

    0

    0

    0

    0

    1

    1

    1

    1

    1

    Row 16 Row 8

    Transportation Home Utilities

    Health Entertainment Miscellaneous

    udget

    udget

    Budget Summary

    Spending Summary

    Budget by Month

    Januar

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    Chart:

    Jan Feb Mar Apr Jan to Date

    Total Income (net) 0.00 0.00 0.00 0.00 107112.00

    Salary/Wages 107,112.00

    Salary/Wages (DAD) 0.00

    Other (Sandeep) 0.00Other 0.00

    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

    Auto Loan/Lease 0.00

    Insurance 0.00

    Gas 0.00

    Maintenance 0.00

    Registration/Inspection 0.00

    Train pass 0.00

    bus pass 0.00

    Other 0.00

    Home 0.00 0.00 0.00 0.00 0.00

    EMI 0.00

    Rent 0.00

    Maintenance 0.00

    Insurance 0.00

    Furniture 0.00

    Household Supplies 0.00

    Groceries 0.00

    Real Estate Tax 0.00

    Other 0.00

    Other 0.00

    Utilities 0.00 0.00 0.00 0.00 0.00

    Phone - Home 0.00

    Phone - Cell 0.00

    Cable 0.00

    Gas 0.00

    Water 0.00

    Electricity 0.00

    Internet 0.00

    Other 0.00

    Other 0.00

    Health 0.00 0.00 0.00 0.00 0.00Dental 0.00

    Medical 0.00

    Medication 0.00

    Vision/contacts 0.00

    Life Insurance 0.00

    Other 0.00

    Other 0.00

    Entertainment 0.00 0.00 0.00 0.00 0.00

    Memberships 0.00

    Dining out 0.00

    Events 0.00

    Subscriptions 0.00

    Movies 0.00

    Music 0.00

    Hobbies 0.00

    Travel/ Vacation 0.00

    Other 0.00

    Other 0.00

    Miscellaneous 0.00 0.00 0.00 0.00 0.00

    Dry Cleaning 0.00

    New Clothes 0.00

    Donations 0.00

    Child Care 0.00

    Tuition 0.00

    College Loans 0.00Pocket Money 0.00

    Gifts 0.00

    Credit Card 0.00

    small investments 0.00

    other 0.00

    Other 0.00

    Spending

    Income

    Tracking

    Jan Feb Mar Apr

    00

    0

    0

    0

    0

    1

    1

    1

    1

    1

    Row 17 Row 8

    0 0 0 0 0 0 1 1 1 1 1$- $- $-

    Actuals by Month

    Actual Income/Spend Summary

    Januar

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    Compare to Budget January

    Budget Jan Actual Vs Budget

    Total Income (net) 0 0 0

    Salary/Wages 0 0.00

    Salary/Wages (DAD) 0 0.00

    Other (Sandeep) 0 0.00Other 0 0.00

    Other 0 0.00

    Total Spending: 0 0 0

    Transportation 0 0 0

    Auto Loan/Lease 0.00 0.00

    Insurance 0.00 0.00

    Gas 0.00 0.00

    Maintenance 0.00 0.00

    Registration/Inspection 0.00 0.00

    Train pass 0.00 0.00bus pass 0.00 0.00

    Other 0.00 0.00

    Home 0 0 0

    EMI 0.00 0.00

    Rent 0.00 0.00

    Maintenance 0.00 0.00

    Insurance 0.00 0.00

    Furniture 0.00 0.00

    Household Supplies 0.00 0.00

    Groceries 0.00 0.00

    Real Estate Tax 0.00 0.00

    Other 0.00 0.00

    Other 0.00 0.00

    Utilities 0 0 0

    Phone - Home 0.00 0.00

    Phone - Cell 0.00 0.00

    Cable 0.00 0.00

    Gas 0.00 0.00

    Water 0.00 0.00

    Electricity 0.00 0.00

    Internet 0.00 0.00

    Other 0.00 0.00

    Other 0.00 0.00

    Health 0 0 0Dental 0.00 0.00

    Medical 0.00 0.00

    Medication 0.00 0.00

    Vision/contacts 0.00 0.00

    Life Insurance 0.00 0.00

    Other 0.00 0.00

    Other 0.00 0.00

    Entertainment 0 0 0

    Memberships 0.00 0.00

    Dining out 0.00 0.00

    Events 0.00 0.00

    Subscriptions 0.00 0.00

    Movies 0.00 0.00

    Music 0.00 0.00

    Hobbies 0.00 0.00

    Travel/ Vacation 0.00 0.00

    Other 0.00 0.00

    Other 0.00 0.00

    Miscellaneous 0 0 0

    Dry Cleaning 0.00 0.00

    New Clothes 0.00 0.00

    Donations 0.00 0.00

    Child Care 0.00 0.00

    Tuition 0.00 0.00

    College Loans 0.00 0.00Pocket Money 0.00 0.00

    Gifts 0.00 0.00

    Credit Card 0.00 0.00

    small investments 0.00 0.00

    other 0.00 0.00

    Other 0.00 0.00

    0 0 0 0 0 0 1 1 1 1 1Expense Income Balance

    (Savings)

    Spending

    Income

    Comparison

    Transportation Home Utilities

    Health Entertainment Miscellaneous

    TrackingBudget

    Spending Comparison

    Tracking vs Budget Summary

    Januar

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    1st 2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12th 13th 14th 15th 16th

    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

    Transportation 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

    Auto Loan/Lease

    Insurance

    Gas

    Maintenance

    Registration/Inspection

    Train pass

    bus pass

    Other

    Home 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

    EMI

    Rent

    Maintenance

    InsuranceFurniture

    Household Supplies

    Groceries

    Real Estate Tax

    Other

    Other

    Utilities 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

    Dental

    Medical

    Medication

    Vision/contacts

    Life Insurance

    Other

    Other

    Entertainment 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

    Memberships

    Dining out

    Events

    Subscriptions

    Movies

    Music

    Hobbies

    Travel/ Vacation

    Other

    Other

    Miscellaneous 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

    Dry CleaningNew Clothes

    Donations

    Child Care

    Tuition

    College Loans

    Pocket Money

    Gifts

    Credit Card

    small investments

    other

    Other

    Spending

    aily Spending Record