Download - 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
Questions?Email at
Budget Planner - Overview / Help
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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 $1$- $- $-
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Budget Summary
Spending Summary
Monthl
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Chart:
Jan Feb Mar Apr May 7 MonthsJan to Date
Total Income (net) 0.00 0.00 0.00 0.00 0.00 0.000
Salary/Wages 0.000
Salary/Wages (Spouse) 0.000
Other 0.000
Other 0.000
Other 0.000
0.00 0.00 0.00 0.00 0.00 5950.005100
Transportation 0.00 0.00 0.00 0.00 0.00 0.000
Auto Loan/Lease 0.000
Insurance 0.000
Gas 0.000
Maintenance 0.000
Registration/Inspection 0.000
Bill's train pass 0.000
Jane's bus pass 0.000
Other 0.000
Home 0.00 0.00 0.00 0.00 0.00 4200.003600
EMI 0.000
Rent 0.000
Maintenance 4200.003600
Insurance 0.000
Furniture 0.000
Household Supplies 0.000
Groceries 0.000
Real Estate Tax 0.000
Other 0.00 0Other 0.00
0
Utilities 0.00 0.00 0.00 0.00 0.00 0.000
Phone - Home 0.000
Phone - Cell 0.000
Cable 0.000
Gas 0.000
Water 0.000
Electricity 0.000
Internet 0.000
Other 0.000
Other 0.000
Health 0.00 0.00 0.00 0.00 0.00 0.000
Dental 0.000
Medical 0.000
Medication 0.000
Vision/contacts 0.000
Life Insurance 0.000
Other 0.000
Other 0.000
Entertainment 0.00 0.00 0.00 0.00 0.00 0.000
Memberships 0.000
Dining out 0.000
Events 0.000
Subscriptions 0.000
Movies 0.000
Music 0.000
Hobbies 0.000
Travel/ Vacation 0.000
Other 0.000
Other 0.000
Miscellaneous 0.00 0.00 0.00 0.00 0.00 1750.001500
Dry Cleaning 0.000
New Clothes 0.000
Donations 0.00 0Child Care 0.00
0
Tuition 0.000
College Loans 0.000
Pocket Money 0.000
Gifts 1750.001500
Credit Card 0.000
other 0.000
Other 0.000
Other 0.000
0 0 0 0 0 0 1 1 1 1 1$- $- $-
Spending Total:
Income
udget By Month
Jan Feb Mar Apr May
0
0
0
0
0
0
1
1
1
1
1
Row 16 Row 8
Transportation Home Utilities
Health Entertainment Miscellaneous
udget
udget
Budget Summary
Spending Summary
Budget by Month
Januar
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Chart:
Jan Feb Mar Apr Jan to Date
Total Income (net) 0.00 0.00 0.00 0.00 107112.00
Salary/Wages 107,112.00
Salary/Wages (DAD) 0.00
Other (Sandeep) 0.00Other 0.00
Other 0.00
Total Spending: 0.00 0.00 0.00 0.00 0.00
Transportation 0.00 0.00 0.00 0.00 0.00
Auto Loan/Lease 0.00
Insurance 0.00
Gas 0.00
Maintenance 0.00
Registration/Inspection 0.00
Train pass 0.00
bus pass 0.00
Other 0.00
Home 0.00 0.00 0.00 0.00 0.00
EMI 0.00
Rent 0.00
Maintenance 0.00
Insurance 0.00
Furniture 0.00
Household Supplies 0.00
Groceries 0.00
Real Estate Tax 0.00
Other 0.00
Other 0.00
Utilities 0.00 0.00 0.00 0.00 0.00
Phone - Home 0.00
Phone - Cell 0.00
Cable 0.00
Gas 0.00
Water 0.00
Electricity 0.00
Internet 0.00
Other 0.00
Other 0.00
Health 0.00 0.00 0.00 0.00 0.00Dental 0.00
Medical 0.00
Medication 0.00
Vision/contacts 0.00
Life Insurance 0.00
Other 0.00
Other 0.00
Entertainment 0.00 0.00 0.00 0.00 0.00
Memberships 0.00
Dining out 0.00
Events 0.00
Subscriptions 0.00
Movies 0.00
Music 0.00
Hobbies 0.00
Travel/ Vacation 0.00
Other 0.00
Other 0.00
Miscellaneous 0.00 0.00 0.00 0.00 0.00
Dry Cleaning 0.00
New Clothes 0.00
Donations 0.00
Child Care 0.00
Tuition 0.00
College Loans 0.00Pocket Money 0.00
Gifts 0.00
Credit Card 0.00
small investments 0.00
other 0.00
Other 0.00
Spending
Income
Tracking
Jan Feb Mar Apr
00
0
0
0
0
1
1
1
1
1
Row 17 Row 8
0 0 0 0 0 0 1 1 1 1 1$- $- $-
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