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Budget by Month
Tracking
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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 your b
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 usin 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 do "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. Simpleplanning.com: Financial Calculators available at - Budget Planner - Mortgage Calculator - Investment Calculator - Tax Calculator - Retirement Planner - 401k Calculator
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Comparison
Daily Spending
Help
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Enter the "Frequency" by using the drop down menu your Tracking (actual) figures on the "Comparison" sheet. , the "Budget By Month" figures will be used for
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December
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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 $
$ $ $ $ $
Budget Summary
Chart:
Income
Salary/Wages (Bill) Salary/Wages (Jane) Other Other Other
84,800
40,800 40,800 600 2,600 -
Income
$7,050
Spending
$5,887
Spending
$
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
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 -
Net
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
$1,163
Monthly $ Semi-Annually $ Monthly $ Weekly $ Yearly $ Yearly $ Monthly $ Monthly Purchased Planner includes: Monthly -Additional categories/rows Monthly
Spending Summary
-Alternate currencies
Monthly Monthly Monthly Monthly Semi-Annually Monthly Quarterly Monthly Monthly Monthly
$ $ $ $ $ $
Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly
$ $ $ $ $ $ $ $
40 30 40 40 40 40 50 30
Monthly $ Monthly $ CellsMonthly locked for Demo $ Monthly $ Monthly $ Monthly $ Semi-Annually Monthly Monthly Monthly
50 500 users 15 5 10 20
Monthly Quarterly Cells locked Monthly Monthly Monthly Weekly Yearly Monthly Monthly Monthly
for
Monthly Weekly Cells locked Weekly Weekly Weekly Monthly Weekly Yearly Monthly Monthly
for
$ $ Demo $ $ $ $
Monthly $ 30 Monthly $ 1,000 Cells locked for Demo Monthly $ users 10 Monthly $ 60 Monthly Monthly $ 15 Bi-Weekly/Fortnight Yearly Monthly Monthly
Monthly $ Semi-Annually $ Cells locked for Demo Monthly $ Monthly $ Semi-Annually $ Monthly $ Weekly $ Monthly $ Monthly $ Monthly Bi-Weekly/Fortnight Monthly
Category Name
Feb
Mar
Apr
May
Chart:
Income
Salary/Wages (Bill) Salary/Wages (Jane) Other Other Other
$ 6,950
$ $ $ $ 3,400 3,400 50 100
$ 6,950
$ $ $ $ 3,400 3,400 50 100
$ 6,950
$ $ $ $ 3,400 3,400 50 100
$ 6,950
$ $ $ $ 3,400 3,400 50 100
$ 6,950
$ $ $ $ 3,400 3,400 50 100
$ 6,950
$ $ $ $ 3,400 3,400 50 100
$ 6,950
$ $ $ $ 3,400 3,400 50 100
$ 6,950
$ $ $ $ 3,400 3,400 50 100
$ 6,950
$ $ $ $ 3,400 3,400 50 100
$ 6,950
$ $ $ $ 3,400 3,400 50 100
$ 6,950
$ $ $ $ 3,400 3,400 50 100
Income
3400 3400 50
$6,950
100
Spending
0
$5,826
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
$ 5,826
$ $ $ $ $ $ $ 666 200 100 40 160 96 70
$ 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 -
5826
666 200
Net
$1,124
100
40
Spending Summary
160 0 96
70
70
70
70
70
70
70
70
70
70
70
$600
$666
$ $ $ $ $ $ $
$ $ $ $ $ $ $
$ $ $ $ $ $ $
Purchased Planner includes: -Additional categories/rows $ -Alternate 1,880 $ currencies 1,380 $ 1,380
$ $ $ $ $ $ $ 1,000 50 50 500 30 250 $ $ $ $ $ $ 1,000 50 50 30 250 $ $ $ $ $ $ 1,000 50 50 30 250
$ $ $ $ $ $ $
$ $ $ $ $ $ $
$ $ $ $ $ $ $
$ $ $ $ $ $ $
$ $ $ $ $ $ $
$ $ $ $ $ $ $
$1,115
1380 1000
$1,380
50
50
30
250
$960 $195
Home Dining
$310 $600
Utilities Kids Health Miscellaneous
Transportation
$ $ $ $ $ $ $ $ $
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
310
Entertainment
40 30
40
Spending by Month
40
40
$9,000
50
$8,000
30 0
$7,000
0
$ 600 $ 600 $ 600 $ $ 50 $ 50 $ 50 $ $ 500 $ 500 $ 500 $ $ 15 $ for 15 $ 15 $ Cells locked 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
$6,000
600 50
$5,000
500
$4,000
$3,000 $2,000
0 0
15
$1,000
0 0
$0
Jan
195 60
195 $ 60 $ 25 $ 15 $ users 20 $ 15 $ 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
Mar
May
Jul
Sep
Nov
25
15
20
15
60
$ $ $ $ $ $ $
$ $ $ $ $ $ $
$ $ $ $ $ $ $
$ $ $ $ $ $ $
$ $ $ $ $ $ $
$ $ $ $ $ $ $
$ $ $ $ $ $ $
$ $ $ $ $ $ $
960
100
40
80
40
100
600
$ 1,115 $ 1,115 $ 1,115 $ $ 30 $ 30 $ 30 $ $ 1,000 $ 1,000 $ 1,000 $ $ $ 10Demo $ 10 $ Cells 10 locked for 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
1115
30
1000
10
60
15
$ $ $ $ $ $ $ $
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
$ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $
600
20
25
70
30
300
80
50
15
10
or
Mar
Chart:
Income
Salary/Wages (Bill) Salary/Wages (Jane) Other Other Other
$ 6,800
$ $ $ 3,400 3,400 -
$ 6,825
$ $ $ 3,400 3,400 25
$ 6,950
$ $ $ 3,400 3,400 150
Income
$6,950
Spending
$6,376
Under Budget
Under Budget
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 -
Net
$574
Spending by Month
100
$ $ $
120 170 60
100
$7,000
$ 70 $ 35 $ & amounts 45 Type over sample categories $ $ $ $ $ $ 1,480 1,000 50 50 30 350 $ $ $ $ $ $ 1,440 1,000 50 30 360 $ $ $ $ $ $ 1,505 1,000 50 50 30 375 $ $ $ $ $ $ $ $ $ -
60
#### ####$3,000 $ $ 50 $ 50 $ $ 30 $ 350 $ $ $ $ $ 280 $ 40 $ 30 $ 40 $ 30 $ 40 $ $ 70 $ 30 $ $ $ $ 550 $ 10 $ 500 $ $ $ $ 30 $ $ 10 $ $ $ $ 282 $ 60 $ 100 $ 50 $ 15 $ 22 $ 15 $ 20 $ $ $ $ #### $ 150 $ 100 $ 50 $ 15 $ 22 $ 650 $ 20 $ $ $ $ #### $ 60 #### $ 50 $ 15 $ 22 $ 15 $ 20 $ $ $ $ $ 595 $ 20 $ 15 $ 60 $ $ $ 300 $ 100 $ 100 $ $ $ $ -
$2,000
$1,000 $0 Jan Mar May
Spending
Jul
Income
Sep
Nov
$ $ $ $ $ $ $ $ $
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
$ $ $
550 10 500
$ $ $
550 10 500
$ $
30 10
$ $
30 10
$ $
30 10
$ $ $ $ $ $ $ $
282 60 100 50 15 22 15 20
$ $ $
187 60 75
$ $ $
454 60 200
$ $ $ $ $ $ $ $
$ $ $
862 150 75
$ $ $
1,039 250 80
$ $ $ $ $ $ $ $
1,182 60 1,000 50 15 22 15 20
$ $ $
1,112 60 1,000
$ $ $
1,254 60 1,000
$ $ $ $
595 20 15 60
$ $ $
$ $
300 100
$ $ $ $ $
(51) $
(291) $
489
Compare your budget to your actual spending below. Category Name Budget $7,050
$3,400 $3,400 $50 $200 $0
Mar
Tracking $6,950
$3,400 $3,400 $150 $0 $0
Compare ($100)
$0 $0 $100 ($200) $0
Income
Salary/Wages (Bill) Salary/Wages (Jane) Other Select month Other Other
Budget
Income
Tracking
$7,050
Spending $1,163
$574
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
6,376
$489
$38 $0 $83 ($40) ($160) $83 ($8) ($70) $70 $35 $45 $83 $0 $0 $0 $0 ($42) $0 $125 $0 $0 $0 ($36) $6 $8 $0 ($10) $0 ($40) $0 $0 $0 $0 ($50) ($40) $0 ($15) ($5) ($10) $10 $0 $10 $0 $0 $92 $0 $175 ($15) $5 $29 ($30) ($127) $0 $55 $0 $79 $150 $40 ($80) ($15) ($56) $0 $40 $0 $0 $0 $139 $30 $0 ($10) ($35) $44 $15 $40 $0 $55 $0 $143 $0 $0 ($10) ($30) ($17) $0 $40 $100 $15 $45 $0 $0
$512 $550 $200 $200 $17 $100 $40 $0 $160 $0 Over budget in red $17 $100 $8 $0 $70 $0 Under budget in green $0 $70 $0 $35 $0 $45 $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 $1,505 $1,000 $0 $50 $50 $0 $30 $375 $0 $0 $0 $274 $46 $38 $40 $30 $40 $0 $50 $30 $0 $0 $550 $10 $500 $0 $0 $0 $30 $0 $10 $0 $0 $454 $60 $200 $0 $25 $44 $30 $40 $0 $55 $0 $1,039 $250 $80 $0 $25 $44 $600 $40 $0 $0 $0 $1,254 $60 $1,000 $0 $25 $44 $30 $40 $0 $55 $0 $750 $20 $25 $60 $0 $0 $300 $120 $150 $30 $45 $0 $0
Net
Under Budget
$139 $83
$92
$79
$50 $0
-$50 -$100
$38
-$36
Trans Home Utili
-$50
Healt Enter Dinin Kids Misce
Next: Compare actual spending to your budget (click here) Income Category Name
1st
$ 1,075
$ 75
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 $ 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
420
-
480
-
100
-
640
100 100
15
15
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.
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
$ 1,000 $ 1,000
100
100
$ $ $
70 40 30
80
90
40 $ $ 40 20
40 $ 30
$ $ $
70 40 30
80
90
40 $ $ 40 20
$ $ $ $ $ $ $ $ $ $
40 $ 30
$ $ $
70 40 30
80
90
40 $ $ 40 20
$ $ $ $ $ $ $ $ $ $
40 $ 30
$ $ $
70 40 30
80
90
40 $ $ 40 20
$ $ $ $ $ $ $ $ $ $
40 $ 30
$ $ $
70 40 30
80
90
40 $ $ 40 20
$ $ $ $ $ $ $ $ $ $
40 $ 30
$ $ $
70 40 30
80
90
40 $ $ 40 20
$ $ $ $ $ $ $ $ $ $ $ $
40 $ 30
Home
Quick Budget
Budget by Month
Tracking
Comparison
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.
Go to the Home tab and click the Budget Planner_Additional Categories link. Save this file to your computer before you be
You can change the default categories/subcategories on either one of the budget sheets (Quick Budget or Budget by Mont These new titles will flow through each sheet of the planner.
Why doesn't the Tracking by Day sheet link back to the Tracking by Month 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 mon 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 you may download the Daily Linked version on the Home sheet.
Why aren't my budget category names flowing through the rest of the sheets in the planner?
At the top of the Tracking by Month, Tracking by Day or Budget vs Tracking sheets, you will need to select which budget s If you completed a Budget by Month, then Select Budget by Month. If you completed a Quick Budget, then select Quick B Once the selection is made, your category names will flow through.
You can change the default categories/subcategories on either one of the budget sheets (Quick Budget or Budget by Mont 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.
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. Th 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
Comparison
Daily Spending
Help
do not provide the password to unprotect). anner are open for input; shaded
onth. We recommend using this sheet for a month can be corrected within one month of using this sheet. sheet thereafter. ked version on the Home sheet.
ts in the planner?
ill need to select which budget sheet you used. uick Budget, then select Quick Budget.
ed to choose one or the other. The Quick Budget Month sheet is meant for budgets that vary one