Whose expense do you want to track?

The Budget Planner allows you to enter the budget of more than one person or if you prefer enter your family name. You can add your first 3 here...

Person 1 Person 2 Person 3

Ashok Priyanka

More names can be entered on the Master Data sheet if required

Tracking your Budget verses Actual spend

You can enter 3 types of budget, namely Income, Expense and Savings into the planner, the frequency of application and any currency. The monthly value is automatically calculated though each month can be adjusted independently
Budget Frequency Type
I
Monthly

Unit Qty Currency

1 INR

Budget Amount

Budget %
Difference

Actual Amount

Monthly Monthly Amount (INR) Amount (INR)

6,065

Jan

Define your Budget Type: (I)ncome (E)xpense (S)avings

The Planner automatically Monthly amounts for you regard frequency you've entered. Despi adjust each monthly value indep
Enter your 'Budget' Amount for the frequency and currency you've

How Frequent will this activity Enter a currency if different to your local currency

Enter the 'Actual Amount' for the frequency and currency you've specified

Usually set to 1, however if you want to recognise over-payments or similar, use this cell as a

Define your currencies

You can enter your Budget in any currency, however, for the spreadsheet to functio you need to define a Local Currency and conversion rates between your local curren any other currency you may want to view on the dashboard. Useful if your income o are in multiple currencies.

Local Currency Alternate Currency

INR INR

Enter exchange rates on the Master Data s

Defaults are in place but needless to say they c vary considerable over time.

That's it, you're done, you just need to remember

I. Only enter your information into the cells that look like this ii. The Budget & Actual amounts should be entered as if they have the same Freque iii. To insert a row, copy another row in the relevant section and insert the copied ro
Monthly Monthly Amount (INR) Amount (INR)
6,065

ual ount

Jan

Feb

(Optional) Add to or change the TAGS provided

The planner comes with a number of predefined categories but Tags allow you to analyse the Budget with your own categories or to simply slice and dice your numbers in another way.

The Planner automatically calculates the Monthly amounts for you regardless of the frequency you've entered. Despite this you can adjust each monthly value independently

>>> CLICK HERE for the PLANNER

Enter the 'Actual Amount' for the frequency and currency you've specified

ency, however, for the spreadsheet to function correctly nd conversion rates between your local currency and iew on the dashboard. Useful if your income or expenses

nter exchange rates on the Master Data sheet

efaults are in place but needless to say they can ary considerable over time.

u just need to remember

e cells that look like this ld be entered as if they have the same Frequency, Currency & Unit Qty n the relevant section and insert the copied row.

ge the TAGS provided

predefined categories but Tags your own categories or to simply

e PLANNER

Current Year Local Currency Alternate Currency

2014 INR INR Income Expense

Balance (Income - Expense)

Savings Net (Balance + Savings)

FILTER OPTIONS
Currency Graph Person Tag INR Mar
Planner!$AF$5:$AF$115 1

EXPENSE ANALYSIS
Income Rental Property Home Expenses Transportation Health & Insurance Daily Living Entertainment Savings & Investments Miscellaneous TOTAL

*All
*All
Mar Expense(INR) Mar Income(INR) Monthly Analysis(INR) TAGS Analysis(INR)

TAGS ANALYSIS
Expense (INR) Income (INR)
Bank Communications Credit Food Health Insurance Media Personal 0.00 1,249.00 0.00 2,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 ## ## ## ## ## #N/A 1,249 #N/A 2,000 #N/A #N/A Rent
67% #N/A #N/A

TAGS Analysis(INR)

0.00 ## 0.00 ## 0.00 ##

Pet Property Retirement Salary Shares Utilities Vehicle Rent #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A

0.00 0.00 0.00 0.00 0.00 0.00 0.00 6,500.00 #N/A #N/A #N/A #N/A #N/A #N/A #N/A #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

0.00 0.00 0.00 72,774.00 0.00 0.00 0.00 0.00 #N/A #N/A #N/A #N/A #N/A #N/A #N/A

## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ##

#N/A #N/A #N/A #N/A #N/A #N/A #N/A 6,500 #N/A #N/A #N/A #N/A #N/A #N/A #N/A #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

TAGS Analysis(INR)

Salary 100%

10,000
Monthly Budget 0 8,667 -8,667 Annual Budget 0 104,000 -104,000 0 -104,000

Monthly Actual 0 8,653 -8,653

Annual Actual 72,774 105,082 -32,308 0 -32,308

5,000

0
Monthly Budget -5,000 -10,000 Income Expense

(Balance + Savings)

ANALYSIS
Expense (INR)
0.00 0.00 7,749.00 0.00 0.00 2,000.00 0.00 0.00 0.00 9,749.00

Mar Expense(INR)
#N/A #N/A 7,749 #N/A #N/A 2,000 #N/A #N/A #N/A

INCOME

Home Expenses 79%

Daily Living 21%

TAGS Analysis(INR)
Communica tions 13%

MONTHLY ANALYSIS
ACTUALS
Income Expense
Food 21%

Jan 0.00 8,666.67

Planner!$AD$5:$AD$115

Feb 0.00 8,666.67

Planner!$AE$5:$AE$115

Mar 72,774.00 9,749.00

Planner!$AF$5:$AF$115

Net

-8,666.67 Jan 0.00 8,666.67

-8,666.67 Feb 0.00 8,666.67

63,025.00 Mar 0.00 8,666.67

BUDGET
Budget Income Budget Expense

Planner!$AU$5:$AU$115

Planner!$AV$5:$AV$115

Planner!$AW$5:$AW$115

Budget Net

-8,666.67

-8,666.67

-8,666.67

TAGS Analysis(INR)
80,000.00

70,000.00 60,000.00 50,000.00

40,000.00

30,000.00
Salary 100%

20,000.00 10,000.00
0.00

-10,000.00 -20,000.00

Jan

Feb

Mar

Apr

Income

Expense

Monthly Budget

Monthly Actual

Balance (Income - Expense)

INCOME ANALYSIS
Income (INR) Income Rental Property Home Expenses Transportation Health & Insurance Daily Living Entertainment Savings & Investments Miscellaneous TOTAL
72,774.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 72,774.00

Mar Income(INR)
72,774 #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A

Income 100%

Apr 0.00 8,666.67

Planner!$AG$5:$AG$115

May 0.00 8,666.67 -8,666.67 May 0.00 8,666.67

Jun 0.00 8,666.67 -8,666.67 Jun 0.00 8,666.67

Jul 0.00 8,666.67

Planner!$AJ$5:$AJ$115

Aug 0.00 8,666.67 -8,666.67 Aug 0.00 8,666.67

Sep 0.00 8,666.67 -8,666.67 Sep 0.00 8,666.67

Oct 0.00 8,666.67 -8,666.67 Oct 0.00 8,666.67

Planner!$AH$5:$AH$115 Planner!$AI$5:$AI$115

Planner!$AK$5:$AK$115 Planner!$AL$5:$AL$115 Planner!$AM$5:$AM$115

-8,666.67 Apr 0.00 8,666.67

-8,666.67 Jul 0.00 8,666.67

Planner!$AX$5:$AX$115

Planner!$AY$5:$AY$115

Planner!$AZ$5:$AZ$115

Planner!$BA$5:$BA$115 Planner!$BB$5:$BB$115 Planner!$BC$5:$BC$115 Planner!$BD$5:$BD$115

-8,666.67

-8,666.67

-8,666.67

-8,666.67

-8,666.67

-8,666.67

-8,666.67

Monthly Analysis(INR)

May

Jun

Jul

Aug

Sep

Oct

Nov

Expense

Net

Budget Income

Budget Expense

Budget Net

Nov 0.00 8,666.67 -8,666.67 Nov 0.00 8,666.67

Dec 0.00 8,666.67 -8,666.67 Dec 0.00 8,666.67

Planner!$AN$5:$AN$115 Planner!$AO$5:$AO$115

Planner!$BE$5:$BE$115 Planner!$BF$5:$BF$115

-8,666.67

-8,666.67

Nov

Dec

221292073.xlsx.ms_office

REMEMBER: Your monthly numbers are calculated automatically based on the 'Actual Amount' you enter, however you can adjust each month individually

ACTUALS TRACKING
Category

Person Item

Tags

Budget Type
I I I I I I

Frequency

Unit Qty Currency

Budget Amount

Budget %
Difference

Actual Amount

Monthly Amount (INR)

Monthly Amount (INR)

6,065 0 0 0 0 0

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Comments

Income
Income Income Income Income Income Income

Ashok Ashok Priyanka Ashok

Salary Bonus Tax Refund Salary Bonus Tax Refund

Salary Salary Salary Salary

Monthly Annually Monthly Annually

1 1 1 1

INR

########

Sub total Income

6,065

Rental Property
Rental Property Rental Property Rental Property

Einstein

Rent Income Tax Relief

Property

I E E

Monthly

0 0 0
0 -

Sub total Rental Property

Home Expenses
Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses

Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok

Rent Contents Insurance Electricity Gas Water Satellite - Sky Internet Mobile Credit Card 1 Repayment Mobile Loan Credit Card 2 Repayment

Rent Insurance Utilities Utilities Utilities Communications Communications Communications Credit Communications Credit Credit

E E E E E E E E E E E E E E E E E E E E E

Monthly Monthly Quarterly Quarterly Quarterly Monthly Quarterly Monthly Monthly Monthly Monthly Monthly

1 1 1 1 1 1 1 1 1 1 2 1

-100%

542

USD USD

542 0 0 0 0 0 0 104 0 0 0 0 0 0 0 0 0 0 0 0 0
646

6,500.00

1,249.00

Sub total Home Expenses

542

Transportation
Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation

Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok

Car Loan Car Insurance Car Tax Fuel Bus / Taxi / Train Fare Repairs / Maintenance Registration & Licenses Car Loan Car Insurance Car Tax Fuel Bus / Taxi / Train Fare Repairs / Maintenance Registration & Licenses

Credit Insurance Vehicle Vehicle Vehicle Vehicle Vehicle Credit Insurance Vehicle Vehicle Vehicle Vehicle Vehicle

E E E E E E E E E E E E E E E

Monthly Annually Weekly Monthly Annually Monthly Monthly Annually Monthly Monthly Annually

1 1

0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 -

Sub total transportation

Health & Insurance

Health & Insurance Health & Insurance Health & Insurance Health & Insurance

Ashok Ashok Ashok Ashok

Doctor / Dentist Doctor / Dentist Life Insurance Dog Insurance

Health Health Insurance Pet

E E E E

Annually Annually Monthly Monthly

0 0 0 0
0 -

Sub total Health & Insurance

Daily Living
Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living

Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok

Food Shopping Personal Supplies Clothing Dining / Eating Out Barber / Hairdresser Education / Lessons Health Club Personal Supplies / Dry Cleaning Doggie Walker Eyebrows Barber / Hairdresser Education / Lessons Health Club

Food Personal Personal Personal Personal Personal Health Personal Pet Personal Personal Personal Health

E E E E E E E E E E E E E E

Weekly Monthly Quarterly

1 1 1

2,000.00

7%

2,000.00

8,111

Weekly Monthly Monthly

1 1

8,111 0 0 0 0 0 0 0 0 0 0 0 0 0
8,111

2,000.00

Sub total Daily Living

2,000

2,000

8,111

Entertainment
Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment

Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok

DVD's / Blue Ray Music Subscriptions Games Movies / Theatre / Concerts Sporting Events Books Holiday / Travel Gizmo's / Gadgets / Electronics Books Movies / Theatre / Concerts Holiday / Travel Sporting Events Subscriptions

Media Media Media Media Media Media Personal Personal Media Media Personal Media Media

E E E E E E E E E E E E E E E

Monthly Annually Monthly Monthly Annually Annually Monthly Monthly

Annually

0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

Sub total Entertainment

Savings & Investments

Savings & Investments Savings & Investments Savings & Investments Savings & Investments Savings & Investments Savings & Investments

Ashok Ashok Ashok Ashok Ashok

Bank Account - Higher interest account Emergency Savings Interest Income Dividends Retirement (401k, IRA)

Bank Bank Shares Shares Retirement

S S I I

0 0 0 0 0 0

Sub total Savings & Investments

Miscellaneous
Miscellaneous Miscellaneous Savings & Investments Savings & Investments Savings & Investments Savings & Investments Savings & Investments 0 Miscellaneous Miscellaneous Miscellaneous

Ashok Ashok Ashok Ashok Ashok

Christmas Fund Christmas Fund Flowers Chocolates for Zoe

Personal Personal Personal Personal

E E E E E E E E E E E

Annually Annually One-off One-off

1 1 1 1

0 0 0 0 0 0 0 0 0 0 0
0 -

Sub total Miscellaneous

., Clive

Page 26

4/8/2014

Master Data & References

Data Validation Lists Category
Income Daily Living Entertainment Health & Insurance Home Expenses Miscellaneous Rental Property Transportation Savings & Investments

Home

Person
*All Ashok Priyanka From 'Start Here' Sheet From 'Start Here' Sheet From 'Start Here' Sheet

Home

Tags
*All Bank Communications Credit Food Health Insurance Media Personal Pet Property Retirement Salary Shares Utilities Vehicle Rent

Frequency
Weekly Bi-weekly Monthly Bi-monthly Quarterly Annually Half-year One-off

Budget Indicator
I E S Income Expense Savings

Graph
Monthly Annual Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Currencies
Local Currency
INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR

Last updated:

14-Jun-10

Alt Currency
INR USD INR

Exchange Rate
1 1.45621 68.0454

INR INR INR INR