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Instructions Budget
Budget
Month
Month
You may move from worksheet to worksheet by clicking on the dark blue buttons Quick
Quick
By
By
Budget
located at the top of each worksheet or the blue tabs at the bottom of this workbook.
Budget
Enter data in only the white cells with gray borders: 400
Use the drop down boxes Aug To Date to chart different time periods (Current Month, Prior Month, Yearly, Jan, Feb, etc.)
Quick Budget
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.)
Budget by Month
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.)
Tracking
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.
Comparison
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
Daily Spending
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.
th
th
on
on
m
by
by
et
Quick dg
dg
bu
Budget
bu
aa Chart: Yearly
te
te
Income Frequency Amount
ea
Monthly Yearly Budget Summary
cr
cr
Total Income (net) 0.00 0.00
or
or
Salary/Wages Monthly 0.00 0.00
Salary/Wages (Spouse) Monthly 0.00 0.00 0
Other Weekly 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00 0
Budget By
ic
ic
qu
qu
or
or
Total Income (net) 0.00 0.00 0.00 0.00 0.00 0.00 0
Salary/Wages 0.00 0
Other 0.00 0
Other 0.00 0
Other 0.00 0
Insurance 0.00 0
$- $1 $2 $3 $4 $5 $6 $7 $8 $9 $10
Gas 0.00 0
Expense Income Balance
Maintenance 0.00 0
Registration/Inspection 0.00 0
Spending Summary
Priya 's bus pass 0.00 0
Other 0.00 0
Rent 0.00 0
Furniture 0.00 0
Groceries 0.00 0
Other 0.00 0
Other 0.00 0
Gas 0.00 0
Internet 0.00 0
1.00
Other 0.00 0
0.90
Other 0.00
0.80
0
Medication 0.00 0
0.20
Other 0.00 0
0.10
Memberships 0.00 0
Mar Apr May Jun Jul
Dining out 0.00 0.00 0
Events 0.00 0
Subscriptions 0.00 0
Movies 0.00 0
Music 0.00 0
Hobbies 0.00 0
Other 0.00 0
Other 0.00 0
Donations 0.00 0
Tuition 0.00 0
Gifts 0.00 0
Other 0.00 0
Other 0.00 0
Other 0.00 0
Trackin
g Chart: January
Income Jan Feb Mar Apr Jan to Date Actual Income/Spend Summary
Total Income (net) 10000.00 0.00 0.00 0.00 10000.00
Salary/Wages 10,000.00 10,000.00
Salary/Wages (Spouse) 0.00 10000
Other 0.00
Other 0.00
Other 0.00 10000
Spending 0
9000.00
Home 0.00 0.00 0.00 0.00 0.00
EMI 0.00 8000.00
Rent 0.00 7000.00
Maintenance 0.00
6000.00
Insurance 0.00
Furniture 0.00 5000.00
Spending 0
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
0 0 Budget
0 0 0 0 0 0 Tracking
0 0 0 0
Utilities 0 0 0
Phone - Home 0.00 0.00 Transportation Home Utilities
Phone - Cell 0.00 0.00 Health Entertainment Miscellaneous
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 0
Dental 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 0.00
Pocket Money 0.00 0.00
Gifts 0.00 0.00
Credit Card 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00
Daily Spending
Record
Spending 1st 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
Total Day's Spending: 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 36.00 36.00 72.00 0.00 560.00 40.00 0.00 0.00 0.00 0.00 0.00 0.00 450.00 5.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1,199.00
Transportation 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 36.00 36.00 72.00 0.00 360.00 40.00 0.00 0.00 0.00 0.00 0.00 0.00 200.00 5.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 749.00
Auto Loan/Lease 0.00
Insurance 0.00
Gas 0.00
Maintenance 0.00
Registration/Inspection 0.00
Bill's train pass 0.00
Jane's bus pass 36.00 36.00 62.00 40.00 5.00 179.00
Other 10.00 360.00 200.00 570.00
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 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
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 200.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 250.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 450.00
Phone - Home 0.00
Phone - Cell 0.00
Cable 0.00
Gas 250.00 250.00
Water 0.00
Electricity 0.00
Internet 0.00
Other 0.00
Other 200.00 200.00
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 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
Dental 0.00
Medical 0.00
Medication 0.00
Vision/contacts 0.00
Life Insurance 0.00
Other 0.00
Other 0.00
345.00
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 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
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 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
Dry Cleaning 0.00
New Clothes 0.00
Donations 0.00
Child Care 0.00
Tuition 0.00
College Loans 0.00
Pocket Money 0.00
Gifts 0.00
Credit Card 0.00
Other 0.00
Other 0.00
Other 0.00