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Budget Dashboard

Budget Dashboard

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Published by: Ramesh Radhakrishnaraja on Jul 22, 2010
Copyright:Attribution Non-commercial

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11/07/2012

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Chart:
FrequencyAmountMonthlyYearly 
 
Quick Budget
Income
Budget Summary
Monthly
..
Salary/Wages Monthly 20000.00 20000.00 240000.00Salary/Wages (Spouse) Monthly 0.00 0.00 0.00Other Weekly 0.00 0.00 0.00Other Monthly 0.00 0.00
200006059
 
Monthly
Other Monthly 0.00 0.00
13
94
1
.00
1
67292.00
1
000.00
1
2000.00Transportation
Spending
Total:
13
94
1
20000
 
Monthly
 A
uto Loan/Lease Monthly 0.00 0.00Insurance Monthly 0.00 0.00Gas Monthly 0.00 0.00Maintenance Quarterly 0.00 0.00
$0 $2,000 $4,000 $6,000 $8,000 $10,000$12,000$14,000$16,000$18,000$20,000
Balance Income Expense
 
Monthly
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10005005
42
1
83
Spend
i
ng
 
Summa
r
 
Mon
ly
1
0806.00
1
29672.00
EMI Monthly 3906.00 3906.00 46872.00Rent Monthly 1900.00 1900.00 22800.00Maintenance Monthly 0.00 0.00
Home
1000910500542
 
Monthly
nsurance on y . . .Vegetables Monthly 500.00 500.00 6000.00Household Supplies Monthly 0.00 0.00Groceries Monthly 2000.00 2000.00 24000.00Fruits Monthly 500.00 500.00 6000.00
 
Monthly
Other Monthly 0.00 0.00Other Monthly 0.00 0.00
910
.
00 10920
.
00
-
  
U
tiliti
 !"#"$ 
nspo
rt
ti
on Home U
tiliti
es
 
Mon
'
l
(
one - ome on y . . .
P
hone - Cell Monthly 100.00 100.00 1200.00Cable Monthly 110.00 110.00 1320.00Gas Monthly 400.00 400.00 4800.00Water Monthly 0.00 0.00
Transportation Home UtilitiesHealth Entertainment Miscellaneous
Electricity Monthly 250.00 250.00 3000.00Internet Monthly 0.00 0.00Other Monthly 0.00 0.00Other Monthly 0.00 0.00
 
Monthly
500.006000.00
D
ental Monthly 0.00 0.00Medical Monthly 250.00 250.00 3000.00Medication Monthly 250.00 250.00 3000.00
Health
 
Monthly
Vision/contacts Semi-
 A
nnually 0.00 0.00Life Insurance Monthly 0.00 0.00Other Monthly 0.00 0.00Other Monthly 0.00 0.00
 
Monthly
54
1
.676500.00
Memberships Monthly 0.00 0.00
D
ining out Monthly 250.00 250.00 3000.00Events Monthly 250.00 250.00 3000.00
E
ntertainment
 
Monthly
Subscriptions Monthly 0.00 0.00Movies Monthly 0.00 0.00Music Monthly 0.00 0.00Hobbies Weekly 0.00 0.00Travel/ Vacation Yearl 500.00 41.67 500.00
 
Monthly
. . .Other Monthly 0.00 0.00Other Monthly 0.00 0.00
1
8
3
.
33
2200.00
 
Miscellaneous
 
Monthly
D
ry Cleaning Monthly 0.00 0.00New Clothes Semi-
 A
nnually 500.00 83.33 1000.00
D
onations Monthly 0.00 0.00Child Care Monthly 100.00 100.00 1200.00Tuition Monthl 0.00 0.00
 
Monthly
. .College Loans Monthly 0.00 0.00
P
ocket Money Weekly 0.00 0.00Gifts Monthly 0.00 0.00Credit Card Monthly 0.00 0.00
 
Monthly
Other Monthly 0.00 0.00Other Monthly 0.00 0.00Other Monthly 0.00 0.00
 
Monthly
 
 Aug To Date
newramesgma.com
 
Budget Planner -Overview / Help
Instructions
Y
ou may move from worksheet to worksheet by clicking on the dark blue buttonslocated 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,
Y
early, Jan, Feb, etc.)
Q
uick 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
 
400
Quick BudgetBudget ByMonth
 Aug To Date
 provided in each cell. The Monthly/
Y
early 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 inthe "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," "e
 
uc uge see gures w e use or comparson purposes nsea.
T
racking
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
D
aily Spending
W
e've provided this sheet for those interested in tracking their spending on a daily basis. This simple record goes a long way in helpingyou stick to your budget.

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