Home

Quick Budget Start a Quick Budget

(click here)

Budget by Month

Tracking

Comparison

Start a Budget by Month

(click here)

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

Pre- Customized Versions (at no additional cost)

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" figures 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 s 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 th

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

Net Worth Calculator Complete Planner Profit & Loss Planner

Software License Agreement Simpleplannings.com grants usage of this financial planning "software" under the following terms and conditions: After the purchasing and downloading of this software from Simpleplanning.com, the purchaser is granted a "license" to The "licensee" may make copies of this product in an amount that does not exceed the number of licenses originally pur Simpleplanning.com, or for the purpose of creating a backup copy. This file or the software contained in this file shall not be transferred to a non-licensee without the written consent from S

Limitation of Liability Simpleplanning.com will not be held liable for damages in the event of, but not limited to inaccurate assumptions, calcul software, hardware, data and network failure and profit/savings losses as a result of using this software.

Comparison

Daily Spending

Help

#3 - Compare Budget to Actuals

Compare your budgeted income and spending to your actuals. Are you over or under your budget?

Purchase now!

d versions below dget Planner on our website).

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

budget month by using the drop down box in

t by month. (If this box is not selected,

January February March April May June July August September October November

December to your budgeted figures on the "Comparison" page.

e periods by using the drop down box above the

This simple record goes a long way in helping

Invoice Template Business Suite

g terms and conditions: haser is granted a "license" to use this product. umber of licenses originally purchased from

hout the written consent from Simpleplanning.com.

naccurate assumptions, calculation errors, this software.

Link to Comparison sheet

Enter what you plan on spending below. This is your Budget.

Next: Track your actual spending

(click here)

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

Type over sample categories & amounts

Monthly $ Semi-Annually $ Monthly $ Weekly $ Yearly $ Yearly $ Monthly $ Monthly Purchased Planner includes: Monthly -Additional categories/rows Monthly 200 100 40 40 200 100 70

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

-Alternate currencies
Monthly Monthly Monthly Monthly Semi-Annually Monthly Quarterly Monthly Monthly Monthly

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

$1,163

Spending Summary
$607 $512

$1,115
1,000 50 50 250 30 750

$1,422

$ $ $ $ $ $

$960
$362
Transportation Home Dining Utilities Kids

$310

$600
Health Miscellaneous

Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly

$ $ $ $ $ $ $ $

40 30 40 40 40 40 50 30

Entertainment

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

$ 60 $ 75 Demo users $ 15 $ 20 $ 15 $ 15 $ 2,000

Monthly Weekly Cells locked Weekly Weekly Weekly Monthly Weekly Yearly Monthly Monthly

for

$ $ Demo $ $ $ $

100 10 users 20 10 25 600

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

20 150 users 70 30 100 300 20 50 15

Link to Comparison sheet

Enter what you plan on spending below. This is your Budget.

Jan $ 6,950
$ $ $ $ 3,400 3,400 50 100

Next: Track your actual spending

(click here) Jun Jul Aug Sep Oct Nov Dec 3

Category Name

Feb

Mar

Apr

May

Summary 12 Months Year Budget to Date Mar

$ 83,400
$ $ $ $ $ 40,800 40,800 600 1,200 20850

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
10200 10200 150

$6,950

300

Spending
0

$5,826

Type over sample categories & amounts

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 -

17416
1806 600

Net

$1,124

300

120

Spending Summary
480 0 96

70

70

70

70

70

70

70

70

70

70

210

$600

$666

$ $ $ $ $ $ $

1,380 1,000 50 50 30 250

$ $ $ $ $ $ $

1,380 1,000 50 50 30 250

$ $ $ $ $ $ $

1,380 1,000 50 50 30 250

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

$ $ $ $ $ $ $

1,380 1,000 50 50 30 250

$ $ $ $ $ $ $

1,380 1,000 50 50 30 250

$ $ $ $ $ $ $

1,380 1,000 50 50 30 250

$ $ $ $ $ $ $

1,380 1,000 50 50 30 250

$ $ $ $ $ $ $

1,380 1,000 50 50 30 250

$ $ $ $ $ $ $

1,380 1,000 50 50 30 250

$1,115
4140 3000

$1,380

150

150

90

750

$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

930

Entertainment
120 90

120

Spending by Month
120

120

$9,000
150

$8,000
90 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
1800 150

$5,000
1500

$4,000
$3,000 $2,000
0 0

45

$1,000
0 0

$0
Jan
585 180

$ 195 $ 195 $ $ 60 $ 60 $ $ 25 $ 25 $ $ $ 15Demo $ Cells 15 locked for $ 20 $ 20 $ $ 15 $ 15 $ $ 60 $ 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

75

45

60

45

180

$ 960 $ $ 100 $ $ 40 $ $ $ Cells 80 locked $ 40 $ $ 100 $ $ 600 $

960 $ 100 $ 40 $ 80Demo $ for 40 $ 100 $ 600 $

960 $ 100 $ 40 $ 80 $ users 40 $ 100 $ 600 $

960 100 40 80 40 100 600

$ $ $ $ $ $ $

960 100 40 80 40 100 600

$ $ $ $ $ $ $

960 100 40 80 40 100 600

$ $ $ $ $ $ $

960 100 40 80 40 100 600

$ $ $ $ $ $ $

960 100 40 80 40 100 600

$ $ $ $ $ $ $

960 100 40 80 40 100 600

$ $ $ $ $ $ $

960 100 40 80 40 100 600

$ $ $ $ $ $ $

960 100 40 80 40 100 600

$ $ $ $ $ $ $

960 100 40 80 40 100 600

2880

300

120

240

120

300

1800

$ 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

3345

90

3000

30

180

45

$ 600 $ 515 $ $ 20 $ 20 $ $ 25 $ $ 70 $ 60Demo $ Cells locked for $ 30 $ 30 $ $ $ $ $ $ 300 80 50 15 10 $ $ $ $ 300 80 15 10 $ $ $ $ $

815 $ 20 $ 150 60 $ users 30 $ $ 300 $ 80 $ 150 $ 15 $ 10 $

690 20 60 30 100 300 80 75 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

$ $ $ $ $ $ $ $

515 20 60 30 300 80 15 10

$ $ $ $ $ $ $ $ $

615 20 60 30 100 300 80 15 10

$ $ $ $ $ $ $ $ $

615 20 60 30 300 80 100 15 10

$ $ $ $ $ $ $ $ $

615 20 60 30 300 80 100 15 10

$ $ $ $ $ $ $ $ $

815 20 60 30 300 80 300 15 10

1930

60

175

190

90

900

240

200

45

30

Enter what you actually spend below.

Category Name
Jan Feb

or
Mar

Track spending Daily

Apr May Jun Jul

Next: Compare actual spending to your budget (click here)

Aug Sep Oct Nov Dec

Summary Year to Date Year Tracking to Date Mar

$ 20,575
$ $ $ $ $ 10,200 10,200 175 #### #### #### $ 175 $ $ $ $ -

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

Let's you know when spending is over budget.

Under Budget Under Budget Over Budget

Spending

$6,376

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 -

#### #### $ 600 $ 300 $ $ $ 320 $ 170 $ $ 190 $ 35 $ 45 $5,000 $ -

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

$6,000

$4,000

#### ####$3,000 $ $ 100 $ 150 $ $ 90 #### $ $ $ $ $ 824 $ 126 $ 98 $ 120 $ 90 $ 120 $ $ 180 $ 90 $ $ $ #### $ 30 #### $ $ $ $ 90 $ $ 30 $ $ $ $ 923 $ 180 $ 375 $ 50 $ 55 $ 88 $ 60 $ 60 $ $ 55 $ $ #### $ 550 $ 255 $ 50 $ 55 $ 88 #### $ 60 $ $ $ $ #### $ 180 #### $ 50 $ 55 $ 88 $ 60 $ 60 $ $ 55 $ $ #### $ 60 $ 85 $ 180 $ $ $ 900 $ 320 $ 250 $ 30 $ 45 $ $ -

$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

Cells locked for Demo users

$ $ $

550 10 500

$ $ $

550 10 500

$ $

30 10

$ $

30 10

$ $

30 10

$ $ $ $ $ $ $ $

282 60 100 50 15 22 15 20

Cells locked for Demo users

$ $ $ 15 22 15 $ $ $ $ $ 25 44 30 40 55

$ $ $

187 60 75

$ $ $

454 60 200

$ $ $ $ $ $ $ $

1,007 150 100 50 15 22 650 20

Cells locked for Demo users

$ $ $ 15 22 600 $ $ $ $ 25 44 600 40

$ $ $

862 150 75

$ $ $

1,039 250 80

$ $ $ $ $ $ $ $

1,182 60 1,000 50 15 22 15 20

Cells locked for Demo users

$ $ $ 15 22 15 $ $ $ $ $ 25 44 30 40 55

$ $ $

1,112 60 1,000

$ $ $

1,254 60 1,000

$ $ $ $

595 20 15 60

$ 525 $ 750 $ $ $ 20 $ 20 $ 45 $ 25 Cells locked for Demo users $ 60 $ 60

$ $ $

300 100 100

$ $

300 100

$ $ $ $ $

300 120 150 30 45

(51) $

(291) $

489

$ (5,887) $ (5,887) $ (5,887) $ (5,887) $ (5,887) $ (5,887) $ (5,887) $ (5,887) $ (5,887)

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

Budget vs Tracking Summary

Income
Salary/Wages (Bill) Salary/Wages (Jane) Other Select month Other Other

Budget

Income
Tracking

$7,050

$6,950 $5,887 $6,376

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

Where Are You Overspending? (vs Budget)

Over Budget
$200 $150 $100

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.

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Home

Quick Budget

Budget by Month

Tracking

Comparison

FAQ's Why is the planner password protected?

We password protect our planner in order to maintain the integrity of the calculations (we do not provide the password to un 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.

How can I add additional rows?

Go to the Home tab and click the Budget Planner_Additional Categories link. Save this file to your computer before you be

How do I change the category names?

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 s 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 sh If you completed a Budget by Month, then Select Budget by Month. If you completed a Quick Budget, then select Quick Bu Once the selection is made, your category names will flow through.

Why can't I change the category names on Tracking sheet?

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.

How do I change the width of the columns?

Select a cell in the column you would like to widen. Select Format on the menu bar and then Column, Width

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 budget 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 i on the Comparison

How do I see my figures down to the cent?

Select only the white input cells that you would like to adjust. Click the $ icon on the Excel Format toolbar. If you don't see a $ icon on the format toolbar, select Format, Cells, Number tab and then Currency. Click OK.

Comparison

Daily Spending

Help

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