Professional Documents
Culture Documents
Instructions You may move from worksheet to worksheet by clicking on the dark blue buttons located at the top of each worksheet or the blue tabs at the bottom of this workbook.
Quick Quick Budge Budge tt Budge Budge By tt By Month Month
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.
Budget By Month
Income
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
Apr
0.00
or or cr cr ea ea te te a a qu qu ic ic k k bu bu dg dg et et
Chart:
-3
March
May 0.00
Jun 0.00
Jul 0.00
Aug 0.00
0 Months
Oct to Date
Budget Summary
0
0
0 0
Spending
Total:
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0
0 0
Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Bill's train pass Jane's bus pass Other Home EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other Health Dental Medical Medication Vision/contacts Life Insurance Other Other Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other
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 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
$-
$-
$-
Spending Summary
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Transportatio n Health
Home Entertainmen t
Utilities Miscellaneou s
Budget by Month
1 1 1 1
0.00
0.00
0.00
0.00
0.00
1 0 0 0
0 0 0 Apr May
0.00
0.00
0.00
0.00
0.00
Row 16
Jun
Row 8
Jul
Aug
0.00
0.00
0.00
0.00
0.00
Quick Budget
Income
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
or or cr cr ea ea te te a bu bu dg dg et by by m m on on th th
Chart:
Amount Monthly 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 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 0.00 0.00 0.00 0.00 0.00 Yearly 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 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 0.00 0.00 0.00 0.00 0.00
Weekly
Budget Summary
Spending
Total:
Monthly Monthly Weekly Quarterly Yearly Monthly Monthly Monthly
Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Bill's train pass Jane's bus pass Other Home EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other Health Dental Medical Medication Vision/contacts Life Insurance Other Other Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other
$0
$0
$0
$0
$0
$0
$1
$1
$1
$1
$1
$-
$-
$-
Spending Summary
Monthly Monthly Monthly Monthly Yearly Monthly Weekly Semi-Annually Monthly Monthly
Transportatio n Health
Home Entertainment
Utilities Miscellaneou s
Monthly Monthly Monthly Monthly Monthly Monthly Weekly Yearly Monthly Monthly
Monthly Semi-Annually Monthly Monthly Monthly Monthly Weekly Monthly Monthly Monthly Monthly Monthly
Trackin g
Income
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other Oct 0.00 Nov 0.00 Dec 0.00 Jan 0.00 Oct to Date 0.00 0.00 0.00 0.00 0.00 0.00
Chart:
September
Spending
Total Spending: Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Bill's train pass Jane's bus pass Other Home EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other Health Dental Medical Medication Vision/contacts Life Insurance Other Other Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other 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 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 0.00 0.00 0.00 0.00 0.00 0.00 0.00
$-
$-
$-
Actuals by Month
1 1 1 1 1 0 0 0 0 0 0 Oct
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Row Nov
17
Row 8 Dec
Jan
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Compariso n
Income
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other
Compare
October
Oct Actual 0 0 0 0 0 0 0
to Budget
October
Tracking vs Budget Summary
0 0 0
Budget
0 0
Spending
Total Spending: Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Bill's train pass Jane's bus pass Other Home EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other Health Dental Medical Medication Vision/contacts Life Insurance Other Other Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other 0 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 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 0 0 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Expense
Income
Balance (Savings)
Spending Comparison
Home
Utilities Tracking
Entertainme nt
Miscellaneou s
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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