Questions? Email at : salimtm@gmail.

com

Budget Planner - Overview / Help
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 Budge t Budge t By Month

Enter data in only the white cells with gray borders: 400 Use the drop down boxes þÿAug To Date chart different time periods (Current Month, Prior Month, Yearly, Jan, Feb, etc.) to 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. Your savings can be invested in a better way and which will help you when you are in need! Benefits to you

Current Month Prior Month Aug To Date January February March April May June July August September October November December

Often people find it difficult to manage their resources or fail to manage their income and expenditure leading to a life which no longer lead their family or society in a happy and healthy situation. It can grow up as a social problem. Especially people work in Gulf Countries will have a Big "0" balance once they retire or lose their job. We believe this can help you in this situation to manage your funds and help you lead a

Disciplined Life.

Current Month Prior Month Aug To Date

September

Income
1 1 0.33 1 1

Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other

Spending
Transportation Auto Loan/Lease Insurance 1 Petrol,Gas,Oil & Lub. 1 Maintenance 0.17 Registration/Inspection 0.08 Train/Bus tickets 1 Taxis 1 Other 1
1

Home Home Loan EMI Rent Maintenance Insurance Furniture 0.08 Household Supplies 1 Groceries 4.33 Real Estate Tax 0.17 Other 1 Other 1
1 1 1 1

1 1 1

Utilities Phone - Home Phone - Cell Cable TV

Quick Budge t

Quick Budget

Budge t By Month

Daily Spend ing

Overvi ew/ Help

Monthly Monthly Quarterly Monthly Monthly

Tracki ng

Comp arison

Chart:
Frequency 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 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

Budget Summary

þÿMonthly
Yearly Monthly Weekly 2 Quick Budget TRUE Pie Chart Transportation Home Utilities Health Entertainment Miscellaneous $$$$$$Bar Chart Balance Income Expense
$$$-

or cr ea te a bu dg et by m on th $0 $0
Column Z

Total:
Monthly Monthly Monthly Semi-Annually Yearly Monthly Monthly Monthly

$0
$0 $ 0 $ 0 $0 $ 0 $ 0 $ 1 $ 1 $1 $1 $ 1 $ 1 $1 $1 $ 1

$ 0$ 0 $ 0 $ 0 $0

Row 26

Row 25

Row 24

Spending Summary

Monthly Monthly Monthly Monthly Yearly Monthly Weekly Semi-Annually Monthly Monthly

Monthly Monthly Monthly

Transportation Entertainment

Home Miscellaneous

Utilities

Health

1 1 1 1 1 1

Cooking Gas Water Electricity Internet Other Other

Monthly Monthly Monthly Monthly Monthly 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 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Health Dental Medical Medicines Vision/contacts 0.17 Life Insurance 1 Yoga/Fitness Club 1 Other 1
1 1 1

Monthly Monthly Monthly Semi-Annually Monthly Monthly Monthly

Entertainment Memberships Dining out Events Subscriptions,Newspaper 1 Movies 1 Music 1 Hobbies 4.33 Travel/ Vacation 0.08 Other 1 Other 1
1 1 4.33

Monthly Weekly Monthly Monthly Monthly Monthly Weekly Yearly Monthly Monthly

0.33

4.33

Miscellaneous Laundry,Dry Cleaning New Clothes Donations/Charity Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other 1
1 1 1 1 1 1 1 1 1

Monthly Quarterly Monthly Monthly Monthly Monthly Weekly Monthly Monthly Monthly Monthly Monthly

Daily Weekly Monthly Semi-Annually Quarterly Yearly

Income
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other

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

Quick Budge t

Budget By Month
Aug

Budge t By Month

Daily Spend ing

Overvi ew/ Help

Comp arison

Tracki ng

0.00

or cr ea te a qu ic k bu dg et

Chart:
-7

þÿMarch

Sep 0.00

Oct 0.00

Nov 0.00

Dec 0.00

0 Months
Oct to Date

Budget Summary
0

0.00 0.00 0.00 0.00 0.00 0.00 0.00

0

0

0

0

0
Column AK

0

0

0

Total:

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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 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 0 000000 00001 11111 11111

1 111 11 11 1

0

0

0

Row 27

Row 26

Row 25

0

0

0

Spending Summary

Budget by Month FALSE

Chart: Mar 7 0 Months 0 Months 0 Months Feb Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 1 Yearly Start Mth 8 Pie Chart Transportation Home Utilities Health Entertainment Miscellaneous $$$$$$$-

Mths/Wks 1 Budgeted Bar Chart Balance Income Expense $$$-

0

0

0.00

0.00

0.00

0.00

0.00

0

2 Monthly (avg.) 3 Weekly (avg.) 4 Current Month 5 January 6 February 7 March 8 April 9 May 10 June 11 July 12 August 13 September 14 October 15 November 16 December

0

0

0

0

0

0

0

0

0

0

0.00

0.00

0.00

0.00

0.00

0

0

0

Transportation Entertainment

Home Miscellaneous

Utilities

Health

0

0

0

Budget by Month
1 1 1 1 1 0 0 0 0 0 0 Aug

0

0

0

0

0.00

0.00

0.00

0.00

0.00

0

0

0

0

0

0

Sep

Oct

0

Nov

Dec

Row 16

0

0.00

0.00

0.00

0.00

0.00

0

Row 16

Row 8

0

0

0

0

0

0

0

0

0

0

0.00

0.00

0.00

0.00

0.00

0

0

0

0

0

0

0

0

0

0

0

0

0

Trackin g
Income
Total Income (net) Salary/Wages 3 Salary/Wages (Spouse) 4 Other 5 Other 6 Other 7 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

Spending
Total Spending: Transportation Auto Loan/Lease Insurance Petrol,Gas,Oil & Lub. 14 Maintenance 15 Registration/Inspection 16 Train/Bus tickets 17 Taxis 18 Other 19
12 13 20

Home Home Loan EMI 22 Rent 23 Maintenance 24 Insurance 25 Furniture 26 Household Supplies 27 Groceries 28 Real Estate Tax 29 Other 30 Other 31
21 32

Utilities Phone - Home Phone - Cell Cable TV 36 Cooking Gas 37 Water 38 Electricity 39 Internet 40 Other 41 Other 42
33 34 35 43

Health Dental Medical Medicines Vision/contacts 48 Life Insurance 49 Yoga/Fitness Club 50 Other 51
44 45 46 47 52

Entertainment Memberships Dining out Events Subscriptions,Newspaper 57 Movies 58 Music 59 Hobbies 60 Travel/ Vacation 61 Other 62 Other 63
53 54 55 56 64

Miscellaneous Laundry,Dry Cleaning New Clothes Donations/Charity Child Care 69 Tuition 70 College Loans 71 Pocket Money 72 Gifts 73 Credit Card 74 Other 75 Other 76 Other 77
65 66 67 68

Quick Budge t

Budge t By Month

Daily Spend ing

Overvi ew/ Help

Tracki ng

Comp arison

Chart:

þÿSeptember

Actual Income/Spend Summary

0

0
Column AN

0
1111 11 1 1

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 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 00000 000 00001 1 111

1 11 1 11 1

Row 28

Row 27

Row 26

Actuals by Month
1 1 1 1 1 0 0 0 0 0 0

2 1

0.00

0.00

0.00

0.00

Oct

Nov

Dec

Jan

Row 8 Row 17

0.00

0.00

0.00

0.00

Row 17

Row 8

12 Sep 1 Feb 1 Current Month Feb 2 Prior Month Jan 3 Oct to Date Oct to Date 4 January Jan 5 February Feb 6 March Mar 7 April Apr 8 May May 9 June Jun 10 July Jul 11 August Aug 12 September Sep 13 October Oct 14 November Nov 15 December Dec

First Tracking Month 10 1 Jan Feb 2 Feb Mar 3 Mar Apr 4 Apr May 5 May Jun 6 Jun Jul 7 Jul Aug 8 Aug Sep 9 Sep Oct 10 Oct Nov 11 Nov Dec 12 Dec Jan 13 Oct to Date

Budget By Month? January FALSE February March April May June July August September October November December October to Date

1

Bar Chart Balance Income Expense

$$$-

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 5 Other 6 Other 7
3 4

Spending
Total Spending: Transportation Auto Loan/Lease Insurance Petrol,Gas,Oil & Lub. 14 Maintenance 15 Registration/Inspection 16 Train/Bus tickets 17 Taxis 18 Other 19
12 13 20 21 Home 22 23 24 25 26 27 28 29 30 31 32 33 Utilities 34 35 36 37 38 39 40 41 42 43 44 Health 45 46 47 48 49 50 51 52 53 Entertainment 54 55 56 57 58 59 60 61 62 63 64 65 Miscellaneous 66 67 68 69 70 71 72 73 74 75 76 77

Home Loan EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other

Phone - Home Phone - Cell Cable TV Cooking Gas Water Electricity Internet Other Other

Dental Medical Medicines Vision/contacts Life Insurance Yoga/Fitness Club Other

Memberships Dining out Events Subscriptions,Newspaper Movies Music Hobbies Travel/ Vacation Other Other

Laundry,Dry Cleaning New Clothes Donations/Charity Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other

Quick Budge t

Budge t By Month

Daily Spend ing

Overvi ew/ Help

Tracki ng

Compare

þÿOctober
to Budget Oct Actual 0 0 0 0 0 0 0 Vs Budget 0 0.00 0.00 0.00 0.00 0.00
0 0

Comp arison

October
Tracking vs Budget Summary

Budget

Budget 0
0 0

Tracking 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

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

0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1

Expense

Income

Balance (Savings)

Spending Comparison
$1 $1 $1 $1 $1 $0 $0 $0 $0 $0 $0

2 1

0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

Budget

Tracking

0

TransportaHome Budget tion EnterMisceltainment laneous

UtilitiesTracking Health

13 Oct Budget By Month? 1 Current Month Feb FALSE 2 Prior Month Jan 3 Oct to Date Oct to Date 4 January Jan 5 February Feb 6 March Mar 7 April Apr 8 May May 9 June Jun 10 July Jul 11 August Aug 12 September Sep 13 October Oct 14 November Nov 15 December Dec Simple Budget 1

1 Pie Chart
Budget Tracking

Bar Chart 0 0 0 0 0 0 0 0 0 0 0 0

Transportation Home Utilities Health Entertainment Miscellaneous

Tracking Balance (Savings) $Income $Expense $-

Budget $$$-

0

0

0

Spending
Total Day's Spending: Transportation Auto Loan/Lease Insurance Petrol,Gas,Oil & Lub. Maintenance Registration/Inspection Train/Bus tickets Taxis Other Home Home Loan EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Utilities Phone - Home Phone - Cell Cable TV Cooking Gas Water Electricity Internet Other Other Health Dental Medical Medicines Vision/contacts Life Insurance Yoga/Fitness Club Other Entertainment Memberships Dining out Events Subscriptions,Newspaper Movies Music Hobbies Travel/ Vacation Other Other Miscellaneous Laundry,Dry Cleaning New Clothes Donations/Charity Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other

Quick Budge t

Daily Spending Record
1st 0.00 0.00 2nd 0.00 0.00 3rd 0.00 0.00 4th 0.00 0.00 5th 0.00 0.00 6th 0.00 0.00 7th 0.00 0.00 8th 0.00 0.00 9th 0.00 0.00 10th 0.00 0.00 11th 0.00 0.00 12th 0.00 0.00 13th 0.00 0.00 14th 0.00 0.00 15th 0.00 0.00 16th 0.00 0.00 17th 0.00 0.00 18th 0.00 0.00 19th 0.00 0.00 20th 0.00 0.00 21st 0.00 0.00 22nd 0.00 0.00 23rd 0.00 0.00 24th 0.00 0.00 25th 0.00 0.00 26th 0.00 0.00 27th 0.00 0.00 28th 0.00 0.00 29th 0.00 0.00 30th 0.00 0.00 31st 0.00 0.00 Month 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Budge t By Month

Daily Spend ing

Overvi ew/ Help

Tracki ng

Comp arison

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

Sign up to vote on this title
UsefulNot useful