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Quick Budget
Start a Quick Budget
Start (click
a Quick
Budget
here)
(click here)

Budget by Month

Comparison

Tracking

Start a Budget by Month
Start a (click
Budget
by Month
here)
(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

#3 - Compare Bud

Track your actual income and
spending on this sheet or use the
Daily Spending Record

Compare your budge
spending to your ac
over or under yo

Pre- Customized Versions (at no additional cost)

Purchase Budget Planner >

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 using th
provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures on t
Make sure "Use this budget on Comparison sheet" is selected. (If this box is not selected, the "Budget By Month" figures wi
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 do
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 sele

or for the purpose of creating a backup copy.Budget Planner .Retirement Planner . calculatio software.Mortgage Calculator . data and network failure and profit/savings losses as a result of using this software.Investment Calculator .the "Quick Budget" sheet figures will be used for comparison purposes instead. hardware. This simple record goes a long wa you stick to your budget.com. These figures will be compared to your budgeted figures on the "C Comparison Use this sheet to monitor how well you are sticking to your budget.Tax Calculator . Financial Calculators available at Simpleplanning.) Tracking Use this sheet to track your actual income and spending. but not limited to inaccurate assumptions.com: .com.401k Calculator Net Worth Calculator Complete Planner Profit & Loss Planner Invoice Template Business Suite Business Planner Software License Agreement Simpleplannings. Compare different time periods by using the drop down "Income" section Daily Spending We've provided this sheet for those interested in tracking their spending on a daily basis.com grants usage of this financial planning "software" under the following terms and conditions: After the purchasing and downloading of this software from Simpleplanning. . the purchaser is granted a "license" to use The "licensee" may make copies of this product in an amount that does not exceed the number of licenses originally purcha Simpleplanning. This file or the software contained in this file shall not be transferred to a non-licensee without the written consent from Simp Limitation of Liability Simpleplanning.com will not be held liable for damages in the event of.

udget By Month" figures will be used for month by using the drop down box in onth. (If this box is not selected.Compare Budget to Actuals Compare your budgeted income and spending to your actuals. Are you over or under your budget? se Budget Planner >> lanner on our website). January February March April May June July August September October .mparison Daily Spending Help #3 . the "Frequency" by using the drop down menu racking (actual) figures on the "Comparison" sheet.

November December r budgeted figures on the "Comparison" page. calculation errors. . of licenses originally purchased from e written consent from Simpleplanning.com. ate assumptions. ds by using the drop down box above the mple record goes a long way in helping Invoice Template Business Suite Business Planner s and conditions: s granted a "license" to use this product.

Enter what you plan on spending below. Use the Next: Track your actual spending Next: Track(click yourhere) actual spending on the Comparison sheet Quick Budget Category Name Frequency (click here) Amount Monthly Income 24 24 - - $ $ $ $ $ $ $ $ $ $ $ $ 12 12 12 - - $ $ $ $ $ $ $ $ $ $ $ - $ $ $ $ $ $ $ $ $ $ $ - $ $ $ $ $ $ $ $ $ $ $ - Health Dental Medical Medication Vision/contacts Life Insurance Other Other Other Other Other $ Monthly $ Monthly $ Monthly Cells locked for Demo users $ Cells locked for Demo users Monthly $ Monthly $ Monthly $ Semi-Annually $ Monthly $ Monthly $ Monthly $ - $ $ $ $ $ $ $ $ $ $ $ - Entertainment Memberships Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Other $ Monthly $ Quarterly $ Monthly Cells locked for Demo users $ Cells locked for Demo users$ Monthly Monthly $ Weekly $ Yearly $ Monthly $ Monthly $ Monthly $ - $ $ $ $ $ $ $ $ $ $ $ - Dining Dining out Coffee Takeout fast food Lunch at work Groceries Other Other Other Other $ Monthly $ Weekly $ Weekly Cells locked for Demo users $ Cells Weeklylocked for Demo users$ Weekly $ Monthly $ Weekly $ Yearly $ Monthly $ Monthly $ - $ $ $ $ $ $ $ $ $ $ $ - Kids Clothes Child care School supplies Babysitter Tuition Music lessons Other Other Other Other $ Monthly $ Monthly $ Monthly Cells locked for Demo users $ Cells locked for Demo users$ Monthly Monthly $ Monthly $ Bi-Weekly/Fortnight $ Yearly $ Monthly $ Monthly $ - $ $ $ $ $ $ $ $ $ $ $ - Miscellaneous 401k IRA Donations Dry Cleaning New Clothes College Loans Pocket Money Gifts Credit Card Other Other Other $ Monthly $ Semi-Annually $ Monthly Cells locked for Demo users $ Cells locked for Demo users Monthly $ Semi-Annually $ Monthly $ Weekly $ Monthly $ Monthly $ Monthly $ Bi-Weekly/Fortnight $ Purchased Planner includes: Monthly $ Purchased Planner includes: -Additional categories/rows -Additional categories/rows -Alternate currencies -Alternate currencies - $ $ $ $ $ $ $ $ $ $ $ $ $ - Monthly Monthly Monthly Weekly Monthly $ 2 2 2 Budget Summary $ $ $ $ $ $ Salary/Wages Salary/Wages Other Other Other $ $ $ $ $ $ Yearly - Type over sample Type over names sample categories categories names Type in amounts Type in amounts $ Spending Transportation $ Auto Loan/Lease Monthly $ 1 $ Insurance Semi-Annually $ John's bus pass Monthly $ Gas Weekly $ Maintenance Yearly $ Registration Yearly $ Inspection Yearly $ Other Monthly $ Purchased Planner includes: Other Monthly $ Purchased includes: -Additional Planner categories/rows Other Monthly categories/rows $ -Additional -Alternate currencies -Alternate currencies Home $ Mortgage Monthly $ Rent Monthly $ Maintenance Monthly $ Insurance Monthly $ Furniture Semi-Annually $ Household Supplies Monthly $ Real Estate Tax Quarterly $ Other Monthly $ Other Monthly $ Other Monthly $ Utilities Phone .Home Phone .Enter what you plan on spending below.Cell Cable Gas Other Water Electricity Internet Other Other Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly 1 1 1 Chart: Income Yearly $24 Spending $12 Net $12 Spending Summary $12 Transportation Home Utilities Health Entertainment Dining Kids Miscellaneous Purchase full Budget Planner >> .

$categories/rows .Home Phone . if you're not building Quickbelow Budget Enter what you plan on spending below. if you're not building a Quick Budget Use the on the Comparison sheet Next: Track your actual spending Next: Track(click yourhere) actual spending Quick Budget Category Name Income Jan $ $ Salary/Wages Salary/Wages (Jane) Other Other Other Type over sample Type over names sample categories categories names $ Spending Transportation $ Auto Loan/Lease $ Insurance John's bus pass Gas Maintenance Registration Other Other Other Other Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Real Estate Tax Other Other Other $ Utilities Phone .$ .$-Additional .$ .Select Budget by Month below Select Budget byaMonth Enter what you plan on spending below.$ 0 0 0 0 0 0 - $ - Cells locked for Demo users Cells locked for Demo users 0 0 0 0 0 0 0 0 0 0 0 0 - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Cells locked for Demo users Cells locked for Demo users 0 0 0 0 0 0 0 0 0 0 0 0 - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Cells locked for Demo users Cells locked for Demo users 0 0 0 0 0 0 0 0 0 0 0 0 - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Cells locked for Demo users Cells locked for Demo users 0 0 0 0 0 0 0 0 0 0 0 0 - $ - $ - $ - $ - $ Cells locked for Demo users Cells locked for Demo users Purchased Planner includes: Purchased Planner includes: -Additional categories/rows -Additional categories/rows -Alternate currencies -Alternate currencies - $ - $ - $ - $ - $ - $ - 6 6 0 0 0 0 $1 0 0 Full Year $6 1 $5 1 1 0 0 0 Spending Summary 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 $1 0 0 Trans portation Home Utilities 0 Health Entertainment Dining 0 0 Kids Miscellaneous 0 0 0 Spending by0Month 0 $1 0 0 0 $1 0 0 0 $1 0 0 0 $1 0 0 $0 0 0 0 $0 0 0 0 $Jan Feb0Mar Apr May Jun Jul Aug Sep Oct Nov Dec 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 $ 12 Budget Summary Chart: Year to Da Year to Date Dec 0 0 0 0 0 0 0 0 0 0 0 0 0 .$ 1 $ .$ 1 - $ - $ Apr - $ May - $ Jun - $ (click here) Jul - $ Aug - $ Sep - $ Oct - $ Nov - $ 1 Dec - $ Full Year - $ $ $ $ $ $ 6 6 - $ $ $ $ $ $ $ $ $ $ $ $ 1 1 1 - $ $ $ $ $ $ $ $ $ $ $ - $ $ $ $ $ - $ $ $ $ $ - $ $ $ $ $ $ $ $ $ $ $ - $ $ $ $ $ $ $ $ $ $ $ - $ $ $ $ $ $ $ $ $ $ $ - $ $ $ $ $ $ $ $ $ $ $ - $ $ $ $ $ $ $ $ $ $ $ $ $ - 2 2 0 0 0 0 0 0 - $ $ - $ $ - $ $ - Purchased Planner includes: Purchased Planner includes: -Additional categories/rows .Cell Cable Gas Other Water Electricity Internet Other Other $ Feb 2 2 $ $ Mar 4 $ 4 Type in amounts Type in amounts 1 $ .$ -Alternate currencies -Alternate currencies $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - - $ - $ - $ - $ - $ - 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0 0 0 0 0 0 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 $ - $ - $ - $ - $ - $ - $ Purchase full Budget Planner now! >> .$ .

Spending Transportation Auto Loan/Lease Insurance John's bus pass Gas Maintenance Registration Inspection Other Other Other Jan Feb $ $ 3 3 $ Mar - $ Next: Compare actual spending Next: Compare actual spending to your budget (click here) to your budget (click here) Track spending Daily Track spending Daily Apr - $ May - $ Jun - $ Jul - $ Aug - $ Sep - $ Oct - $ 1### Nov - $ Dec - $ Full Year - $ $ $ $ $ $ 3 $ 3 $ - Over Budget $ $ $ 2 2 2 $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ - - $ - $ - $ - $ - $ - $ - $ - $ $ $ $ $ $ $ $ $ $ $ - Utilities Phone . Enter what you actually spend below.or Enter what you actually spend below.Income 0 0 0 Spending 0 - Chart: Full Year 3 $3 $2 0 - $1 2Net 2 2 2 0 $ 0 $ Spending by Month $ -$3 0 0 $ 0 $ $ -$3 0 0 $ $ -$2 0 $ 0 0 $ $ -$2 0 0 $ 0 $ $1 0 $ 0 $ $ -$1 0 0 $ 0 $ Spending Income 0 $ $$ 0Jan Fe Ma Ap Ma Ju Jul Au Se Oct No De b r r y n g p v c 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ $ 0 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ $ 0 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ $ 0 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ $ 0 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ $ 0 0 $ 0 $ 0 $ - 2 $ 2 $ 2 $ $ $ $ $ Type in actual spending amounts here Type in actual spending amounts here $ $ $ $ - Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Real Estate Tax Other Other Other Tracking Year t YearSummary to Date Dec 2 2 .Home Phone . Category Name Income Salary/Wages Salary/Wages Other Other Other Lets you know when Lets you when spending is know over budget.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 $ - $ - $ - $ - $ - $ - $ - $ - $ $ $ $ $ $ $ $ $ $ $ $ $ - Cells locked for Demo users Cells locked for Demo users - $ - $ - $ - $ Cells locked for Demo users Cells locked for Demo users - $ - $ - $ - $ Cells locked for Demo users Cells locked for Demo users - $ - $ - $ - $ Cells locked for Demo users Cells locked for Demo users - $ - $ - $ - $ Cells locked for Demo users Cells locked for Demo users 1 $ (1) $ (1) $ (1) $ (1) $ (1) $ (1) $ (1) $ (1) $ (1) $ (1) $ (1) 3 3 3 0 . spending is over budget.

Cell Cable Gas Other Water Electricity Internet Other Other $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Health Dental Medical Medication Vision/contacts Life Insurance Other Other Other Other Other $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Entertainment Memberships Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Other $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Dining Dining out Coffee Takeout fast food Lunch at work Groceries Other Other Other Other $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Kids Clothes Child care School supplies Babysitter Tuition Music lessons Other Other Other Other $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Miscellaneous 401k IRA Donations Dry Cleaning New Clothes College Loans Pocket Money Gifts Credit Card Other Other Other $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Net $24 Tracking $3 $12 $2 $12 $1 Where Are You Overspending? (vs Budget) 0 Over Budget Under Budget Utili Enter -2 -4 -6 -8 -10 -$10 -12 Trans Home Healt Dinin Kids Misce . Compare your budget to your actual spending below.Full Year Compare your budget to your actual spending below. Category Name Budget Income $24 $24 $0 $0 $0 $0 Salary/Wages Salary/Wages Other Other Select period or Select period or Other month month Spending Transportation Auto Loan/Lease Insurance John's bus pass Gas Maintenance Registration Inspection Other Other Other Tracking $3 $3 $0 $0 $0 $0 Compare Full Year Budget vs Tracking Summary ($21) ($21) $0 $0 $0 $0 Budget Income Spending $ 12 $ 2 $12 $2 $12 $2 $0 $0 $0 $0 $0 $0 $0 Over budget in red$0 Over$0 budget in red $0 $0 $0 Under budget in green Under$0 budget in green $0 $0 $0 $0 $0 ($10) ($10) ($10) $0 $0 $0 $0 $0 $0 $0 $0 $0 Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Real Estate Tax Other Other Other $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Utilities Phone .Home Phone .

Use this sheet to keep track of what you spend on a daily basis.Home Phone . Use this sheet toDaily keepSpending track of what you spend on amonth). daily basis. (we provide this version to you at no additional charge) Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Real Estate Tax Other Other Other $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ $ $ $ $ $ $ $ $ $ $ - Utilities Phone .Next: Compare actual spending Next: Compare actual spending to your budget (click here) to your budget (click here) Category Name Spending Transportation Auto Loan/Lease Insurance John's bus pass Gas Maintenance Registration Inspection Other Other Other 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 - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ - $ $ $ $ $ $ $ $ $ $ $ $ - This sheet is optional.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 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ $ $ $ $ $ $ $ $ $ $ $ $ - Cells locked for Demo users Cells locked for Demo users - $ - $ - $ - $ - $ - $ - $ - $ Cells locked for Demo users Cells locked for Demo users - $ - $ - $ - $ - $ - $ - $ - $ Cells locked for Demo users Cells locked for Demo users - $ - $ - $ - $ - $ - $ - $ - $ Cells locked for Demo users Cells locked for Demo users . a We provide a version the Budget Planner with 12 sheets (one for each Each sheet is 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. This sheet isofoptional. linked to the Tracking (we sheet so youthis won't havetotoyou enter actual spending provide version at your no additional charge) in two different places.

than simply save the file to your Desktop using "Save As" and a different file name (i. version comes with additional rows and categories pre-installed. 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 Mon These new titles will flow through each sheet of the planner. Be sure to select your Budget sheet for the Comparison shee This will ensure that your category names flow through the rest of the planner. so you will not have to add rows yourself. We password protect our planner in order to maintain the integrity of the calculations (we do not provide the password to u This ensures that the calculations and graphs work properly. Once . you will be able to download the expanded version of the Budget Planner. download the Daily Linked version on the Home sheet of the pu Why aren't my budget category names flowing through the rest of the sheets in the planner? You can change the default categories/subcategories on either one of the budget sheets (Quick Budget or Budget by Mon These new titles will flow through each sheet of the planner. Be sure to select your Budget sheet for the Comparison shee This will ensure that your category names flow through the rest of the planner. let's confirm that your Excel file is truly a "Read Only" file. Only the white cells in the planner are open for input.Home Quick Budget Budget by Month Tracking Comparison FAQ's Why is the planner password protected? You are currently working with the demo version of the Budget Planner. We recommend using this so you get a clear idea of where you money goes and when it goes. You can do this by looking at the very top of your Excel pr the file name. How can I add additional rows? If you decided to purchase the Budget Planner. If it does say "Read Only" after the file name. If you don't see "Read Only" at the very top of the Excel program then you are likely being presented with a password prot See "Why is the planner password protected?" above for clarification. You will make this selection at the top of yo Why is my planner a "Read Only" file? First. so some of the input cells are locked. 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. these input cells will no longer be locked. Why doesn't the Daily Spending sheet link back to the Tracking sheet? The Tracking by Day sheet as a way to record your spending habits by day for a single month. Budget Planner_current year). shaded cells are password protected.e. You will make this selection at the top of yo 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 Mon These new titles will flow through each sheet of the planner. Bad spending habits can be corrected within one mon Once you have recognized these daily habits. If you chose to continue using the Tracking by Day sheet. we recommend using the monthly tracking sheet thereafter. When you d the purchased version of the Budget Planner.

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. This will insure the proper budget 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. *Make sure you select "Use this budget on Comprison sheet" at the top of your Budget. select Format. . Select Format on the menu bar and then Column. How do I change the width of the columns? Select a cell in the column you would like to widen. T sheet is meant for budget's that don't change from one month to the next. Number tab and then Currency. It's up to you which one you decide to use. Click OK. The Budget by Month sheet is meant for budge month to the next. Cells. Click the $ icon on the Excel Format toolbar. but you will need to choose one or the other.your new titles will flow through each sheet of the planner. If you don't see a $ icon on the format toolbar.

ake this selection at the top of your Budget sheet. . g at the very top of your Excel program where is says our Desktop using "Save As" and save it using g presented with a password protect message. We recommend using this sheet for a month can be corrected within one month of using this sheet. et sheet you decide to use. When you download do not provide the password to unprotect). onth. Once this selection is made. Quick Budget or Budget by Month). This expanded dd rows yourself. sheet thereafter. Quick Budget or Budget by Month). et sheet for the Comparison sheet (see below image). s in the planner? Quick Budget or Budget by Month). et sheet for the Comparison sheet (see below image). shaded d version of the Budget Planner. ion on the Home sheet of the purchase version of the Budget Planner.Comparison Daily Spending Help put cells are locked. ake this selection at the top of your Budget sheet. anner are open for input.

Click OK. .hen Column. The Quick Budget Month sheet is meant for budgets that vary one This will insure the proper budget information is populated Currency. Width… ed to choose one or the other.