Instruction Tab

Welcome to the GENEIUS Actual vs Destination Budget Planner!

Below you will find a set of instructions to map out what your
desired future income and expenses should look like and how
to plan your path to success.

Steps:
1. Navigate to Tab 2
2. Input all of your current/actual Income and Expenses within
the blue highlighted cells within Column B. (Please feel free to
change any descriptions and/or add/remove lines as needed)

3. Input your Destination Income and expected Expenses within

the blue highlighted cells within Column F. (Please feel free to
change any descriptions and/or add/remove lines as needed)

4. Let the sheet calculate the difference between where you're

currently at and where you want to be…. the price tag on your
dreams.

5. Navigate to Tab 3
6. Use the blue highlighted cell within Column C or E to
calculate how many sales/clients you'll need and how much to
charge them in order to reach your Destination Income. Now
let's get to work!
Actual vs Destination Budget Planner

Actual Budget Difference Destination Budget

Total Monthly Income $ 4,000.00 $ 11,000.00 $ 15,000.00
Paycheck Income (as an employee) $ 3,000.00 $ (3,000.00) $ -

Business Sales Income (from your own business) $ 1,000.00 $ 14,000.00 $ 15,000.00

Monthly Fixed Expenses $ 3,325.00 $ 2,900.00 $ 6,225.00

Rent/Mortage $ 1,500.00 $ 1,500.00 $ 3,000.00
Car payment $ 250.00 $ 250.00 $ 500.00
Car Insurance $ 75.00 $ 75.00 $ 150.00
Gas & Electric $ 100.00 $ 50.00 $ 150.00
Water Bill $ 50.00 $ 75.00 $ 125.00
Internet & Cable $ 100.00 $ - $ 100.00
Phone Bill $ 50.00 $ 50.00 $ 100.00
School Loans $ 150.00 $ - $ 150.00
Health Insurance $ 350.00 $ 100.00 $ 450.00
Child care $ 500.00 $ 500.00 $ 1,000.00
Groceries $ 200.00 $ 300.00 $ 500.00

Monthly Discretional Expenses $ 645.99 $ 894.01 $ 1,540.00

Gas for car / Transportation $ 140.00 $ - $ 140.00
Dinner/Drinks $ 400.00 $ 350.00 $ 750.00
Entertainment (Ex: Netflix) $ 15.99 $ 184.01 $ 200.00
Gym memberships $ 30.00 $ 120.00 $ 150.00
Haircut / Salon $ 50.00 $ 100.00 $ 150.00
Other $ 10.00 $ 140.00 $ 150.00
Total Monthly Expenses $ 3,970.99 $ 3,794.01 $ 7,765.00
Total Monthly Saving $ 29.01 $ 7,205.99 $ 7,235.00
 Actual Summary Difference Destination Summary
Total Monthly Income $ 4,000.00 $ 11,000.00 Total Monthly Income $ 15,000.00
Monthly Fixed Expenses $ 3,325.00 $ 2,900.00 Monthly Fixed expenses $ 6,225.00
Monthly Discretional Monthly Discretional
Expenses $ 645.99 $ 894.01 Expenses $ 1,540.00
Total Monthly Expenses
(Fixed & Discretional) $ 3,970.99 $ 3,794.01 Total Monthly Expenses $ 7,765.00
Total Monthly Saving $ 29.01 $ 7,205.99 Total Monthly Saving $ 7,235.00
Sales Planner In the blue cell below,
input the # of
Sales/Clients necessarry If you already have a
to find how much you pricepoint, input the amount
should charge them… you charge monthly to find
out how many Sales/Clients
OR you'll need.

Destination Budget Destination Budget

Total Monthly Income $ 15,000.00 $ 15,000.00
# of Sales/Clients 5 5
Amount Charged Per Sale/Client $ 3,000.00 $ 3,000.00