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3E8430Company Confidential

Questions?
Questions?
Email
Email at
at
milindskulkarni2005@yahoo.co.in
milindskulkarni2005@yahoo.co.in

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

Quick
Quick
Budge
Budge
tt

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.

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.

3E8430Company Confidential

00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other Monthly Semi-Annually Monthly Monthly Monthly Monthly Weekly 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 Home mortgage Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Monthly Monthly Monthly Monthly Yearly Monthly Weekly Semi-Annually Monthly Monthly 0.00 Yearly 0 0 0 $0 $0 $0 $- $0 $- $0 $- $0 $1 $1 $1 Spending Summary Transportation Health 3E8430Company Confidential Home Entertainment Utilities Miscellaneous $1 $1 .00 0.00 Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Monthly Monthly Monthly Monthly Monthly Monthly Weekly Yearly Monthly Monthly 0.00 0.Mobile Cable/satelite Gas Water Electricity Internet Other Other Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly 0.00 Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Bill's train pass Jane's bus pass Other Monthly Monthly Weekly Quarterly Yearly Monthly Monthly Monthly 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Health Dental Medical Medication Vision/contacts Life Insurance Other Other Monthly Monthly Monthly Semi-Annually 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.budget by month 3E8430Company Confidential Quick Budget Chart: Income Frequency Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other Spending Monthly Monthly Weekly Monthly Monthly Total: Amount Monthly Budget Summary Yearly 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.Home Phone .00 0.00 0.00 0.00 Utilities Phone .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.

00 500.00 0.00 0.00 98350.00 0.00 0.00 0.000 0 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 3E8430Company Confidential Jul Row 16 Aug Row 8 Sep Oct Nov .00 0.000 Err:502 60.00 0.00 6550.00 3300.00 0.00 0.00 0.00 30000.00 0.00 0.000 Err:502 Err:502 20.00 13000.00 1180200 Err:502 Err:502 Err:502 $1.00 0.000 Err:502 Err:502 40.00 0.00 2000.00 1000.00 5000.00 5000.00 250.00 0.00 0.00 0.00 0.874.00 0.000 Err:502 Err:502 80.00 0.00 0.00 5000.000.180.00 0.00 2000.00 0.00 0.00 0.00 Err:502 100.00 101224.00 0.00 0.00 0.00 0.00 0.00 0.00 1000.00 0.00 25000.00 0.00 Transportation Car Rent Driver Salary Gas Maintenance Registration/Inspection Bill's train pass Jane's bus pass Other 29500.00 0.000 $1.00 0.000.00 30000.00 6550.00 0.00 1000.00 2800.00 4500.00 0.00 2800.00 0.00 13300.00 0.000 Err:502 Err:502 Spending Summary Err:502 Err:502 156000 Err:502 354000 Err:502 Err:502 Err:502 159600 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 78600 Err:502 Err:502 Transportation Health Err:502 Err:502 Home Utilities Entertainment Miscellaneous 432000 Err:502 Err:502 Budget by Month Err:502 Err:502 160.00 Err:502 694488 Err:502 Err:502 Err:502 Err:502 1874688 Err:502 Err:502 Utilities Phone .00 2000.00 30000.00 101224.00 0.00 36000.00 0.00 0.00 Home EMI Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Gardning Other 36000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.000 $694.000 2.00 0.00 500.00 29500.488 1.00 5000.00 0.Home Phone .00 0.00 0.00 0.688 1.00 4500.200 Err:502 0 500.00 0.00 0.00 0.00 1000.00 Total: 156224.000 Err:502 120.00 0.00 25000.00 0.00 0.00 5000.00 250.00 5000.00 Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other 13300.00 2000.00 0.00 0.00 30000.00 0.00 Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Misc Jerry Other 13000.00 0.00 0.500.000 Err:502 Err:502 140.00 0.00 0.00 10000.00 0.00 1000.Cell Cable Gas Water Electricity Internet Other Other 0.quick budget budget aa quick 3E8430Company Confidential Budget By Month Yearly Chart: 0 Income Jul Aug Sep Oct Nov Budget Summary 1 Months Mar to Date Total Income (net) Salary/Wages Housing All Bonus Claim Car all Spending 156224.00 0.00 25000.00 98350.000 Health Dental Medical Medication Vision/contacts Life Insurance Other Other 0.00 25000.00 0.00 3300.00 1000.00 0.00 10000.

00 0.00 0.00 0.00 0.00 0.00 Home mortgage Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax 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.Home Phone .00 0.00 0.00 0.00 0.00 0.00 0.00 0.Mobile Cable/satelite Gas Water Electricity Internet 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 Utilities Phone .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 0 0 0 $- 0 $- 0 $0 1 1 1 Actuals by Month 1 1 1 1 1 0 0 0 0 0 0 Mar 3E8430Company Confidential Row Apr 17 Row 8 May Jun 1 1 .00 0.00 0.00 Apr 0.00 0.00 0.00 0.00 0.00 March 0 0 Spending Total Spending: 0.00 0.00 0.00 0.00 Health Dental Medical Medication Vision/contacts Life Insurance Other Other 0.00 0.00 May 0.00 0.3E8430Company Confidential Tracking Chart: Income Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other Mar 0.00 0.00 0.00 0.00 Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Bill's train pass Jane's bus pass 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 Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other 0.00 0.00 0.00 0.00 0.00 0.00 Jun Actual Income/Spend Summary Mar to Date 0.00 0.00 0.00 0.00 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.Home Phone .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 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 0 0.00 0.00 0 0 0.00 0.00 Home mortgage Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other 0 0.00 0.00 0.00 Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other 0 0.00 0.00 Utilities Phone .00 0.00 0.00 0 0 0.Mobile Cable/satelite Gas Water Electricity Internet Other Other 0 0.00 0.00 0.00 0.00 0.00 0.00 0.Comparison Income Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other 3E8430Company Confidential Compare Budget Oct Actual Tracking vs Budget Summary Vs Budget 0 0 0 0 0 0 0 0 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 0 0.00 0.00 0.00 0.00 Health Dental Medical Medication Vision/contacts Life Insurance Other Other 0 0.00 Spending Total Spending: October to Budget October 0 0 0 0 0 0 Expense 0 0 0 Income 0 Balance 0 (Savings) 1 1 0 1 1 1 Spending Comparison Budget Tracking Transportation Health 0 0 0 0 Home Entertainment 0 0 3E8430Company Confidential 0 Utilities Miscellaneous 0 0 0 0 0 .00 0.00 0.00 0.00 0.00 0 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 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 Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other 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 Health Dental Medical Medication Vision/contacts Life Insurance Other Other 0.3E8430Company Confidential Daily Spending Record Spending 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 Total Day's Spending: 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.Home Phone .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.Mobile Cable/satelite Gas Water Electricity Internet 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 Utilities Phone .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3E8430Company Confidential .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Home mortgage Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax 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 Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation 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 Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Bill's train pass Jane's bus pass 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 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.