Budget Planner

or create a budget by
month
verview/ Help
aily Spending
Quick Budget
Income
Frequency
Total Income (net)

Salary/Wages
Salary/Wages (Spouse)
Other
Other
Other
Monthly
Monthly
Weekly
Monthly
Monthly
Amount
18295.00
3000.00
Monthly
Chart:
Budget Summary
Yearly
18295.00
3000.00
0.00
0.00
0.00
0.00
219540.00
36000.00
0.00
0.00
0.00
15433.33
185200.00
3008.33
0.00
1250.00
758.33
0.00
0.00
0.00
500.00
500.00
36100.00
0.00
15000.00
9100.00
0.00
0.00
0.00
6000.00
6000.00
9200.00
4500.00
2500.00
200.00
0.00
0.00
2000.00
0.00
0.00
0.00
0.00
110400.00
54000.00
30000.00
2400.00
0.00
0.00
24000.00
0.00
0.00
0.00
0.00
1025.00
500.00
325.00
0.00
0.00
0.00
200.00
0.00
0.00
0.00
12300.00
6000.00
3900.00
0.00
0.00
0.00
2400.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
100.00
0.00
0.00
0.00
0.00
100.00
0.00
0.00
0.00
0.00
0.00
1200.00
0.00
0.00
0.00
0.00
1200.00
0.00
0.00
0.00
0.00
0.00
2100.00
100.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
2000.00
0.00
0.00
0.00
25200.00
1200.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
24000.00
0.00
0.00
0.00
$185,200
1
$-
$(185,200)
Spending
Total:
-$200,000
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Registration/Inspection
Train pass
Bus pass
Other
Monthly
Monthly
Weekly
Quarterly
Yearly
Monthly
Monthly
Monthly
0.00
1250.00
175.00
0.00
0.00
0.00
500.00
500.00
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
Monthly
Monthly
Monthly
Monthly
Yearly
Monthly
Weekly
Semi-Annually
Monthly
Monthly
4500.00
2500.00
200.00
0.00
0.00
2000.00
0.00
0.00
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
Monthly
Monthly
Monthly
Semi-Annually
Monthly
Monthly
Monthly
Entertainment
Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Weekly
Yearly
Monthly
Monthly
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
500.00
325.00
200.00
100.00
100.00
2000.00
-$100,000
$0
$100,000
$200,000
Series3
Series2
Series1
Spending Summary
Transportation
Home
Utilities
Health
Entertainment
Miscellaneous
Questions?
Email at milindskulkarni2005@yahoo.co.in
Budget Planner - Overview / Help

Budget By
Month
Quick Budget
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
to chart different time periods (Current Month, Prior Month, Yearly, Jan, Feb, etc.)
Quick#'Quick
Budget Budget'.A1
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
#'Budget
by Month
By Month'.A1
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
#Tracking.A1
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
#Comparison.A1
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
#'Daily Spending'.A1
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.
Click here
then Ctrl+0
Daily Spending
Quick Budget
Budget By Month
Chart:
-4
Income
Aug
Sep
Oct
Nov
Dec
Budget Summary
0 Months
Aug to Date
Total Income (net)

Salary/Wages
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
$10,051
$-
$(10,051)
Spending
0.00
0.00
0.00
0.00
0.00
14051.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
500.00
0.00
0.00
0.00
0.00
500.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
500.00
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
0.00
0.00
0.00
200.00
0.00
0.00
1000.00
2000.00
0.00
300.00
0.00
0.00
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
1200.00
500.00
325.00
0.00
175.00
0.00
200.00
0.00
0.00
0.00
0.00
Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
0.00
Entertainment
Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
1250.00
0.00
0.00
0.00
0.00
1250.00
0.00
0.00
0
1200.00
0.00
100.00
500.00
0.00
100.00
0.00
0.00
500.00
0.00
0.00
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
6401.00
100.00
0.00
3001.00
0.00
0.00
1100.00
200.00
0.00
2000.00
0.00
0.00
0.00
0.00
Total:
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Train pass
Bus pass
Other
0.00
0.00
0.00
0.00
0.00
3500.00
0.00
0.00
200.00
0.00
0.00
1000.00
2000.00
0.00
300.00
0.00
0.00
1200.00
500.00
325.00
0.00
175.00
0.00
200.00
0.00
0.00
0.00
-20,000.00
-10,000.00
0.00
10,000.00
20,000.00
Series3
Series2
Series1
Spending Summary
500
200
1000
2000
300
1200
500
325
Transportation
Home
Utilities
Health
Entertainment
Miscellaneous
175
Budget by Month
200
1
1
0.00
0.00
0.00
$
0.00
0.00
0.00
0.00
0.00
0.00
0.00
1250.00
0.00
0.00
0.00
0.00
1250.00
0.00
0.00
1200.00
0.00
100.00
500.00
0.00
100.00
0.00
0.00
500.00
0.00
0.00
6401.00
100.00
0.00
3001.00
0.00
0.00
1100.00
200.00
0.00
2000.00
0.00
0.00
0.00
1250
0
0
1250
0
Aug
Sep
Se
Se
Oct
Nov
Dec
0
1200
100
500
100
500
6401
100
3001
1100
200
2000
Series1
Series2
aily Spending
ere then Ctrl+0
Overview/ Help
Quick Budget
Tracking
Chart:
Income
Total Income (net)
Salary/Wages
Other
Other
Other
Aug
0.00
Sep
0.00
Oct
0.00
Nov
0.00
Actual Income/Spend Summary
Aug to Date
0.00
0.00
0.00
0.00
0.00
0.00
$$-
$-
Spending
Total Spending:
0.00
0.00
0.00
0.00
0.00
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Train pass
Bus pass
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
0.00
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Entertainment
Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.20
0.40
0.60
0.80
1.00
Series3
Series2
Series1
Actuals by Month
1
1
1
0
0
0
Aug
Sep
S
S
Oct
Nov
Series1
Series2
Compare
verview/ Help
Income
Total Income (net)
Salary/Wages
Other
Other
Other
aily Spending
Quick Budget
Comparison
August
to Budget
Budget
Aug Actual
0
0
0
0
0
0
0
0.00
0.00
0.00
0.00
0.00
Tracking vs Budget Summary
Vs Budget
0
0.00
0.00
0.00
0.00
0.00
$14,051
Budget
$$(14,051)
$-
Tracking
$-
Spending
Total Spending:
14,051
-14,051
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Train pass
Bus pass
Other
500
0.00
0.00
0.00
0.00
0.00
0.00
0.00
500.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-500
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-500.00
3,500
0.00
0.00
200.00
0.00
0.00
1,000.00
2,000.00
0.00
300.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-3,500
0.00
0.00
-200.00
0.00
0.00
-1,000.00
-2,000.00
0.00
-300.00
0.00
$-20,000.00
-10,000.00
0.00
10,000.00
20,000.00
Expense
Income
Spending Comparison
7000
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
Balance (Savings)
6401
6000
5000
4000
3500
3000
2000
1000
1200 1250 1200
500
0
Budget
Budget
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
1,200
500.00
325.00
0.00
175.00
0.00
200.00
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
-1,200
-500.00
-325.00
0.00
-175.00
0.00
-200.00
0.00
0.00
0.00
Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
1,250
0.00
0.00
0.00
0.00
1,250.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-1,250
0.00
0.00
0.00
0.00
-1,250.00
0.00
0.00
1,200
0.00
100.00
500.00
0.00
100.00
0.00
0.00
500.00
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
-1,200
0.00
-100.00
-500.00
0.00
-100.00
0.00
0.00
-500.00
0.00
0.00
6,401
100.00
0.00
3,001.00
0.00
0.00
1,100.00
200.00
0.00
2,000.00
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
-6,401
-100.00
0.00
-3,001.00
0.00
0.00
-1,100.00
-200.00
0.00
-2,000.00
0.00
0.00
0.00
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
Tracking
Tracking
Transportation
Home
Utilities
Health
Entertainment
Miscellaneous
Overview/ Help
Daily Spending
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
0.00
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
Train pass
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
0.00
0.00
0.00
0.00
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
EMI
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
0.00
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 - Home
Phone - Cell
Cable
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
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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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
0.00
0.00
0.00
0.00
0.00
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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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 Planner

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Budget Planner

Uploaded by

Copyright:

Available Formats

or create a budget by

Total Income (net)

Budget Planner - Overview / Help

Enter data in only the white cells with gray borders:

Total Income (net)

ere then Ctrl+0

Actual Income/Spend Summary

Tracking vs Budget Summary

1200 1250 1200

Daily Spending Record

Total Day's Spending:

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