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Personal Expense Tracker 1
Personal Expense Tracker 1
The Budget Planner allows you to enter the budget of more than one person or if you prefer enter your family name. You can add your first 3 here...
Ashok Priyanka
Budget Amount
Budget %
Difference
Actual Amount
Jan
The Planner automatically Monthly amounts for you regard frequency you've entered. Despi adjust each monthly value indep
Enter your 'Budget' Amount for the frequency and currency you've
How Frequent will this activity Enter a currency if different to your local currency
Enter the 'Actual Amount' for the frequency and currency you've specified
Usually set to 1, however if you want to recognise over-payments or similar, use this cell as a
You can enter your Budget in any currency, however, for the spreadsheet to functio you need to define a Local Currency and conversion rates between your local curren any other currency you may want to view on the dashboard. Useful if your income o are in multiple currencies.
INR INR
Defaults are in place but needless to say they c vary considerable over time.
I. Only enter your information into the cells that look like this ii. The Budget & Actual amounts should be entered as if they have the same Freque iii. To insert a row, copy another row in the relevant section and insert the copied ro
Monthly Monthly Amount (INR) Amount (INR)
6,065
ual ount
Jan
Feb
The Planner automatically calculates the Monthly amounts for you regardless of the frequency you've entered. Despite this you can adjust each monthly value independently
Enter the 'Actual Amount' for the frequency and currency you've specified
ency, however, for the spreadsheet to function correctly nd conversion rates between your local currency and iew on the dashboard. Useful if your income or expenses
efaults are in place but needless to say they can ary considerable over time.
e cells that look like this ld be entered as if they have the same Frequency, Currency & Unit Qty n the relevant section and insert the copied row.
e PLANNER
FILTER OPTIONS
Currency Graph Person Tag INR Mar
Planner!$AF$5:$AF$115 1
EXPENSE ANALYSIS
Income Rental Property Home Expenses Transportation Health & Insurance Daily Living Entertainment Savings & Investments Miscellaneous TOTAL
*All
*All
Mar Expense(INR) Mar Income(INR) Monthly Analysis(INR) TAGS Analysis(INR)
TAGS ANALYSIS
Expense (INR) Income (INR)
Bank Communications Credit Food Health Insurance Media Personal 0.00 1,249.00 0.00 2,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 ## ## ## ## ## #N/A 1,249 #N/A 2,000 #N/A #N/A Rent
67% #N/A #N/A
TAGS Analysis(INR)
Pet Property Retirement Salary Shares Utilities Vehicle Rent #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
0.00 0.00 0.00 0.00 0.00 0.00 0.00 6,500.00 #N/A #N/A #N/A #N/A #N/A #N/A #N/A #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
0.00 0.00 0.00 72,774.00 0.00 0.00 0.00 0.00 #N/A #N/A #N/A #N/A #N/A #N/A #N/A
## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ##
#N/A #N/A #N/A #N/A #N/A #N/A #N/A 6,500 #N/A #N/A #N/A #N/A #N/A #N/A #N/A #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!
TAGS Analysis(INR)
Salary 100%
10,000
Monthly Budget 0 8,667 -8,667 Annual Budget 0 104,000 -104,000 0 -104,000
5,000
0
Monthly Budget -5,000 -10,000 Income Expense
(Balance + Savings)
ANALYSIS
Expense (INR)
0.00 0.00 7,749.00 0.00 0.00 2,000.00 0.00 0.00 0.00 9,749.00
Mar Expense(INR)
#N/A #N/A 7,749 #N/A #N/A 2,000 #N/A #N/A #N/A
INCOME
TAGS Analysis(INR)
Communica tions 13%
MONTHLY ANALYSIS
ACTUALS
Income Expense
Food 21%
Net
BUDGET
Budget Income Budget Expense
Planner!$AU$5:$AU$115
Planner!$AV$5:$AV$115
Planner!$AW$5:$AW$115
Budget Net
-8,666.67
-8,666.67
-8,666.67
TAGS Analysis(INR)
80,000.00
30,000.00
Salary 100%
20,000.00 10,000.00
0.00
-10,000.00 -20,000.00
Jan
Feb
Mar
Apr
Income
Expense
Monthly Budget
Monthly Actual
INCOME ANALYSIS
Income (INR) Income Rental Property Home Expenses Transportation Health & Insurance Daily Living Entertainment Savings & Investments Miscellaneous TOTAL
72,774.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 72,774.00
Mar Income(INR)
72,774 #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Income 100%
Planner!$AH$5:$AH$115 Planner!$AI$5:$AI$115
Planner!$AX$5:$AX$115
Planner!$AY$5:$AY$115
Planner!$AZ$5:$AZ$115
-8,666.67
-8,666.67
-8,666.67
-8,666.67
-8,666.67
-8,666.67
-8,666.67
Monthly Analysis(INR)
May
Jun
Jul
Aug
Sep
Oct
Nov
Expense
Net
Budget Income
Budget Expense
Budget Net
Planner!$AN$5:$AN$115 Planner!$AO$5:$AO$115
Planner!$BE$5:$BE$115 Planner!$BF$5:$BF$115
-8,666.67
-8,666.67
Nov
Dec
221292073.xlsx.ms_office
REMEMBER: Your monthly numbers are calculated automatically based on the 'Actual Amount' you enter, however you can adjust each month individually
ACTUALS TRACKING
Category
Person Item
Tags
Budget Type
I I I I I I
Frequency
Budget Amount
Budget %
Difference
Actual Amount
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Comments
Income
Income Income Income Income Income Income
1 1 1 1
INR
########
6,065
Rental Property
Rental Property Rental Property Rental Property
Einstein
Property
I E E
Monthly
0 0 0
0 -
Home Expenses
Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses Home Expenses
Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok
Rent Contents Insurance Electricity Gas Water Satellite - Sky Internet Mobile Credit Card 1 Repayment Mobile Loan Credit Card 2 Repayment
Rent Insurance Utilities Utilities Utilities Communications Communications Communications Credit Communications Credit Credit
E E E E E E E E E E E E E E E E E E E E E
Monthly Monthly Quarterly Quarterly Quarterly Monthly Quarterly Monthly Monthly Monthly Monthly Monthly
1 1 1 1 1 1 1 1 1 1 2 1
-100%
542
USD USD
542 0 0 0 0 0 0 104 0 0 0 0 0 0 0 0 0 0 0 0 0
646
6,500.00
1,249.00
542
Transportation
Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation Transportation
Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok
Car Loan Car Insurance Car Tax Fuel Bus / Taxi / Train Fare Repairs / Maintenance Registration & Licenses Car Loan Car Insurance Car Tax Fuel Bus / Taxi / Train Fare Repairs / Maintenance Registration & Licenses
Credit Insurance Vehicle Vehicle Vehicle Vehicle Vehicle Credit Insurance Vehicle Vehicle Vehicle Vehicle Vehicle
E E E E E E E E E E E E E E E
Monthly Annually Weekly Monthly Annually Monthly Monthly Annually Monthly Monthly Annually
1 1
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 -
E E E E
0 0 0 0
0 -
Daily Living
Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living Daily Living
Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok
Food Shopping Personal Supplies Clothing Dining / Eating Out Barber / Hairdresser Education / Lessons Health Club Personal Supplies / Dry Cleaning Doggie Walker Eyebrows Barber / Hairdresser Education / Lessons Health Club
Food Personal Personal Personal Personal Personal Health Personal Pet Personal Personal Personal Health
E E E E E E E E E E E E E E
1 1 1
2,000.00
7%
2,000.00
8,111
1 1
8,111 0 0 0 0 0 0 0 0 0 0 0 0 0
8,111
2,000.00
2,000
2,000
8,111
Entertainment
Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment Entertainment
Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok Ashok
DVD's / Blue Ray Music Subscriptions Games Movies / Theatre / Concerts Sporting Events Books Holiday / Travel Gizmo's / Gadgets / Electronics Books Movies / Theatre / Concerts Holiday / Travel Sporting Events Subscriptions
Media Media Media Media Media Media Personal Personal Media Media Personal Media Media
E E E E E E E E E E E E E E E
Annually
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Bank Account - Higher interest account Emergency Savings Interest Income Dividends Retirement (401k, IRA)
S S I I
0 0 0 0 0 0
Miscellaneous
Miscellaneous Miscellaneous Savings & Investments Savings & Investments Savings & Investments Savings & Investments Savings & Investments 0 Miscellaneous Miscellaneous Miscellaneous
E E E E E E E E E E E
1 1 1 1
0 0 0 0 0 0 0 0 0 0 0
0 -
., Clive
Page 26
4/8/2014
Home
Person
*All Ashok Priyanka From 'Start Here' Sheet From 'Start Here' Sheet From 'Start Here' Sheet
Home
Tags
*All Bank Communications Credit Food Health Insurance Media Personal Pet Property Retirement Salary Shares Utilities Vehicle Rent
Frequency
Weekly Bi-weekly Monthly Bi-monthly Quarterly Annually Half-year One-off
Budget Indicator
I E S Income Expense Savings
Graph
Monthly Annual Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Currencies
Local Currency
INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR INR
Last updated:
14-Jun-10
Alt Currency
INR USD INR
Exchange Rate
1 1.45621 68.0454