Budget Planner - Overview / Help: Instructions

Questions?
Questions?
Email
Email at
at
milindskulkarni2005@yahoo.co.in
milindskulkarni2005@yahoo.co.in
Budget Planner - Overview / Help

Budge
Budge
tt By
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.
or
or create
create aa budget
budget by
by month
month
Quick Budget
Chart:
Income
Frequency
Total Income (net)

Salary/Wages
H.R. Allowence
Special pay+ tranport+vsda
MEDICAL+LTC
bonus+performance
Spending
Home
EMI
Rent
Maintenance
furniture
Household Supplies
Groceries
Real Estate Tax
insurance intrest
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
Health
Dental
Medical
Medication
Vision/contacts
medical Insurance
SAVINGS
LIC
LIC ANUSH
PENTION FUND
R.D
CHIT
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
INCOME TAX
TRAVEL
Other
Monthly
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Monthly
Yearly
Monthly
Monthly
Yearly
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
Monthly
Monthly
Monthly
Yearly
Monthly
Monthly
Monthly
Semi-Annually
Yearly
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
Monthly
Monthly
Monthly
Monthly
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
Monthly
Monthly
Monthly
Semi-Annually
Yearly
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
Yearly
Semi-Annually
Yearly
Monthly
Monthly
Monthly
Weekly
Yearly
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
Monthly
Yearly
Monthly
Monthly
Yearly
Monthly
Weekly
Monthly
Monthly
Monthly
Yearly
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
Monthly
Monthly
Monthly
Yearly
Yearly
Budget Summary
Yearly
0.00
0.00
0.00
0.00
0.00
0.00
Total:
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Registration/Inspection
Bill's train pass
Jane's bus pass
Other
Amount
Monthly
$-
$0
$0
$0
$0
Expense
$1
Income
$1
$1
$1
$1
Balanc e
Spending Summary
Transportation
Miscellaneous
Home
Utilities
Health
SAVINGS
$1
or
or create
create aa quick
quick budget
budget
Budget By Month
January
Chart:
5
Income
Jan
Feb
Mar
Apr
May
Budget Summary
0 Months
Jan to Date
Total Income (net)

Salary/Wages
Salary/Wages (Spouse)
VSDA
MEDICAL
Other
Spending
Total:
0.00
0.00
0.00
0.00
0.00
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
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
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
RD
Other
0.00
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
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
0.00
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
hostel fee
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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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
$0
Expense
$1
$1
Inc ome
$1
$1
$1
Balanc e
Spending Summary
Transportation
Home
Utilities
Health
Entertainment
Misc ellaneous
Budget by Month
1.00
0.90
0.80
0.70
0.60
0.50
0.40
0
0.30
0.20
0.10
Expense
0.00
Income
Jan
0
Feb
Mar
Apr
May
$1
Tracking
Chart:
Income
Jan
Total Income (net)

Salary/Wages
H.R. Allowence
MEDICAL+LTC
bonus+performance
0.00
Feb
0.00
Mar
0.00
Apr
0.00
Actual Income/Spend Summary
Jan to Date
0.00
0.00
0.00
0.00
0.00
0.00
January
Spending
Total Spending:
0.00
0.00
0.00
0.00
0.00
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
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
Home
EMI
Rent
Maintenance
furniture
0.00
0.00
0.00
0.00
0
Household Supplies
Groceries
Real Estate Tax
insurance intrest
0
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
0.00
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
medical Insurance
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0
SAVINGS
LIC
LIC ANUSH
PENTION FUND
R.D
CHIT
0
0
0
0
0
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
INCOME TAX
TRAVEL
Other
$0
$1
Income
$1
$1
$1
Balance
Actuals by Month
1.00
0.90
0.80
0.70
0.60
0.50
0.40
0.30
0.20
0.10
Expense
0.00
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
$0
Expense
Jan
Feb
Income
Mar
Apr
$1
$1
Comparison
October
Compare
Income
Budget
Total Income (net)

Salary/Wages
H.R. Allowence
MEDICAL+LTC
bonus+performance
Oct Actual
0
0
0
0
0
0
Tracking vs Budget Summary
Vs Budget
0
0
0.00
0.00
0.00
0.00
0.00
Spending
0
0
Budget
Total Spending:
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Bill's train pass
Jane's bus pass
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Home
EMI
Rent
Maintenance
furniture
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
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
Health
Dental
Medical
Medication
Vision/contacts
medical Insurance
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0
0
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
Household Supplies
Groceries
Real Estate Tax
insurance intrest
0
SAVINGS
LIC
LIC ANUSH
PENTION FUND
R.D
CHIT
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
INCOME TAX
TRAVEL
Other
October
to Budget
0
Tracking
0
$- $0 $0 $0 $0 $1 $1 $1 $1 $1 $1
Expense Income Bal nce(Savings)
Spending Comparison
Budget
0
0
Transportation
Miscellaneous
Home
Utilities
Health
Tracking
0
0
SAVINGS
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
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
0.00
0.00
0.00
0.00
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
furniture
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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
medical Insurance
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
Household Supplies
Groceries
Real Estate Tax
insurance intrest
0
0
0
SAVINGS
LIC
LIC ANUSH
PENTION FUND
R.D
CHIT
0
0
0
0
0
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
INCOME TAX
TRAVEL
Other

Budget Planner - Overview / Help: Instructions

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Budget Planner - Overview / Help: Instructions

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Questions?

Budget Planner - Overview / Help

Enter data in only the white cells with gray borders:

Total Income (net)

Total Income (net)

Total Income (net)

Actual Income/Spend Summary

Total Income (net)

Tracking vs Budget Summary

Daily Spending Record

Total Day's Spending:

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