Budget Planner

Income
Frequency
Total Income (net)

Salary/Wages
Salary/Wages (Spouse)
Other
Other
Other
Spending
Monthly
Monthly
Weekly
Monthly
Monthly
Total:
or
or
create
create
a
budget
by
by
month
month
Quick Budget
Amount
Chart:
Monthly
Budget Summary
Yearly
21000.00
21000.00
0.00
0.00
0.00
0.00
252000.00
252000.00
0.00
0.00
0.00
0.00
27000.00
324000.00
48000.00
24000.00
0.00
0.00
0.00
0.00
0.00
0.00
24000.00
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Registration/Inspection
Train pass
Bus pass
Other
Monthly
Monthly
Weekly
Quarterly
Yearly
Monthly
Monthly
Monthly
4000.00
2000.00
0.00
0.00
0.00
0.00
0.00
0.00
2000.00
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
9000.00
0.00
4000.00
0.00
0.00
0.00
0.00
0.00
0.00
5000.00
0.00
108000.00
0.00
48000.00
0.00
0.00
0.00
0.00
0.00
0.00
60000.00
0.00
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
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
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
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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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
14000.00
0.00
0.00
0.00
0.00
0.00
14000.00
0.00
0.00
0.00
0.00
0.00
0.00
168000.00
0.00
0.00
0.00
0.00
0.00
168000.00
0.00
0.00
0.00
0.00
0.00
0.00
Monthly
-6000
21000
27000
$(10,000)
$-
$10,000
Expense
$20,000
Income
$30,000
Balance
Spending Summary
4000
14000
9000
Trans portation
Hom e
Entertainm ent
Miscellaneous
Utilities
Health
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.
Budget By Month
March
Chart:
0
Income
Apr
May
Jun
Jul
Aug
Budget Summary
0 Months
Oct to Date
Total Income (net)

Salary/Wages
Other
Other
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
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
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
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
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
0.00
Err:502
Err:502
Err:502
Err:502
Err:502
Err:502
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Err:502
Err:502
Err:502
Err:502
$-
$0
$0
$0
$0
Expense
$1
$1
Income
$1
$1
$1
Balance
Err:502
Err:502
Err:502
Spending Summary
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
Transportation
Err:502
Home
Utilities
Health
Entertainment
Miscellaneous
Err:502
Err:502
Err:502
Budget by Month
Err:502
Err:502
Err:502
Err:502
Err:502
1.00
0.90
0.80
0.70
Err:502
Err:502
Err:502
0.60
0.50
Err:502
0.40
Err:502
Err:502
Err:502
Err:502
0.30
0.20
0.10
Expense
0.00
Income
Err:502
Apr
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
May
Jun
Jul
Aug
$1
Tracking
Chart:
Income
Total Income (net)
Salary/Wages
Other
Other
Other
Oct
0.00
Nov
0.00
Dec
0.00
Jan
0.00
Actual Income/Spend Summary
Oct to Date
0.00
0.00
0.00
0.00
0.00
0.00
September
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
$0
$0
$0
Expense
$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
Oct
Nov
Income
Dec
Jan
$1
$1
Comparison
Income
Total Income (net)
Salary/Wages
Other
Other
Other
October
Compare
Budget
Oct Actual
0
October
to Budget
Tracking vs Budget Summary
Vs Budget
0
0
0.00
0.00
0.00
0.00
0.00
Spending
0
Budget
0
0
Total Spending:
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Train pass
Bus pass
Other
0
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
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
Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
0
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
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
Tracking
0
0
$- $0 $0 $0 $0 $1 $1 $1 $1 $1 $1
Expense Income Bal nce (Savings)
Spending Comparison
Budget
0
0
Transportation
Home
Entertainment
Miscellaneous
Tracking
0
0
Utilities
Health
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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Income

Total Income (net)

Budget Planner - Overview / Help

Enter data in only the white cells with gray borders:

Total Income (net)

Actual Income/Spend Summary

Tracking vs Budget Summary

Expense Income Bal nce (Savings)

Daily Spending Record

Total Day's Spending:

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