Академический Документы
Профессиональный Документы
Культура Документы
4/30/12 18:37
Frequency
Amount
1
1
1
1
1
1
1
1
1
1
1
1
1
1
4.3
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
Salary/Wages
Salary/Wages (Spouse)
Other
Other
Other
Monthly
Monthly
Monthly
Monthly
Monthly
0.00
0.00
Monthly
Yearly
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Spending
0.00
0.00
Transportation
Auto Loan/Lease
Insurance
Petrol,Gas,Oil & Lub.
Maintenance
Registration/Inspection
Train/Bus tickets
Taxis
Other
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
Home
Home Loan EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Weekly
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
Utilities
Phone - Home
Phone - Cell
Cable TV
Cooking 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
Medicines
Vision/contacts
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
Charts:
1
1
1
1
4.3
1
1
1
1
4.3
1
1
1
1
1
1
1
1
1
4.3
1
1
1
1
1
Life Insurance
Yoga/Fitness Club
Other
Monthly
Monthly
Monthly
Entertainment
Memberships
Dining out
Events
Subscriptions,Newspaper
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
Monthly
Weekly
Monthly
Monthly
Monthly
Monthly
Weekly
Monthly
Monthly
Monthly
Miscellaneous
Laundry,Dry Cleaning
New Clothes
Donations/Charity
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Weekly
Monthly
Monthly
Monthly
Monthly
Monthly
Daily
Weekly
Monthly
Semi-Annually
Quarterly
Yearly
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Weekly
1
2
3
Yearly
Monthly
Weekly
3
Quick Budget
TRUE
Pie Chart
Transportation
Home
Utilities
Health
Entertainment
Miscellaneous
$0
$0
$0
$0
$0
$0
Bar Chart
Balance
Income
Expense
$0
$0
$0
Budget by Month
4/30/12 18:37
Jan
Spending
Feb
4000.00
3000.00
4000.00
3000.00
Mar
Apr
May
Jun
Jul
0.00
0.00
0.00
0.00
0.00
1651.00
1429.00
44.00
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
302.00
2.00
400.00
44.00
44.00
0.00
0.00
0.00
0.00
300.00
400.00
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
700.00
900.00
0.00
0.00
0.00
0.00
0.00
700.00
900.00
50.00
50.00
129.00
129.00
0.00
0.00
0.00
0.00
0.00
100.00
0.00
0.00
0.00
0.00
0.00
0.00
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
Health
Dental
Medical
Medication
100.00
Vision/contacts
Life Insurance
Other
Other
Entertainment
Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
199.00
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
300.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
199.00
300.00
For Charts use the numbers: Yearly (1), Monthly (avg.) (2), W
(3), Current Month (4), January-December (5-16)
Aug
0.00
Sep
0.00
Oct
0.00
Nov
0.00
Dec
0.00
2 Months
7000.00
7000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
3124.00
0.00
0.00
0.00
0.00
0.00
746.00
46.00
0.00
700.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
1600.00
0.00
1600.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
179.00
179.00
0.00
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
100.00
0.00
Jan to Date
Charts: 4
Current Month
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
199.00
0.00
0.00
0.00
0.00
199.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
300.00
0.00
300.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Current Month
Budget by
Chart:
Month
Apr
TRUE
Start Mth
4
1 Yearly
2 Months
2 Monthly (avg.)
2 Months
3 Weekly (avg.)
2 Months
4 Current Month
Apr
5 January
Jan
6 February
Feb
7 March
Mar
8 April
Apr
9 May
May
10 June
Jun
11 July
Jul
12 August
Aug
13 September
Sep
14 October
Oct
15 November
Nov
16 December
Dec
Icome
Expence
Jan
4000
1651
Feb
3000
1429
Mar
44
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Mths/Wks
Pie Chart
Budgeted
Transportation
$0
Balance
$0
Home
$0
Income
$0
Utilities
$0
Expense
$0
Health
$0
Entertainment
$0
Miscellaneous
$0
$0
Balance
2349
1571
-44
0
0
0
0
0
0
0
0
Bar Chart
Salary/Wages
Salary/Wages (Spouse)
Other
Other
Other
Feb
4000.00
3000.00
4,000.00
3,000.00
Mar
Apr
May
Jun
Jul
0.00
0.00
0.00
0.00
0.00
Total Spending:
12
13
14
15
16
17
18
19
1195.00
871.00
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
201.00
1.00
200.00
22.00
22.00
0.00
0.00
0.00
0.00
0.00
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
570.00
770.00
0.00
0.00
0.00
0.00
0.00
570.00
770.00
80.00
79.00
0.00
0.00
0.00
0.00
0.00
80.00
79.00
111.00
0.00
0.00
0.00
0.00
0.00
0.00
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
Utilities
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
43
44
45
46
Health
Dental
Medical
111.00
47
48
49
50
51
Medication
Vision/contacts
Life Insurance
Other
Other
52
53
54
55
56
57
58
59
60
61
62
63
Entertainment
Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
222.00
222.00
0.00
0.00
0.00
0.00
0.00
0.00
11.00
0.00
0.00
0.00
0.00
0.00
0.00
(456)
(558)
(44)
1.00
2.00
3.00
4.00
64
65
66
67
68
69
70
71
72
73
74
75
76
77
3
4
5
Miscellaneous
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
Checking Account
Retairement Plan
Certificate
Other
6
7
3
4
5
6
11.00
For Charts use the numbers: Current Month (1), Prior Month (
Date (3), January-December (4-15)
Charts:
Aug
0.00
Sep
0.00
Oct
0.00
Nov
0.00
Dec
0.00
Jan to Date
7000.00
7,000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
2066.00
0.00
0.00
0.00
0.00
0.00
223.00
23.00
200.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
1340.00
0.00
1,340.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
159.00
0.00
0.00
0.00
0.00
0.00
159.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
111.00
0.00
111.00
February
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
222.00
222.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
11.00
0.00
11.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
February
5
5
4
3
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
5
1
Current Month
Prior Month
Jan to Date
January
February
March
April
May
June
July
August
September
October
November
December
Feb
Apr
Apr
Mar
Jan to Date
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Icome
4000
3000
0
0
0
0
0
0
0
0
Expence
1195
871
0
0
0
0
0
0
0
0
Nov
Dec
0
0
0
0
1
2
3
4
5
6
7
8
9
10
11
12
13
Balance
2805
2129
0
0
0
0
0
0
0
0
Budget By Month?
January
TRUE
February
March
April
May
June
July
August
September
October
November
December
January to Date
Pie Chart 1
Transportation
22
Home
770
Utilities
79
Health
0
Entertainment
0
Miscellaneous
0
Feb
2
8.666667
Bar Chart
Balance
Income
Expense
0
0
$2,129
$3,000
$871
Comparison
4/30/12 18:37
Salary/Wages
Salary/Wages (Spouse)
Other
Other
Other
Total Spending:
12
13
14
15
16
17
18
19
Feb Actual
February
5
Vs Budget
3,000
3000
3000
0
0
0
0
3,000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
1,429
1,092
-337
Transportation
Auto Loan/Lease
Insurance
Gas
Maintenance
Registration/Inspection
Bill's train pass
Jane's bus pass
Other
400
0.00
0.00
400.00
0.00
0.00
0.00
0.00
0.00
22
22.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-378
22.00
0.00
-400.00
0.00
0.00
0.00
0.00
0.00
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
900
0.00
900.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
770
0.00
770.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
-130
0.00
-130.00
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
129
129.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
300
0.00
0.00
0.00
0.00
0.00
300.00
0.00
0.00
0.00
171
-129.00
0.00
0.00
0.00
0.00
300.00
0.00
0.00
0.00
0
0.00
0.00
0
0.00
0.00
0
0.00
0.00
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
Health
Dental
Medical
47
48
49
50
51
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
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
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
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
0.00
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
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
mpare to Budget use the numbers: Current Month (1), Prior Month (2),
y to Date (3), January-December (4-15)
February
4
3
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
5
Current Month
Prior Month
Jan to Date
January
February
March
April
May
June
July
August
September
October
November
December
Simple Budget
Feb
Budget By Month?
Apr
TRUE
Mar
Jan to Date
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
1
1 Pie Chart
Budget
Transportation
Home
Utilities
Health
Entertainment
Miscellaneous
400
900
129
0
0
0
Tracking
22
770
300
0
0
0
Tracking
Balance (Savings)
$1,908
Income
$3,000
Expense
$1,092
Budget
$1,571
$3,000
$1,429
Daily Spendings
4/30/2012 18:37:55
1st
2nd
3rd
4th
5th
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
Home
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
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
Health
Dental
Medical
Medication
Vision/contacts
Life Insurance
Other
Other
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
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
6th
7th
8th
9th
10th
11th
12th
13th
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
14th
15th
16th
17th
18th
19th
20th
21st
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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22nd
23rd
24th
25th
26th
27th
28th
29th
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30th
31st
Month
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SETUP
4/30/2012 18:37:55
Minimal Setup Required
Starting Month for the Budget Year
Quick Budget (1) or Budget By Month (2)
1
2
Instructions
You may move from worksheet to worksheet by selecting SpreadSheet buttons located at the bottom of this workbook.
Enter data in only the white cells with gray borders.
Use numbers 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 keywo
provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures on the "Com
Make sure to set up which budget model is used "Quick Budget" or "Budget by Month".
Budget by Month
Use the "Budget By Month" sheet to create a budget with greater detail. Setup your first budget month by SETUP sheet.
Tracking
Use this sheet to track your actual income and spending. Setup your first budget month by SETUP sheet.
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 numbers 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 hel
you stick to your budget. Your savings can be invested in a better way and which will help you when you are in need!