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Budget Planner Demo- Home

Move from worksheet to worksheet by clicking the dark blue buttons at the top of each worksheet.
Demo users: Income and the first 3 spending categories are open to demo users.

Budget Planner 1 - 2 - 3

#1 - Build a Budget #2 - Track Income/Spending #3 - Compare B


Use the Quick Budget sheet (for Track your actual income and
simple budgets) or the spending on this sheet or use the
Budget by Month sheet (click here). Daily Spending Record below

Quick Budget
or
Budget By Month

Use the Daily Spending Record


for detailed record keeping.

Pre- Customized Versions (at no additional cost)


Need additional spending rows? Additional spending cateogories? Using another currency? See our Pre-Customized
All versions below are available at no additional cost (all versions are available for free after purchasing the "basic" ve
Expanded (additional rows) Cents version
Additional Categories Pounds version
Daily Linked (links Daily Spending to Tracking) Euro version
Expanded & Daily Linked Rand version
Quick Budget
Create a quick and easy budget by filling out the white cells on the "Quick Budget" sheet. Enter the "Frequency" by usin
provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures
Make sure "Use this budget for comparison purposes" is selected. (If this box is not selected, the "Budget By Month" fig
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 dro
the "Income" section.
Make sure "Use this budget for comparison purposes" is selected if you are building 'a budget by month. (If this box is n
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
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 do
"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 lon
you stick to your budget.

Financial Calculators available at Simpleplanning.com:


- Budget Planner - Mortgage Calculator Net Worth Calculator
- Investment Calculator - Tax Calculator Complete Planner
- Retirement Planner - 401k Calculator Profit & Loss Planner

Software License Agreement


Simpleplannings.com grants usage of this financial planning "software" under the following terms and conditions:
After the purchasing and downloading of this software from Simpleplanning.com, the purchaser is granted a "license" to
The "licensee" may make copies of this product in an amount that does not exceed the number of licenses originally pur
Simpleplanning.com, or for the purpose of creating a backup copy.
This file or the software contained in this file shall not be transferred to a non-licensee without the written consent from S

Limitation of Liability
Simpleplanning.com will not be held liable for damages in the event of, but not limited to inaccurate assumptions, calcul
software, hardware, data and network failure and profit/savings losses as a result of using this software.
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Current Month

#3 - Compare Budget to Actuals


Compare your budgeted income
and spending to your actuals. Are
you over or under your budget?

Aug To Date

ncy? See our Pre-Customized versions below


after purchasing the "basic" version on our website).

Purchase now for $9.95


January
. Enter the "Frequency" by using the drop down menu February
o your Tracking (actual) figures on the "Comparison" sheet. March
cted, the "Budget By Month" figures will be used for April
May
June
July
budget month by using the drop down box in August
September
udget by month. (If this box is not selected, October
November
December

h by using the drop down box in the "Income" section.

me periods by using the drop down box above the

. This simple record goes a long way in helping

Invoice Template
Business Suite

ng terms and conditions:


chaser is granted a "license" to use this product.
number of licenses originally purchased from

thout the written consent from Simpleplanning.com.

inaccurate assumptions, calculation errors,


g this software.
Create a Quick budget below or create a

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Budget by Month (click here).

Select to compare budget to actual


income/spending on Comparison sheet

Monthly
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Budget
Enter category names & amounts below. Amounts calculated Chart:

Income Frequency Amount Monthly Yearly Budget Summary


Total Income (net) $7,075 $84,900
1 Salary/Wages (Bill) Monthly $3,500 $3,500 $42,000
2.17 Salary/Wages (Jane) Bi-Weekly $1,500 $3,250 $39,000 $2,383
4.33 Other Weekly $50 $217 $2,600
2.17 Other Bi-Weekly $50 $108 $1,300
1 Other Monthly $- $- $7,075
Column Z
Spending Total: $4,692 $56,304 $4,692
Transportation $497 $5,964 $0 $2,0 00 $ 3 ,00 0
$ 4,0 00 $ 5,0 0 0
$ 6,0 0 0 $7,0 00
1 Auto Loan/Lease Monthly $200 $200 $2,400 $ 8,0 00

1 Insurance Monthly $100 $100 $1,200


2.17 Bill's train pass Bi-Weekly $22 $48 $572
Row 26 Row 25 Row 24
2.17 Jane's bus pass Bi-Weekly $22 $48 $572
0.08 Registration/Inspection Yearly $200 $17 $200
1 Gas Monthly
Alternate versions available$70 $70 cost): $840
(at no additional Bar Chart
Spending Summary
1 Maintainnce -"Expanded"
Monthlyversion (additional rows & cate gories)
$- $- Quick Budget Pie Chart Balance $2,383
1 Other -PoundMonthly
Sterling (£), Euro, Rand$15versions $15 $180 Yearly FALSE Transportation $497 Income $7,075
-"Daily Linked" (for daily spending record kee ping)
0.08 Monthly Home $2,197 Expense $4,692
-Decimal version (view dollars and cents) Page Down
0.08 Home $2,197 the "basic"
All versions available for free after purchasing $26,360 Weekly Utilities $230
1 Mortgage versionMonthly
on website. $1,000 $1,000 $12,000 2 Health $730
1 Rent Monthly $- $- Entertainment $472
1 Maintenance Monthly $50 $50 $600 Miscellaneous $567
1 Insurance Monthly $50 $50 $600
Furniture Yearly $1,000 $83 $1,000 $2,197
0.08
$497
1 Household Supplies Monthly $30 $30 $360 $230 $567
4.33 Groceries Weekly $150 $650 $7,800
0.17 Real Estate Tax Semi-Annually $2,000 $333 $4,000 $730 $472
1 Other Monthly $- $-
1 Other Monthly $- $-
0.08
Transporta- Home Utilities Health
0.08 Utilities $230 $2,760
tion
1 Phone - Home Monthly $40 $40 $480
Enter- Miscel-
1 Phone - Cell Monthly $30 $30 $360
tainment laneous
1 Cable Monthly $40 $40 $480
1 Gas Monthly $40 $40 $480
1 Water Monthly $- $- $-
1 Electricity Monthly $50 $50 $600
1 Internet Monthly $30 $30 $360
1 Other Monthly $- $-
1 Other Monthly $- $-
0.08
0.08 Health $730 $8,760
1 Dental Monthly $50 $50 $600
1 Medical Monthly $500 $500 $6,000
1 Medication Monthly $15 $15 $180
0.17 Vision/contacts Semi-Annually $150 $25 $300 Page Up
Cells locked for Demo users
1 Life Insurance Monthly $40 $40 $480
1 Other Monthly $100 $100 $1,200
1 Other Monthly $- $-
0.08
0.08 Entertainment $472 $5,660
1 Memberships Monthly $60 $60 $720
1 Dining out Monthly $100 $100 $1,200
1 Events Monthly $50 $50 $600
1 Subscriptions Monthly $15 $15 $180
Cells locked for Demo users
1 Movies Monthly $20 $20 $240
1 Music Monthly $15 $15 $180
4.33 Hobbies Weekly $20 $87 $1,040
0.08 Travel/ Vacation Yearly $1,500 $125 $1,500
1 Other Monthly $- $-
1 Other Monthly $- $-
0.08
0.08Miscellaneous $567 $6,800
1 Dry Cleaning Monthly $20 $20 $240
0.17 New Clothes Semi-Annually $150 $25 $300
1 Donations Monthly $70 $70 $840
1 Child Care Monthly $- $- Page Up
Cells locked for Demo users
1 Tuition Monthly $- $-
1 College Loans Monthly $300 $300 $3,600
4.33 Pocket Money Weekly $20 $87 $1,040
1 Gifts Monthly $50 $50 $600
1 Credit Card Monthly $15 $15 $180
1 Other Monthly $- $-
1 Other Monthly $- $-
1 Other Monthly $- $-

Daily
Weekly
Monthly
Semi-Annually
Quarterly
Yearly
Bi-Weekly
Create a Budget by Month below or create

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Quick Budget (click here).

Select to compare budget to actual


View graphs to
Budget By income/spending on Comparison sheet
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Month
Enter category names & amounts below. Chart:
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Income Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 12 Months Budget Summary
Jan to Date

Total Income (net) $6,000 $6,025 $6,250 $6,500 $6,525 $6,525 $6,550 $6,550 $6,550 $6,550 $6,550 $6,550 $77,125 64025

Salary/Wages (Bill) $3,500 $3,500 $3,500 $3,750 $3,750 $3,750 $3,750 $3,750 $3,750 $3,750 $3,750 $3,750 $44,250 36750
$2,755
Salary/Wages (Jane) $2,500 $2,500 $2,700 $2,700 $2,700 $2,700 $2,700 $2,700 $2,700 $2,700 $2,700 $2,700 $32,000 26600

Other $- $25 $50 $50 $75 $75 $100 $100 $100 $100 $100 $100 $875 675

Other $- 0

$6,550
Other $- 0

Column AK

Spending Total: $3,705 $5,375 $5,395 $3,890 $3,565 $6,825 $3,795 $3,795 $3,795 $3,795 $3,795 $3,795 $51,525 $3,795
$0
43935

$2,000 $3,000
Transportation $460 $660 $460 $660 $460 $660 $460 $460 $460 $460 $460 $460 $6,120 $4,000 $5,000
$6,000 $7,000
5200

Auto Loan/Lease $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $2,400 2000

Insurance $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $1,200 1000

Bill's train pass $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $1,200
Alternate versions available (at no additional $200
cost):
1000

Row 27 Row 26 Row 25


Jane's bus pass $200 $400
-"Expanded" version (additional rows & categories) 400

Registration/Inspection $200versions
-Pound Sterling (£), Euro, Rand $200 200

Gas $60-"Daily Linked"


$60 (for$60 $60 record$60
daily spending keeping) $60 $60 $60 $60 $60 $60 $60 $720 Budget by Chart: Mths/Wks
600

Spending Summary
Maintainnce -Decimal version (view dollars and cents) $- Month Oct Start Mth Pie Chart 1 Budgeted Bar Chart
All versions available for free after purchasing the "basic"
0

Other $- TRUE 4 1 Transportation $460 12 Balance $2,755


version on website. Page Down
0

1 Yearly 12 Months Home $2,030 52 Income $6,550


Home $2,030 $2,030 $3,030 $2,030 $2,030 $5,030 $2,030 $2,030 $2,030 $2,030 $2,030 $2,030 $28,360 24300
2 Monthly (avg.) 12 Months Utilities $290 Expense $3,795
Mortgage $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $18,000 15000
3 Weekly (avg.) 12 Months Health $110
Rent $- 0
4 Current Month Oct Entertainment $280
Maintenance $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $600 500
5 January Jan Miscellaneous $625
Insurance $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $600 500
6 February Feb $3,795
Furniture $1,000 $1,000 $2,030 $460 7 March Mar
1000

Household Supplies $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $360 $625 8 April Apr
300

Groceries $400 $400 $400 $400 $400 $400 $400 $400 $400 $400 $400 $400 $4,800 4000
9 May May
Real Estate Tax $1,000 $2,000 $3,000 3000
$290 $110 $280 10 June Jun
Other $- 0
11 July Jul
Other $- 0
12 August Aug
13 September Sep
Utilities $250 $240 $230 $230 $240 $270 $290 $290 $290 $290 $290 $290 $3,200 Transporta- Home Utilities Health
14 October Oct
2620

tion
Phone - Home $40 $40 $40 $40 $40 $40 $40 $40 $40 $40 $40 $40 $480 15 November Nov
Enter- Miscel-
400

Phone - Cell $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $360 300

tainment laneous 16 December Dec


Cable $40 $40 $40 $40 $40 $40 $40 $40 $40 $40 $40 $40 $480 400

Gas $40 $40 $40 $40 $50 $70 $90 $90 $90 $90 $90 $90 $820 640

Water $- $- $- $- $- $- $- $- $- $- $- $- $- 0
Budget by Month
Electricity $70 $60 $50 $50 $50 $60 $60 $60 $60 $60 $60 $60 $700 580

Internet $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $360 300
$7,000
Other $- 0 $6,000
Other Page Up $- 0

$5,000
$4,000
Health $110 $260 $650 $110 $110 $110 $110 $110 $110 $110 $110 $110 $2,010 1790

Dental $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $120 100
$3,000
Medical $60 $60 $600 $60 $60 $60 $60 $60 $60 $60 $60 $60 $1,260 1140 $2,000
Medication $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $360
Vision/contacts
Cells locked for Demo users
$150 $150
300

$1,000
$0
150

Life Insurance $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $120 Jan Mar
100

May Jul
Other $- 0
Sep OctNov
Dec Row 16
Other $- 0

Entertainment $280 $1,710 $250 $310 $250 $280 $280 $280 $280 $280 $280 $280 $4,760 4200 Row 16 Row 8
Memberships $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $720 600

Dining out $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $1,200 1000

Events $50 $100 $50 $50 $50 $50 $50 $50 $50 $500
Cells locked for Demo users 400

Subscriptions $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $180 150

Movies $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $240 200

Music $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $180 150

Hobbies $20 $40 $40 $20 $20 $20 $20 $20 $20 $20 $240 200

Travel/ Vacation $1,500 $1,500 1500

Other $- 0

Other $-
Page Up
0

Miscellaneous $575 $475 $775 $550 $475 $475 $625 $625 $625 $625 $625 $625 $7,075 5825

Dry Cleaning $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $240 200

New Clothes $150 $150 150

Donations $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $720
Child Care
Cells locked for Demo users $-
600

Tuition $- 0

College Loans $300 $300 $300 $300 $300 $300 $300 $300 $300 $300 $300 $300 $3,600 3000

Pocket Money $80 $80 $80 $80 $80 $80 $80 $80 $80 $80 $80 $80 $960 800

Gifts $100 $150 $75 $150 $150 $150 $150 $150 $150 $1,225 925

Credit Card $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $180 150

Other $- 0

Other $- 0

Other $- 0
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View graphs to
Track your actual income and spending. Select your the right
Trackin first tracking month. Figures on this sheet will be
compared to your budget on the "Comparison" sheet.
g Chart: Current Month
Income Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan to Date Actual Income/Spend Summary
Total Income (net) $6,000 $6,225 $6,350 $- $- $- $- $- $- $- $- $- $18,575
3 Salary/Wages (Bill) $3,500 $3,500 $3,500 $10,500
4 Salary/Wages (Jane) $2,500 $2,700 $2,700 $7,900 $0
5 Other $- $25 $150 $175
6 Other $-
Category names
7 Other update automatically Let's you know $- $0
from budget sheet. when spending is
over budget. Column AN
Spending Under Under Over
$0
Budget Budget Budget
Total Spending: $3,677 $4,652 $5,653 $- $- $- $- $- $- $- $- $- $13,982 $0$0 $0$0$0
$0$0 $0 $0 $0 $0
$1 $1 $1 $1
$1 $1 $1 $1
Transportation $460 $650 $550 $- $- $- $- $- $- $- $- $- $1,660 $1
12 Auto Loan/Lease $200 $200 $200 $600
13 Insurance $100 $100 $100 $300
Row 28 Row 27 Row 26
14 Bill's train pass $100 $120 $100 $320
15 Jane's bus pass $170 $170
16 Registration/Inspection $-
Actuals by Month
17 Gas $60 $60 $70 $190 1 Oct First Tracking Month
18 Maintainnce $35 Page Down $35 1 Oct 1 Budget By Month? 1 Bar Chart
19 Other $45 $45 10 1 Current Month Oct 1 Jan Feb January TRUE Balance $-
$6,000
20 9 2 Prior Month Sep 2 Feb Mar February Income $-
21 Home $1,980 $1,940 $3,005 $- $- $- $- $- $- $- $- $- $6,925 $5,000 3 Jan to Date Jan to Date 3 Mar Apr March Expense $-
22 Mortgage $1,500 $1,500 $1,500 $4,500 4 January Jan 4 Apr May April
$4,000
23 Rent $- 5 February Feb 5 May Jun May
24 Maintenance $50 $- $50 $100 $3,000 6 March Mar 6 Jun Jul June
25 Insurance $50 $50 $50 $150 $2,000 7 April Apr 7 Jul Aug July
26 Furniture $- 8 May May 8 Aug Sep August
$1,000
27 Household Supplies $30 $30 $30 $90 9 June Jun 9 Sep Oct September
28 Groceries $350 $360 $375 $1,085 $0 Row 8 10 July Jul 10 Oct Nov October
Jan Mar May Jul
29 Real Estate Tax $1,000 $1,000 Sep Oct Nov Row 17 11 August Aug 11 Nov Dec November
Dec
30 Other $- 12 September Sep 12 Dec Jan December
31 Other $- 13 October Oct 13 Jan to Date January to Date
32
Row 17 Row 8 14 November Nov
33 Utilities $250 $240 $244 $- $- $- $- $- $- $- $- $- $734 15 December Dec
34 Phone - Home $40 $40 $46 $126
35 Phone - Cell $30 $30 $38 $98
36 Cable $40 $40 $40 $120
37 Gas $40 $40 $40 $120
38 Water $- $- $- $-
39 Electricity $70 $60 $50 $180
40 Internet $30 $30 $30 $90
41 Other $-
42 Other $-
43
44 Health $110 $110 $650 $- $- $- $- $- $- $- $- $- $870
45 Dental $10 $10 $10 $30
46 Medical $60 $60 $450 $570
47 Medication $30 $30 $30 $90
48 Vision/contacts Cells locked for Demo users $150 $150
49 Life Insurance $10 $10 $10 $30
50 Other $-
51 Other $-
52
53 Entertainment $282 $1,187 $454 $- $- $- $- $- $- $- $- $- $1,923
54 Memberships $60 $60 $60 $180
55 Dining out $100 $75 $200 $375
56 Events $50 $50
57 Subscriptions Cells locked for
$15Demo$15
users $25 $55
58 Movies $22 $22 $44 $88
59 Music $15 $15 $30 $60
60 Hobbies $20 $40 $60
61 Travel/ Vacation $1,000 $1,000
62 Other $55 $55
63 Other $-
64
65 Miscellaneous $595 $525 $750 $- $- $- $- $- $- $- $- $- $1,870
66 Dry Cleaning $20 $20 $20 $60
67 New Clothes $15 $45 $25 $85
68 Donations $60 $60 $60 $180
69 Child Care $-
70 Tuition Cells locked for Demo users $-
71 College Loans $300 $300 $300 $900
72 Pocket Money $100 $100 $120 $320
73 Gifts $100 $150 $250
74 Credit Card $30 $30
75 Other $45 $45
76 Other $-
77 Other $-

(28) (723) 258 (3,890) -3565 -6825 -3795 -3795 -3795 -3795 -3795 -3795
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Comparison sheet: monitor how well you are

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doing versus your budget. Select a time period
in the drop down box to the left.

Compariso
Compare
March to Budget
March

Budget
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Sheet
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Income Budget Mar Actual Vs Budget Tracking vs Budget Summary
Total Income (net) $6,250 $6,350 $100 $855
3 Salary/Wages (Bill) $3,500 $3,500 $-
4 Salary/Wages (Jane) $2,700 $2,700 $- $6,250
Budget
5 Other $50 $150 $100
$5,395
6 Other $-
7 Other $- $697

Spending Tracking $6,350

$0 $5,653
Total Spending: $5,395 $5,653 $258 $2,000
$4,000
$6,000 $7,000
Transportation $460 $550 $90
12 Auto Loan/Lease $200 $200 $-
13 Insurance $100 $100 $-
14 Bill's train pass $100 $100 $- Expense Income Balance
15 Jane's bus pass $- (Savings)
16 Registration/Inspection $-
17 Gas $60 $70 $10
18 Maintainnce $35 $35 Spending Comparison 6 Mar Budget By Month? 1 Pie Chart Bar Chart Tracking Budget
19 Other $45 $45 $3,500 10 1 Current Month Oct TRUE Budget Tracking Balance (Savings) $697 $855
20 $3,030 $3,005 9 2 Prior Month Sep Transportation 460 550 Income $6,350 $6,250
$3,000
21 Home $3,030 $3,005 $(25) 3 Jan to Date Jan to Date Home 3030 3005 Expense $5,653 $5,395
22 Mortgage $1,500 $1,500 $- $2,500 4 January Jan Utilities 230 244
23 Rent $- 5 February Feb Health 650 650
$2,000
24 Maintenance $50 $50 $- 6 March Mar Entertainment 250 454
25 Insurance $50 $50 $- $1,500 7 April Apr Miscellaneous 775 750
26 Furniture $- $1,000
8 May May
$775 $750
27 Household Supplies $30 $30 $- $650 $550 $650 9 June Jun
$500 $460 $454
28 Groceries $400 $375 $(25) $230 $250 $244 10 July Jul
29 Real Estate Tax $1,000 $1,000 $- $0 11 August Aug
30 Other $- Budget Tracking 12 September Sep
31 Other $- 13 October Oct
32 Transporta-
Budget
Home UtilitiesTracking Health 14 November Nov
33 Utilities $230 $244 $14 tion 15 December Dec
34 Phone - Home $40 $46 $6 Enter- Miscel-
35 Phone - Cell $30 $38 $8 tainment laneous Simple Budget 1
36 Cable $40 $40 $-
37 Gas $40 $40 $-
38 Water $- $- $-
39 Electricity $50 $50 $-
40 Internet $30 $30 $-
41 Other $-
42 Other $-
43
44 Health $650 $650 $-
45 Dental $10 $10 $-
46 Medical $600 $450 $(150)
47 Medication $30 $30 $-
48 Vision/contacts $150 $150
49 Life Insurance $10 $10 $-
50 Other $-
51 Other $-
52
53 Entertainment $250 $454 $204
54 Memberships $60 $60 $-
55 Dining out $100 $200 $100
56 Events $-
57 Subscriptions $15 $25 $10
58 Movies $20 $44 $24
59 Music $15 $30 $15
60 Hobbies $40 $40 $-
61 Travel/ Vacation $-
62 Other $55 $55
63 Other $-
64
65 Miscellaneous $775 $750 $(25)
66 Dry Cleaning $20 $20 $-
67 New Clothes $150 $25 $(125)
68 Donations $60 $60 $-
69 Child Care $-
70 Tuition $-
71 College Loans $300 $300 $-
72 Pocket Money $80 $120 $40
73 Gifts $150 $150 $-
74 Credit Card $15 $30 $15
75 Other $45 $45
76 Other $-
77 Other $-
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Daily Spending Record: for those interested in tracking their
Daily Spending spending on a daily basis we've created the "Daily Spending
Record." Monthly totals from this sheet flow through to the
Record Tracking sheet in our "Daily Linked" version (see below).

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: $1,085 $70 $95 $100 $260 $90 $245 $55 $40 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $2,040
Transportation $75 $- $- $- $100 $- $15 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $190
Auto Loan/Lease $-
Insurance $100 $100
Bill's train pass $15 $15 $30
Jane's bus pass $-
Registration/Inspection $-
Gas $60 $60
Maintainnce $-
Other $-

Home $1,000 $- $- $100 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $1,100


Mortgage $1,000 $1,000
Rent Alternate versions available (at no additional cost): $-
Maintenance -"Expanded" version (additional rows & categories) $-
Insurance -Pound Sterling (£), Euro, Rand versions $-
Furniture -"Daily Linked" (for daily spending record keeping) $-
-Decimal version (view dollars and cents)
Household Supplies All versions available for free after purchasing the "basic" $-
Groceries version$100
on website. $100
Real Estate Tax $-
Other $-
Other Scroll Right Scroll Left $-

Utilities $- $70 $80 $- $90 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $240


Phone - Home $40 $40
Phone - Cell $30 $30
Cable $40 $40
Gas $40 $40
Water $20 $20
Electricity $40 $40
Internet $30 $30
Other $-
Other $-

Health $- $- $- $- $70 $- $30 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $100


Dental $10 $10
Medical $60 $60
Medication $30 $30
Vision/contacts Cells locked for Demo users $-
Life Insurance $-
Other $-
Other $-

Entertainment $- $- $15 $- $- $80 $- $45 $20 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $160


Memberships $-
Dining out $80 $80
Events $-
Subscriptions $15 $15
Movies Cells locked for Demo users $20 $20
Music $-
Hobbies $15 $30 $45
Travel/ Vacation $-
Other $-
Other $-

Miscellaneous $10 $- $- $- $- $10 $200 $10 $20 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $250


Dry Cleaning $20 $20
New Clothes $-
Donations $-
Child Care Cells locked for Demo users $-
Tuition $-
College Loans $200 $200
Pocket Money $10 $10 $10 $30
Gifts $-
Credit Card $-
Other $-
Other $-
Other $-

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