You are on page 1of 7

Budget Planner - Overview / Help

Budget
Budget
By
By
Month
Month

Quick
Quick
Budget
Budget

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.

Incomes

Frequency

Total Income (net)


Salary
Salary
Bonus
Other
Other

RM$$$
Monthly
Monthly
Yearly
Monthly
Monthly

or
or
cr
ea
ea
te
te
a
bu
bu
dg
dg
et
et
by
by
m
m
on
on
th
th

Quick
Budget

Chart:

Amount
2238.55
857.40

Expenses
Total:

Transportation
Car Loan
Insurance
Petrol
Maintenance
Road tax
Parking
Other
Other

Monthly
Monthly
Monthly
Monthly
Yearly
Monthly
Monthly
Monthly

Home
Monthly expenses
Rental / Mortgage
Maintenance
Insurance
Furniture
Home Necessity
Weekly expenses
Food
Parents allowance
Cleaning services

Monthly
Monthly
Monthly
Monthly
Yearly
Monthly
Weekly
Daily
Monthly
Monthly

Utilities
Phone - Home
Phone - Cell
TV License
Gas
IWK
Astro
Internet
Maid
Other

Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly

Health
Dental
Medical
Medicines/Supplements
Glasses
Life/Medical Insurance
Face/Body Product
Other

Monthly
Monthly
Monthly
Semi-Annually
Monthly
Monthly
Monthly

Entertainment
Movies
Eat Out
Events
Subscriptions
Music
Hobbies
Travel/ Vacation
Wedding
Other
Other

Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Weekly
Yearly
Monthly
Monthly

Miscellaneous
Laundry
Garments
Donation
Recreation
School Funding
Courses
Kid's Pocket Money
Gifts
Credit Card
Other
Other
Other

Monthly
Semi-Annually
Monthly
Monthly
Monthly
Monthly
Weekly
Monthly
Monthly
Monthly
Monthly
Monthly

50.00

690.96

500.00

30.00

30.00
67.00
50.00

233.00

100.00

Monthly

Budget Summary

Yearly

2310.00
2238.55
0.00
71.45
0.00
0.00

27720.00
26862.60
0.00
857.40
0.00
0.00

2084.30

25011.54

50.00
0.00
0.00
50.00
0.00
0.00
0.00
0.00
0.00

600.00
0.00
0.00
600.00
0.00
0.00
0.00
0.00
0.00

1190.96
0.00
690.96
0.00
0.00
0.00
0.00
0.00
0.00
500.00
0.00

14291.54
0.00
8291.54
0.00
0.00
0.00
0.00
0.00
0.00
6000.00
0.00

177.00
0.00
30.00
0.00
0.00
30.00
67.00
50.00
0.00
0.00

2124.00
0.00
360.00
0.00
0.00
360.00
804.00
600.00
0.00
0.00

233.00
0.00
0.00
0.00
0.00
233.00
0.00
0.00

2796.00
0.00
0.00
0.00
0.00
2796.00
0.00
0.00

433.33
0.00
0.00
0.00
0.00
0.00
0.00
433.33
0.00
0.00
0.00

5200.00
0.00
0.00
0.00
0.00
0.00
0.00
5200.00
0.00
0.00
0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00
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

226

2310

2084

$-

$500

$1,000

Expense

$1,500

Income

$2,000

Balance

Spending Summary

433

50

233
1191
177

Transportation
Health

Home
Entertainment

Utilities
Miscellaneous

$2,500

Pendapatan

Jan

Total Income (net)


Income
Income
Bonus
Other
Other

0.00

Pengeluaran

Feb

or
or
cr
cr
ea
ea
te
aa
qu
qu
ic
ic
kk
bu
bu
dg
dg
et

Budget By
Month

0.00

Apr

May

Budget Summary

0 Months
Apr to Date

0.00

0.00

0.00

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
Car Loan
Insurance
Petrol
Maintenance
Road Tax
Parking
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

Home
Monthly Expenses
House Loan/Rental
Maintenance
Insurance
Furniture
Home Necessity
Weekly Expenses
Food
Parents Allowance
Cleaning Services

0.00

Utilities
Phone - Home
Phone - Cell
TV License
Gas
IWK
Astro
Internet
Maid
Other

0.00

Health
Dental
Medical
Medicines/Supplements
Glasses
Life/Medical Insurance
Face/Body Product
Other

0.00

Entertainment
Movies
Eat Out
Events
Subscriptions
Music
Hobbies
Travel/ Vacation
Wedding
Other
Other

0.00

Miscellaneous
Laundry
Garments
Donation
Recreation
School Funding
Courses
Kid's Pocket Money
Gifts
Credit Card
Other
Other
Other

0.00

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

0.00

0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00

December

Chart:
3

Mar

$-

$0

$0

$0

$0

Expense

$1

$1

Income

$1

$1

$1

Balance

Spending Summary

Transportation
Health

Home
Entertainm ent

Utilities
Miscellaneous

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

Trackin
g
Income
Total Income (net)
Salary
Salary
Bonus
Other
Other

September

Chart:
Apr
0.00

May
0.00

Jun
0.00

Jul
0.00

Actual Income/Spend Summary

Apr to Date
0.00
0.00
0.00
0.00
0.00
0.00

Spending
Total Spending:

0.00

0.00

0.00

0.00

0.00

Transportation
Car Loan
Insurance
Petrol
Maintenance
Road tax
Parking
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

Home
Monthly expenses
Rental / Mortgage
Maintenance
Insurance
Furniture
Home Necessity
Weekly expenses
Food
Parents allowance
Cleaning services

0.00

Utilities
Phone - Home
Phone - Cell
TV License
Gas
IWK
Astro
Internet
Maid
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
Medicines/Supplements
Glasses
Life/Medical Insurance
Face/Body Product
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
Movies
Eat Out
Events
Subscriptions
Music
Hobbies
Travel/ Vacation
Wedding
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
Laundry
Garments
Donation
Recreation
School Funding
Courses
Kid's 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

Expense

$0

$1

$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
Apr

May

Income
Jun

Jul

$1

Compariso
n
Income
Total Income (net)
Salary
Salary
Bonus
Other
Other

Compare

Budget
2,310
2238.55
0
71.45
0
0

April
Apr Actual

-2,310
-2,238.55
0.00
-71.45
0.00
0.00

2,084

-2,084

Transportation
Car Loan
Insurance
Petrol
Maintenance
Road tax
Parking
Other
Other

50
0.00
0.00
50.00
0.00
0.00
0.00
0.00
0.00

-50
0.00
0.00
-50.00
0.00
0.00
0.00
0.00
0.00

1,191
0.00
690.96
0.00
0.00
0.00
0.00
0.00
0.00
500.00
0.00

177
0.00
30.00
0.00
0.00
30.00
67.00
50.00
0.00
0.00

-177
0.00
-30.00
0.00
0.00
-30.00
-67.00
-50.00
0.00
0.00

Health
Dental
Medical
Medicines/Supplements
Glasses
Life/Medical Insurance
Face/Body Product
Other

233
0.00
0.00
0.00
0.00
233.00
0.00
0.00

-233
0.00
0.00
0.00
0.00
-233.00
0.00
0.00

Entertainment
Movies
Eat Out
Events
Subscriptions
Music
Hobbies
Travel/ Vacation
Wedding
Other
Other

433
0.00
0.00
0.00
0.00
0.00
0.00
433.33
0.00
0.00
0.00

-433
0.00
0.00
0.00
0.00
0.00
0.00
-433.33
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

Miscellaneous
Laundry
Garments
Donation
Recreation
School Funding
Courses
Kid's Pocket Money
Gifts
Credit Card
Other
Other
Other

225.7046666667
Budget

2310
2084

Total Spending:

Utilities
Phone - Home
Phone - Cell
TV License
Gas
IWK
Astro
Internet
Maid
Other

Tracking vs Budget Summary

Vs Budget
0

Spending

Home
Monthly expenses
Rental / Mortgage
Maintenance
Insurance
Furniture
Home Necessity
Weekly expenses
Food
Parents allowance
Cleaning services

April

to Budget

-1,191
0.00
-690.96
0.00
0.00
0.00
0.00
0.00
0.00
-500.00
0.00

Tracking
0
0

$-

$500

Expense

$1,000

Income

$1,500

$2,000

$2,500

Balance (Savings)

Spending Comparison

1,191

433
177

233

50
Budget

Transportation
Health

Home
Entertainment

Tracking
0
0

Utilities
Miscellaneous

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
Car Loan
Insurance
Petrol
Maintenance
Road tax
Parking
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

Home
Monthly expenses
Rental / Mortgage
Maintenance
Insurance
Furniture
Home Necessity
Weekly expenses
Food
Parents allowance
Cleaning services

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

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
TV License
Gas
IWK
Astro
Internet
Maid
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
Medicines/Supplements
Glasses
Life/Medical Insurance
Face/Body Product
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
Movies
Eat Out
Events
Subscriptions
Music
Hobbies
Travel/ Vacation
Wedding
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
Laundry
Garments
Donation
Recreation
School Funding
Courses
Kid's 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

You might also like