Quick Budget

For Frequency use keywor

12/7/21 12:08 For Charts use the numbe

Frequency Amount Monthly Yearly

Total Income (net) 4000.00 48000.00 Charts:

1 Salary/Wages Monthly 4000.00 4000.00 48000.00
1 Salary/Wages (Spouse) Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
1 Other Monthly 0.00 0.00

Spending 1060.00 12720.00

Transportation 200.00 2400.00
1 Auto Loan/Lease Monthly 200.00 200.00 2400.00
1 Insurance Monthly 0.00 0.00
1 Petrol,Gas,Oil & Lub. Monthly 0.00 0.00
1 Maintenance Monthly 0.00 0.00
1 Registration/Inspection Monthly 0.00 0.00
1 Train/Bus tickets Monthly 0.00 0.00
1 Taxis Monthly 0.00 0.00
1 Other Monthly 0.00 0.00

Home 570.00 6840.00

1 Home Loan EMI Monthly 0.00 0.00
1 Rent Monthly 570.00 570.00 6840.00
1 Maintenance Monthly 0.00 0.00
1 Insurance Monthly 0.00 0.00
1 Furniture Monthly 0.00 0.00
1 Household Supplies Monthly 0.00 0.00
4.33 Groceries Weekly 0.00 0.00
1 Real Estate Tax Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
1 Other Monthly 0.00 0.00

Utilities 80.00 960.00

1 Phone - Home Monthly 0.00 0.00
1 Phone - Cell Monthly 0.00 0.00
1 Cable TV Monthly 0.00 0.00
1 Cooking Gas Monthly 0.00 0.00
1 Water Monthly 0.00 0.00
1 Electricity Monthly 80.00 80.00 960.00
1 Internet Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
 1 Other Monthly 0.00 0.00

Health 40.00 480.00

1 Dental Monthly 0.00 0.00
1 Medical Monthly 0.00 0.00
1 Medicines Monthly 0.00 0.00
1 Vision/contacts Monthly 0.00 0.00
1 Life Insurance Monthly 40.00 40.00 480.00
1 Yoga/Fitness Club Monthly 0.00 0.00
1 Other Monthly 0.00 0.00

Entertainment 130.00 1560.00

1 Memberships Monthly 0.00 0.00
4.33 Dining out Weekly 30.00 130.00 1560.00
1 Events Monthly 0.00 0.00
1 Subscriptions,Newspaper Monthly 0.00 0.00
1 Movies Monthly 0.00 0.00
1 Music Monthly 0.00 0.00
4.33 Hobbies Weekly 0.00 0.00
1 Travel/ Vacation Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
1 Other Monthly 0.00 0.00

Miscellaneous 40.00 480.00

1 Laundry,Dry Cleaning Monthly 0.00 0.00
1 New Clothes Monthly 0.00 0.00
1 Donations/Charity Monthly 0.00 0.00
1 Child Care Monthly 0.00 0.00
1 Tuition Monthly 40.00 40.00 480.00
1 College Loans Monthly 0.00 0.00
4.33 Pocket Money Weekly 0.00 0.00
1 Gifts Monthly 0.00 0.00
1 Credit Card Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
1 Other Monthly 0.00 0.00

Daily
Weekly
Monthly
Semi-Annually
Quarterly
Yearly
For Frequency use keywords: Daily,Weekly,Monthly,Semi-Annually,Quarterly,Yearly
For Charts use the numbers: Yearly (1) ,Monthly (2), Weekly(3)

Charts: 3 Weekly

1 Yearly
2 Monthly
3 Weekly
3
 Bar Chart
Quick Budget Pie Chart Balance $678
1 Transportat $46 Income $923
Home $132 Expense $245
Utilities $18
Health $9
Entertainm $30
Miscellane $9
Budget by Month
12/7/21 12:08

Jan Feb Mar Apr May Jun Jul

Total Income (net) 4000.00 3000.00 0.00 0.00 0.00 0.00 0.00

Salary/Wages 4000.00 3000.00

Salary/Wages (Spouse)
Other
Other
Other

Spending 1651.00 1429.00 44.00 0.00 0.00 0.00 0.00

Transportation 302.00 400.00 44.00 0.00 0.00 0.00 0.00
Auto Loan/Lease 2.00 44.00
Insurance
Gas 300.00 400.00
Maintenance
Registration/Inspection
Bill's train pass
Jane's bus pass
Other

Home 700.00 900.00 0.00 0.00 0.00 0.00 0.00

EMI
Rent 700.00 900.00
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other

Utilities 50.00 129.00 0.00 0.00 0.00 0.00 0.00

Phone - Home 50.00 129.00
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
 Other

Health 100.00 0.00 0.00 0.00 0.00 0.00 0.00

Dental
Medical 100.00
Medication
Vision/contacts
Life Insurance
Other
Other

Entertainment 199.00 0.00 0.00 0.00 0.00 0.00 0.00

Memberships
Dining out
Events
Subscriptions
Movies 199.00
Music
Hobbies
Travel/ Vacation
Other
Other

Miscellaneous 300.00 0.00 0.00 0.00 0.00 0.00 0.00

Dry Cleaning
New Clothes 300.00
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
 For Charts use the numbers: Yearly (1), Monthly (avg
(3), Current Month (4), January-December (5-16)

12
Charts: 4 Current Month
Aug Sep Oct Nov Dec 2 Months
Jan to Date

0.00 0.00 0.00 0.00 0.00 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
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
s: Yearly (1), Monthly (avg.) (2), Weekly (avg.)
uary-December (5-16)

Current Month

Budget by Chart:
Month Dec Start Mth
1 4 1
1 Yearly 2 Months
2 Monthly (avg.) 2 Months
3 Weekly (avg.) 2 Months
4 Current Month Dec
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 0 44
Apr 0 0
May 0 0
Jun 0 0
Jul 0 0
Aug 0 0
Sep 0 0
Oct 0 0
Nov 0 0
Dec 0 0
 Mths/Wks
Pie Chart 1 Budgeted Bar Chart
Transportation $0 2 Balance $0
Home $0 9 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
0
 Tracking Actual Budget
12/7/21 12:08

Jan Feb Mar Apr May Jun Jul

Total Income (net) 4000.00 3000.00 0.00 0.00 0.00 0.00 0.00
3 Salary/Wages 4,000.00 3,000.00
4 Salary/Wages (Spouse)
5 Other
6 Other
7 Other

Under Under
Budget Budget

Total Spending: 1195.00 871.00 0.00 0.00 0.00 0.00 0.00

Transportation 201.00 22.00 0.00 0.00 0.00 0.00 0.00
12 Auto Loan/Lease 1.00 22.00
13 Insurance 200.00
14 Gas
15 Maintenance
16 Registration/Inspection
17 Bill's train pass
18 Jane's bus pass
19 Other
20
21 Home 570.00 770.00 0.00 0.00 0.00 0.00 0.00
22 EMI
23 Rent 570.00 770.00
24 Maintenance
25 Insurance
26 Furniture
27 Household Supplies
28 Groceries
29 Real Estate Tax
30 Other
31 Other
32
33 Utilities 80.00 79.00 0.00 0.00 0.00 0.00 0.00
34 Phone - Home
35 Phone - Cell
36 Cable
37 Gas
38 Water
39 Electricity 80.00 79.00
40 Internet
41 Other
42 Other
43
44 Health 111.00 0.00 0.00 0.00 0.00 0.00 0.00
45 Dental
46 Medical 111.00
47 Medication
48 Vision/contacts
49 Life Insurance
50 Other
51 Other
52
53 Entertainment 222.00 0.00 0.00 0.00 0.00 0.00 0.00
54 Memberships 222.00
55 Dining out
56 Events
57 Subscriptions
58 Movies
59 Music
60 Hobbies
61 Travel/ Vacation
62 Other
63 Other
64
65 Miscellaneous 11.00 0.00 0.00 0.00 0.00 0.00 0.00
66 Dry Cleaning
67 New Clothes 11.00
68 Donations
69 Child Care
70 Tuition
71 College Loans
72 Pocket Money
73 Gifts
74 Credit Card
75 Other
76 Other
77 Other

(456) (558) (44) 0 0 0 0

Checking Account 1.00 2.00 3.00 4.00

3 Retairement Plan
4 Certificate
5 Other
6
7

Balance for the Month

3 Saving Account (difference)
4 Retirement plan (difference)
5 Cetrtificate (difference)
6
 For Charts use the numbers: Current Month (1), Prio
Date (3), January-December (4-15)

Charts: 5 February
Aug Sep Oct Nov Dec Jan to Date

0.00 0.00 0.00 0.00 0.00 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
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

0 0 0 0 0
s: Current Month (1), Prior Month (2), January to
er (4-15)

February

5 5 Feb
5 1 Dec
12 1 Current Month Dec
11 2 Prior Month Nov
3 Jan to Date Jan to Dat
4 January Jan
5 February Feb
6 March Mar
7 April Apr
8 May May
9 June Jun
10 July Jul
11 August Aug
12 September Sep
13 October Oct
14 November Nov
15 December Dec

Icome Expence
Jan 4000 1195
Feb 3000 871
Mar 0 0
Apr 0 0
May 0 0
Jun 0 0
Jul 0 0
Aug 0 0
Sep 0 0
Oct 0 0
Nov 0 0
Dec 0 0
 First Tracking Month
1 Budget By Month? 1 Bar Chart
1 Jan Feb January 1 Balance
2 Feb Mar February Income
3 Mar Apr March Expense
4 Apr May April
5 May Jun May
6 Jun Jul June
7 Jul Aug July
8 Aug Sep August
9 Sep Oct September
10 Oct Nov October
11 Nov Dec November
12 Dec Jan December
13 Jan to Date January to Date

Pie Chart 1 Feb

Balance Transportat22 2
2805 Home 770 8.666667
2129 Utilities 79
0 Health 0
0 Entertainm 0
0 Miscellane 0
0
0
0
0
0
0
0
$2,129
$3,000
$871
 Comparison
For Compare to Budget use the numbers: C
January to Date (3), January-December (4-1
12/7/21 12:08 Compare to Budget 5 Febr
Budget Feb Actual Vs Budget

Total Income (net) 3,000 3000 0

3 Salary/Wages 3000 3,000.00 0.00
4 Salary/Wages (Spouse) 0.00
5 Other 0.00
6 Other 0.00
7 Other 0.00

Total Spending: 1,429 1,092 -337

Transportation 400 22 -378

12 Auto Loan/Lease 22.00 22.00
13 Insurance 0.00
14 Gas 400.00 -400.00
15 Maintenance 0.00
16 Registration/Inspection 0.00
17 Bill's train pass 0.00
18 Jane's bus pass 0.00
19 Other 0.00
20
21 Home 900 770 -130
22 EMI 0.00
23 Rent 900.00 770.00 -130.00
24 Maintenance 0.00
25 Insurance 0.00
26 Furniture 0.00
27 Household Supplies 0.00
28 Groceries 0.00
29 Real Estate Tax 0.00
30 Other 0.00
31 Other 0.00
32
33 Utilities 129 300 171
34 Phone - Home 129.00 -129.00
35 Phone - Cell 0.00
36 Cable 0.00
37 Gas 0.00
38 Water 0.00
39 Electricity 300.00 300.00
40 Internet 0.00
41 Other 0.00
42 Other 0.00
43
44 Health 0 0 0
45 Dental 0.00
46 Medical 0.00
47 Medication 0.00
48 Vision/contacts 0.00
49 Life Insurance 0.00
50 Other 0.00
51 Other 0.00
52
53 Entertainment 0 0 0
54 Memberships 0.00
55 Dining out 0.00
56 Events 0.00
57 Subscriptions 0.00
58 Movies 0.00
59 Music 0.00
60 Hobbies 0.00
61 Travel/ Vacation 0.00
62 Other 0.00
63 Other 0.00
64
65 Miscellaneous 0 0 0
66 Dry Cleaning 0.00
67 New Clothes 0.00
68 Donations 0.00
69 Child Care 0.00
70 Tuition 0.00
71 College Loans 0.00
72 Pocket Money 0.00
73 Gifts 0.00
74 Credit Card 0.00
75 Other 0.00
76 Other 0.00
77 Other 0.00
Budget use the numbers: Current Month (1), Prior Month (2),
(3), January-December (4-15)

February

5
12 1 Current Month
11 2 Prior Month
3 Jan to Date
4 January
5 February
6 March
7 April
8 May
9 June
10 July
11 August
12 September
13 October
14 November
15 December

Simple Budget
Feb Budget By Month? 1 Pie Chart Tracking
Dec 1 Budget Tracking Balance (Sa $1,908
Nov Transportat 400 22 Income $3,000
Jan to Date Home 900 770 Expense $1,092
Jan Utilities 129 300
Feb Health 0 0
Mar Entertainm 0 0
Apr Miscellane 0 0
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

1
Budget
$1,571
$3,000
$1,429
Daily Spendings

12/7/2021 12:08:11

1st 2nd 3rd 4th 5th

Total Day's Spending: 0.00 0.00 0.00 0.00 0.00

Transportation 0.00 0.00 0.00 0.00 0.00

Auto Loan/Lease
Insurance
Gas
Maintenance
Registration/Inspection
Bill's train pass
Jane's bus pass
Other

Home 0.00 0.00 0.00 0.00 0.00

EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other

Utilities 0.00 0.00 0.00 0.00 0.00

Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other

Health 0.00 0.00 0.00 0.00 0.00

Dental
Medical
Medication
Vision/contacts
 Life Insurance
Other
Other

Entertainment 0.00 0.00 0.00 0.00 0.00

Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Other
Other

Miscellaneous 0.00 0.00 0.00 0.00 0.00

Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
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 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

22nd 23rd 24th 25th 26th 27th 28th 29th

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

30th 31st Month

0.00 0.00 0.00

0.00 0.00 0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00 0.00 0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00 0.00 0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00 0.00 0.00

0.00
0.00
0.00
0.00
 0.00
0.00
0.00

0.00 0.00 0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00 0.00 0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
 SETUP

12/7/2021 12:08:11
Minimal Setup Required

Starting Month for the Budget Year 1

Quick Budget (1) or Budget By Month (2) 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
provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures on
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 a
"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 w
you stick to your budget. Your savings can be invested in a better way and which will help you when you are in need!
the bottom of this workbook.

, etc.)

Enter the "Frequency" by using the keywords

your Tracking (actual) figures on the "Comparison" sheet.

budget month by SETUP sheet.

by SETUP sheet.

e periods by using the numbers above the

This simple record goes a long way in helping

you when you are in need!