Budget Planner - FAQ's & Overview

How can I add additional rows? If you need a Budget Planner with additional rows for each category, follow these simple steps and download the expa 1. Make sure you're online 2. Download Budget Planner_Expanded 3. Save Excel file to your computer

How do I change the category names? You can change the default categories/subcategories on either one of the budget sheets (Quick Budget or Budget by M These new titles will flow through each sheet of the planner.

Why doesn't the Daily Spending sheet link back to the monthly Tracking sheet? The Daily Record sheet is an optional sheet that does not link to any other sheet in the regular version of our Budget P However, we have created an alternative planner that does link the two sheets. Follow these simple steps and downlo 1. Make sure you're online. 2. Download Budget Planner_Daily Linked 3. Save Excel file to your computer

Why can't I hide the future months on the Budget By Month sheet or the Tracking sheet? Some versions of Excel make it difficult to hide and unhide columns when the sheet are password protected. If you're hiding the future months, send your planner to admin@simpleplanning.com

Why is the planner password protected? We password protect our planners to protect our intellectual property and so that users don't inadvertently delete key f If you have specific requirements that are not addressed above, contact us at Overview 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.

$400 Enter data in only the white cells with gray borders: Use the drop down boxes to chart different time periods (Current Month, Prior Month, Yearly, Jan, Fe

Quick Budget Create a quick and easy budget by filling out the white cells on the "Quick Budget" sheet. Enter the "Frequency" by us provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figure Make sure "Use this budget for comparison purposes" is selected. (If this box is not selected, the "Budget By Month" fi 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 dr the "Income" section. To unhide future months, click the grey button at the top of the sheet labeled "Click here then C Make sure "Use this budget for comparison purposes" is selected if you are building a budget by month. (If this box is 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 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 d "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 lo you stick to your budget. Financial Calculators available at www.simpleplanning.com - Budget Planner - Mortgage Calculator - Investment Calculator - Tax Calculator - Retirement Planner - 401k Calculator

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" t The "licensee" may make copies of this product in an amount that does not exceed the number of licenses originally p 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

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

Questions? Email us at admin@simpleplanning.com

y, follow these simple steps and download the expanded version.

of the budget sheets (Quick Budget or Budget by Month).

y Tracking sheet? y other sheet in the regular version of our Budget Planner. two sheets. Follow these simple steps and download the linked version.

eet or the Tracking sheet? s when the sheet are password protected. If you're having difficulty and we'll send it back to you in 1-2 business days.

ty and so that users don't inadvertently delete key formulas. admin@simpleplanning.com

k blue buttons of this workbook.

Quick Budget

Budget By Month

eriods (Current Month, Prior Month, Yearly, Jan, Feb, etc.)

"Quick Budget" sheet. Enter the "Frequency" by using the drop down menu you and compared to your Tracking (actual) figures on the "Comparison" sheet. (If this box is not selected, the "Budget By Month" figures will be used for

Current Month Prior Month Aug To Date January February March April May June July August September October

etail. Select your first budget month by using the drop down box in n at the top of the sheet labeled "Click here then Ctrl+Shift+0". you are building a budget by month. (If this box is not selected, ses instead.)

November December

our first tracking month by using the drop down box in the "Income" section. omparison" page.

Compare different time periods by using the drop down box above the

nding on a daily basis. This simple record goes a long way in helping

are" under the following terms and conditions: planning.com, the purchaser is granted a "license" to use this product. does not exceed the number of licenses originally purchased from

d to a non-licensee without the written consent from Simpleplanning.com.

t of, but not limited to inaccurate assumptions, calculation errors, ses as a result of using this software.

Current Month Prior Month Aug To Date

September

Quick Budget
Chart:

Income
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other

Frequency

Amount $ $ $ $ $ $ $

Monthly $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

Yearly -

Budget Summary

Monthly Monthly Weekly Monthly Monthly

$-

$-

Spending

Total:
Monthly Monthly Weekly Quarterly Yearly Monthly Monthly Monthly

$-

Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Bus/ Train Other Other Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Utilities Phone - Home Phone - Cell Cable Gas Water Electricity Internet Other Other Health Dental Medical Medication Vision/contacts Life Insurance Other Other Entertainment Memberships Dining out Events Subscriptions Movies Music Hobbies Travel/ Vacation Other Other Miscellaneous Dry Cleaning New Clothes Donations Child Care Tuition College Loans Pocket Money Gifts Credit Card Other Other Other

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

$0

$0

$0

$0

$0

$1

$1

$1

$1

$1

$1

Balance

Income

Expense

Spending Summary
$-

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

Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly Monthly

Transportation Health

Home Entertainment

Utilities Miscellaneous

Monthly Monthly Monthly Semi-Annually Monthly Monthly Monthly

Monthly Monthly Monthly Monthly Monthly Monthly Weekly Yearly Monthly Monthly

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

Budget By Month
Chart:
-4

Income
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other $

Jan

Feb $ $

Mar $

Apr $

May $

Jun $

Jul $

Aug $

Sep $

Oct $

Nov $

Dec -

12 Months
Oct to Date

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

38,723

$(3,092)

Spending

Total:

$ 3,396 $ 15

$ 2,812 $ 154

$ 3,696 $ 1,147

$ 3,676 $ 733 584.00 69.00 29.00 36.00 15.00

$ 3,092 $ 106

$ 3,607 $ 131

$ 3,683 $ 111

$ 2,774 $ 160

$ 2,231 $ 218

$ 3,903 $ 1,367 810.00 40.00 342.00 43.00 12.00 119.63

$ 3,192 $ 173

$ 2,661 $ 170

3396

Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Parking Battery / Car Wash AAA Membership Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Utilities Phone - Home Phone - Cell Cable Gas AT&T U-verse Electricity Internet Internet Domain Skype, Phone Cards Health Dental Medical Insurance Medication Vision/contacts Lab Fees Doctor Visits Other Entertainment Memberships Business Dinner Events Wine Club Movies - DVD Music - CD Travel Insurance Travel Hotel Meals While Traveling Miscellaneous Dry Cleaning Stationaries Donations Software Hardware Postage Furniture Cables Wine Club Books Subscriptions Educational Courses

107.00

15.00

32.00 15.00

39.00 1,061.00 5.00 27.00 15.00

91.00

92.00 14.00 10.00 15.00

75.00 15.00 6.00 15.00

100.00

91.00

53.00 75.00 15.00 30.00

90.00 26.00 39.00 15.00

15.00

45.00 15.00

10.00 15.00 102.00 $ 1,300 $ 1,300

4,485 1,394 847 1,507 103 232 300 102 16,221 15,600 621 3,313 188 1,067 239 652 418 360 159 230 4,535 317 2,758 420 120 920 4,835 135 526 35 1,140 19 1,330 660 990 5,334 60 904 386 1,379 44 157 1,586 341 477

15

-$4,000

-$3,000

-$2,000

15

$ 1,300 $ 1,300

$ 1,300 $ 1,300

$ 1,300 $ 1,300

$ 1,300 $ 1,300

$ 1,300 $ 1,300

$ 1,300 $ 1,300

$ 1,921 $ 1,300 $ 621

$ 1,300 $ 1,300

$ 1,300 $ 1,300

$ 1,300 $ 1,300

$ 1,300 $ 1,300

1300

1300

$715

$ $ $ $

255 23 108 41

$ $ $ $

267 21 108 71

$ $ $ $

401 21 108 127

$ $ $

368 21 108

$ $ $

347 21 83

$ $ $

323 21 83

$ $ $

340 21 83

$ $ $

310 13 83

$ $ $

182 13 83

$ $ $

188 13 83

$ $

166 83

$ $

166 54

255

Transportation Health

23

108

41

$ $ $

43 30 10

$ $ $ $ $

17 30 20 354 244

$ $ $ $ $ $

31 30 64 20 345 227

$ $ $ $ $ $ $

156 33 30 20 348 86 227

$ $ $ $ $ $ $

124 31 30 38 20 262 227

$ $ $ $ $ $ $

124 25 30 20 20 262 227

$ $ $ $ $ $ $

124 32 30 30 20 262 227

$ $ $ $ $ $ $

124 40 30 20 383 121 227

$ $ $ $ $

36 30 20 302 227

$ $ $ $ $ $

35 30 7 20 262 227

$ $ $ $ $

33 30 20 262 227

$ $ $ $ $ $

62 30 20 412 110 227

43

30

10

$ 1,081 $ 244

1081

244

$ $ $ $ 837 580 $ $

70 40

$ $

35 83 90

35

35

35

35

35

$ $

35 40

35

35

$ $

35 40

$4,000 $3,500 $3,000 $2,500 $2,000 $1,500 $1,000 $500 $0

Jan Feb

837

331 54

$ $ $ $ $

628 15 38 35 168

715

$ $

547 76

$ $

402 231

41

83

$ $ $

305 120 46

$ $

907 53

$ $

206 28

580

29

69

90

577

41

83

33

$ $

50 19 109

29

$ $ $ $

125 426 165 10

$ $

41 167

$ $ $ $ $ 413 34 $ $ $ $ $ $ 8 348 23 $ $

172 98 102 299 22 108 49 8

$ $ 138 $ $ 148 323 $ $

171 $ 647 343 $ $ $ 580 15 168 $ $ 146 89 $ $ $ $ 19 221 15 $ $ 28 23 6 $ $ $ 59 13 120 138 136 $ $ 139 481 15

821 $

125

426

$ $

406 15

$ $ $

362 15 10

$ 1,044 $ $ $ 218 13 692

384

$ $

407 10

165

10

159

$ $ 30

142

$ $

127 171

30

$ 84 28 $ $

25 138 15 $ $ 106 15 $ $ $ 127 22 125

$ $ $

39 4 43

$ $

143 12

$ $

374 17

$ $

$ $

143

$ $

8 352

12

Chart:

Budget Summary

$$3,092

-$2,000

-$1,000

$0

$1,000

$2,000

$3,000

$4,000

Balance

Income

Expense

Spending Summary
$106
$362

$715

$1,300

$262 $347

Transportation

Home Entertainment

Utilities Miscellaneous

Budget by Month

Feb Mar Apr May Jun

Jul Aug Sep Oct Nov Dec

Expense

Income

Tracking
Chart:

Income
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other $

Oct $

Nov $

Dec $

Jan $

Feb $

Mar $

Apr $

May $

Jun $

Jul $

Aug $

Sep -

Oct to Date $ $ $ $ $ $ -

Actual Income/Spend Summary

$-

$-

Spending
$-

Total Spending: Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Parking Battery / Car Wash AAA Membership Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Utilities Phone - Home Phone - Cell Cable Gas AT&T U-verse Electricity Internet Internet Domain Skype, Phone Cards Health Dental Medical Insurance Medication Vision/contacts Lab Fees Doctor Visits Other Entertainment Memberships Business Dinner Events Wine Club Movies - DVD Music - CD Travel Insurance Travel Hotel Meals While Traveling Miscellaneous Dry Cleaning Stationaries Donations Software Hardware Postage Furniture Cables Wine Club Books Subscriptions Educational Courses

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

$0 $0 $0 $0 $0 $1 $1 $1 $1 $1 $1

Balance

Income

Expense

Actuals by Month

$1 $1 $1 $1 $1 $1

$0
$0 $0 $0 $0

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Expense
$ $ $ $ $ $ $ $ $ $ $ $ -

Income

Comparison
Income
Total Income (net) Salary/Wages Salary/Wages (Spouse) Other Other Other

Compare

to Budget

May
Tracking vs Budget Summary
$(3,092)
Budget

Budget $ $ $ $ $ $ -

May Actual $ $ $ $ $ $ -

Vs Budget $ $ $ $ $ $ -

$$3,092

Spending
Total Spending: Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Parking Battery / Car Wash AAA Membership Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Utilities Phone - Home Phone - Cell Cable Gas AT&T U-verse Electricity Internet Internet Domain Skype, Phone Cards Health Dental Medical Insurance Medication Vision/contacts Lab Fees Doctor Visits Other Entertainment Memberships Business Dinner Events Wine Club Movies - DVD Music - CD Travel Insurance Travel Hotel Meals While Traveling Miscellaneous Dry Cleaning Stationaries Donations Software Hardware Postage Furniture Cables Wine Club Books Subscriptions Educational Courses $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 3,092 106 91 15 1,300 1,300 347 21 83 124 31 30 38 20 262 227 35 715 577 138 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ #VALUE! $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ (106) (91) (15) (1,300) (1,300) (347) (21) (83) (124) (31) (30) (38) (20)
Tracking

$$$($4,000) ($3,000) ($2,000) ($1,000) $0 $1,000 $2,000 $3,000 $4,000

Balance (Savings)

Income

Expense

Spending Comparison
$1,300

$715

$347 $262 $106

$362

$0 Budget

$0

$0

$-

$-

$-

Tracking

Transportation Health

Home Entertainment

Utilities Miscellaneous

#VALUE! #VALUE! $ (227) $ $ $ (35) $ $ #VALUE! $ #VALUE! $ $ $ (577) $ $ $ $ (138) #VALUE! $ $ $ $ $ $ $ $ $ $ $ $ $ (362) (15) (10) (159) (25) (138) (15) -

$ $ $ $ $ $ $ $ $ $ $ $ $

362 15 10 159 25 138 15 -

Daily Spending Record

Income Spending
Total Day's Spending: Transportation Auto Loan/Lease Insurance Gas Maintenance Registration/Inspection Parking Battery / Car Wash AAA Membership Home Mortgage Rent Maintenance Insurance Furniture Household Supplies Groceries Real Estate Tax Other Other Utilities Phone - Home Phone - Cell Cable Gas AT&T U-verse Electricity Internet Internet Domain Skype, Phone Cards Health Dental Medical Insurance Medication Vision/contacts Lab Fees Doctor Visits Other Entertainment Memberships Business Dinner Events Wine Club Movies - DVD Music - CD Travel Insurance Travel Hotel Meals While Traveling Miscellaneous Dry Cleaning Stationaries Donations Software Hardware Postage Furniture Cables Wine Club Books Subscriptions Educational Courses $ $ 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 -