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Frequency Amount Monthly Yearly
0.00 0.00
1 Salary/Wages Monthly 0.00 0.00 0.00
1 Salary/Wages (Spouse) Monthly 0.00 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
0.00 0.00
0.00 0.00
1 Auto Loan/Lease Monthly 0.00 0.00 0.00
1 Insurance Monthly 0.00 0.001 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
0.00 0.00
1 Home Loan EMI Monthly 0.00 0.00
1 Rent Monthly 0.00 0.00 0.00
1 Maintenance Monthly 0.00 0.00
1 Insurance Monthly 0.00 0.00
1 Furniture Monthly 0.00 0.001 Household Supplies Monthly 0.00 0.00
4.3 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
0.00 0.00
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 0.00 0.00 0.00
1 Internet Monthly 0.00 0.001 Other Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
0.00 0.00
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
Transportation
Home
Utilities
Health
Total Income (net)
Spending
Quick BudgetFor F
4/30/12 18:37 For
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1 Life Insurance Monthly 0.00 0.00 0.00
1 Yoga/Fitness Club Monthly 0.00 0.00
1 Other Monthly 0.00 0.00
0.00 0.00
1 Memberships Monthly 0.00 0.00
4.3 Dining out Weekly 0.00 0.00 0.001 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
4.3 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
0.00 0.00
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 0.00 0.00 0.00
1 College Loans Monthly 0.00 0.00
4.3 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
Entertainment
Miscellaneous
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3
1 Yearly2 Monthly3 Weekly
3
Charts: Weekly
requency use keywords: Daily,Weekly,Monthly,Semi-Annually,Quarterly,Yearly
harts use the numbers: Yearly (1) ,Monthly (2), Weekly(3)
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Bar ChartQuick Budget Pie Chart Balance $0
TRUE Transporta $0 Income $0Home $0 Expense $0Utilities $0Health $0Entertainm $0Miscellane $0
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Jan Feb Mar Apr May Jun Jul
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
1651.00 1429.00 44.00 0.00 0.00 0.00 0.00
302.00 400.00 44.00 0.00 0.00 0.00 0.00
Auto Loan/Lease 2.00 44.00Insurance
Gas 300.00 400.00
Maintenance
Registration/Inspection
Bill's train pass
Jane's bus pass
Other
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
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
ElectricityInternet
Other
Other
100.00 0.00 0.00 0.00 0.00 0.00 0.00
Dental
Medical 100.00
Medication
Transportation
Home
Utilities
Health
4/30/12 18:37
Total Income (net)
Spending
Budget by Month
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Vision/contacts
Life Insurance
Other
Other
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
300.00 0.00 0.00 0.00 0.00 0.00 0.00
Dry Cleaning
New Clothes 300.00
DonationsChild Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
Entertainment
Miscellaneous
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4
Charts: 4
Aug Sep Oct Nov Dec 2 MonthsJantoDate
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
46.000.00
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
0.000.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 100.00
0.00
100.00
0.00
Curre
For Charts use the numbers: Yearly (1),
(3), Current Month (4), January-Decemb
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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
0.000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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Budget by Chart:
Month Apr Start Mth
TRUE 4 1
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 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
nt Month
Monthly (avg.) (2), Weekly (avg.)er (5-16)
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Dec 0 0
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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
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0
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Jan Feb Mar Apr May Jun Jul
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 Budget Under Budget
1195.00 871.00 0.00 0.00 0.00 0.00 0.00
201.00 22.00 0.00 0.00 0.00 0.00 0.0012 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
21 570.00 770.00 0.00 0.00 0.00 0.00 0.00
22 EMI
23 Rent 570.00 770.00
24 Maintenance
25 Insurance26 Furniture
27 Household Supplies
28 Groceries
29 Real Estate Tax
30 Other
31 Other
32
33 80.00 79.00 0.00 0.00 0.00 0.00 0.00
34 Phone - Home
35 Phone - Cell
36 Cable
37 Gas
38Water
39 Electricity 80.00 79.00
40 Internet
41 Other
42 Other
43
44 111.00 0.00 0.00 0.00 0.00 0.00 0.00
45 Dental
46 Medical 111.00
Home
Utilities
Health
4/30/12 18:37
Total Income (net)
Total Spending:
Transportation
Tracking Actual Budget
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47 Medication
48 Vision/contacts
49 Life Insurance
50 Other
51 Other
52
53 222.00 0.00 0.00 0.00 0.00 0.00 0.0054 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 11.00 0.00 0.00 0.00 0.00 0.00 0.00
66 Dry Cleaning67 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
Entertainment
Miscellaneous
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Charts: 5
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 0.00 223.0023.00
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
0.000.00
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
0.00159.00
0.00
0.00
0.00
0.00 0.00 0.00 0.00 0.00 111.00
0.00
111.00
Fe
For Charts use the numbers: Current M
Date (3), January-December (4-15)
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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
11.000.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0 0 0 0 0
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5 5 Feb5 1 Apr
4 1 Current Month Apr3 2 Prior Month Mar
3 Jan to Date Jan to Dat
4 January Jan5 February Feb6 March Mar
7 April Apr8 May May9 June Jun
10 July Jul
11 August Aug12 September Sep13 October Oct14 November Nov15 December Dec
Icome Expence
Jan 4000 1195
Feb 3000 871Mar 0 0Apr 0 0May 0 0Jun 0 0
Jul 0 0Aug 0 0Sep 0 0Oct 0 0
ruary
nth (1), Prior Month (2), January to
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Nov 0 0
Dec 0 0
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First Tracking Month1 Budget By Month? 1 Bar Chart
1 Jan Feb January TRUE Balance2 Feb Mar February Income3 Mar Apr March Expense
4 Apr May April5 May Jun May6 Jun Jul June
7 Jul Aug July8 Aug Sep August9 Sep Oct September
10 Oct Nov October
11 Nov Dec November12 Dec Jan December13 Jan to Date January to Date
Pie Chart 1 FebBalance Transporta 22 2
2805 Home 770 8.666667
2129 Utilities 790 Health 00 Entertainm 00 Miscellane 00
0000
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0
0
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$2,129
$3,000
$871
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5
Budget Feb Actual Vs Budget
3,000 3000 0
3 Salary/Wages 3000 3,000.00 0.00
4 Salary/Wages (Spouse) 0 0.00 0.00
5 Other 0 0.00 0.00
6 Other 0 0.00 0.00
7 Other 0 0.00 0.00
1,429 1,092 -337
400 22 -37812 Auto Loan/Lease 0.00 22.00 22.00
13 Insurance 0.00 0.00 0.00
14 Gas 400.00 0.00 -400.00
15 Maintenance 0.00 0.00 0.00
16 Registration/Inspection 0.00 0.00 0.00
17 Bill's train pass 0.00 0.00 0.00
18 Jane's bus pass 0.00 0.00 0.00
19 Other 0.00 0.00 0.00
20
21 900 770 -130
22 EMI 0.00 0.00 0.00
23 Rent 900.00 770.00 -130.00
24 Maintenance 0.00 0.00 0.00
25 Insurance 0.00 0.00 0.0026 Furniture 0.00 0.00 0.00
27 Household Supplies 0.00 0.00 0.00
28 Groceries 0.00 0.00 0.00
29 Real Estate Tax 0.00 0.00 0.00
30 Other 0.00 0.00 0.00
31 Other 0.00 0.00 0.00
32
33 129 300 171
34 Phone - Home 129.00 0.00 -129.00
35 Phone - Cell 0.00 0.00 0.00
36 Cable 0.00 0.00 0.00
37 Gas 0.00 0.00 0.00
38Water 0.00 0.00 0.00
39 Electricity 0.00 300.00 300.00
40 Internet 0.00 0.00 0.00
41 Other 0.00 0.00 0.00
42 Other 0.00 0.00 0.00
43
44 0 0 0
45 Dental 0.00 0.00 0.00
46 Medical 0.00 0.00 0.00
Total Income (net)
Total Spending:
Transportation
Home
Utilities
Health
Comparisonor ompare o u ge use
Januar to Date 3 Januar -4/30/12 18:37 Compare to Budget
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47 Medication 0.00 0.00 0.00
48 Vision/contacts 0.00 0.00 0.00
49 Life Insurance 0.00 0.00 0.00
50 Other 0.00 0.00 0.00
51 Other 0.00 0.00 0.00
52
53 0 0 054 Memberships 0.00 0.00 0.00
55 Dining out 0.00 0.00 0.00
56 Events 0.00 0.00 0.00
57 Subscriptions 0.00 0.00 0.00
58 Movies 0.00 0.00 0.00
59 Music 0.00 0.00 0.00
60 Hobbies 0.00 0.00 0.00
61 Travel/ Vacation 0.00 0.00 0.00
62 Other 0.00 0.00 0.00
63 Other 0.00 0.00 0.00
64
65 0 0 0
66 Dry Cleaning 0.00 0.00 0.00
67 New Clothes 0.00 0.00 0.00
68 Donations 0.00 0.00 0.00
69 Child Care 0.00 0.00 0.00
70 Tuition 0.00 0.00 0.00
71 College Loans 0.00 0.00 0.00
72 Pocket Money 0.00 0.00 0.00
73 Gifts 0.00 0.00 0.00
74 Credit Card 0.00 0.00 0.00
75 Other 0.00 0.00 0.00
76 Other 0.00 0.00 0.00
77 Other 0.00 0.00 0.00
Entertainment
Miscellaneous
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54 1 Current Month3 2 Prior Month
3 Jan to Date
4 January5 February6 March
7 April8 May9 June
10 July
11 August12 September13 October14 November15 December
Simple Budget
e num ers: urren on , r or on ,December 4-15
February
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Feb Budget By Month? 1 Pie Chart TrackingApr TRUE Budget Tracking Balance (S $1,908Mar Transporta 400 22 Income $3,000Jan to Date Home 900 770 Expense $1,092Jan Utilities 129 300Feb Health 0 0Mar Entertainm 0 0
Apr Miscellane 0 0MayJunJul
AugSepOctNovDec
1
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Budget
$1,571
$3,000
$1,429
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1st 2nd 3rd 4th 5th
0.00 0.00 0.00 0.00 0.00
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
0.00 0.00 0.00 0.00 0.00
EMI
Rent
Maintenance
Insurance
Furniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
0.00 0.00 0.00 0.00 0.00
Phone - Home
Phone - Cell
Cable
Gas
Water
Electricity
Internet
Other
Other
0.00 0.00 0.00 0.00 0.00
DentalMedical
Medication
Vision/contacts
Life Insurance
Other
Other
Health
Daily Spendings
4/30/2012 18:37:55
Total Day's Spending:
Transportation
Home
Utilities
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0.00 0.00 0.00 0.00 0.00
Memberships
Dining out
Events
Subscriptions
Movies
MusicHobbies
Travel/ Vacation
Other
Other
0.00 0.00 0.00 0.00 0.00
Dry Cleaning
New Clothes
Donations
Child Care
Tuition
College Loans
Pocket MoneyGifts
Credit Card
Other
Other
Other
Entertainment
Miscellaneous
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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
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0.00 0.00 0.00 0.00 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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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
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0.00 0.00 0.00 0.00 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
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 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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0.00 0.00 0.00 0.00 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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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
0.000.00
0.00
0.00
0.00
0.00
0.00
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0.00 0.00 0.00
0.00
0.00
0.00
0.00
0.00
0.000.00
0.00
0.00
0.00
0.00 0.00 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.000.00
0.00
0.00
0.00
0.00
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1
2
you stick to your budget. Your savings can be invested in a better way and which will help you when yo
These figures will be compared to your budgeted figures on the "Comparison" page.
ComparisonUse this sheet to monitor how well you are sticking to your budget. Compare different time periods by
"Income" section
Daily Spending
We've provided this sheet for those interested in tracking their spending on a daily basis. This simple
provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your TrackinMake 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 mont
Tracking
Use this sheet to track your actual income and spending. Setup your first budget month by SETUP s
Instructions
You may move from worksheet to worksheet by selecting SpreadSheet buttons located at the bottom oEnter 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 "F
SETUP
4/30/2012 18:37:55Minimal Setup Required
Starting Month for the Budget Year
Quick Budget (1) or Budget By Month (2)
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u are in need!
using the numbers above the
ecord goes a long way in helping
(actual) figures on the "Comparison" sheet.
by SETUP sheet.
eet.
f this workbook.
equency" by using the keywords
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