Use our budget planner in Excel to work out what you are spending your money on and compare this with your income.
|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:
|Use the drop down boxes to chart different time periods (Current Month, Prior Month, Yearly, Jan, Feb, etc.)
|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.)
|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.
|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
|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.