20110331-mybudgetplanner
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BUDGET PLANNERDistributed by;Ghazali Haji AbuPerunding Takaful, Wasiat dan Unit [email protected]
InstructionsYou may move from worksheet to worksheet by clicking on the dark blue buttonslocated 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.)
Quick BudgetCreate a quick and easy budget by filling out the white cells on the "Quick Budget" sheet. Enter the "Frequency" by using the drop down menuprovided 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 forcomparison 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 inthe "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.
ComparisonUse 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 SpendingWe've provided this sheet for those interested in tracking their spending on a daily basis. This simple record goes a long way in helping
Budget Planner - Overview / Help
Quick BudgetBudget By
Month
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you stick to your budget.
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Chart:
Frequency Amount Monthly Yearly
Total Income (net) 0.00 0.00
Salary/Wages Monthly 0.00 0.00 0.00
Salary/Wages (Spouse) Monthly 0.00 0.00 0.00
TAKAFUL Monthly 0.00 0.00 0.00
PUBLIC MUTUAL Monthly 0.00 0.00
OTHERS Monthly 0.00 0.00
0.00 0.00
0.00 0.00
Auto Loan/Lease Monthly 0.00 0.00 0.00
Insurance Yearly 0.00 0.00 0.00
Gas Monthly 0.00 0.00
Maintenance Quarterly 0.00 0.00
Roadtax Yearly 0.00 0.00 0.00
Car Accessories Quarterly 0.00 0.00
TOL Monthly 0.00 0.00
Other Monthly 0.00 0.00
0.00 0.00
Mortgage Monthly 0.00 0.00 0.00
Rent Monthly 0.00 0.00 0.00
Maintenance Monthly 0.00 0.00
Insurance Monthly 0.00 0.00
Furniture Yearly 0.00 0.00
Household Supplies Monthly 0.00 0.00
Groceries Weekly 0.00 0.00 0.00
Real Estate Tax Yearly 0.00 0.00
Child Tution Monthly 0.00 0.00 0.00
Other Monthly 0.00 0.00
0.00 0.00
Phone - Home Monthly 0.00 0.00
Phone - Cell Monthly 0.00 0.00 0.00
ASTRO Monthly 0.00 0.00
PETROL Monthly 0.00 0.00 0.00
Water Monthly 0.00 0.00 0.00
Electricity Monthly 0.00 0.00 0.00
Internet Monthly 0.00 0.00
GAS Monthly 0.00 0.00
Other Monthly 0.00 0.00
0.00 0.00
Magazines Yearly 0.00 0.00
Souvenir/Cards/Gifts Monthly 0.00 0.00
Commission Monthly 0.00 0.00
Office Rental Monthly 0.00 0.00
Life Insurance Monthly 0.00 0.00
Coaching Program Monthly 0.00 0.00
Other Monthly 0.00 0.00
0.00 0.00
Memberships Monthly 0.00 0.00
Dining out Monthly 0.00 0.00
Events Monthly 0.00 0.00
Subscriptions Monthly 0.00 0.00
Movies Monthly 0.00 0.00
Music Monthly 0.00 0.00
Hobbies Weekly 0.00 0.00
Travel/ Vacation Yearly 0.00 0.00
Medical Monthly 0.00 0.00
Other Monthly 0.00 0.00
0.00 0.00
Dry Cleaning Quarterly 0.00 0.00
New Clothes Semi-Annually 0.00 0.00
Donations Monthly 0.00 0.00
Maid Monthly 0.00 0.00
Tuition Monthly 0.00 0.00
College Loans Monthly 0.00 0.00
Pocket Money Monthly 0.00 0.00
Gifts Monthly 0.00 0.00
Credit Card Monthly 0.00 0.00
Mom Monthly 0.00 0.00
Atuk Monthly 0.00 0.00
Others Monthly 0.00 0.00
Entertainment/Health
Miscellaneous
Transportation
Home / Education
Utilities
BISNES
Quick Budget
Spending Total
ncome
000000
Transportation Home / Education Utilities
BISNES Entertainment/Health Miscellaneous
$0 $0 $0 $1 $1 $1
0
0
0
Balance Income Expense
Budget Summary
Spending Summary
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Chart:
Sep Oct Nov Dec Jan 0 MonthsSeptoDate
Total Income (net) 0.00 0.00 0.00 0.00 0.00 0.00 0
Salary/Wages 0.00 0
Salary/Wages (Spouse) 0.00 0
Other 0.00 0
Other 0.00 0
Other 0.00 0
0.00 0.00 0.00 0.00 0.00 0.000
0.00 0.00 0.00 0.00 0.00 0.00 0
Auto Loan/Lease 0.00 0
Insurance 0.00 0
Gas 0.00 0
Maintenance 0.00 0
Roadtax 0.00 0
Car Accessories 0.00 0
TOL 0.000
Other 0.00 0
0.00 0.00 0.00 0.00 0.00 0.00 0
Mortgage 0.00 0
Rent 0.00 0
Maintenance 0.00 0
Insurance 0.00 0
Furniture 0.00 0
Household Supplies 0.00 0
Groceries 0.00 0
Real Estate Tax 0.00 0
Child Tution 0.00 0
Other 0.00 0
0.00 0.00 0.00 0.00 0.00 0.00 0
Phone - Home 0.00 0
Phone - Cell 0.00 0
ASTRO 0.00 0
PETROL 0.00 0
Water 0.00 0
Electricity 0.00 0
Internet 0.00 0
GAS 0.00 0
Other 0.00 0
0.00 0.00 0.00 0.00 0.00 0.00 0
Magazines 0.00 0
Souvenir/Cards/Gifts 0.00 0
Commission 0.00 0
Office Rental 0.00 0
Life Insurance 0.00 0
Coaching Program 0.00 0
Other 0.00 0
0.00 0.00 0.00 0.00 0.00 0.00 0
Memberships 0.00 0
Dining out 0.00 0
Events 0.00 0
Subscriptions 0.00 0
Movies 0.000
Music 0.00 0
Hobbies 0.00 0
Travel/ Vacation 0.00 0
Medical 0.00 0
Other 0.00 0
0.00 0.00 0.00 0.00 0.00 0.00 0
Dry Cleaning 0.00 0
New Clothes 0.00 0
Donations 0.00 0
Maid 0.00 0
Tuition 0.00 0
College Loans 0.00 0
Pocket Money 0.00 0
Gifts 0.00 0
Credit Card 0.00 0
Mom 0.00 0
Atuk 0.00 0
Others 0.00 0
Utilities
BISNES
Entertainment/Health
Miscellaneous
Transportation
Home
0 0 0 1 1 1
0
0
0
Balance Income Expense
Spending Total:
Income
Budget By Month
0
0
0
0
0
11
1
1
1
1
Sep Oct Nov Dec Jan
Expense Income
000000
Transportation Home
Utilities BISNES
Entertainment/Health Miscellaneous
Budget Summary
Spending Summary
Budget by Month
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Chart:
Sep Oct Nov Dec Sep to Date
Total Income (net) 0.00 0.00 0.00 0.00 0.00
Salary/Wages 0.00
Salary/Wages (Spouse) 0.00
TAKAFUL 0.00
PUBLIC MUTUAL 0.00
OTHERS 0.00
Total 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 0.00 0.00
Insurance 0.00 0.00
Gas 0.00 0.00
Maintenance 0.00 0.00
Roadtax 0.00 0.00
Car Accessories 0.00 0.00
TOL 0.00 0.00Other 0.00 0.00
Home / Education 0.00 0.00 0.00 0.00 0.00
Mortgage 0.00 0.00
Rent 0.00 0.00
Maintenance 0.00 0.00
Insurance 0.00 0.00
Furniture 0.00 0.00
Household Supplies 0.00 0.00
Groceries 0.00 0.00
Real Estate Tax 0.00 0.00
Child Tution 0.00 0.00
Other 0.00 0.00
Utilities 0.00 0.00 0.00 0.00 0.00
Phone - Home 0.00 0.00
Phone - Cell 0.00 0.00
ASTRO 0.00 0.00
PETROL 0.00 0.00
Water 0.00 0.00
Electricity 0.00 0.00
Internet 0.00 0.00
GAS 0.00 0.00
Other 0.00 0.00
BISNES 0.00 0.00 0.00 0.00 0.00
Magazines 0.00 0.00
Souvenir/Cards/Gifts 0.00 0.00Commission 0.00 0.00
Office Rental 0.00 0.00
Life Insurance 0.00 0.00
Coaching Program 0.00 0.00
Other 0.00 0.00
Entertainment/Health 0.00 0.00 0.00 0.00 0.00
Memberships 0.00 0.00
Dining out 0.00 0.00
Events 0.00 0.00
Subscriptions 0.00 0.00
Movies 0.00 0.00
Music 0.00 0.00
Hobbies 0.00 0.00Travel/ Vacation 0.00 0.00
Medical 0.00 0.00
Other 0.00 0.00
Miscellaneous 0.00 0.00 0.00 0.00 0.00
Dry Cleaning 0.00 0.00
New Clothes 0.00 0.00
Donations 0.00 0.00
Maid 0.00 0.00
Tuition 0.00 0.00
College Loans 0.00 0.00
Pocket Money 0.00 0.00
Gifts 0.00 0.00
Credit Card 0.00 0.00Mom 0.00 0.00
Atuk 0.00 0.00
Others 0.00 0.00
Spending
Income
Tracking
0
0
0
0
0
1
1
1
1
1
1
Sep Oct Nov Dec
Expense Income
0 0 0 1 1 1
0
0
0
Balance Income Expense
Actuals by Month
Actual Income/Spend Summary
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Compare to Budget June
Budget Jun Actual Vs Budget
Total Income (net) 0 0 0
Salary/Wages 0 0.00 0.00
Salary/Wages (Spouse) 0 0.00 0.00
TAKAFUL 0 0.00 0.00
PUBLIC MUTUAL 0 0.00 0.00
OTHERS 0 0.00 0.00
Total Spending: 0 0 0
Transportation 0 0 0
Auto Loan/Lease 0.00 0.00 0.00
Insurance 0.00 0.00 0.00
Gas 0.00 0.00 0.00
Maintenance 0.00 0.00 0.00
Roadtax 0.00 0.00 0.00
Car Accessories 0.00 0.00 0.00
TOL 0.00 0.00 0.00Other 0.00 0.00 0.00
Home / Education 0 0 0
Mortgage 0.00 0.00 0.00
Rent 0.00 0.00 0.00
Maintenance 0.00 0.00 0.00
Insurance 0.00 0.00 0.00
Furniture 0.00 0.00 0.00
Household Supplies 0.00 0.00 0.00
Groceries 0.00 0.00 0.00
Real Estate Tax 0.00 0.00 0.00
Child Tution 0.00 0.00 0.00
Other 0.00 0.00 0.00
Utilities 0 0 0
Phone - Home 0.00 0.00 0.00
Phone - Cell 0.00 0.00 0.00
ASTRO 0.00 0.00 0.00
PETROL 0.00 0.00 0.00
Water 0.00 0.00 0.00
Electricity 0.00 0.00 0.00
Internet 0.00 0.00 0.00
GAS 0.00 0.00 0.00
Other 0.00 0.00 0.00
BISNES 0 0 0
Magazines 0.00 0.00 0.00
Souvenir/Cards/Gifts 0.00 0.00 0.00Commission 0.00 0.00 0.00
Office Rental 0.00 0.00 0.00
Life Insurance 0.00 0.00 0.00
Coaching Program 0.00 0.00 0.00
Other 0.00 0.00 0.00
Entertainment/Health 0 0 0
Memberships 0.00 0.00 0.00
Dining out 0.00 0.00 0.00
Events 0.00 0.00 0.00
Subscriptions 0.00 0.00 0.00
Movies 0.00 0.00 0.00
Music 0.00 0.00 0.00
Hobbies 0.00 0.00 0.00Travel/ Vacation 0.00 0.00 0.00
Medical 0.00 0.00 0.00
Other 0.00 0.00 0.00
Miscellaneous 0 0 0
Dry Cleaning 0.00 0.00 0.00
New Clothes 0.00 0.00 0.00
Donations 0.00 0.00 0.00
Maid 0.00 0.00 0.00
Tuition 0.00 0.00 0.00
College Loans 0.00 0.00 0.00
Pocket Money 0.00 0.00 0.00
Gifts 0.00 0.00 0.00
Credit Card 0.00 0.00 0.00
Mom 0.00 0.00 0.00
Atuk 0.00 0.00 0.00
Others 0.00 0.00 0.00
0 0 0 1 1 1
0
0
0
0
0
0.00
Balance (Savings) Income Expense
Tracking
Budget
Spending
Income
Comparison
0 00 00 00 00 00 0
Transportation Home / Education
Utilities BISNES
Entertainment/Health Miscellaneous
TrackingBudget
Spending Comparison
Tracking vs Budget Summary
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1st 2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12th 13th 14th 15th 16t
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
Transportation 0.00 0.00 0.00 0.00 0.00 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
Roadtax
Car Accessories
TOL
Other
Home / Education 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Mortgage
Rent
Maintenance
InsuranceFurniture
Household Supplies
Groceries
Real Estate Tax
Child Tution
Other
Utilities 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Phone - Home
Phone - Cell
ASTRO
PETROL
Water
Electricity
Internet
GAS
Other
BISNES 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Magazines
Souvenir/Cards/Gifts
Commission
Office Rental
Life Insurance
Coaching Program
Other
Entertainment/Health 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Memberships
Dining out
Events
Subscriptions
Movies
Music
Hobbies
Travel/ Vacation
Medical
Other
Miscellaneous 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Dry Cleaning
New Clothes
Donations
Maid
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Mom
Atuk
Others
Spending
Daily Spending Record