budgetplanner final

8/9/2019 BudgetPlanner Final

1/13


2/13


3/13

;anuary

cy! by using the drop down menu &ebruary al, igures on the !Comparison! sheet$ (arch

nth! igures will be used or 1pril

(ay

;une

;uly

ing the drop down bo. in 1ugust

September

t Planner !!

r website,$

are your budgeted income andding to your actuals$ 1re youver or under your budget?

om&are Budget to ,tuals


4/13

bo. is not selected/ >ctober

November


5/13

0se the on the Com&arison sheet

Category Name &requency 1mount (onthly *early

*nome 2 2Salary)3ages (onthly @ @ @6

Salary)3ages (onthly - -

>ther (onthly - -

>ther 3eekly - -

>ther (onthly - -

%&ending 1 12)rans&ortation 1 12

1uto :oan):ease (onthly 8 8 8@

nsurance Semi-1nnually - -

;ohn2s bus pass (onthly - -

Aas 3eekly - -

(aintenance *early - -

5egistration *early - -

nspection *early - -

>ther (onthly - -

>ther (onthly - -

>ther (onthly - -

ome - -

(ortgage (onthly - -

5ent (onthly - -

(aintenance (onthly - -

nsurance (onthly - -

&urniture Semi-1nnually - -

=ousehold Supplies (onthly - -

5eal %state 'a. "uarterly - -

>ther (onthly - -

>ther (onthly - -

>ther (onthly - -

0tilities - -Phone - =ome (onthly - -

Phone - Cell (onthly - -

Cable (onthly - -

Aas (onthly - -

>ther (onthly - -

3ater (onthly - -

%lectricity (onthly - -

nternet (onthly - -

>ther (onthly - -

>ther (onthly - -

ealth - -

ther (onthly - -

>ther Semi-1nnually - -

>ther (onthly - -

>ther (onthly - -

>ther (onthly - -

ntertainment - -

(emberships (onthly - -

%vents "uarterly - -

Subscriptions (onthly - -

(ovies (onthly - -

(usic (onthly - -

=obbies 3eekly - -

'ravel) Bacation *early - -

>ther (onthly - -

Purhase full Budget Planner !!

5et

%&ending

*nome

12

12

2

#udget Summary

Spending Summary

Chart4

nter w at youp anon spen ng e ow$

'ype over samplecategories names

Purchased Planner includes4

-1dditional categories)rows-1lternate currencies

5e6t: )rak $our atual s&end+click here,

12

)rans&ortation om e 0tilities ealth nter tai

Dining 4ids Misellaneous

'ype in amounts
http://www.simpleplanning.net/Financial%20Calculators/BudgetPlanner.html?utm_source=Simpleplanning.net&utm_medium=demo&utm_campaign=Budget%2BPlanner%2Bdemohttp://www.simpleplanning.net/Financial%20Calculators/BudgetPlanner.html?utm_source=Simpleplanning.net&utm_medium=demo&utm_campaign=Budget%2BPlanner%2Bdemo


6/13

0se the on the Com&arison sheet

Category Name ;an &eb (ar 1pr (ay ;un ;ul 1ug Sep >ct

*nome 2 - - - - - - - - Salary)3ages @ 6

Salary)3ages +;ane,

>ther

>ther

>ther

%&ending 1 - - - - - - - - - )rans&ortation 1 - - - - - - - - -

1uto :oan):ease 8

nsurance

;ohn2s bus pass

Aas

(aintenance

5egistration

>ther

>ther >ther

>ther

ome - - - - - - - - - -

(ortgage

5ent

(aintenance

nsurance

&urniture

=ousehold Supplies

5eal %state 'a.

>ther

>ther

>ther

0tilities - - - - - - - - - -

Phone - =ome

Phone - Cell

Cable

Aas

>ther

3ater

%lectricity

nternet

>ther

>ther

ealth - - - - - - - - - -

ther

>ther

>ther

>ther

>ther

ntertainment - - - - - - - - - -

(emberships

%vents

Subscriptions

(ovies (usic

=obbies

Purchased Planner includes4-1dditional categories)rows

-1lternate currencies

%nter what youplanon spending below$ 5e6t: )rak $our atua+click here,

i you2re not building a "uick #udget

'ype over samplecategories names

'ype in amounts


7/13

or

Category Name ;an &eb (ar 1pr (ay ;un ;ul 1ug Sep >ct

*nome 3 - - - - - - - - -Salary)3ages 0

Salary)3ages

>ther >ther

>ther

%&ending 2 - - - - - - - - -)rans&ortation 2 - - - - - - - - -

1uto :oan):ease @

nsurance

;ohn2s bus pass

Aas

(aintenance

5egistration

nspection

>ther

>ther

>ther

ome - - - - - - - - - -

(ortgage

5ent

(aintenance nsurance

&urniture

=ousehold Supplies

5eal %state 'a.

>ther

>ther

>ther

0tilities - - - - - - - - - -

Phone - =ome

Phone - Cell

Cable

Aas

>ther

3ater

%lectricity

nternet

>ther

>ther

ealth - - - - - - - - - -ther

>ther

>ther

>ther

>ther

ntertainment - - - - - - - - - -

(emberships

%vents

Subscriptions

(ovies

(usic

>ver#udget

:ets you know whenspending is over budget$

%nter what you actuallyspend below$

'ype in actual spending amounts here

5e6t: Com&are atual sto $our #udget +cli'rack spending


8/13

.ull ;ear

Category Name #udget 'racking Compare

*nome 2 3 ther 7 7 7>ther 7 7 7

%&ending 12 2 =)rans&ortation 12 2 =

1uto :oan):ease 8@ @ +87,

nsurance 7 7 7

;ohn2s bus pass 7 7 7

Aas 7 7 7

(aintenance 7 7 7

5egistration 7 7 7

nspection 7 7 7

>ther 7 7 7

>ther 7 7 7

>ther 7 7 7

ome > > >

(ortgage 7 7 7

5ent 7 7 7

(aintenance 7 7 7

nsurance 7 7 7

&urniture 7 7 7

=ousehold Supplies 7 7 7

5eal %state 'a. 7 7 7

>ther 7 7 7

>ther 7 7 7

>ther 7 7 7

0tilities > > >

Phone - =ome 7 7 7Phone - Cell 7 7 7

Cable 7 7 7

Aas 7 7 7

>ther 7 7 7

3ater 7 7 7

%lectricity 7 7 7

nternet 7 7 7

>ther 7 7 7

>ther 7 7 7

ealth > > >

ther 7 7 7

>ther 7 7 7

>ther 7 7 7

>ther 7 7 7

>ther 7 7 7

ntertainment > > >

(emberships 7 7 7

%vents 7 7 7

Subscriptions 7 7 7

(ovies 7 7 7

(usic 7 7 7

=obbies 7 7 7

'ravel) Bacation 7 7 7>ther 7 7 7

>ther 7 7 7

>th 7 7 7

5et

%&ending

*nome

1

2

3

12

12

#udget vs 'racking Summary

)rans ome 0tili ealt nter Dinin 4id

-12

-1>

-?

-7

-

-2

>

-1>

ver Budget 0nder Budget

3here 1re *ou >verspending? +vs #udget,

#udget

'racking

Compare your budget to your actual spending below$

Select periodor month

verbudget in red

0nderbudget in green


9/13

Category Name 8st @nd 0rd 6th Eth th Fth Gth Hth 87th 88t

%&ending - - - - - - - - - - )rans&ortation - - - - - - - - - -

1uto :oan):ease nsurance

;ohn2s bus pass

Aas

(aintenance

5egistration

nspection

>ther

>ther

>ther

ome - - - - - - - - - -

(ortgage

5ent

(aintenance

nsurance

&urniture

=ousehold Supplies

5eal %state 'a.

>ther

>ther

>ther

0tilities - - - - - - - - - -

Phone - =ome

Phone - Cell

Cable

Aas

>ther

3ater %lectricity

nternet

>ther

>ther

ealth - - - - - - - - - -

ther

>ther

>ther

>ther >ther

ntertainment - - - - - - - - - -

(emberships

%vents

Subscriptions

(ovies

(usic

=obbies

'ravel) Bacation

>ther

>ther

>ther

Dining - - - - - - - - - -


10/13

.,"As

h$ is the &lanner &assword &roteted*ou are currently working with the demo version o the #udget Planner/ so some o the input cells are

the purchased version o the #udget Planner/ these input cells will no longer be locked$

3e password protect our planner in order to maintain the integrity o the calculations +we do not provi

'his ensures that the calculations and graphs work properly$ >nly the white cells in the planner are o

cells are password protected$

ow an * add additional rows you decided to purchase the #udget Planner/ you will be able to download the e.panded version o

version comes with additional rows and categories pre-installed/ so you will not have to add rows your

ow do * hange the ategor$ names

*ou can change the deault categories)subcategories on either one o the budget sheets +"uick #udg'hese new titles will low through each sheet o the planner$ #e sure to select your #udget sheet or t

'his will ensure that your category names low through the rest o the planner$ *ou will make this sele

h$ is m$ &lanner a 'ead nl$ file&irst/ let2s conirm that your %.cel ile is truly a !5ead >nly! ile$ *ou can do this by looking at the very

the ile name$ it does say !5ead >nly! ater the ile name/ than simply save the ile to your nly! at the very top o the %.cel program then you are likely being presented

See !3hy is the planner password protected?! above or clariication$

h$ doesnAt the Dail$ %&ending sheet link #ak to the )raking sheet'he 'racking by nce you have recognized these daily habits/ we recommend using the monthly tracking sheet therea

you chose to continue using the 'racking by


11/13

your new titles will low through each sheet o the planner$

ow do * hange the width of the olumnsSelect a cell in the column you would like to widen$ Select &ormat on the menu bar and then Column/

h$ doesnAt the "uik Budget sheet link to the Budget #$ Month sheet#oth the "uick #udget and the #udget by (onth sheet are budget sheets/ but you will need to choose

sheet is meant or budget2s that don2t change rom one month to the ne.t$ 'he #udget by (onth shee

month to the ne.t$ t2s up to you which one you decide to use$

K(ake sure you select !Use this budget on Comprison sheet! at the top o your #udget$ 'his will insur

on the Comparison

ow do * see m$ figures down to the entSelect only the white input cells that you would like to adMust$

Click the icon on the %.cel &ormat toolbar$

you don2t see a icon on the ormat toolbar/ select &ormat/ Cells/ Number tab and then Currency$


12/13

locked$ 3hen you download

e the password to unprotect,$

en or inputI shaded

he #udget Planner$ 'his e.panded

sel$

t or #udget by (onth,$e Comparison sheet +see below image,$

ction at the top o your #udget sheet$

top o your %.cel program where is says

using !Save 1s! and save it using

ith a password protect message$

ommend using this sheet or a month

cted within one month o using this sheet$

ter$

me sheet o the purchase version o the #udget Planner$

nner t or #udget by (onth,$

e Comparison sheet +see below image,$

ction at the top o your #udget sheet$

t or #udget by (onth,$

ecide to use$ >nce this selection is made/

el&rison


13/13

3idthL

one or the other$ 'he "uick #udget

t is meant or budgets that vary one

e the proper budget inormation is populated

lick >D$

budgetplanner final

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