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PIBudget App for ExcelIntroduction - User Interface

Contents

What is PIBUdget App for Excel? Download trial version and practice Installation and language Main menu Settings Budget Actuals Dues

What is PIBudget App for Excel?

Basic budgeting program for home users and small/individual business

Works on Microsoft Excel 2010 and higher

When PIBudget starts it adds its own commands on the ribbon bar

The other parts of the user interface are quite simple and intuitive, even if you are not an Excel expert

Main features

User customizable Budget categories and sub-categories

Easy to use budget sheet Expenses records Due payments register Automatic Actuals from expenses

records

Download Trial version

Download Trial version for free:http://www.pianificazioneintelligente.com/en/lp/pibudget-ssdownload/

And Start practicing now…

Installation and language

Installation This program works with Excel 2010 or

higher To install just unzip on your PC the

downloaded file; Language

In the unzipped folder you will find one excel workbook for each available language;

Main menu

A new group “PiBudget” is available:

From here you can navigate the workbook and access all commands:

Settings

Budget

ActualsDue Register

Settings 1

First settings: Current Year

App version works with one active year per workbook. At the end of the year just “save as” the workbook to start next year.

CurrencySelect from menu

Demo user Name2014 Current Year

EUR Currency

Settings 2

Budget categories: first we define the main categories of expenses we want to track

Budget sub-categories:we break down eachcategory in its detail

IncomeHearnings - husbandHearnings - wifeFinancial yeldsxxxx

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HouseLoan/LeaseInsuranceMaintenanceTaxFurnitureAppliancesHouse cleaningAccessories

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IncomeHouseUtilitiesTransportsFoodHealthPersonal expensesChildrenDebtGiftSavingsLeisure and hobby

Objectives

PIBudget App - Demo user - Income and spending outlookYear 2014 Year Tot Mean Value January February March April May June July August September October November DecemberIncome tot EUR 38.200,00 3.183,33 2.900,00 3.000,00 2.900,00 3.000,00 2.900,00 3.000,00 2.900,00 3.000,00 2.900,00 3.000,00 2.900,00 5.800,00Expenses tot EUR 21.360,00 1.780,00 1.780,00 1.780,00 1.780,00 1.780,00 1.780,00 1.780,00 1.780,00 1.780,00 1.780,00 1.780,00 1.780,00 1.780,00

Balance EUR 16.840,00 1.403,33 1.120,00 1.220,00 1.120,00 1.220,00 1.120,00 1.220,00 1.120,00 1.220,00 1.120,00 1.220,00 1.120,00 4.020,00

IncomeHearnings - husband 18.200,00 1.516,67 1.400,00 1.400,00 1.400,00 1.400,00 1.400,00 1.400,00 1.400,00 1.400,00 1.400,00 1.400,00 1.400,00 2.800,00Hearnings - wife 18.200,00 1.516,67 1.400,00 1.400,00 1.400,00 1.400,00 1.400,00 1.400,00 1.400,00 1.400,00 1.400,00 1.400,00 1.400,00 2.800,00Financial yelds 1.200,00 100,00 100,00 100,00 100,00 100,00 100,00 100,00 100,00 100,00 100,00 100,00 100,00 100,00xxxx 600,00 50,00 100,00 100,00 100,00 100,00 100,00 100,00

TOT Income 38.200,00 3.183,33 2.900,00 3.000,00 2.900,00 3.000,00 2.900,00 3.000,00 2.900,00 3.000,00 2.900,00 3.000,00 2.900,00 5.800,00

HouseLoan/Lease 5.400,00 450,00 450,00 450,00 450,00 450,00 450,00 450,00 450,00 450,00 450,00 450,00 450,00 450,00Insurance 120,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00Maintenance 120,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00Tax 120,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00Furniture 120,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00Appliances 120,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00House cleaning 120,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00Accessories 120,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00

TOT House 6.240,00 520,00 520,00 520,00 520,00 520,00 520,00 520,00 520,00 520,00 520,00 520,00 520,00 520,00% of tot income 16% 16% 18% 17% 18% 17% 18% 17% 18% 17% 18% 17% 18% 9%% of tot expenses 29% 29% 29% 29% 29% 29% 29% 29% 29% 29% 29% 29% 29% 29%

UtilitiesElectricity 120,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00Gas 120,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00Water 120,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00TV subscriptions 120,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00Phone 120,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00Internet 120,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00

TOT Utilities 720,00 60,00 60,00 60,00 60,00 60,00 60,00 60,00 60,00 60,00 60,00 60,00 60,00 60,00% of tot income 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 1%% of tot expenses 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3%

TransportsAuto 1 120,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00 10,00

In Budget sheet the categories are referenced

We can assign a budget to each subcategory for each month of the year

Grand total and subtotals for sub-categories are calculated for each month

Budget 1

Budget categories Budget sub-

categories

Input Cells

Input Cells

Input Cells

Total for category

Budget 2

Hide unusedCompact screen hiding rowsfor categories or subcategoriesnot used

Show AllShow all rows (useful whena new category or subcategoryhas been added)

Note: those functions on somePCs can take around a minuteto execute.

IncomeHearnings - husband 18.200,00 1.516,67 1.400,00Hearnings - wife 18.200,00 1.516,67 1.400,00Financial yelds 1.200,00 100,00 100,00xxxx 600,00 50,00

TOT Income 38.200,00 3.183,33 2.900,00

HouseLoan/Lease 5.400,00 450,00 450,00Insurance 120,00 10,00 10,00Maintenance 120,00 10,00 10,00Tax 120,00 10,00 10,00Furniture 120,00 10,00 10,00Appliances 120,00 10,00 10,00House cleaning 120,00 10,00 10,00Accessories 120,00 10,00 10,00

TOT House 6.240,00 520,00 520,00% of tot income 16% 16% 18%% of tot expenses 29% 29% 29%

IncomeHearnings - husband 18.200,00 1.516,67 1.400,00 1.400,00Hearnings - wife 18.200,00 1.516,67 1.400,00 1.400,00Financial yelds 1.200,00 100,00 100,00 100,00xxxx 600,00 50,00 100,00NOT USED 0,00 0,00NOT USED 0,00 0,00NOT USED 0,00 0,00NOT USED 0,00 0,00NOT USED 0,00 0,00NOT USED 0,00 0,00

TOT Income 38.200,00 3.183,33 2.900,00 3.000,00

HouseLoan/Lease 5.400,00 450,00 450,00 450,00Insurance 120,00 10,00 10,00 10,00Maintenance 120,00 10,00 10,00 10,00Tax 120,00 10,00 10,00 10,00Furniture 120,00 10,00 10,00 10,00Appliances 120,00 10,00 10,00 10,00House cleaning 120,00 10,00 10,00 10,00Accessories 120,00 10,00 10,00 10,00NOT USED 0,00 0,00NOT USED 0,00 0,00

TOT House 6.240,00 520,00 520,00 520,00% of tot income 16% 16% 18% 17%% of tot expenses 29% 29% 29% 29%

PIBudget App - Demo user - ActualsYear 2014 Tot Year January January January February February February

Budget Actuals Remaining Budget Actuals Remaining Budget Actuals RemainingIncome tot EUR 38.200,00 1.200,00 37.000,00 2.900,00 100,00 2.800,00 3.000,00 100,00 2.900,00

Expenses tot EUR 21.360,00 16.700,00 4.660,00 1.780,00 1.400,00 380,00 1.780,00 1.400,00 380,00Balance EUR 16.840,00 -15.500,00 1.120,00 -1.300,00 1.220,00 -1.300,00

IncomeHearnings - husband 18.200,00 120,00 18.080,00 1.400,00 10,00 1.390,00 1.400,00 10,00 1.390,00Hearnings - wife 18.200,00 120,00 18.080,00 1.400,00 10,00 1.390,00 1.400,00 10,00 1.390,00Financial yelds 1.200,00 120,00 1.080,00 100,00 10,00 90,00 100,00 10,00 90,00xxxx 600,00 120,00 480,00 0,00 10,00 -10,00 100,00 10,00 90,00NOT USED - 120,00 -120,00 0,00 10,00 -10,00 0,00 10,00 -10,00 NOT USED - 120,00 -120,00 0,00 10,00 -10,00 0,00 10,00 -10,00 NOT USED - 120,00 -120,00 0,00 10,00 -10,00 0,00 10,00 -10,00 NOT USED - 120,00 -120,00 0,00 10,00 -10,00 0,00 10,00 -10,00 NOT USED - 120,00 -120,00 0,00 10,00 -10,00 0,00 10,00 -10,00 NOT USED - 120,00 -120,00 0,00 10,00 -10,00 0,00 10,00 -10,00

TOT Income 38.200,00 1.200,00 37.000,00 2.900,00 100,00 2.800,00 3.000,00 100,00 2.900,00

Actuals 1

Two ways to handle Actuals Manually Automatically

Manually input actuals:Users who prefer a quick overview can just input the totals for each subcategory month by month

PIBudget App - Demo user - ActualsYear 2014 Tot Year January January January

Budget Actuals Remaining Budget Actuals RemainingIncome tot EUR 38.200,00 0,00 38.200,00 2.900,00 0,00 2.900,00

Expenses tot EUR 21.360,00 0,00 21.360,00 1.780,00 0,00 1.780,00Balance EUR 16.840,00 0,00 1.120,00 0,00

IncomeHearnings - husband 18.200,00 - 18.200,00 1.400,00 0 1.400,00Hearnings - wife 18.200,00 - 18.200,00 1.400,00 0 1.400,00Financial yelds 1.200,00 - 1.200,00 100,00 0 100,00xxxx 600,00 - 600,00 0,00 0 0,00NOT USED - - 0,00 0,00 0 0,00NOT USED - - 0,00 0,00 0 0,00NOT USED - - 0,00 0,00 0 0,00NOT USED - - 0,00 0,00 0 0,00NOT USED - - 0,00 0,00 0 0,00NOT USED - - 0,00 0,00 0 0,00

TOT Income 38.200,00 0,00 38.200,00 2.900,00 0,00 2.900,00

Actuals 2

Automatically calculated actuals:This is the recommended procedure:if user inputs actual expenses in due register, then the program will automatically add up subcategories andshow totals spent against budgeted

Due register

This sheet performs many functions: Due payment planning and remind; Expenses record; Payment record;

PIBudget App - Demo user - Due Register

Year 2014 January February March April May JuneBudget Income 2.900,00 3.000,00 2.900,00 3.000,00 2.900,00 3.000,00

Expenses 1.780,00 1.780,00 1.780,00 1.780,00 1.780,00 1.780,00Balance 1.120,00 1.220,00 1.120,00 1.220,00 1.120,00 1.220,00

Settled Income 2.805,00 2.805,00 2.805,00 - - -Expenses 15,00 10,00 10,00 10,00 - -Balance 2.790,00 2.795,00 2.795,00 -10,00 - -

Forecast (paid + due) Expenses 775,00 775,00 775,00 775,00 775,00 775,00Available budget 1.005,00 1.005,00 1.005,00 1.005,00 1.005,00 1.005,00

Description Date Due Amount Category1 Category2 Delay Paid Date01/01/2013 5,00 Objectives Firs t Objective Ok 01/01/201301/02/2013 5,00 Objectives Firs t Objective No 01/02/201301/03/2013 5,00 Objectives Firs t Objective No 01/03/2013

Download Trial version

Download Trial version for free:http://www.pianificazioneintelligente.com/en/lp/pibudget-ssdownload/

And Start practicing now…