Home Quick Budget Budget by Month Tracking Comparison

Start a Quick Budget Start a Budget by Month

(click here) (click here)

Move from worksheet to worksheet by clicking the blue buttons at the top of each worksheet.
Demo users: Income and the first 3 spending categories are open to demo users.

Budget Planner 1 - 2 - 3

#1 - Build a Budget #2 - Track Income/Spending #3 - Compare

Use the Quick Budget sheet (for Track your actual income and
simple budgets) or the spending on this sheet or use the
Daily Spending Record
Budget by Month sheet (click here).

Pre- Customized Versions (at no additional cost)

Need additional spending cateogories? Using another currency? See our Pre-Customized versions below
Available at no additional cost (all versions are available for free after purchasing the Budget Planner on our website)
Expanded (additional rows) Cents version
Additional Categories Pounds version
Daily Linked (A Daily Spending sheet for each Month) Euro version
Expanded & Daily Linked

Quick Budget
Create a quick and easy budget by filling out the white cells on the "Quick Budget" sheet. Enter the "Frequency" by usi
provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures
Make sure "Use this budget on Comparison sheet" is selected. (If this box is not selected, the "Budget By Month" figure
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 dro
the "Income" section.
Make sure "Use this budget on Comparison sheet" is selected if you are building 'a budget by month. (If this box is not
the "Quick Budget" sheet figures will be used for comparison purposes instead.)

Tracking
Use this sheet to track your actual income and spending. These figures will be compared to your budgeted figures on t

Comparison
Use this sheet to monitor how well you are sticking to your budget. Compare different time periods by using the drop d
"Income" section

Daily Spending
We've provided this sheet for those interested in tracking their spending on a daily basis. This simple record goes a lon
you stick to your budget.

Financial Calculators available at Simpleplanning.com:

- Budget Planner - Mortgage Calculator Net Worth Calculator
- Investment Calculator - Tax Calculator Complete Planner
- Retirement Planner - 401k Calculator Profit & Loss Planner

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After the purchasing and downloading of this software from Simpleplanning.com, the purchaser is granted a "license" to
The "licensee" may make copies of this product in an amount that does not exceed the number of licenses originally pu
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 Comparison Daily Spending Help

#3 - Compare Budget to Actuals

Compare your budgeted income and
spending to your actuals. Are you
over or under your budget?

Purchase now!
ed versions below
udget Planner on our website).

January
. Enter the "Frequency" by using the drop down menu February
o your Tracking (actual) figures on the "Comparison" sheet. March
, the "Budget By Month" figures will be used for April
May
June
July
budget month by using the drop down box in August
September
et by month. (If this box is not selected, October
 November
December

d to your budgeted figures on the "Comparison" page.

me periods by using the drop down box above the

This simple record goes a long way in helping

Invoice Template
Business Suite

ng terms and conditions:

chaser is granted a "license" to use this product.
umber of licenses originally purchased from

hout the written consent from Simpleplanning.com.

inaccurate assumptions, calculation errors,

g this software.
 Enter what you plan on spending below. Next: Track your actual spending
Link to Comparison sheet
This is your Budget. (click here)

Category Name Frequency Amount Monthly Yearly Budget Summary Chart: Monthly
Income $48,000 $576,000
Salary/Wages (Bill) Monthly $48,000 $48,000 $576,000 Income $48,000
Salary/Wages (Jane) Monthly $- $-
Other Monthly $- $-
Other Weekly $- $-
Other Monthly $- $- Spending $15,473

Type over sample categories & amounts

Spending $15,473 $186,080
Transportation $3,300 $39,600
Net $32,527
Monthly $- $-
Insurance Yearly $30,000 $2,500 $30,000
Monthly $- $-
Gas Monthly $- $- Spending Summary
Petrol Monthly $800 $800 $9,600
Yearly $- $-
Other Monthly $- $- $607
$1,115
Other Monthly $- $- $3,300
Other Purchased Planner includes:
Monthly $- $-
-Additional categories/rows $960
Other Monthly $- $-
-Alternate currencies
$362
Home $7,500 $90,000
Mortgage Monthly $- $- $600
Rent Monthly $7,500 $7,500 $90,000
Maintenance Monthly $- $-
Insurance Monthly $- $-
Furniture Semi-Annually $- $-
Household Supplies Monthly $- $- $1,030
Real Estate Tax Quarterly $- $-
Other Monthly $- $-
Other Monthly $- $-
Other Monthly $- $-
Transportation Home Utilities
Utilities $1,030 $12,360 Health Entertainment Dining
Phone - Home Monthly $- $- Kids Miscellaneous $7,500
Phone - Cell Monthly $- $-
Cable Monthly $200 $200 $2,400
Gas Monthly $350 $350 $4,200
Other Monthly $- $-
Water Monthly $130 $130 $1,560
Electricity Monthly $350 $350 $4,200
Internet Monthly $- $-
Other Monthly $- $-
Other Monthly $- $-

Health $600 $7,200

Dental Monthly $50 $50 $600
Medical Monthly $500 $500 $6,000
Medication CellsMonthly
locked for Demo users
$15 $15 $180
Vision/contacts Monthly $5 $5 $60
Life Insurance Monthly $10 $10 $120
Other Monthly $20 $20 $240
Other Semi-Annually $- $-
Other Monthly $- $-
Other Monthly $- $-
Other Monthly $- $-

Entertainment $362 $4,400

Memberships Monthly $60 $60 $720
Events Quarterly $75 $25 $300
Subscriptions Cells locked
Monthly for Demo users
$15 $15 $180
Movies Monthly $20 $20 $240
Music Monthly $15 $15 $180
Hobbies Weekly $15 $60 $780
Travel/ Vacation Yearly $2,000 $167 $2,000
Other Monthly $- $-
Other Monthly $- $-
Other Monthly $- $-

Dining $960 $11,780

Dining out Monthly $100 $100 $1,200
Coffee Weekly $10 $40 $520
Takeout Cells locked
Weekly for Demo users
$20 $80 $1,040
fast food Weekly $10 $40 $520
Lunch at work Weekly $25 $100 $1,300
Groceries Monthly $600 $600 $7,200
Other Weekly $- $-
Other Yearly $- $-
Other Monthly $- $-
Other Monthly $- $-

Kids $1,115 $13,380

Clothes Monthly $30 $30 $360
Child care Monthly $1,000 $1,000 $12,000
School supplies Cells locked for Demo users
Monthly $10 $10 $120
Babysitter Monthly $60 $60 $720
Tuition Monthly $- $-
Music lessons Monthly $15 $15 $180
Other Bi-Weekly/Fortnight $- $-
Other Yearly $- $-
Other Monthly $- $-
Other Monthly $- $-

Miscellaneous $607 $7,360

401k Monthly $20 $20 $240
IRA Semi-Annually $150 $25 $300
Donations Cells locked
Monthly for Demo users
$70 $70 $840
Dry Cleaning Monthly $30 $30 $360
New Clothes Semi-Annually $100 $17 $200
College Loans Monthly $300 $300 $3,600
Pocket Money Weekly $20 $80 $1,040
Gifts Monthly $50 $50 $600
Credit Card Monthly $15 $15 $180
Other Monthly $- $-
Other Bi-Weekly/Fortnight $- $-
Other Monthly $- $-
 Enter what you plan on spending below. Next: Track your actual spending
Link to Comparison sheet
This is your Budget. (click here)
1
Category Name Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Budget
12 Months Year to Summary
Date Dec Chart: January
Income $- $- $- $- $- $- $- $- $- $- $- $- $- 0

Salary/Wages (Bill) $- Income

0
$-
Salary/Wages (Jane) $- 0

Other $- 0

Other $-
Spending $3,385
0

Other $- 0

Type over sample categories & amounts

Spending $3,470 $3,385 $3,685 $3,560 $3,385 $3,385 $5,385 $3,385 $3,485 $3,485 $3,485 $3,685 $43,780 3470
Net $(3,385)
Transportation $- $- $- $- $- $- $- $- $- $- $- $- $- 0

Auto Loan/Lease $- 0

Insurance $- 0

John's bus pass $- 0

Gas $- Spending Summary

0

Maintenance $- 0

Registration/Inspection $- 0

Other $- 0

Other $- 0
$515 $600
Other $- 0

Other $-
Purchased Planner includes:
0

-Additional categories/rows
Home $- $- $- $-
-Alternate $-
currencies $- $- $- $- $- $- $- $- 0

Mortgage $- 0
$195
Rent $- 0

Maintenance $- 0

Insurance $- 0

Furniture $- 0

Household Supplies $- 0

Real Estate Tax $- 0

Other $- 0

Other $- $1,115
0

Other $- 0

Transportation Home Utilities $960

Utilities $- $- $- $- $- $- $- $- $- $- $- $- $- Health
0 Entertainment Dining
Phone - Home $- Kids0
Miscellaneous
Phone - Cell $- 0

Cable $- 0

Gas $-
Spending by Month
0

Other
Water $-
$6,0000

Electricity $- 0

Internet $- 0

Other $- $5,0000

Other $- 0

Health $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $7,200 $4,000
600

Dental $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $600 50

Medical $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $6,000 500

Medication $3,000
Cells$15
locked $15Demo users
for $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $180 15

Vision/contacts $5 $5 $5 $5 $5 $5 $5 $5 $5 $5 $5 $5 $60
Life Insurance $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $120
Other $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $240 $2,000
Other $- 0

Other $-
$1,000
0

Other $- 0

Other $- 0

$0
Entertainment $195 $195 $195 $195 $195 $195 $2,195 $195 $195 $195 $195 $195 $4,340 195
Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
Memberships $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $720 60

Events $25 $25 $25 $25 $25 $25 $25 $25 $25 $25 $25 $25 $300 25

Subscriptions
Cells$15 $15
locked for $15
Demo users $15 $15 $15 $15 $15 $15 $15 $15 $15 $180 15

Movies $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $240 20

Music $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $180 15

Hobbies $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $720 60

Travel/ Vacation $2,000 $2,000 0

Other $- 0

Other $- 0

Other $- 0

Dining $960 $960 $960 $960 $960 $960 $960 $960 $960 $960 $960 $960 $11,520 960

Dining out $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $1,200 100

Coffee $40 $40 $40 $40 $40 $40 $40 $40 $40 $40 $40 $40 $480 40

Takeout
Cells$80 $80
locked for $80
Demo users $80 $80 $80 $80 $80 $80 $80 $80 $80 $960 80

fast food $40 $40 $40 $40 $40 $40 $40 $40 $40 $40 $40 $40 $480 40

Lunch at work $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $1,200 100

Groceries $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $600 $7,200 600

Other $- 0

Other $- 0

Other $- 0

Other $- 0

Kids $1,115 $1,115 $1,115 $1,115 $1,115 $1,115 $1,115 $1,115 $1,115 $1,115 $1,115 $1,115 $13,380 1115

Clothes $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $360 30

Child care $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $12,000 1000

School supplies $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $120
Cells locked for Demo users 10

Babysitter $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $720 60

Tuition $- 0

Music lessons $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $180 15

Other $- 0

Other $- 0

Other $- 0

Other $- 0

Miscellaneous $600 $515 $815 $690 $515 $515 $515 $515 $615 $615 $615 $815 $7,340 600

401k $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $240 20

IRA $25 $150 $175 25

Donations $70 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $730
Cells locked for Demo users 70

Dry Cleaning $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $360 30

New Clothes $100 $100 $200 0

College Loans $300 $300 $300 $300 $300 $300 $300 $300 $300 $300 $300 $300 $3,600 300

Pocket Money $80 $80 $80 $80 $80 $80 $80 $80 $80 $80 $80 $80 $960 80

Gifts $50 $150 $75 $100 $100 $300 $775 50

Credit Card $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $180 15

Other $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $120 10

Other $- 0

Other $- 0
 Next: Compare actual spending
Enter what you actually spend below. or Track spending Daily to your budget (click here) 1
Category Name Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Tracking
Year to Date Year to Summary
Date Dec Chart: March
Income $- $- $- $- $- $- $- $- $- $- $- $- $- $-
Salary/Wages (Bill) $- $- Income
$-
Salary/Wages (Jane) $- $-
Other $- $-
Other $- $-
Other Let's you know when $- $-
Spending
$-
spending is over budget. $-
Under
Over Budget Over Budget
Budget $-

Spending $3,616 $3,236 $4,092 $- $- $- $- $- $- $- $- $- $10,944 ###

Net
$-
Transportation $- $- $45 $- $- $- $- $- $- $- $- $- $45 $-
Auto Loan/Lease $- $-
Insurance $- $-
John's bus pass $- $-
Spending by Month
Gas $- $- $4,500
Maintenance $- $-
Registration/Inspection $- $- $4,000
Other $- $-
Other $- $3,500
$-
Other $- $-
$3,000
Other Type over sample categories &$45
amounts $45 $-
$- $2,500
Home $- $- $- $- $- $- $- $- $- $- $- $- $- $-
Mortgage $- $- $2,000
Rent $- $-
Maintenance $- $- $1,500
Insurance $- $-
$1,000
Furniture $- $-
Household Supplies $- $-
$500
Real Estate Tax $- $-
Other $- $- $0 Spending Income
Other $- $- Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
Other $- $-
$-
Utilities $- $- $- $- $- $- $- $- $- $- $- $- $- $-
Phone - Home $- $-
Phone - Cell $- $-
Cable $- $-
Gas $- $-
Other $- $-
Water $- $-
Electricity $- $-
Internet $- $-
Other $- $-
Other $- $-
$-
Health $550 $550 $550 $- $- $- $- $- $- $- $- $- $1,650 $550
Dental $10 $10 $10 $30 $10
Medical $500 $500 $500 $1,500 $500
Cells locked for Demo users
Medication $- $-
Vision/contacts $- $-
Life Insurance $- $-
Other $30 $30 $30 $90 $30
Other $- $-
Other $10 $10 $10 $30 $10
Other $- $-
Other $- $-
$-
Entertainment $282 $187 $454 $- $- $- $- $- $- $- $- $- $923 $282
Memberships $60 $60 $60 $180 $60
Events $100 $75 $200 $375 $100
Subscriptions $50
Cells locked for Demo users $50 $50
Movies $15 $15 $25 $55 $15
Music $22 $22 $44 $88 $22
Hobbies $15 $15 $30 $60 $15
Travel/ Vacation $20 $40 $60 $20
Other $- $-
Other $55 $55 $-
Other $- $-
$-
Dining $1,007 $862 $1,039 $- $- $- $- $- $- $- $- $- $2,908 ###
Dining out $150 $150 $250 $550 $150
Coffee $100 $75 $80 $255 $100
Takeout $50
Cells locked for Demo users $50 $50
fast food $15 $15 $25 $55 $15
Lunch at work $22 $22 $44 $88 $22
Groceries $650 $600 $600 $1,850 $650
Other $20 $40 $60 $20
Other $- $-
Other $- $-
Other $- $-
$-
Kids $1,182 $1,112 $1,254 $- $- $- $- $- $- $- $- $- $3,548 ###
Clothes $60 $60 $60 $180 $60
Child care $1,000 $1,000 $1,000 $3,000 ###
School supplies $50
Cells locked for Demo users $50 $50
Babysitter $15 $15 $25 $55 $15
Tuition $22 $22 $44 $88 $22
Music lessons $15 $15 $30 $60 $15
Other $20 $40 $60 $20
Other $- $-
Other $55 $55 $-
Other $- $-
$-
Miscellaneous $595 $525 $750 $- $- $- $- $- $- $- $- $- $1,870 $595
401k $20 $20 $20 $60 $20
IRA $15 $45 $25 $85 $15
Donations $60
Cells$60
locked for
$60
Demo users $180 $60
Dry Cleaning $- $-
New Clothes $- $-
College Loans $300 $300 $300 $900 $300
Pocket Money $100 $100 $120 $320 $100
Gifts $100 $150 $250 $100
Credit Card $30 $30 $-
Other $45 $45 $-
Other $- $-
Other $- $-

$146 $(149) $407 $(3,560) $(3,385) $(3,385) $(5,385) $(3,385) $(3,485) $(3,485) $(3,485) $(3,685)
 Compare your budget to your actual spending below. Mar
March
Category Name Budget Tracking Compare Budget vs Tracking Summary
Income $0 $0 $0
$-
Salary/Wages (Bill) $0
Income Budget
Salary/Wages (Jane) $0 $-
Other $0 Tracking
Other Select month $0
$3,560
Other $0
Spending
$-
Spending $3,560 $- ($3,560)
Transportation $0 $0 $0 $(3,560)
Auto Loan/Lease $0
Net
$-
Insurance $0
John's bus pass $0
Gas $0
Maintenance Over budget in red $0
Registration/Inspection $0 Where Are You Overspending? (vs Budget)
Other $0
Under budget in green $0 Over Budget Under Budget
Other $0
Other $0 -$195
-$200
Other $0

Home $0 $0 $0 -$400
Mortgage $0 -$600
Rent $0 -$600 -$690
Maintenance $0
Insurance $0 -$800
Furniture $0 -$960
Household Supplies $0 -$1,000
Real Estate Tax $0 -$1115
Other $0 -$1,200
Other $0 Home Healt Dinin Misce
Other $0 Trans Utili Enter Kids

Utilities $0 $0 $0
Phone - Home $0
Phone - Cell $0
Cable $0
Gas $0
Other $0
Water $0
Electricity $0
Internet $0
Other $0
Other $0

Health $600 $0 ($600)

Dental $50 ($50)
Medical $500 ($500)
Medication $15 ($15)
Vision/contacts $5 ($5)
Life Insurance $10 ($10)
Other $20 ($20)
Other $0
Other $0
Other $0
Other $0

Entertainment $195 $0 ($195)

Memberships $60 ($60)
Events $25 ($25)
Subscriptions $15 ($15)
Movies $20 ($20)
Music $15 ($15)
Hobbies $60 ($60)
Travel/ Vacation $0
Other $0
Other $0
Other $0

Dining $960 $0 ($960)

Dining out $100 ($100)
Coffee $40 ($40)
Takeout $80 ($80)
fast food $40 ($40)
Lunch at work $100 ($100)
Groceries $600 ($600)
Other $0
Other $0
Other $0
Other $0

Kids $1,115 $0 ($1,115)

Clothes $30 ($30)
Child care $1,000 ($1,000)
School supplies $10 ($10)
Babysitter $60 ($60)
Tuition $0
Music lessons $15 ($15)
Other $0
Other $0
Other $0
Other $0

Miscellaneous $690 $0 ($690)

401k $20 ($20)
IRA $0
Donations $60 ($60)
Dry Cleaning $30 ($30)
New Clothes $100 ($100)
College Loans $300 ($300)
Pocket Money $80 ($80)
Gifts $75 ($75)
Credit Card $15 ($15)
Other $10 ($10)
Other $0
Other $0
 Next: Compare actual spending
to your budget (click here)

Category Name 1st 2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12th 13th 14th 15th 16th 17th 18th 19th 20th 21st 22nd 23rd 24th 25th 26th 27th 28th 29th 30th 31st Month

Spending $- $350 $400 $- $450 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $1,200

Transportation $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $-
Auto Loan/Lease $-
Insurance $-
John's bus pass $-
Gas $-
Maintenance
Registration/Inspection
Other This sheet is optional. Use this sheet to keep track of what you spend on a daily basis. $-
Other a We provide a version of the Budget Planner with 12 Daily Spending sheets (one for each month). Each sheet is $-
Other linked to the Tracking sheet so you won't have to enter your actual spending in two different places. $-
Other $-

Home $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $-
Mortgage $-
Rent $-
Maintenance $-
Insurance $-
Furniture $-
Household Supplies $-
Real Estate Tax $-
Other $-
Other $-
Other $-

Utilities $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $-
Phone - Home $-
Phone - Cell $-
Cable $-
Gas $-
Other $-
Water
Electricity $-
Internet $-
Other $-
Other $-

Health $- $70 $80 $- $90 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $240

Dental $40 $40
Medical $30 $30
Medication $40 $40
Vision/contacts $40 $40
Life Insurance $20 $20
Other
Other $40 $40
Other $30 $30
Other $-
Other $-

Entertainment $- $70 $80 $- $90 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $240

Memberships $40 $40
Events $30 $30
Subscriptions $40 $40
Movies $40 $40
Music $20 $20
Hobbies
Travel/ Vacation $40 $40
Other $30 $30
Other $-
Other $-

Dining $- $70 $80 $- $90 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $240

Dining out $40 $40
Coffee $30 $30
Takeout $40 $40
fast food $40 $40
Lunch at work $20 $20
Groceries
Other $40 $40
Other $30 $30
Other $-
Other $-

Kids $- $70 $80 $- $90 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $240

Clothes $40 $40
Child care $30 $30
School supplies $40 $40
Babysitter $40 $40
Tuition $20 $20
Music lessons
Other $40 $40
Other $30 $30
Other $-
Other $-

Miscellaneous $- $70 $80 $- $90 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $240

401k $40 $40
IRA $30 $30
Donations $40 $40
Dry Cleaning $40 $40
New Clothes $20 $20
College Loans
Pocket Money $40 $40
Gifts $30 $30
Credit Card $-
Other $-
Other $-
Other $-
 Home Quick Budget Budget by Month Tracking Comparison

FAQ's
Why is the planner password protected?
We password protect our planner in order to maintain the integrity of the calculations (we do not provide the password to u
This ensures that the calculations and graphs work properly. Only the white cells in the planner are open for input; shaded
cells are password protected.

How can I add additional rows?

Go to the Home tab and click the Budget Planner_Additional Categories link. Save this file to your computer before you b

How do I change the category names?

You can change the default categories/subcategories on either one of the budget sheets (Quick Budget or Budget by Mon
These new titles will flow through each sheet of the planner.

Why doesn't the Tracking by Day sheet link back to the Tracking by Month sheet?
The Tracking by Day sheet as a way to record your spending habits by day for a single month. We recommend using this
so you get a clear idea of where you money goes and when it goes. Bad spending habits can be corrected within one mo
Once you have recognized these daily habits, we recommend using the monthly tracking sheet thereafter.
If you chose to continue using the Tracking by Day sheet you may download the Daily Linked version on the Home sheet.

Why aren't my budget category names flowing through the rest of the sheets in the planner?
At the top of the Tracking by Month, Tracking by Day or Budget vs Tracking sheets, you will need to select which budget s
If you completed a Budget by Month, then Select Budget by Month. If you completed a Quick Budget, then select Quick B
Once the selection is made, your category names will flow through.

Why can't I change the category names on Tracking sheet?

You can change the default categories/subcategories on either one of the budget sheets (Quick Budget or Budget by Mon
These new titles will flow through each sheet of the planner, including the Tracking sheet
*Make sure "Use this budget for comparison purposes" is selected at the top of the budget sheet you decide to use. Once
your new titles will flow through each sheet of the planner.

How do I change the width of the columns?

Select a cell in the column you would like to widen. Select Format on the menu bar and then Column, Width…

Why doesn't the Quick Budget sheet link to the Budget by Month sheet?
Both the Quick Budget and the Budget by Month sheet are budget sheets, but you will need to choose one or the other. T
sheet is meant for budget's that don't change from one month to the next. The Budget by Month sheet is meant for budge
month to the next. It's up to you which one you decide to use.
*Make sure you select "Use this budget on Comprison sheet" at the top of your Budget. This will insure the proper budget
on the Comparison

How do I see my figures down to the cent?

Select only the white input cells that you would like to adjust.
Click the $ icon on the Excel Format toolbar.
If you don't see a $ icon on the format toolbar, select Format, Cells, Number tab and then Currency. Click OK.
 Comparison Daily Spending Help

do not provide the password to unprotect).

lanner are open for input; shaded

le to your computer before you begin using.

(Quick Budget or Budget by Month).

onth. We recommend using this sheet for a month

s can be corrected within one month of using this sheet.
sheet thereafter.
nked version on the Home sheet.

s in the planner?
will need to select which budget sheet you used.
Quick Budget, then select Quick Budget.

(Quick Budget or Budget by Month).

et sheet you decide to use. Once this selection is made,

hen Column, Width…

ed to choose one or the other. The Quick Budget

y Month sheet is meant for budgets that vary one

This will insure the proper budget information is populated

Currency. Click OK.