Expense Organizer

Enter data in the yellow coloured cells only. Income Amount Enter/Edit the income Salary fields on the left side Spouse's Salary Other Income Total Income Investments/Savings Recurrring Deposit PPF / NSC / NSS Mutual Funds (SIP) Other Investments Total Investments Expense Items Home Loan EMI Car EMI Rent / Maintenance Groceries Electricity bill Phone bill Mobile bill Petrol / Diesel Cable TV Subscription Gas Water None Medical Expense Irregular Expense - dated Total Expense Other Settings Currency Selector Rs. 0 Planned Actual Enter expense and the planned amount for each item. Note that irregular expense field is by default present and noneditable Amount Enter/Edit the investments fields. These are per month

Settings Page Date 1 Eating Out

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Datewise Expense Breakup for Irregular E Movies Gifts

2 ReadMe: 1. This is the settings page. You can enter only in the yellow colo 3 2. On the left top you have "Income" section and in this page you ca 4 like 'Salary', 'Rental Income' etc in the 3 boxes provided. This will be 5 'Jan','Feb' etc. 6 3. The next section is "Investments/Savings". In this section you can 7 you are doing currently per month. Lets say you have an Recurring D you can have one item as 'Recurring Deposit' or if you have a System 8 a mutual fund. You can do it here as SIP in xxxx Mutual Fund. 9 4. The next section is the most important being the expense section. 10 kinds of expenses, one which you know occurs every month and mos 11 like EMIs, Electricity bills, Water bills etc. Others like eating out, goin 12 and are better tracked separately. 13 5. For the one time expenses you can enter the items under the 'Exp for your guidance. You can change them as you wish). 14 15 6. For the random expenses, we have a separate section (see above 16 You can add your choice of items here too again in the yellow coloure propagated to other sheets (Jan,Feb...Dec) 17 7. Finally the random expenses will be totalled and given as an item 18 on the left. 19 8. There are a few more customizations available like "Currency Sele 20 that kept coming in the earlier versions. People wanted to see their o 21 reports and charts. Now that option is available. People can choose th to me or comment in the blog if you want your currency to be added 22 9. All the sheets are protected so that you do not by mistake edit oth 23 formula. It is an aid to people using the sheet. But if you feel that yo 24 what is what and want to go ahead and edit/improve/customize the s 25 there is no password for protection. You have to go to "Tools" Menu, 26 "Unprotect Sheet" and voila you can edit anything in this file. 27

28 This software is free to use, edit, delete and what not. If you feel tha 29 improvement or a bug that should be corrected, please report it in th (Thanks to previous comments from Rajesh, Kamakshi, Sidharth, Sa 30 and technofriends.in - the reason behind Version 3.2) 31 Total

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wise Expense Breakup for Irregular Expenses Travel None None

You can enter only in the yellow coloured cells. Income" section and in this page you can enter the fields of income etc in the 3 boxes provided. This will be copied to other sheets like

tments/Savings". In this section you can enter the investments that month. Lets say you have an Recurring Deposit for 2000 rupees, then ecurring Deposit' or if you have a Systematic Investment Plan (SIP) in here as SIP in xxxx Mutual Fund. ost important being the expense section. Please note that there are two h you know occurs every month and mostly has a single bill/amount ter bills etc. Others like eating out, going to movies, gifts are random ately. s you can enter the items under the 'Expense Items' (a few are given hange them as you wish).

we have a separate section (see above under "Irregular Expenses". ems here too again in the yellow coloured cells. This will be Jan,Feb...Dec) es will be totalled and given as an item in the "Expense Items" section

omizations available like "Currency Selector" - This was one request er versions. People wanted to see their own currency in the sheets, option is available. People can choose their own currency (send a mail g if you want your currency to be added in the next version. d so that you do not by mistake edit other cells that might contain e using the sheet. But if you feel that you are good enough to know ahead and edit/improve/customize the sheet to your requirements ection. You have to go to "Tools" Menu, choose "Protection" -> you can edit anything in this file.

edit, delete and what not. If you feel that there can be an hould be corrected, please report it in the blog www.simonkayar.com ts from Rajesh, Kamakshi, Sidharth, Saira, Tarence, Jitendra, Gagan ason behind Version 3.2)

Expense Organizer
Enter data in the yellow coloured cells only. Income Amount Salary Spouse's Salary Other Income Total Income Investments/Savings Recurrring Deposit PPF / NSC / NSS Mutual Funds (SIP) Other Investments Total Investments Expense Items Home Loan EMI Car EMI Rent / Maintenance Groceries Electricity bill Phone bill Mobile bill Petrol / Diesel Cable TV Subscription Gas Water None Medical Expense Irregular Expense - dated Total Expense Cash In Hand Total Income Total Investments (Savings) Total Expense Investment Percentage Rs. Planned 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rs. Rs. 0 Rs. 0 Rs. 0 0.00% 0 Statistical Highlights - Jan 0 0 0 Actual Rs. 0 Amount Date 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

Jan Eating Out

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Datewise Expense Breakup for Irregular E Movies Gifts

Total

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Version 3.2 Others

SK Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

wise Expense Breakup for Irregular Expenses Travel None None

Expense Organizer
Enter data in the yellow coloured cells only. Income Amount Salary Spouse's Salary Other Income Total Income Investments/Savings Recurrring Deposit PPF / NSC / NSS Mutual Funds (SIP) Other Investments Total Investments Expense Items Home Loan EMI Car EMI Rent / Maintenance Groceries Electricity bill Phone bill Mobile bill Petrol / Diesel Cable TV Subscription Gas Water None Medical Expense Irregular Expense - dated Total Expense Cash In Hand Total Income Total Investments (Savings) Total Expense Investment Percentage Rs. Planned 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rs. Rs. 0 Rs. 0 Rs. 0 0.00% 0 Statistical Highlights - Feb 0 0 0 Actual Rs. 0 Amount

Feb Date 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 Eating Out

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Datewise Expense Breakup for Irregular E Movies Gifts

Total

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Version 3.2 Others

SK Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

wise Expense Breakup for Irregular Expenses Travel None None

Expense Organizer
Enter data in the yellow coloured cells only. Income Amount Salary Spouse's Salary Other Income Total Income Investments/Savings Recurrring Deposit PPF / NSC / NSS Mutual Funds (SIP) Other Investments Total Investments Expense Items Home Loan EMI Car EMI Rent / Maintenance Groceries Electricity bill Phone bill Mobile bill Petrol / Diesel Cable TV Subscription Gas Water None Medical Expense Irregular Expense - dated Total Expense Cash In Hand Total Income Total Investments (Savings) Total Expense Investment Percentage Rs. Planned 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rs. Rs. 0 Rs. 0 Rs. 0 0.00% 0 Statistical Highlights - Mar 0 0 0 Actual Rs. 0 Amount

Mar Date 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Total 0 0 Eating Out

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Datewise Expense Breakup for Irregular E Movies Gifts

http://simonkayar.com

Version 3.2 Others

SK Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

wise Expense Breakup for Irregular Expenses Travel None None

Expense Organizer
Enter data in the yellow coloured cells only. Income Amount Salary Spouse's Salary Other Income Total Income Investments/Savings Recurrring Deposit PPF / NSC / NSS Mutual Funds (SIP) Other Investments Total Investments Expense Items Home Loan EMI Car EMI Rent / Maintenance Groceries Electricity bill Phone bill Mobile bill Petrol / Diesel Cable TV Subscription Gas Water None Medical Expense Irregular Expense - dated Total Expense Cash In Hand Total Income Total Investments (Savings) Total Expense Investment Percentage Rs. Planned 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rs. Rs. 0 Rs. 0 Rs. 0 0.00% 0 Statistical Highlights - Apr 0 0 0 Actual Rs. 0 Amount

Apr Date 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Total 0 0 Eating Out

http://simonkayar.com

Datewise Expense Breakup for Irregular E Movies Gifts

http://simonkayar.com

Version 3.2 Others

SK Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

wise Expense Breakup for Irregular Expenses Travel None None

Expense Organizer
Enter data in the yellow coloured cells only. Income Amount Salary Spouse's Salary Other Income Total Income Investments/Savings Recurrring Deposit PPF / NSC / NSS Mutual Funds (SIP) Other Investments Total Investments Expense Items Home Loan EMI Car EMI Rent / Maintenance Groceries Electricity bill Phone bill Mobile bill Petrol / Diesel Cable TV Subscription Gas Water None Medical Expense Irregular Expense - dated Total Expense Cash In Hand Total Income Total Investments (Savings) Total Expense Investment Percentage Rs. Planned 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rs. Rs. 0 Rs. 0 Rs. 0 0.00% 0 Statistical Highlights - May 0 0 0 Actual Rs. 0 Amount

May Date 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Total 0 0 Eating Out

http://simonkayar.com

Datewise Expense Breakup for Irregular E Movies Gifts

http://simonkayar.com

Version 3.2 Others

SK Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

wise Expense Breakup for Irregular Expenses Travel None None

Expense Organizer
Enter data in the yellow coloured cells only. Income Amount Salary Spouse's Salary Other Income Total Income Investments/Savings Recurrring Deposit PPF / NSC / NSS Mutual Funds (SIP) Other Investments Total Investments Expense Items Home Loan EMI Car EMI Rent / Maintenance Groceries Electricity bill Phone bill Mobile bill Petrol / Diesel Cable TV Subscription Gas Water None Medical Expense Irregular Expense - dated Total Expense Cash In Hand Total Income Total Investments (Savings) Total Expense Investment Percentage Rs. Planned 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rs. Rs. 0 Rs. 0 Rs. 0 0.00% 0 Statistical Highlights - Jun 0 0 0 Actual Rs. 0 Amount

Jun Date 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Total 0 0 Eating Out

http://simonkayar.com

Datewise Expense Breakup for Irregular E Movies Gifts

http://simonkayar.com

Version 3.2 Others

SK Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

wise Expense Breakup for Irregular Expenses Travel None None

Expense Organizer
Enter data in the yellow coloured cells only. Income Amount Salary Spouse's Salary Other Income Total Income Investments/Savings Recurrring Deposit PPF / NSC / NSS Mutual Funds (SIP) Other Investments Total Investments Expense Items Home Loan EMI Car EMI Rent / Maintenance Groceries Electricity bill Phone bill Mobile bill Petrol / Diesel Cable TV Subscription Gas Water None Medical Expense Irregular Expense - dated Total Expense Cash In Hand Total Income Total Investments (Savings) Total Expense Investment Percentage Rs. Planned 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rs. Rs. 0 Rs. 0 Rs. 0 0.00% 0 Statistical Highlights - Jul 0 0 0 Actual Rs. 0 Amount Date 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Total

Jul Eating Out

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Datewise Expense Breakup for Irregular E Movies Gifts

http://simonkayar.com

Version 3.2 Others

SK Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

wise Expense Breakup for Irregular Expenses Travel None None

Expense Organizer
Enter data in the yellow coloured cells only. Income Amount Salary Spouse's Salary Other Income Total Income Investments/Savings Recurrring Deposit PPF / NSC / NSS Mutual Funds (SIP) Other Investments Total Investments Expense Items Home Loan EMI Car EMI Rent / Maintenance Groceries Electricity bill Phone bill Mobile bill Petrol / Diesel Cable TV Subscription Gas Water None Medical Expense Irregular Expense - dated Total Expense Cash In Hand Total Income Total Investments (Savings) Total Expense Investment Percentage Rs. Planned 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rs. Rs. 0 Rs. 0 Rs. 0 0.00% 0 Statistical Highlights - Aug 0 0 0 Actual Rs. 0 Amount

Aug Date 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Total 0 0 Eating Out

http://simonkayar.com

Datewise Expense Breakup for Irregular E Movies Gifts

http://simonkayar.com

Version 3.2 Others

SK Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

wise Expense Breakup for Irregular Expenses Travel None None

Expense Organizer
Enter data in the yellow coloured cells only. Income Amount Salary Spouse's Salary Other Income Total Income Investments/Savings Recurrring Deposit PPF / NSC / NSS Mutual Funds (SIP) Other Investments Total Investments Expense Items Home Loan EMI Car EMI Rent / Maintenance Groceries Electricity bill Phone bill Mobile bill Petrol / Diesel Cable TV Subscription Gas Water None Medical Expense Irregular Expense - dated Total Expense Cash In Hand Total Income Total Investments (Savings) Total Expense Investment Percentage Rs. Planned 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rs. Rs. 0 Rs. 0 Rs. 0 0.00% 0 Statistical Highlights - Sep 0 0 0 Actual Rs. 0 Amount

Sep Date 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Total 0 0 Eating Out

http://simonkayar.com

Datewise Expense Breakup for Irregular E Movies Gifts

http://simonkayar.com

Version 3.2 Others

SK Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

wise Expense Breakup for Irregular Expenses Travel None None

Expense Organizer
Enter data in the yellow coloured cells only. Income Amount Salary Spouse's Salary Other Income Total Income Investments/Savings Recurrring Deposit PPF / NSC / NSS Mutual Funds (SIP) Other Investments Total Investments Expense Items Home Loan EMI Car EMI Rent / Maintenance Groceries Electricity bill Phone bill Mobile bill Petrol / Diesel Cable TV Subscription Gas Water None Medical Expense Irregular Expense - dated Total Expense Cash In Hand Total Income Total Investments (Savings) Total Expense Investment Percentage Rs. Planned 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rs. Rs. 0 Rs. 0 Rs. 0 0.00% 0 Statistical Highlights - Oct 0 0 0 Actual Rs. 0 Amount Date 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Total

Oct Eating Out

http://simonkayar.com

Datewise Expense Breakup for Irregular E Movies Gifts

http://simonkayar.com

Version 3.2 Others

SK Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

wise Expense Breakup for Irregular Expenses Travel None None

Expense Organizer
Enter data in the yellow coloured cells only. Income Amount Salary Spouse's Salary Other Income Total Income Investments/Savings Recurrring Deposit PPF / NSC / NSS Mutual Funds (SIP) Other Investments Total Investments Expense Items Home Loan EMI Car EMI Rent / Maintenance Groceries Electricity bill Phone bill Mobile bill Petrol / Diesel Cable TV Subscription Gas Water None Medical Expense Irregular Expense - dated Total Expense Cash In Hand Total Income Total Investments (Savings) Total Expense Investment Percentage Rs. Planned 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rs. Rs. 0 Rs. 0 Rs. 0 0.00% 0 Statistical Highlights - Nov 0 0 0 Actual Rs. 0 Amount

Nov Date 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Total 0 0 Eating Out

http://simonkayar.com

Datewise Expense Breakup for Irregular E Movies Gifts

http://simonkayar.com

Version 3.2 Others

SK Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

wise Expense Breakup for Irregular Expenses Travel None None

Expense Organizer
Enter data in the yellow coloured cells only. Income Amount Salary Spouse's Salary Other Income Total Income Investments/Savings Recurrring Deposit PPF / NSC / NSS Mutual Funds (SIP) Other Investments Total Investments Expense Items Home Loan EMI Car EMI Rent / Maintenance Groceries Electricity bill Phone bill Mobile bill Petrol / Diesel Cable TV Subscription Gas Water None Medical Expense Irregular Expense - dated Total Expense Cash In Hand Total Income Total Investments (Savings) Total Expense Investment Percentage Rs. Planned 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rs. Rs. 0 Rs. 0 Rs. 0 0.00% 0 Statistical Highlights - Dec 0 0 0 Actual Rs. 0 Amount

Dec Date 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Total 0 0 Eating Out

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Datewise Expense Breakup for Irregular E Movies Gifts

http://simonkayar.com

Version 3.2 Others

SK Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

wise Expense Breakup for Irregular Expenses Travel None None

Expense Organizer
Enter data in the yellow coloured cells only. Yearly Income Grand Amount 0 Salary 0 Spouse's Salary Other Income Total Income Yearly Investments Recurrring Deposit PPF / NSC / NSS Mutual Funds (SIP) Other Investments Total Investments Yearly Expense Items Home Loan EMI Car EMI Rent / Maintenance Groceries Electricity bill Phone bill Mobile bill Petrol / Diesel Cable TV Subscription Gas Water None Medical Expense Irregular Expense - dated Total Expense Rs. Planned 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rs. 0 0 Grand Amount 0 0 0 0 0 Actual 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

Reports Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total Rs.

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Monthwise breakup of the income, expense and inves Income Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rs. 0 0 0 0 0 0 0 0 0 0 0

Expense Name Total

Breakup of Irregular Expense - how much eac Eating Out Movies 0 0 Awards Category Most Expensive Month

Most Expensive 'Irregular Expense Item' Highest Contributor to Expense Month with highest Investment Month with highest Income Month with highest Irregular Expenses Highest Contributor to Income Major Investment Item Least Expensive Month Least Contributor to Expense

Rs. 0 Total Cash in Hand Statistical Highlights - Reports Total Yearly Income Total Yearly Investments Total Yearly Expense Investment Ratio for Year Rs. 0 Rs. 0 Rs. 0 0.00%

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up of the income, expense and investments for the Year Investments Irregular Expense All Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rs. 0 0 0 0 0 0 0 0 0 0 0 0 Rs.

0 0 0 0 0 0 0 0 0 0 0 0 0

f Irregular Expense - how much each contributed Gifts Travel None 0 Awards Winner 0 0

None 0

Others 0

Value 0 0 0 0 0 0 0 0 0 0

Month

Expense Item'

o Expense Income

nvestment

ular Expenses

o Income t Item Expense

Month

Expense Organizer Income - Expense - Investmet Breakup

Charts

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Irregular (Dated) Expen

1 1 1 0 0 0
Total Income Total Investments Total Expense

1 1 1 1 1 1 0 0 0 0 0

Investment Breakup

Recurrring Deposit Mutual Funds (SIP)

PPF / NSC / NSS Other Investments

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Irregular (Dated) Expense Breakup

Eating Out Movies Gifts Travel None None Others

Home Loan EMI Car EMI Rent / Maintenance Groceries Electricity bill Phone bill Mobile bill Petrol / Diesel Cable TV Subscription Gas Water None Medical Expense Irregular Expense - dated