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 Bud

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

Purchase Budget Planner >>

Need additional spending rows and cateogories? Want to track Daily Spending every month?
Premium Package
Additional rows
Additional Categories
Daily Spending sheet for each Month

Quick Budget
Create a quick and easy budget by filling out the white cells on the "Quick Budget" sheet. Enter the "Frequency" by using th
provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures on
Make sure "Use this budget on Comparison sheet" is selected. (If this box is not selected, the "Budget By Month" figures wi
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 drop do
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 sele
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 the "

Comparison
Use this sheet to monitor how well you are sticking to your budget. Compare different time periods by using the drop down
"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 long wa
you stick to your budget.

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The "licensee" may make copies of this product in an amount that does not exceed the number of licenses originally purcha
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Limitation of Liability
Simpleplanning.com will not be held liable for damages in the event of, but not limited to inaccurate assumptions, calculatio
software, hardware, data and network failure and profit/savings losses as a result of using this software.
mparison Daily Spending Help

#3 - Compare Budget to Actuals

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

very month?
Alternate versions available
Cents version
Pounds version
Euro version

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

r budgeted figures on the "Comparison" page.

ods by using the drop down box above the

imple record goes a long way in helping

Invoice Template
Business Suite
Business Planner

s and conditions:
is granted a "license" to use this product.
of licenses originally purchased from

e written consent from Simpleplanning.com.

ate assumptions, calculation errors,

 Enter what you plan on spending below.
Next: Track your actual spending
(click here)
Use the Quick Budgeton the Comparison sheet
Category Name Frequency Amount Monthly Yearly Budget Summary Chart: Yearly
Income $ 2 $ 24
Salary/Wages Monthly $ 2 $ 2 $ 24
Salary/Wages Monthly $ - $ - Income $24
Other Monthly $ - $ -
Other Weekly $ - $ -
Other Monthly $ - $ - Spending $12
Type over sample Type in amounts
Spending categories names $ 1 $ 12
Transportation $ 1 $ 12 Net $12
Auto Loan/Lease Monthly $ 1 $ 1 $ 12
Insurance Semi-Annually $ - $ -
John's bus pass Monthly $ - $ -
Gas Weekly $ - $ - Spending Summary
Maintenance Yearly $ - $ -
Registration Yearly $ - $ -
Inspection Yearly $ - $ -
Other Monthly $ - $ -
Other Premium Version includes:
Monthly $ - $ -
-Additional categories/rows
Other Monthly $ - $ -
-Alternate currencies
Home $ - $ -
Mortgage Monthly $ - $ -
Rent Monthly $ - $ -
Maintenance Monthly $ - $ -
Insurance Monthly $ - $ -
Furniture Semi-Annually $ - $ -
Household Supplies Monthly $ - $ -
Real Estate Tax Quarterly $ - $ -
Other Monthly $ - $ -
Other Monthly $ - $ -
Other Monthly $ - $ - $12
Transportation Home Utilities Health Entertainment
Utilities $ - $ - Dining Kids Miscellaneous
Phone - Home Monthly $ - $ -
Phone - Cell Monthly $ - $ -
Cable Monthly $ - $ -
Gas Monthly $ - $ -
Other Monthly $ - $ -
Water Monthly $ - $ -
Electricity Monthly $ - $ -
Internet Monthly $ - $ -
Other Monthly $ - $ -
Other Monthly $ - $ -
Purchase full Budget Planner >>
Health $ - $ -
Dental Monthly $ - $ -
Medical Monthly $ - $ -
Medication Cells locked for Demo users $
Monthly - $ -
Vision/contacts Monthly $ - $ -
Life Insurance Monthly $ - $ -
Other Monthly $ - $ -
Other Semi-Annually $ - $ -
Other Monthly $ - $ -
Other Monthly $ - $ -
Other Monthly $ - $ -

Entertainment $ - $ -
Memberships Monthly $ - $ -
Events Quarterly $ - $ -
Subscriptions Monthly
Cells locked for Demo users $ - $ -
Movies Monthly $ - $ -
Music Monthly $ - $ -
Hobbies Weekly $ - $ -
Travel/ Vacation Yearly $ - $ -
Other Monthly $ - $ -
Other Monthly $ - $ -
Other Monthly $ - $ -

Dining $ - $ -
Dining out Monthly $ - $ -
Coffee Weekly $ - $ -
Takeout Weekly
Cells locked for Demo users $ - $ -
fast food Weekly $ - $ -
Lunch at work Weekly $ - $ -
Groceries Monthly $ - $ -
Other Weekly $ - $ -
Other Yearly $ - $ -
Other Monthly $ - $ -
Other Monthly $ - $ -

Kids $ - $ -
Clothes Monthly $ - $ -
Child care Monthly $ - $ -
School supplies Monthly
Cells locked for Demo users $ - $ -
Babysitter Monthly $ - $ -
Tuition Monthly $ - $ -
Music lessons Monthly $ - $ -
Other Bi-Weekly/Fortnight $ - $ -
Other Yearly $ - $ -
Other Monthly $ - $ -
Other Monthly $ - $ -

Miscellaneous $ - $ -
401k Monthly $ - $ -
IRA Semi-Annually $ - $ -
Donations Monthly
Cells locked for Demo users $ - $ -
Dry Cleaning Monthly $ - $ -
New Clothes Semi-Annually $ - $ -
College Loans Monthly $ - $ -
Pocket Money Weekly $ - $ -
Gifts Monthly $ - $ -
Credit Card Monthly $ - $ -
Other Monthly $ - $ -
Other Bi-Weekly/Fortnight $ - $ -
Purchased Planner includes:
Other Monthly $ - $ -
-Additional categories/rows
-Alternate currencies
 Select Budget by Month or Quick Budget Enter what you plan on spending below. Next: Track your actual spending
(click here)
Use the Quick Budget
on the Comparison sheet 2 1
Category Name Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Full Year Budget
Year Summary
to DaYear Chart:
to Date Jan Full Year
Income $ 2 $ 4 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 6 6
2
Salary/Wages $ 2 $ 4 $ 6 6
2
Salary/Wages (Jane) $ - Income
0
0 $6
Other $ - 0
0
Other $ - 0
0
Other $ - Spending 0 $1
Type over sample
0

0
Type in amounts
0

categories names 0
0
Spending $ 1 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 1 1
Net $5
1

Transportation $ 1 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 1 1
1
Auto Loan/Lease $ 1 $ 1 1
1
Insurance $ - 0
0
John's bus pass $ - 0
0
Gas $ - Spending Summary
0
0
Maintenance $ - 0
0
Registration $ - 0
0
Other $ - 0
0
Other $ - 0
0
Other $ - 0
0
Other $ - 0
Premium Version includes:
0

0
-Additional categories/rows
0

Home $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0
-Alternate currencies 0

Mortgage $ - 0
0
Rent $ - 0
0
Maintenance $ - 0
0
Insurance $ - 0
0
Furniture $ - 0
0
Household Supplies $ - 0
0
Real Estate Tax $ - 0
0
Other $ - 0
0 $1
Other $ - 0
0
Other $ - 0
0
0
0 Home Utilities
Transportation Health
Utilities $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0
Entertainment
0 Dining Kids Miscellaneous
0

Phone - Home $ - 0

Phone - Cell $ - 0
0
Cable $ - 0
0
Gas $ - 0
0
Other Spending by0Month
0

Water $ - 0
0
Electricity $ - $2 0
0

Internet $ - 0
0
Other $ - 0
0
Other $ - 0
0
Purchase full Budget Planner >> 0
0
Health $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0
0
Dental $ - 0
0
Medical $ - 0
0
Medication $ - $1 0
Cells locked for Demo users 0

Vision/contacts $ - 0
0
Life Insurance $ - 0
0
Other $ - 0
0
Other $ - 0
0
Other $ - 0
0
Other $ - 0
0
Other $ - 0
0
0
$0
0

Entertainment $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Memberships $ - 0
0
Events $ - 0
0
Subscriptions $ - 0
Cells locked for Demo users 0

Movies $ - 0
0
Music $ - 0
0
Hobbies $ - 0
0
Travel/ Vacation $ - 0
0
Other $ - 0
0
Other $ - 0
0
Other $ - 0
0
0
0
Dining $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0
0
Dining out $ - 0
0
Coffee $ - 0
0
Takeout $ - 0
Cells locked for Demo users 0

fast food $ - 0
0
Lunch at work $ - 0
0
Groceries $ - 0
0
Other $ - 0
0
Other $ - 0
0
Other $ - 0
0
Other $ - 0
0
0
0
Kids $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0
0
Clothes $ - 0
0
Child care $ - 0
0
School supplies $ - 0
Cells locked for Demo users 0

Babysitter $ - 0
0
Tuition $ - 0
0
Music lessons $ - 0
0
Other $ - 0
0
Other $ - 0
0
Other $ - 0
0
Other $ - 0
0
0
0
Miscellaneous $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0
0
401k $ - 0
0
IRA $ - 0
0
Donations $ - 0
Dry Cleaning
Cells locked for Demo users $ -
0

0
0

New Clothes $ - 0
0
College Loans $ - 0
0
Pocket Money $ - 0
0
Gifts $ - 0
0
Credit Card $ - 0
0
Other $ - 0
0
Other $ - 0
0
Other $ - 0
Purchased Planner includes:
0

-Additional categories/rows
-Alternate currencies
 Next: Compare actual spending
Enter what you actually spend below. or Track spending Daily to your budget (click here) 2 1
Category Name Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Full Year Tracking
Year t YearSummary
to Date Jan Chart: Full Year
Income $ 3 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 3 $ 3
3
Salary/Wages $ 3 $ 3 $ 3 3
Salary/Wages $ - $ -Income
0 $3
Other $ - $ - 0
Other $ - $ - 0
Other $ - $ 0
Spending
- $2
$ - 0
Lets you know when
Over
spending is over Budget $ - 0
budget.
Spending $ 2 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 2 $ 2Net
2 $1
Transportation $ 2 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 2 $ 2
2
Auto Loan/Lease $ 2 $ 2 $ 2 2
Insurance $ - $ - 0
John's bus pass $ - $ - 0
Spending by Month
Gas $ - $$3 - 0
Maintenance $ - $ - 0
Registration $ - $ - 0
Inspection $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0
$2
Other Type in actual spending amounts here $ - $ - 0
$ - 0
Home $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0
Mortgage $ - $ - 0
Rent $ - $ - 0
Maintenance $ - $$1 - 0
Insurance $ - $ - 0
Furniture $ - $ - 0
Household Supplies $ - $ - 0
Real Estate Tax $ - $ - 0
Other $ - $ - 0 Spending Income
Other $ - $$0 - 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Other $ - $ - 0
$ - 0
Utilities $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0
Phone - Home $ - $ - 0
Phone - Cell $ - $ - 0
Cable $ - $ - 0
Gas $ - $ - 0
Other $ - $ - 0
Water $ - $ - 0
Electricity $ - $ - 0
Internet $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0
$ - 0
Health $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0
Dental $ - $ - 0
Medical $ - $ - 0
Medication Cells locked for Demo users $ - $ - 0
Vision/contacts $ - $ - 0
Life Insurance $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0
$ - 0
Entertainment $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0
Memberships $ - $ - 0
Events $ - $ - 0
Subscriptions Cells locked for Demo users $ - $ - 0
Movies $ - $ - 0
Music $ - $ - 0
Hobbies $ - $ - 0
Travel/ Vacation $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0
$ - 0
Dining $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0
Dining out $ - $ - 0
Coffee $ - $ - 0
Takeout Cells locked for Demo users $ - $ - 0
fast food $ - $ - 0
Lunch at work $ - $ - 0
Groceries $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0
$ - 0
Kids $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0
Clothes $ - $ - 0
Child care $ - $ - 0
School supplies Cells locked for Demo users $ - $ - 0
Babysitter $ - $ - 0
Tuition $ - $ - 0
Music lessons $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0
$ - 0
Miscellaneous $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - 0
401k $ - $ - 0
IRA $ - $ - 0
Donations Cells locked for Demo users $ - $ - 0
Dry Cleaning $ - $ - 0
New Clothes $ - $ - 0
College Loans $ - $ - 0
Pocket Money $ - $ - 0
Gifts $ - $ - 0
Credit Card $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0
Other $ - $ - 0

$ 1 $ (1) $ (1) $ (1) $ (1) $ (1) $ (1) $ (1) $ (1) $ (1) $ (1) $ (1)
Full Year Compare your budget to your actual spending below. Full Year
Category Name Budget Tracking Compare Budget vs Tracking Summary
Income $24 $3 ($21)
Salary/Wages $24 $3 ($21)
Budget
Salary/Wages $0 $0 $0 $24
Other $0 $0 $0 Income Tracking
$3
Other Select period $0 $0 $0
Other or month $0 $0 $0
$12
Spending
$2
Spending $ 12 $ 2 ($10)
Transportation $12 $2 ($10) $12
Auto Loan/Lease $12 $2 ($10) Net
Insurance $0 $0 $0 $1
John's bus pass $0 $0 $0
Gas $0 $0 $0
Maintenance Over budget in red$0
$0 $0
Registration $0 $0 $0 Where Are You Overspending? (vs Budget)
Inspection $0 $0 $0
Under budget in green
Other $0 $0 $0 $0 Over Budget Under Budget
Other $0 $0 $0
Other $0 $0 $0 -$2

Home $0 $0 $0 -$4
Mortgage $0 $0 $0
Rent $0 $0 $0 -$6
Maintenance $0 $0 $0
Insurance $0 $0 $0 -$8
Furniture $0 $0 $0
Household Supplies $0 $0 $0 -$10
Real Estate Tax $0 $0 $0 -10
Other $0 $0 $0 -$12
Other $0 $0 $0 Trans Home Utili Healt Enter Dinin Kids Misce
Other $0 $0 $0

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

Health $0 $0 $0
Dental $0 $0 $0
Medical $0 $0 $0
Medication $0 $0 $0
Vision/contacts $0 $0 $0
Life Insurance $0 $0 $0
Other $0 $0 $0
Other $0 $0 $0
Other $0 $0 $0
Other $0 $0 $0
Other $0 $0 $0

Entertainment $0 $0 $0
Memberships $0 $0 $0
Events $0 $0 $0
Subscriptions $0 $0 $0
Movies $0 $0 $0
Music $0 $0 $0
Hobbies $0 $0 $0
Travel/ Vacation $0 $0 $0
Other $0 $0 $0
Other $0 $0 $0
Other $0 $0 $0

Dining $0 $0 $0
Dining out $0 $0 $0
Coffee $0 $0 $0
Takeout $0 $0 $0
fast food $0 $0 $0
Lunch at work $0 $0 $0
Groceries $0 $0 $0
Other $0 $0 $0
Other $0 $0 $0
Other $0 $0 $0
Other $0 $0 $0

Kids $0 $0 $0
Clothes $0 $0 $0
Child care $0 $0 $0
School supplies $0 $0 $0
Babysitter $0 $0 $0
Tuition $0 $0 $0
Music lessons $0 $0 $0
Other $0 $0 $0
Other $0 $0 $0
Other $0 $0 $0
Other $0 $0 $0

Miscellaneous $0 $0 $0
401k $0 $0 $0
IRA $0 $0 $0
Donations $0 $0 $0
Dry Cleaning $0 $0 $0
New Clothes $0 $0 $0
College Loans $0 $0 $0
Pocket Money $0 $0 $0
Gifts $0 $0 $0
Credit Card $0 $0 $0
Other $0 $0 $0
Other $0 $0 $0
Other $0 $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 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -
Transportation $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -
Auto Loan/Lease $ -
Insurance $ -
John's bus pass $ -
Gas $ -
Maintenance $ -
Registration Available with Premium Package purchase $ -
Inspection Use this sheet if you'd like 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 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -
Dental $ -
Medical $ -
Medication $ -
Vision/contacts $ -
Life Insurance $ -
Other $ -
Other $ -
Other $ -
Other $ -
Other $ -

Entertainment $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -
Memberships $ -
Events $ -
Subscriptions $ -
Movies $ -
Music Cells locked for Demo users $ -
Hobbies $ -
Travel/ Vacation $ -
Other $ -
Other $ -
Other $ -

Dining $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -
Dining out $ -
Coffee $ -
Takeout $ -
fast food $ -
Lunch at work $ -
Groceries Cells locked for Demo users $ -
Other $ -
Other $ -
Other $ -
Other $ -

Kids $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -
Clothes $ -
Child care $ -
School supplies $ -
Babysitter $ -
Tuition $ -
Music lessons $ -
Other Cells locked for Demo users $ -
Other $ -
Other $ -
Other $ -

Miscellaneous $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -
401k $ -
IRA $ -
Donations $ -
Dry Cleaning $ -
New Clothes $ -
College Loans Cells locked for Demo users $ -
Pocket Money $ -
Gifts $ -
Credit Card $ -
Other $ -
Other $ -
Other $ -
 Home Quick Budget Budget by Month Tracking Comparison

FAQ's
Why is the planner password protected?
You are currently working with the demo version of the Budget Planner, so some of the input cells are locked. When you
the purchased version of the Budget Planner, these input cells will no longer be locked.
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?

If you decided to purchase the Budget Planner, you will be able to download the expanded version of the Budget Planner.
version comes with additional rows and categories pre-installed, so you will not have to add rows yourself.

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. Be sure to select your Budget sheet for the Comparison shee
This will ensure that your category names flow through the rest of the planner. You will make this selection at the top of yo

Why is my planner a "Read Only" file?

First, let's confirm that your Excel file is truly a "Read Only" file. You can do this by looking at the very top of your Excel pr
the file name. If it does say "Read Only" after the file name, than simply save the file to your Desktop using "Save As" and
a different file name (i.e. Budget Planner_current year).
If you don't see "Read Only" at the very top of the Excel program then you are likely being presented with a password prot
See "Why is the planner password protected?" above for clarification.

Why doesn't the Daily Spending sheet link back to the Tracking 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, download the Daily Linked version on the Home sheet of the pu

Why aren't my budget category names flowing through the rest of the sheets in the planner?
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. Be sure to select your Budget sheet for the Comparison shee
This will ensure that your category names flow through the rest of the planner. You will make this selection at the top of yo

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

put cells are locked. When you download

do not provide the password to unprotect).

lanner are open for input; shaded

d version of the Budget Planner. This expanded

dd rows yourself.

(Quick Budget or Budget by Month).

et sheet for the Comparison sheet (see below image).
make this selection at the top of your Budget sheet.

g at the very top of your Excel program where is says

our Desktop using "Save As" and save it using

g presented with a password protect message.

onth. We recommend using this sheet for a month

s can be corrected within one month of using this sheet.
sheet thereafter.
sion on the Home sheet of the purchase version of the Budget Planner.

s in the planner?
(Quick Budget or Budget by Month).
et sheet for the Comparison sheet (see below image).
make this selection at the top of your Budget sheet.

(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

Month sheet is meant for budgets that vary one

This will insure the proper budget information is populated

Currency. Click OK.