Budget Planner Demo
Budget Planner Demo
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Budget Planner Demo- Home
Move from worksheet to worksheet by clicking the dark 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
Quick Budget
or
Budget By Month
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 for comparison purposes" is selected if you are building 'a budget by month. (If this box is n
the "Quick Budget" sheet figures will be used for comparison purposes instead.)
Tracking
Use this sheet to track your actual income and spending. Select your first tracking month by using the drop down box in
These figures will be compared to your budgeted figures on the "Comparison" page.
Comparison
Use this sheet to monitor how well you are sticking to your budget. Compare different time periods by using the drop do
"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.
Limitation of Liability
Simpleplanning.com will not be held liable for damages in the event of, but not limited to inaccurate assumptions, calcul
software, hardware, data and network failure and profit/savings losses as a result of using this software.
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Current Month
Aug To Date
Invoice Template
Business Suite
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Budget by Month (click here).
Monthly
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Budget
Enter category names & amounts below. Amounts calculated Chart:
Daily
Weekly
Monthly
Semi-Annually
Quarterly
Yearly
Bi-Weekly
Create a Budget by Month below or create
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Quick Budget (click here).
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Month
Enter category names & amounts below. Chart:
10
Income Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 12 Months Budget Summary
Jan to Date
Total Income (net) $6,000 $6,025 $6,250 $6,500 $6,525 $6,525 $6,550 $6,550 $6,550 $6,550 $6,550 $6,550 $77,125 64025
Salary/Wages (Bill) $3,500 $3,500 $3,500 $3,750 $3,750 $3,750 $3,750 $3,750 $3,750 $3,750 $3,750 $3,750 $44,250 36750
$2,755
Salary/Wages (Jane) $2,500 $2,500 $2,700 $2,700 $2,700 $2,700 $2,700 $2,700 $2,700 $2,700 $2,700 $2,700 $32,000 26600
Other $- $25 $50 $50 $75 $75 $100 $100 $100 $100 $100 $100 $875 675
Other $- 0
$6,550
Other $- 0
Column AK
Spending Total: $3,705 $5,375 $5,395 $3,890 $3,565 $6,825 $3,795 $3,795 $3,795 $3,795 $3,795 $3,795 $51,525 $3,795
$0
43935
$2,000 $3,000
Transportation $460 $660 $460 $660 $460 $660 $460 $460 $460 $460 $460 $460 $6,120 $4,000 $5,000
$6,000 $7,000
5200
Auto Loan/Lease $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $200 $2,400 2000
Insurance $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $1,200 1000
Bill's train pass $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $1,200
Alternate versions available (at no additional $200
cost):
1000
Registration/Inspection $200versions
-Pound Sterling (£), Euro, Rand $200 200
Spending Summary
Maintainnce -Decimal version (view dollars and cents) $- Month Oct Start Mth Pie Chart 1 Budgeted Bar Chart
All versions available for free after purchasing the "basic"
0
Household Supplies $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $360 $625 8 April Apr
300
Groceries $400 $400 $400 $400 $400 $400 $400 $400 $400 $400 $400 $400 $4,800 4000
9 May May
Real Estate Tax $1,000 $2,000 $3,000 3000
$290 $110 $280 10 June Jun
Other $- 0
11 July Jul
Other $- 0
12 August Aug
13 September Sep
Utilities $250 $240 $230 $230 $240 $270 $290 $290 $290 $290 $290 $290 $3,200 Transporta- Home Utilities Health
14 October Oct
2620
tion
Phone - Home $40 $40 $40 $40 $40 $40 $40 $40 $40 $40 $40 $40 $480 15 November Nov
Enter- Miscel-
400
Phone - Cell $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $360 300
Gas $40 $40 $40 $40 $50 $70 $90 $90 $90 $90 $90 $90 $820 640
Water $- $- $- $- $- $- $- $- $- $- $- $- $- 0
Budget by Month
Electricity $70 $60 $50 $50 $50 $60 $60 $60 $60 $60 $60 $60 $700 580
Internet $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $360 300
$7,000
Other $- 0 $6,000
Other Page Up $- 0
$5,000
$4,000
Health $110 $260 $650 $110 $110 $110 $110 $110 $110 $110 $110 $110 $2,010 1790
Dental $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $120 100
$3,000
Medical $60 $60 $600 $60 $60 $60 $60 $60 $60 $60 $60 $60 $1,260 1140 $2,000
Medication $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $30 $360
Vision/contacts
Cells locked for Demo users
$150 $150
300
$1,000
$0
150
Life Insurance $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $10 $120 Jan Mar
100
May Jul
Other $- 0
Sep OctNov
Dec Row 16
Other $- 0
Entertainment $280 $1,710 $250 $310 $250 $280 $280 $280 $280 $280 $280 $280 $4,760 4200 Row 16 Row 8
Memberships $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $720 600
Dining out $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $1,200 1000
Events $50 $100 $50 $50 $50 $50 $50 $50 $50 $500
Cells locked for Demo users 400
Subscriptions $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $180 150
Movies $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $240 200
Music $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $180 150
Hobbies $20 $40 $40 $20 $20 $20 $20 $20 $20 $20 $240 200
Other $- 0
Other $-
Page Up
0
Miscellaneous $575 $475 $775 $550 $475 $475 $625 $625 $625 $625 $625 $625 $7,075 5825
Dry Cleaning $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $20 $240 200
Donations $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $60 $720
Child Care
Cells locked for Demo users $-
600
Tuition $- 0
College Loans $300 $300 $300 $300 $300 $300 $300 $300 $300 $300 $300 $300 $3,600 3000
Pocket Money $80 $80 $80 $80 $80 $80 $80 $80 $80 $80 $80 $80 $960 800
Gifts $100 $150 $75 $150 $150 $150 $150 $150 $150 $1,225 925
Credit Card $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $15 $180 150
Other $- 0
Other $- 0
Other $- 0
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View graphs to
Track your actual income and spending. Select your the right
Trackin first tracking month. Figures on this sheet will be
compared to your budget on the "Comparison" sheet.
g Chart: Current Month
Income Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan to Date Actual Income/Spend Summary
Total Income (net) $6,000 $6,225 $6,350 $- $- $- $- $- $- $- $- $- $18,575
3 Salary/Wages (Bill) $3,500 $3,500 $3,500 $10,500
4 Salary/Wages (Jane) $2,500 $2,700 $2,700 $7,900 $0
5 Other $- $25 $150 $175
6 Other $-
Category names
7 Other update automatically Let's you know $- $0
from budget sheet. when spending is
over budget. Column AN
Spending Under Under Over
$0
Budget Budget Budget
Total Spending: $3,677 $4,652 $5,653 $- $- $- $- $- $- $- $- $- $13,982 $0$0 $0$0$0
$0$0 $0 $0 $0 $0
$1 $1 $1 $1
$1 $1 $1 $1
Transportation $460 $650 $550 $- $- $- $- $- $- $- $- $- $1,660 $1
12 Auto Loan/Lease $200 $200 $200 $600
13 Insurance $100 $100 $100 $300
Row 28 Row 27 Row 26
14 Bill's train pass $100 $120 $100 $320
15 Jane's bus pass $170 $170
16 Registration/Inspection $-
Actuals by Month
17 Gas $60 $60 $70 $190 1 Oct First Tracking Month
18 Maintainnce $35 Page Down $35 1 Oct 1 Budget By Month? 1 Bar Chart
19 Other $45 $45 10 1 Current Month Oct 1 Jan Feb January TRUE Balance $-
$6,000
20 9 2 Prior Month Sep 2 Feb Mar February Income $-
21 Home $1,980 $1,940 $3,005 $- $- $- $- $- $- $- $- $- $6,925 $5,000 3 Jan to Date Jan to Date 3 Mar Apr March Expense $-
22 Mortgage $1,500 $1,500 $1,500 $4,500 4 January Jan 4 Apr May April
$4,000
23 Rent $- 5 February Feb 5 May Jun May
24 Maintenance $50 $- $50 $100 $3,000 6 March Mar 6 Jun Jul June
25 Insurance $50 $50 $50 $150 $2,000 7 April Apr 7 Jul Aug July
26 Furniture $- 8 May May 8 Aug Sep August
$1,000
27 Household Supplies $30 $30 $30 $90 9 June Jun 9 Sep Oct September
28 Groceries $350 $360 $375 $1,085 $0 Row 8 10 July Jul 10 Oct Nov October
Jan Mar May Jul
29 Real Estate Tax $1,000 $1,000 Sep Oct Nov Row 17 11 August Aug 11 Nov Dec November
Dec
30 Other $- 12 September Sep 12 Dec Jan December
31 Other $- 13 October Oct 13 Jan to Date January to Date
32
Row 17 Row 8 14 November Nov
33 Utilities $250 $240 $244 $- $- $- $- $- $- $- $- $- $734 15 December Dec
34 Phone - Home $40 $40 $46 $126
35 Phone - Cell $30 $30 $38 $98
36 Cable $40 $40 $40 $120
37 Gas $40 $40 $40 $120
38 Water $- $- $- $-
39 Electricity $70 $60 $50 $180
40 Internet $30 $30 $30 $90
41 Other $-
42 Other $-
43
44 Health $110 $110 $650 $- $- $- $- $- $- $- $- $- $870
45 Dental $10 $10 $10 $30
46 Medical $60 $60 $450 $570
47 Medication $30 $30 $30 $90
48 Vision/contacts Cells locked for Demo users $150 $150
49 Life Insurance $10 $10 $10 $30
50 Other $-
51 Other $-
52
53 Entertainment $282 $1,187 $454 $- $- $- $- $- $- $- $- $- $1,923
54 Memberships $60 $60 $60 $180
55 Dining out $100 $75 $200 $375
56 Events $50 $50
57 Subscriptions Cells locked for
$15Demo$15
users $25 $55
58 Movies $22 $22 $44 $88
59 Music $15 $15 $30 $60
60 Hobbies $20 $40 $60
61 Travel/ Vacation $1,000 $1,000
62 Other $55 $55
63 Other $-
64
65 Miscellaneous $595 $525 $750 $- $- $- $- $- $- $- $- $- $1,870
66 Dry Cleaning $20 $20 $20 $60
67 New Clothes $15 $45 $25 $85
68 Donations $60 $60 $60 $180
69 Child Care $-
70 Tuition Cells locked for Demo users $-
71 College Loans $300 $300 $300 $900
72 Pocket Money $100 $100 $120 $320
73 Gifts $100 $150 $250
74 Credit Card $30 $30
75 Other $45 $45
76 Other $-
77 Other $-
(28) (723) 258 (3,890) -3565 -6825 -3795 -3795 -3795 -3795 -3795 -3795
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Comparison sheet: monitor how well you are
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doing versus your budget. Select a time period
in the drop down box to the left.
Compariso
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March to Budget
March
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Income Budget Mar Actual Vs Budget Tracking vs Budget Summary
Total Income (net) $6,250 $6,350 $100 $855
3 Salary/Wages (Bill) $3,500 $3,500 $-
4 Salary/Wages (Jane) $2,700 $2,700 $- $6,250
Budget
5 Other $50 $150 $100
$5,395
6 Other $-
7 Other $- $697
$0 $5,653
Total Spending: $5,395 $5,653 $258 $2,000
$4,000
$6,000 $7,000
Transportation $460 $550 $90
12 Auto Loan/Lease $200 $200 $-
13 Insurance $100 $100 $-
14 Bill's train pass $100 $100 $- Expense Income Balance
15 Jane's bus pass $- (Savings)
16 Registration/Inspection $-
17 Gas $60 $70 $10
18 Maintainnce $35 $35 Spending Comparison 6 Mar Budget By Month? 1 Pie Chart Bar Chart Tracking Budget
19 Other $45 $45 $3,500 10 1 Current Month Oct TRUE Budget Tracking Balance (Savings) $697 $855
20 $3,030 $3,005 9 2 Prior Month Sep Transportation 460 550 Income $6,350 $6,250
$3,000
21 Home $3,030 $3,005 $(25) 3 Jan to Date Jan to Date Home 3030 3005 Expense $5,653 $5,395
22 Mortgage $1,500 $1,500 $- $2,500 4 January Jan Utilities 230 244
23 Rent $- 5 February Feb Health 650 650
$2,000
24 Maintenance $50 $50 $- 6 March Mar Entertainment 250 454
25 Insurance $50 $50 $- $1,500 7 April Apr Miscellaneous 775 750
26 Furniture $- $1,000
8 May May
$775 $750
27 Household Supplies $30 $30 $- $650 $550 $650 9 June Jun
$500 $460 $454
28 Groceries $400 $375 $(25) $230 $250 $244 10 July Jul
29 Real Estate Tax $1,000 $1,000 $- $0 11 August Aug
30 Other $- Budget Tracking 12 September Sep
31 Other $- 13 October Oct
32 Transporta-
Budget
Home UtilitiesTracking Health 14 November Nov
33 Utilities $230 $244 $14 tion 15 December Dec
34 Phone - Home $40 $46 $6 Enter- Miscel-
35 Phone - Cell $30 $38 $8 tainment laneous Simple Budget 1
36 Cable $40 $40 $-
37 Gas $40 $40 $-
38 Water $- $- $-
39 Electricity $50 $50 $-
40 Internet $30 $30 $-
41 Other $-
42 Other $-
43
44 Health $650 $650 $-
45 Dental $10 $10 $-
46 Medical $600 $450 $(150)
47 Medication $30 $30 $-
48 Vision/contacts $150 $150
49 Life Insurance $10 $10 $-
50 Other $-
51 Other $-
52
53 Entertainment $250 $454 $204
54 Memberships $60 $60 $-
55 Dining out $100 $200 $100
56 Events $-
57 Subscriptions $15 $25 $10
58 Movies $20 $44 $24
59 Music $15 $30 $15
60 Hobbies $40 $40 $-
61 Travel/ Vacation $-
62 Other $55 $55
63 Other $-
64
65 Miscellaneous $775 $750 $(25)
66 Dry Cleaning $20 $20 $-
67 New Clothes $150 $25 $(125)
68 Donations $60 $60 $-
69 Child Care $-
70 Tuition $-
71 College Loans $300 $300 $-
72 Pocket Money $80 $120 $40
73 Gifts $150 $150 $-
74 Credit Card $15 $30 $15
75 Other $45 $45
76 Other $-
77 Other $-
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Daily Spending Record: for those interested in tracking their
Daily Spending spending on a daily basis we've created the "Daily Spending
Record." Monthly totals from this sheet flow through to the
Record Tracking sheet in our "Daily Linked" version (see below).
Spending 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
Total Day's Spending: $1,085 $70 $95 $100 $260 $90 $245 $55 $40 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $2,040
Transportation $75 $- $- $- $100 $- $15 $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $- $190
Auto Loan/Lease $-
Insurance $100 $100
Bill's train pass $15 $15 $30
Jane's bus pass $-
Registration/Inspection $-
Gas $60 $60
Maintainnce $-
Other $-