Copy of Best-Personal-Budget-Planner (GoogleDocs Version)

8/3/2019 Copy of Best-Personal-Budget-Planner (GoogleDocs Version)

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Frequency Amount Monthly Yearly

4000.00 48000.00

1 Salary/Wages Monthly 4000.00 4000.00 48000.00

1 Salary/Wages (Spouse) Monthly 0.00 0.00

1 Other Monthly 0.00 0.00



1060.00 12720.00

200.00 2400.00

1 Auto Loan/Lease Monthly 200.00 200.00 2400.00

1 Insurance Monthly 0.00 0.001 Petrol,Gas,Oil & Lub. Monthly 0.00 0.00

1 Maintenance Monthly 0.00 0.00

1 Registration/Inspection Monthly 0.00 0.00

1 Train/Bus tickets Monthly 0.00 0.00

1 Taxis Monthly 0.00 0.00


570.00 6840.00

1 Home Loan EMI Monthly 0.00 0.00

1 Rent Monthly 570.00 570.00 6840.00

1 Maintenance Monthly 0.00 0.00

1 Insurance Monthly 0.00 0.00

1 Furniture Monthly 0.00 0.001 Household Supplies Monthly 0.00 0.00

4.3 Groceries Weekly 0.00 0.00

1 Real Estate Tax Monthly 0.00 0.00



80.00 960.00

1 Phone - Home Monthly 0.00 0.00

1 Phone - Cell Monthly 0.00 0.00

1 Cable TV Monthly 0.00 0.00

1 Cooking Gas Monthly 0.00 0.00

1 Water Monthly 0.00 0.00

1 Electricity Monthly 80.00 80.00 960.00

1 Internet Monthly 0.00 0.001 Other Monthly 0.00 0.00


40.00 480.00

1 Dental Monthly 0.00 0.00

1 Medical Monthly 0.00 0.00

1 Medicines Monthly 0.00 0.00

1 Vision/contacts Monthly 0.00 0.00

Transportation

Home

Utilities

Health

Total Income (net)

Spending

Quick BudgetFor F

5/1/12 18:38 For


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1 Life Insurance Monthly 40.00 40.00 480.00

1 Yoga/Fitness Club Monthly 0.00 0.00


130.00 1560.00

1 Memberships Monthly 0.00 0.00

4.3 Dining out Weekly 30.00 130.00 1560.001 Events Monthly 0.00 0.00

1 Subscriptions,Newspaper Monthly 0.00 0.00

1 Movies Monthly 0.00 0.00

1 Music Monthly 0.00 0.00

4.3 Hobbies Weekly 0.00 0.00

1 Travel/ Vacation Monthly 0.00 0.00



40.00 480.00

1 Laundry,Dry Cleaning Monthly 0.00 0.00

1 New Clothes Monthly 0.00 0.00

1 Donations/Charity Monthly 0.00 0.00

1 Child Care Monthly 0.00 0.00

1 Tuition Monthly 40.00 40.00 480.00

1 College Loans Monthly 0.00 0.00

4.3 Pocket Money Weekly 0.00 0.00

1 Gifts Monthly 0.00 0.00

1 Credit Card Monthly 0.00 0.00




Daily

Weekly

Monthly

Semi-Annually

Quarterly

Yearly

Entertainment

Miscellaneous


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3

1 Yearly2 Monthly3 Weekly

3

Charts: Weekly

requency use keywords: Daily,Weekly,Monthly,Semi-Annually,Quarterly,Yearly

harts use the numbers: Yearly (1) ,Monthly (2), Weekly(3)


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Bar ChartQuick Budget Pie Chart Balance $678

TRUE Transporta $46 Income $923Home $132 Expense $245Utilities $18Health $9Entertainm $30Miscellane $9


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Jan Feb Mar Apr May Jun Jul

4000.00 3000.00 0.00 0.00 0.00 0.00 0.00

Salary/Wages 4000.00 3000.00

Salary/Wages (Spouse)

Other

Other

Other

1651.00 1429.00 44.00 0.00 0.00 0.00 0.00

302.00 400.00 44.00 0.00 0.00 0.00 0.00

Auto Loan/Lease 2.00 44.00Insurance

Gas 300.00 400.00

Maintenance

Registration/Inspection

Bill's train pass

Jane's bus pass

Other

700.00 900.00 0.00 0.00 0.00 0.00 0.00

EMI

Rent 700.00 900.00

Maintenance

Insurance

Furniture

Household Supplies

Groceries

Real Estate Tax

Other

Other

50.00 129.00 0.00 0.00 0.00 0.00 0.00

Phone - Home 50.00 129.00

Phone - Cell

Cable

Gas

Water

ElectricityInternet

Other

Other

100.00 0.00 0.00 0.00 0.00 0.00 0.00

Dental

Medical 100.00

Medication

Transportation

Home

Utilities

Health

5/1/12 18:38

Total Income (net)

Spending

Budget by Month


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Vision/contacts

Life Insurance

Other

Other

199.00 0.00 0.00 0.00 0.00 0.00 0.00

Memberships

Dining out

Events

Subscriptions

Movies 199.00

Music

Hobbies

Travel/ Vacation

Other

Other

300.00 0.00 0.00 0.00 0.00 0.00 0.00

Dry Cleaning

New Clothes 300.00

DonationsChild Care

Tuition

College Loans

Pocket Money

Gifts

Credit Card

Other

Other

Other

Entertainment

Miscellaneous


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5

Charts: 4

Aug Sep Oct Nov Dec 2 MonthsJantoDate

0.00 0.00 0.00 0.00 0.00 7000.00

7000.00

0.00

0.00

0.00

0.00

0.00 0.00 0.00 0.00 0.00 3124.00

0.00 0.00 0.00 0.00 0.00 746.00

46.000.00

700.00

0.00

0.00

0.00

0.00

0.00

0.00 0.00 0.00 0.00 0.00 1600.00

0.00

1600.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00 0.00 0.00 0.00 0.00 179.00

179.00

0.00

0.00

0.00

0.00

0.000.00

0.00

0.00

0.00 0.00 0.00 0.00 0.00 100.00

0.00

100.00

0.00

Curre

For Charts use the numbers: Yearly (1),

(3), Current Month (4), January-Decemb


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0.00

0.00

0.00

0.00

0.00 0.00 0.00 0.00 0.00 199.00

0.00

0.00

0.00

0.00

199.00

0.00

0.00

0.00

0.00

0.00

0.00 0.00 0.00 0.00 0.00 300.00

0.00

300.00

0.000.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00


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Budget by Chart:

Month May Start Mth

TRUE 4 1

1 Yearly 2 Months

2 Monthly (avg.) 2 Months

3 Weekly (avg.) 2 Months

4 Current Month May

5 January Jan

6 February Feb

7 March Mar

8 April Apr

9 May May

10 June Jun

11 July Jul

12 August Aug

13 September Sep

14 October Oct

15 November Nov

16 December Dec

Icome Expence

Jan 4000 1651

Feb 3000 1429

Mar 0 44

Apr 0 0

May 0 0

Jun 0 0

Jul 0 0

Aug 0 0

Sep 0 0

Oct 0 0

Nov 0 0

nt Month

Monthly (avg.) (2), Weekly (avg.)er (5-16)


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Dec 0 0


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Mths/Wks

Pie Chart 1 Budgeted Bar Chart

Transportation $0 2 Balance $0

Home $0 9 Income $0

Utilities $0 Expense $0

Health $0

Entertainment $0

Miscellaneous $0

$0

Balance

2349

1571

-44

0


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0


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Jan Feb Mar Apr May Jun Jul

4000.00 3000.00 0.00 0.00 0.00 0.00 0.00

3 Salary/Wages 4,000.00 3,000.00

4 Salary/Wages (Spouse)

5 Other

6 Other

7 Other

Under Budget Under Budget

1195.00 871.00 0.00 0.00 0.00 0.00 0.00

201.00 22.00 0.00 0.00 0.00 0.00 0.0012 Auto Loan/Lease 1.00 22.00

13 Insurance 200.00

14 Gas

15 Maintenance

16 Registration/Inspection

17 Bill's train pass

18 Jane's bus pass

19 Other

20

21 570.00 770.00 0.00 0.00 0.00 0.00 0.00

22 EMI

23 Rent 570.00 770.00

24 Maintenance

25 Insurance26 Furniture

27 Household Supplies

28 Groceries

29 Real Estate Tax

30 Other

31 Other

32

33 80.00 79.00 0.00 0.00 0.00 0.00 0.00

34 Phone - Home

35 Phone - Cell

36 Cable

37 Gas

38Water

39 Electricity 80.00 79.00

40 Internet

41 Other

42 Other

43

44 111.00 0.00 0.00 0.00 0.00 0.00 0.00

45 Dental

46 Medical 111.00

Home

Utilities

Health

5/1/12 18:38

Total Income (net)

Total Spending:

Transportation

Tracking Actual Budget


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47 Medication

48 Vision/contacts

49 Life Insurance

50 Other

51 Other

52

53 222.00 0.00 0.00 0.00 0.00 0.00 0.0054 Memberships 222.00

55 Dining out

56 Events

57 Subscriptions

58 Movies

59 Music

60 Hobbies

61 Travel/ Vacation

62 Other

63 Other

64

65 11.00 0.00 0.00 0.00 0.00 0.00 0.00

66 Dry Cleaning67 New Clothes 11.00

68 Donations

69 Child Care

70 Tuition

71 College Loans

72 Pocket Money

73 Gifts

74 Credit Card

75 Other

76 Other

77 Other

(456) (558) (44) 0 0 0 0

Checking Account 1.00 2.00 3.00 4.00

3 Retairement Plan

4 Certificate

5 Other

6

7

Balance for the Month

3 Saving Account (difference)

4 Retirement plan (difference)

5 Cetrtificate (difference)

6

Entertainment

Miscellaneous


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Charts: 5

Aug Sep Oct Nov Dec Jan to Date

0.00 0.00 0.00 0.00 0.00 7000.00

7,000.00

0.00

0.00

0.00

0.00

0.00 0.00 0.00 0.00 0.00 2066.00

0.00 0.00 0.00 0.00 0.00 223.0023.00

200.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00 0.00 0.00 0.00 0.00 1340.00

0.00

1,340.00

0.00

0.000.00

0.00

0.00

0.00

0.00

0.00

0.00 0.00 0.00 0.00 0.00 159.00

0.00

0.00

0.00

0.00

0.00159.00

0.00

0.00

0.00

0.00 0.00 0.00 0.00 0.00 111.00

0.00

111.00

Fe

For Charts use the numbers: Current M

Date (3), January-December (4-15)


18/43

0.00

0.00

0.00

0.00

0.00

0.00 0.00 0.00 0.00 0.00 222.00

222.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00 0.00 0.00 0.00 0.00 11.00

0.00

11.000.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0 0 0 0 0


19/43

5 5 Feb5 1 May

5 1 Current Month May4 2 Prior Month Apr

3 Jan to Date Jan to Dat

4 January Jan5 February Feb6 March Mar

7 April Apr8 May May9 June Jun

10 July Jul

11 August Aug12 September Sep13 October Oct14 November Nov15 December Dec

Icome Expence

Jan 4000 1195

Feb 3000 871Mar 0 0Apr 0 0May 0 0Jun 0 0

Jul 0 0Aug 0 0Sep 0 0Oct 0 0

ruary

nth (1), Prior Month (2), January to


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Nov 0 0

Dec 0 0


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First Tracking Month1 Budget By Month? 1 Bar Chart

1 Jan Feb January TRUE Balance2 Feb Mar February Income3 Mar Apr March Expense

4 Apr May April5 May Jun May6 Jun Jul June

7 Jul Aug July8 Aug Sep August9 Sep Oct September

10 Oct Nov October

11 Nov Dec November12 Dec Jan December13 Jan to Date January to Date

Pie Chart 1 FebBalance Transporta 22 2

2805 Home 770 8.666667

2129 Utilities 790 Health 00 Entertainm 00 Miscellane 00

0000


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0

0


23/43

$2,129

$3,000

$871


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5

Budget Feb Actual Vs Budget

3,000 3000 0

3 Salary/Wages 3000 3,000.00 0.00

4 Salary/Wages (Spouse) 0 0.00 0.00

5 Other 0 0.00 0.00

6 Other 0 0.00 0.00

7 Other 0 0.00 0.00

1,429 1,092 -337

400 22 -37812 Auto Loan/Lease 0.00 22.00 22.00

13 Insurance 0.00 0.00 0.00

14 Gas 400.00 0.00 -400.00

15 Maintenance 0.00 0.00 0.00

16 Registration/Inspection 0.00 0.00 0.00

17 Bill's train pass 0.00 0.00 0.00

18 Jane's bus pass 0.00 0.00 0.00

19 Other 0.00 0.00 0.00

20

21 900 770 -130

22 EMI 0.00 0.00 0.00

23 Rent 900.00 770.00 -130.00

24 Maintenance 0.00 0.00 0.00

25 Insurance 0.00 0.00 0.0026 Furniture 0.00 0.00 0.00

27 Household Supplies 0.00 0.00 0.00

28 Groceries 0.00 0.00 0.00

29 Real Estate Tax 0.00 0.00 0.00

30 Other 0.00 0.00 0.00

31 Other 0.00 0.00 0.00

32

33 129 300 171

34 Phone - Home 129.00 0.00 -129.00

35 Phone - Cell 0.00 0.00 0.00

36 Cable 0.00 0.00 0.00

37 Gas 0.00 0.00 0.00

38Water 0.00 0.00 0.00

39 Electricity 0.00 300.00 300.00

40 Internet 0.00 0.00 0.00

41 Other 0.00 0.00 0.00

42 Other 0.00 0.00 0.00

43

44 0 0 0

45 Dental 0.00 0.00 0.00

46 Medical 0.00 0.00 0.00

Total Income (net)

Total Spending:

Transportation

Home

Utilities

Health

Comparisonor ompare o u ge use

Januar to Date 3 Januar -5/1/12 18:38 Compare to Budget


25/43

47 Medication 0.00 0.00 0.00

48 Vision/contacts 0.00 0.00 0.00

49 Life Insurance 0.00 0.00 0.00

50 Other 0.00 0.00 0.00

51 Other 0.00 0.00 0.00

52

53 0 0 054 Memberships 0.00 0.00 0.00

55 Dining out 0.00 0.00 0.00

56 Events 0.00 0.00 0.00

57 Subscriptions 0.00 0.00 0.00

58 Movies 0.00 0.00 0.00

59 Music 0.00 0.00 0.00

60 Hobbies 0.00 0.00 0.00

61 Travel/ Vacation 0.00 0.00 0.00

62 Other 0.00 0.00 0.00

63 Other 0.00 0.00 0.00

64

65 0 0 0

66 Dry Cleaning 0.00 0.00 0.00

67 New Clothes 0.00 0.00 0.00

68 Donations 0.00 0.00 0.00

69 Child Care 0.00 0.00 0.00

70 Tuition 0.00 0.00 0.00

71 College Loans 0.00 0.00 0.00

72 Pocket Money 0.00 0.00 0.00

73 Gifts 0.00 0.00 0.00

74 Credit Card 0.00 0.00 0.00

75 Other 0.00 0.00 0.00

76 Other 0.00 0.00 0.00

77 Other 0.00 0.00 0.00

Entertainment

Miscellaneous


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55 1 Current Month4 2 Prior Month

3 Jan to Date

4 January5 February6 March

7 April8 May9 June

10 July

11 August12 September13 October14 November15 December

Simple Budget

e num ers: urren on , r or on ,December 4-15

February


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Feb Budget By Month? 1 Pie Chart TrackingMay TRUE Budget Tracking Balance (S $1,908Apr Transporta 400 22 Income $3,000Jan to Date Home 900 770 Expense $1,092Jan Utilities 129 300Feb Health 0 0Mar Entertainm 0 0

Apr Miscellane 0 0MayJunJul

AugSepOctNovDec

1


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30/43

Budget

$1,571

$3,000

$1,429


31/43

1st 2nd 3rd 4th 5th

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

Auto Loan/Lease

Insurance

Gas

Maintenance

Registration/Inspection

Bill's train pass

Jane's bus pass

Other

0.00 0.00 0.00 0.00 0.00

EMI

Rent

Maintenance

Insurance

Furniture

Household Supplies

Groceries

Real Estate Tax

Other

Other

0.00 0.00 0.00 0.00 0.00

Phone - Home

Phone - Cell

Cable

Gas

Water

Electricity

Internet

Other

Other

0.00 0.00 0.00 0.00 0.00

DentalMedical

Medication

Vision/contacts

Life Insurance

Other

Other

Health

Daily Spendings

5/1/2012 18:38:28

Total Day's Spending:

Transportation

Home

Utilities


32/43

0.00 0.00 0.00 0.00 0.00

Memberships

Dining out

Events

Subscriptions

Movies

MusicHobbies

Travel/ Vacation

Other

Other

0.00 0.00 0.00 0.00 0.00

Dry Cleaning

New Clothes

Donations

Child Care

Tuition

College Loans

Pocket MoneyGifts

Credit Card

Other

Other

Other

Entertainment

Miscellaneous


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6th 7th 8th 9th 10th 11th 12th 13th

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00


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0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00


35/43

14th 15th 16th 17th 18th 19th 20th 21st

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00


36/43

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00


37/43

22nd 23rd 24th 25th 26th 27th 28th 29th

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00


38/43

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00


39/43

30th 31st Month

0.00 0.00 0.00

0.00 0.00 0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00 0.00 0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00 0.00 0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00 0.00 0.00

0.000.00

0.00

0.00

0.00

0.00

0.00


40/43

0.00 0.00 0.00

0.00

0.00

0.00

0.00

0.00

0.000.00

0.00

0.00

0.00

0.00 0.00 0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.000.00

0.00

0.00

0.00

0.00


41/43

1

2

you stick to your budget. Your savings can be invested in a better way and which will help you when yo

These figures will be compared to your budgeted figures on the "Comparison" page.

ComparisonUse this sheet to monitor how well you are sticking to your budget. Compare different time periods by

"Income" section

Daily Spending

We've provided this sheet for those interested in tracking their spending on a daily basis. This simple

provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your TrackinMake sure to set up which budget model is used "Quick Budget" or "Budget by Month".

Budget by Month

Use the "Budget By Month" sheet to create a budget with greater detail. Setup your first budget mont

Tracking

Use this sheet to track your actual income and spending. Setup your first budget month by SETUP s

Instructions

You may move from worksheet to worksheet by selecting SpreadSheet buttons located at the bottom oEnter data in only the white cells with gray borders.Use numbers to chart different time periods (Current Month, Prior Month, Yearly, Jan, Feb, etc.)

Quick Budget

Create a quick and easy budget by filling out the white cells on the "Quick Budget" sheet. Enter the "F

SETUP

5/1/2012 18:38:28Minimal Setup Required

Starting Month for the Budget Year

Quick Budget (1) or Budget By Month (2)


42/43

u are in need!

using the numbers above the

ecord goes a long way in helping

(actual) figures on the "Comparison" sheet.

by SETUP sheet.

eet.

f this workbook.

equency" by using the keywords


43/43

Documents

Copy of Best-Personal-Budget-Planner (GoogleDocs Version)