Home_Overview
Move from worksheet to worksheet by clicking the blue buttons at
the top of each worksheet.If you received a "File Error: Data may
have been lost." message when opening this file, to download
alternate planner.Demo users: Income and the first 3 spending
categories are open to demo users.
Budget Planner 1 - 2 - 3
Current MonthPrior Month
Pre- Customized Versions (at no additional cost)Purchase Budget
Planner >>Need additional spending cateogories? Using another
currency? See our Pre-Customized versions belowAvailable at no
additional cost (all versions are available for free after
purchasing the Budget Planner on our website).Expanded (additional
rows)Cents versionAdditional CategoriesPounds versionDaily Linked
(A Daily Spending sheet for each Month) Euro versionExpanded &
Daily Linked
Quick BudgetJanuaryCreate a quick and easy budget by filling out
the white cells on the "Quick Budget" sheet. Enter the "Frequency"
by using the drop down menuFebruaryprovided in each cell. The
Monthly/Yearly figures are calculated for you and compared to your
Tracking (actual) figures on the "Comparison" sheet. MarchMake sure
"Use this budget on Comparison sheet" is selected. (If this box is
not selected, the "Budget By Month" figures will be used for
Aprilcomparison purposes instead.)MayJuneBudget by MonthJulyUse the
"Budget By Month" sheet to create a budget with greater detail.
Select your first budget month by using the drop down box in
Augustthe "Income" section. SeptemberMake sure "Use this budget on
Comparison sheet" is selected if you are building 'a budget by
month. (If this box is not selected,Octoberthe "Quick Budget" sheet
figures will be used for comparison purposes
instead.)NovemberDecemberTrackingUse this sheet to track your
actual income and spending. 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 using the drop down
box above the "Income" section
Daily SpendingWe've provided this sheet for those interested in
tracking their spending on a daily basis. This simple record goes a
long way in helping you stick to your budget.Financial Calculators
available at Simpleplanning.com:-Budget Planner-Mortgage
CalculatorNet Worth CalculatorInvoice Template-Investment
Calculator-Tax CalculatorComplete PlannerBusiness Suite-Retirement
Planner-401k CalculatorProfit & Loss PlannerBusiness
Planner
Software License AgreementSimpleplannings.com grants usage of
this financial planning "software" under the following terms and
conditions:After the purchasing and downloading of this software
from Simpleplanning.com, the purchaser is granted a "license" to
use this product.The "licensee" may make copies of this product in
an amount that does not exceed the number of licenses originally
purchased fromSimpleplanning.com, or for the purpose of creating a
backup copy.This file or the software contained in this file shall
not be transferred to a non-licensee without the written consent
from Simpleplanning.com.
Limitation of LiabilitySimpleplanning.com will not be held
liable for damages in the event of, but not limited to inaccurate
assumptions, calculation errors,software, hardware, data and
network failure and profit/savings losses as a result of using this
software.
Use the Quick Budget sheet (for simple budgets) or the Track
your actual income and spending on this sheet or use the Daily
Spending RecordCompare your budgeted income and spending to your
actuals. Are you over or under your budget?#1 - Build a Budget#2 -
Track Income/Spending#3 - Compare Budget to ActualsBudget by Month
sheet (click here).Budget by MonthHomeTrackingComparisonDaily
SpendingHelpQuick BudgetStart a Quick Budget(click here)Start a
Budget by Month(click here)
Quick_BudgetQuick BudgetBudget by Month1
Use the on the Comparison sheetCategory
NameFrequencyAmountMonthlyYearlyIncome$2$24Salary/WagesMonthly$2$2$24Salary/WagesMonthly0.00.0OtherMonthly0.00.0OtherWeekly0.00.0OtherMonthly0.00.0
Spending$1$12Transportation$1$12Auto
Loan/LeaseMonthly$1$1$12Insurance Semi-Annually0.00.0John's bus
passMonthly0.00.0GasWeekly0.00.0MaintenanceYearly0.00.0RegistrationYearly0.00.0InspectionYearly0.00.0OtherMonthly0.00.0OtherMonthly0.00.0OtherMonthly0.00.0
Home0.00.0MortgageMonthly0.00.0RentMonthly0.00.0MaintenanceMonthly0.00.0InsuranceMonthly0.00.0FurnitureSemi-Annually0.00.0Household
SuppliesMonthly0.00.0Real Estate
TaxQuarterly0.00.0OtherMonthly0.00.0OtherMonthly0.00.0OtherMonthly0.00.0
Utilities0.00.0Phone - HomeMonthly0.00.0Phone -
CellMonthly0.00.0CableMonthly0.00.0GasMonthly0.00.0OtherMonthly0.00.0WaterMonthly0.00.0ElectricityMonthly0.00.0InternetMonthly0.00.0OtherMonthly0.00.0OtherMonthly0.00.0Purchase
full Budget Planner
>>Health0.00.0DentalMonthly0.00.0MedicalMonthly0.00.0MedicationMonthly0.00.0Vision/contactsMonthly0.00.0Life
InsuranceMonthly0.00.0OtherMonthly0.00.0OtherSemi-Annually0.00.0OtherMonthly0.00.0OtherMonthly0.00.0OtherMonthly0.00.0
Entertainment0.00.0MembershipsMonthly0.00.0EventsQuarterly0.00.0SubscriptionsMonthly0.00.0MoviesMonthly0.00.0MusicMonthly0.00.0HobbiesWeekly0.00.0Travel/
VacationYearly0.00.0OtherMonthly0.00.0OtherMonthly0.00.0OtherMonthly0.00.0
Dining0.00.0Dining
outMonthly0.00.0CoffeeWeekly0.00.0TakeoutWeekly0.00.0fast
foodWeekly0.00.0Lunch at
workWeekly0.00.0GroceriesMonthly0.00.0OtherWeekly0.00.0OtherYearly0.00.0OtherMonthly0.00.0OtherMonthly0.00.0
Kids0.00.0ClothesMonthly0.00.0Child careMonthly0.00.0School
suppliesMonthly0.00.0BabysitterMonthly0.00.0TuitionMonthly0.00.0Music
lessonsMonthly0.00.0OtherBi-Weekly/Fortnight0.00.0OtherYearly0.00.0OtherMonthly0.00.0OtherMonthly0.00.0
Miscellaneous0.00.0401kMonthly0.00.0IRASemi-Annually0.00.0DonationsMonthly0.00.0Dry
CleaningMonthly0.00.0New ClothesSemi-Annually0.00.0College
LoansMonthly0.00.0Pocket MoneyWeekly0.00.0GiftsMonthly0.00.0Credit
CardMonthly0.00.0OtherMonthly0.00.0OtherBi-Weekly/Fortnight0.00.0OtherMonthly0.00.0
Daily30.0365Weekly4.052Bi-Weekly/Fortnight2.026Bar
ChartMonthly1.012Quick BudgetPie
Chart14Net$12Quarterly0.34YearlyTRUETransportation$12Spending$12Semi-Annually0.22MonthlyHome0.0Income$24Yearly0.11WeeklyUtilities0.01Health0.01Entertainment0.0Dining0.0Kids0.0Miscellaneous0.0
HomeBudget by MonthQuick BudgetTrackingComparisonDaily
SpendingBudget SummarySpending SummaryChart:HelpEnter what you plan
on spending below.Type over sample categories namesPurchased
Planner includes: -Additional categories/rows -Alternate
currenciesNext: Track your actual spending(click here)Cells locked
for Demo usersCells locked for Demo usersCells locked for Demo
usersCells locked for Demo usersCells locked for Demo usersType in
amountsPurchased Planner includes: -Additional categories/rows
-Alternate currencies
Budget_By_MonthQuick BudgetBudget by Month1
Use the on the Comparison sheet1110Category
NameJanFebMarAprMayJunJulAugSepOctNovDecFull YearYear to Date
NovYear to Date
OctIncome$2$40.00.00.00.00.00.00.00.00.00.0$666Salary/Wages$2$4$666Salary/Wages
(Jane)0.000Other0.000Other0.000Other0.0000000Spending$10.00.00.00.00.00.00.00.00.00.00.0$111Transportation$10.00.00.00.00.00.00.00.00.00.00.0$111Auto
Loan/Lease$1$111Insurance 0.000John's bus
pass0.000Gas0.000Maintenance0.000Registration0.000Other0.000Other0.000Other0.000Other0.00000Home0.00.00.00.00.00.00.00.00.00.00.00.00.000Mortgage0.000Rent0.000Maintenance0.000Insurance0.000Furniture0.000Household
Supplies0.000Real Estate
Tax0.000Other0.000Other0.000Other0.00000Utilities0.00.00.00.00.00.00.00.00.00.00.00.00.000Phone
- Home0.000Phone -
Cell0.000Cable0.000Gas0.000Other00Water0.000Electricity0.000Internet0.000Other0.000Other0.000Purchase
full Budget Planner
>>00Health0.00.00.00.00.00.00.00.00.00.00.00.00.000Dental0.000Medical0.000Medication0.000Vision/contacts0.000Life
Insurance0.000Other0.000Other0.000Other0.000Other0.000Other0.00000Entertainment0.00.00.00.00.00.00.00.00.00.00.00.00.000Memberships0.000Events0.000Subscriptions0.000Movies0.000Music0.000Hobbies0.000Travel/
Vacation0.000Other0.000Other0.000Other0.00000Dining0.00.00.00.00.00.00.00.00.00.00.00.00.000Dining
out0.000Coffee0.000Takeout0.000fast food0.000Lunch at
work0.000Groceries0.000Other0.000Other0.000Other0.000Other0.00000Kids0.00.00.00.00.00.00.00.00.00.00.00.00.000Clothes0.000Child
care0.000School supplies0.000Babysitter0.000Tuition0.000Music
lessons0.000Other0.000Other0.000Other0.000Other0.00000Miscellaneous0.00.00.00.00.00.00.00.00.00.00.00.00.000401k0.000IRA0.000Donations0.000Dry
Cleaning0.000New Clothes0.000College Loans0.000Pocket
Money0.000Gifts0.000Credit
Card0.000Other0.000Other0.000Other0.000
Budget byChart:15Mths/WksMonthFull YearStart MthPie
Chart1BudgetedBar ChartFALSE1111Transportation$11Net$51Full
YearFull Year23Home0.04Spending$12Monthly (avg.)Full
Year35Utilities0.0Income$63Weekly (avg.)Full
Year47Health0.04Current
MonthNov59Entertainment0.05JanuaryJan71Dining0.06FebruaryFeb83Kids0.07MarchMar95Miscellaneous0.08AprilApr$19MayMay10JuneJun11JulyJul12AugustAug13SeptemberSep14OctoberOct15NovemberNov16DecemberDec
HomeBudget by MonthQuick BudgetTrackingComparisonDaily
SpendingSpending SummaryHelpBudget SummaryChart:Spending by
MonthPurchased Planner includes: -Additional categories/rows
-Alternate currenciesEnter what you plan on spending below.Next:
Track your actual spending(click here)Cells locked for Demo
usersCells locked for Demo usersCells locked for Demo usersCells
locked for Demo usersCells locked for Demo usersSelect Budget by
Month belowif you're not building a Quick BudgetType over sample
categories namesType in amountsPurchased Planner includes:
-Additional categories/rows -Alternate currencies
Tracking
or1110Category NameJanFebMarAprMayJunJulAugSepOctNovDecFull
YearYear to Date NovYear to Date
OctIncome$30.00.00.00.00.00.00.00.00.00.00.0$3$333Salary/Wages$3$3$334Salary/Wages0.00.005Other0.00.006Other0.00.007Other0.00.000.00Over
Budget0.00Spending$20.00.00.00.00.00.00.00.00.00.00.0$2$22Transportation$20.00.00.00.00.00.00.00.00.00.00.0$2$2211Auto
Loan/Lease$2$2$2212Insurance 0.00.00John's bus
pass0.00.00Gas0.00.0013Maintenance0.00.0014Registration0.00.0015Inspection0.00.0016Other0.00.0017Other0.00.0018Other0.00.00190.0020Home0.00.00.00.00.00.00.00.00.00.00.00.00.00.0021Mortgage0.00.0022Rent0.00.0023Maintenance0.00.0024Insurance0.00.0025Furniture0.00.0026Household
Supplies0.00.0027Real Estate
Tax0.00.0028Other0.00.0029Other0.00.0030Other0.00.00310.0032Utilities0.00.00.00.00.00.00.00.00.00.00.00.00.00.0033Phone
- Home0.00.0034Phone -
Cell0.00.0035Cable0.00.0036Gas0.00.0037Other0.00.0038Water0.00.0039Electricity0.00.0040Internet0.00.0041Other0.00.0042Other0.00.00430.0044Health0.00.00.00.00.00.00.00.00.00.00.00.00.00.0045Dental0.00.0046Medical0.00.00Medication0.00.00Vision/contacts0.00.00Life
Insurance0.00.0047Other0.00.0048Other0.00.0049Other0.00.0050Other0.00.0051Other0.00.00520.0053Entertainment0.00.00.00.00.00.00.00.00.00.00.00.00.00.0054Memberships0.00.0055Events0.00.0056Subscriptions0.00.0057Movies0.00.0058Music0.00.0059Hobbies0.00.0060Travel/
Vacation0.00.0061Other0.00.0062Other0.00.0063Other0.00.00640.0065Dining0.00.00.00.00.00.00.00.00.00.00.00.00.00.0066Dining
out0.00.0067Coffee0.00.0068Takeout0.00.0069fast food0.00.0070Lunch
at
work0.00.0071Groceries0.00.0072Other0.00.0073Other0.00.0074Other0.00.00Other0.00.00640.0065Kids0.00.00.00.00.00.00.00.00.00.00.00.00.00.0066Clothes0.00.0067Child
care0.00.0068School
supplies0.00.0069Babysitter0.00.0070Tuition0.00.0071Music
lessons0.00.0072Other0.00.0073Other0.00.0074Other0.00.00Other0.00.00640.0065Miscellaneous0.00.00.00.00.00.00.00.00.00.00.00.00.00.0066401k0.00.0067IRA0.00.0068Donations0.00.0069Dry
Cleaning0.00.0070New Clothes0.00.0071College Loans0.00.0072Pocket
Money0.00.0073Gifts0.00.0074Credit
Card0.00.0075Other0.00.0076Other0.00.0077Other0.00.00
$1$(1)$(1)$(1)$(1)$(1)$(1)$(1)$(1)$(1)$(1)$(1)3Full YearFirst
Tracking Month1Nov1111Current MonthNov1JanFebJanuary102Prior
MonthOct2FebMarFebruary3Full YearFull
Year3MarAprMarch4JanuaryJan4AprMayApril5FebruaryFeb5MayJunMay6MarchMar6JunJulJune7AprilApr7JulAugJuly8MayMay8AugSepAugust9JuneJun9SepOctSeptember10JulyJul10OctNovOctober11AugustAug11NovDecNovember12SeptemberSep12DecJanDecember13OctoberOct13Prior
MonthJanuary to Date14NovemberNov15DecemberDec1Pie Chart1Bar
Chart11Trans$2Budget By
Month?Net$123Home0.0FALSESpending$235Utili0.0Income$347Healt0.059Enter0.071Dinin0.083Kids0.095Misce0.0$2
HomeQuick BudgetComparisonDaily SpendingHelpTracking
SummaryChart:Spending by MonthBudget by MonthTrackingLets you know
when spending is over budget.Enter what you actually spend below.
Type in actual spending amounts hereNext: Compare actual spending
to your budget (click here) Track spending DailyCells locked for
Demo usersCells locked for Demo usersCells locked for Demo
usersCells locked for Demo usersCells locked for Demo users
Comparison
Full YearFALSE
Category
NameBudgetTrackingCompareIncome$24$3($21)3Salary/Wages$24$3($21)4Salary/Wages$0$0$05Other$0$0$06Other$0$0$07Other$0$0$0
Spending$12$2($10)11Transportation$12$2($10)12Auto
Loan/Lease$12$2($10)13Insurance $0$0$014John's bus
pass$0$0$015Gas$0$0$016Maintenance$0$0$017Registration$0$0$018Inspection$0$0$019Other$0$0$020Other$0$0$021Other$0$0$02223Home$0$0$024Mortgage$0$0$025Rent$0$0$026Maintenance$0$0$027Insurance$0$0$028Furniture$0$0$029Household
Supplies$0$0$030Real Estate
Tax$0$0$031Other$0$0$032Other$0$0$033Other$0$0$03435Utilities$0$0$036Phone
- Home$0$0$037Phone -
Cell$0$0$038Cable$0$0$039Gas$0$0$040Other$0$0$041Water$0$0$042Electricity$0$0$043Internet$0$0$044Other$0$0$045Other$0$0$04647Health$0$0$048Dental$0$0$049Medical$0$0$050Medication$0$0$051Vision/contacts$0$0$052Life
Insurance$0$0$053Other$0$0$054Other$0$0$055Other$0$0$056Other$0$0$057Other$0$0$05859Entertainment$0$0$060Memberships$0$0$061Events$0$0$062Subscriptions$0$0$063Movies$0$0$064Music$0$0$065Hobbies$0$0$066Travel/
Vacation$0$0$067Other$0$0$068Other$0$0$069Other$0$0$07071Dining$0$0$072Dining
out$0$0$073Coffee$0$0$074Takeout$0$0$075fast food$0$0$076Lunch at
work$0$0$077Groceries$0$0$078Other$0$0$079Other$0$0$080Other$0$0$081Other$0$0$08283Kids$0$0$084Clothes$0$0$085Child
care$0$0$086School
supplies$0$0$087Babysitter$0$0$088Tuition$0$0$089Music
lessons$0$0$090Other$0$0$091Other$0$0$092Other$0$0$093Other$0$0$09495Miscellaneous$0$0$096401k$0$0$097IRA$0$0$098Donations$0$0$099Dry
Cleaning$0$0$0100New Clothes$0$0$0101College Loans$0$0$0102Pocket
Money$0$0$0103Gifts$0$0$0104Credit
Card$0$0$0105Other$0$0$0106Other$0$0$0107Other$0$0$0
1Full YearBudget By Month?1Spending ChartBar
ChartBudgetTracking111Full YearFull YearFALSEBudgetTrackingOver
BudgetUnder BudgetNet$1$12102Current MonthNovTrans
122-10Spending$2$123Prior MonthOctHome 0.00.0Income$3$244Year to
Date NovYear to Date NovUtili 0.00.05Year to Date OctYear to Date
OctHealt 0.00.06JanuaryJan1Enter 0.00.07FebruaryFebDinin
0.00.08MarchMarKids 0.00.09AprilAprMisce
0.00.010MayMay12211JuneJun12JulyJul13AugustAug14SeptemberSep15OctoberOct16NovemberNov17DecemberDec
Simple Budget1
Budget vs Tracking SummaryHomeQuick BudgetDaily
SpendingHelpBudget by MonthComparisonTrackingWhere Are You
Overspending? (vs Budget)BudgetTrackingCompare your budget to your
actual spending below.Select period or monthOver budget in redUnder
budget in green
Daily_Spending
Category
Name1st2nd3rd4th5th6th7th8th9th10th11th12th13th14th15th16th17th18th19th20th21st22nd23rd24th25th26th27th28th29th30th31stMonthSpending0.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.0Transportation0.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.0Auto
Loan/Lease0.0Insurance 0.0John's bus
pass0.0Gas0.0Maintenance0.0Registration0.0Inspection0.0Other0.0Other0.0Other0.0
Home0.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.0Mortgage0.0Rent0.0Maintenance0.0Insurance0.0Furniture0.0Household
Supplies0.0Real Estate Tax0.0Other0.0Other0.0Other0.0
Utilities0.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.0Phone
- Home0.0Phone -
Cell0.0Cable0.0Gas0.0Other0.0Water0.0Electricity0.0Internet0.0Other0.0Other0.0
Health0.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.0Dental0.0Medical0.0Medication0.0Vision/contacts0.0Life
Insurance0.0Other0.0Other0.0Other0.0Other0.0Other0.0
Entertainment0.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.0Memberships0.0Events0.0Subscriptions0.0Movies0.0Music0.0Hobbies0.0Travel/
Vacation0.0Other0.0Other0.0Other0.0
Dining0.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.0Dining
out0.0Coffee0.0Takeout0.0fast food0.0Lunch at
work0.0Groceries0.0Other0.0Other0.0Other0.0Other0.0
Kids0.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.0Clothes0.0Child
care0.0School supplies0.0Babysitter0.0Tuition0.0Music
lessons0.0Other0.0Other0.0Other0.0Other0.0
Miscellaneous0.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.00.0401k0.0IRA0.0Donations0.0Dry
Cleaning0.0New Clothes0.0College Loans0.0Pocket
Money0.0Gifts0.0Credit Card0.0Other0.0Other0.0Other0.0
IncomeHomeQuick BudgetHelpBudget by MonthTrackingDaily
SpendingComparisonThis sheet is optional. Use this sheet to keep
track of what you spend on a daily basis.a We provide a version of
the Budget Planner with 12 Daily Spending sheets (one for each
month). Each sheet is linked to the Tracking sheet so you won't
have to enter your actual spending in two different places.(we
provide this version to you at no additional charge)Next: Compare
actual spending to your budget (click here)Cells locked for Demo
usersCells locked for Demo usersCells locked for Demo usersCells
locked for Demo users
HelpFAQ'sWhy 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 downloadthe 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 unprotect).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. This expandedversion 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 Month).These new
titles will flow through each sheet of the planner. Be sure to
select your Budget sheet for the Comparison sheet (see below
image). This will ensure that your category names flow through the
rest of the planner. You will make this selection at the top of
your Budget sheet.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 program where is
saysthe file name. If it does say "Read Only" after the file name,
than simply save the file to your Desktop using "Save As" and save
it usinga 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 protect message.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
sheet for a monthso you get a clear idea of where you money goes
and when it goes. Bad spending habits can be corrected within one
month of using this sheet.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 purchase version of
the Budget Planner.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 Month).These new titles will flow
through each sheet of the planner. Be sure to select your Budget
sheet for the Comparison sheet (see below image). This will ensure
that your category names flow through the rest of the planner. You
will make this selection at the top of your Budget sheet.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 Month).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
this selection is made, 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, WidthWhy 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. The Quick Budgetsheet is
meant for budget's that don't change from one month to the next.
The Budget by Month sheet is meant for budgets that vary onemonth
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 information is
populatedon the ComparisonHow 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.
IncomeHomeQuick BudgetBudget by MonthTrackingHelpComparisonDaily
Spending
