Home

Quick Budget

Start a Quick Budget

Start (click
a Quick
Budget
here)
(click here)

Budget by Month

Comparison

Tracking

Start a Budget by Month

Start a (click
Budget
by Month
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
Use the Quick Budget sheet (for
simple budgets) or the
Budget by Month sheet (click here).

#2 - Track Income/Spending

#3 - Compare Budg

Track your actual income and

spending on this sheet or use the
Daily Spending Record

Compare your budgete

spending to your actu
over or under you

Pre- Customized Versions (at no additional cost)

Purchase Budget Planner >>

Need additional spending cateogories? Using another currency? See our Pre-Customized versions below
Available at no additional cost (all versions are available for free after purchasing the Budget Planner on our website).
Expanded (additional rows)
Cents version
Additional Categories
Pounds version
Daily Linked (A Daily Spending sheet for each Month)
Euro version
Expanded & Daily Linked

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 t
Make sure "Use this budget on Comparison sheet" is selected. (If this box is not selected, the "Budget By Month" figures wil
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 "C
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.
Financial Calculators available at Simpleplanning.com:
- Budget Planner
- Mortgage Calculator
- Investment Calculator
- Tax Calculator
- Retirement Planner
- 401k Calculator

Net Worth Calculator

Complete Planner
Profit & Loss Planner

Invoice Template
Business Suite
Business Planner

Software License Agreement

Simpleplannings.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
The "licensee" may make copies of this product in an amount that does not exceed the number of licenses originally purcha
Simpleplanning.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 Simp

Limitation of Liability
Simpleplanning.com will not be held liable for damages in the event of, but not limited to inaccurate assumptions, calculation
software, hardware, data and network failure and profit/savings losses as a result of using this software.

Daily Spending

Help

#3 - Compare Budget to Actuals

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

se Budget Planner >>

rsions below
Planner on our website).

er the "Frequency" by using the drop down menu

Tracking (actual) figures on the "Comparison" sheet.
"Budget By Month" figures will be used for

et month by using the drop down box in

January
February
March
April
May
June
July
August
September

month. (If this box is not selected,

our budgeted figures on the "Comparison" page.

iods by using the drop down box above the

simple record goes a long way in helping

Invoice Template
Business Suite
Business Planner

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

the written consent from Simpleplanning.com.

urate assumptions, calculation errors,

October
November
December

Enter what you plan on spending below.

Enter what you plan on spending below.
Use the

Category Name

Frequency

Salary/Wages
Salary/Wages
Other
Other
Other

Monthly
Monthly
Monthly
Weekly
Monthly
Type over sample
Type over names
sample
categories
categories names

Transportation
Auto Loan/Lease
Insurance
John's bus pass
Gas
Maintenance
Registration
Inspection
Other
Other
Other

(click here)

Amount

Income

Spending

Next: Track your actual spending

Next: Track(click
yourhere)
actual spending

on the Comparison sheet

Monthly

Yearly

Budget Summary

$
2 $
$
$
$
$

2 $
2 $
- $
- $
- $
- $

24
24
-

Type in amounts
Type in amounts $

1 $

12

$
1 $
$
$
$
$
$
$
$
$
$

1 $
1 $
- $
- $
- $
- $
- $
- $
- $
- $
- $

12
12
-

Monthly
$
Semi-Annually
Monthly
Weekly
Yearly
Yearly
Yearly
Monthly
Purchased Planner includes:
MonthlyPlanner includes:
Purchased
-Additional categories/rows
-Additional
Monthly categories/rows
-Alternate
currencies
-Alternate currencies

Home
Mortgage
Rent
Maintenance
Insurance
Furniture
Household Supplies
Real Estate Tax
Other
Other
Other

Monthly
Monthly
Monthly
Monthly
Semi-Annually
Monthly
Quarterly
Monthly
Monthly
Monthly

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

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

Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

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

$
Monthly
$
Monthly
$
Cells
locked for Demo users $
Monthly
Cells
locked for Demo users
Monthly
$
Monthly
$
Monthly
$
Semi-Annually
$
Monthly
$
Monthly
$
Monthly
$

$
$
$
$
$
$
$
$
$
$
$

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

$
Monthly
$
Quarterly
$
Cells
locked for Demo users $
Monthly
Cells locked for Demo users
Monthly
$
Monthly
$
Weekly
$
Yearly
$
Monthly
$
Monthly
$
Monthly
$

$
$
$
$
$
$
$
$
$
$
$

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

$
Monthly
$
Weekly
$
Cells
Weekly
locked for Demo users $
Cells locked for Demo users
Weekly
$
Weekly
$
Monthly
$
Weekly
$
Yearly
$
Monthly
$
Monthly
$

$
$
$
$
$
$
$
$
$
$
$

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

$
Monthly
$
Monthly
$
Monthly
Cells
locked for Demo users $
Cells locked for Demo users
Monthly
$
Monthly
$
Monthly
$
Bi-Weekly/Fortnight
$
Yearly
$
Monthly
$
Monthly
$

$
$
$
$
$
$
$
$
$
$
$

Miscellaneous
401k
IRA
Donations
Dry Cleaning
New Clothes
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other

$
Monthly
$
Semi-Annually
$
Monthly
Cells
locked for Demo users $
Cells locked for Demo users
Monthly
$
Semi-Annually
$
Monthly
$
Weekly
$
Monthly
$
Monthly
$
Monthly
$
Bi-Weekly/Fortnight
$
Purchased Planner includes:
Purchased
Planner
includes:
Monthly categories/rows
$
-Additional
-Additional
categories/rows
-Alternate
currencies
-Alternate currencies

$
$
$
$
$
$
$
$
$
$
$
$
$

Chart:

Income

$24

Spending

$12

Net

$12

Spending Summary

Purchase full Budget Planner >>

Tr ans por tation

Hom e

Ut ilit ie s

Dining

Kids

Misce llan eous

He alth

Ente rt ainm en t

Select Budget by Month below

Select
Budget
by aMonth
Enter what you plan on spending below.
if you're
not
building
Quickbelow
Budget
Enter what you plan on spending below.
if you're not building a Quick Budget
Use the
on the Comparison sheet

Category Name

Jan

Feb

Income
$
Salary/Wages
$
Salary/Wages (Jane)
Other
Other
Other
Type over sample
Type over names
sample
categories
categories names
$
Spending
Transportation
Auto Loan/Lease
Insurance
John's bus pass
Gas
Maintenance
Registration
Other
Other
Other
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

Mar

2 $
2 $

4 $
4

Type in amounts
Type in amounts
1 $
- $

Apr
-

May
-

Jun
-

Next: Track your actual spending

Next: Track(click
yourhere)
actual spending
(click here)

Jul
-

Aug
-

Sep
-

Oct
-

Nov
-

Dec
-

$
$
$
$
$
$

6
6

2
2
0
0
0
Spending 0
0
0
6

$1

$
$
$
$
$
$
$
$
$
$
$

1
1
-

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$

$
$
$
$
$

Purchased Planner includes:

Purchased
includes:
-Additional Planner
categories/rows
- $-Additional
- $categories/rows
- $
-Alternate
currencies
-Alternate currencies

Net 1

1
1
0
0
Spending Summary
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
$1
0
0
0
Transportation
0 Home Utilities
0
Entertainment0
Dining
Kids
0
0
0
Spending by0Month

$5

$6

Income

1 $
1

Budget
Chart:
Year
to DaSummary
Year to Date Jan

Full Year

Health

Miscellaneous

$1

$1

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

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

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

Miscellaneous
401k
IRA
Donations
Dry Cleaning
New Clothes
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other

Cells locked for Demo users

Cells locked for Demo users

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$
$
$

Purchase full Budget Planner >>

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

$1

0
0
0
0
0
0
0
0
0
0
0
0
0 Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar
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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

$1

$0

$0

$0

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Purchased Planner includes:

Purchased
includes:
-Additional Planner
categories/rows
-Additional
categories/rows
-Alternate
currencies
-Alternate currencies

0
0
0
0
0

Category Name

Income
Salary/Wages
Salary/Wages
Other
Other
Otheryou know when
Lets
Lets
you know
when
spending
is over
spending
is over
budget.
budget.

Spending

Transportation
Auto Loan/Lease
Insurance
John's bus pass
Gas
Maintenance
Registration
Inspection
Other
Other
Other

Jan

Feb

$
$

3 $
3

Mar
-

Next: Compare actual spending

Next: Compare actual spending
to your budget (click here)
to your budget (click here)

Track spending Daily

Track spending Daily

or

Enter what you actually spend below.

Enter what you actually spend below.

Apr
-

May
-

Jun
-

Jul
-

Aug
-

Sep
-

Oct
-

2 1

Nov
-

Dec
-

Full Year
-

$
$
$
$
$
$

3 $
3 $
-

Over Budget

$
$
$

2 $
2 $
2

$
$

$
$

Type in actual spending amounts

Type in actualhere
spending amounts
here
- $
- $
- $
-

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
Hobbies
Travel/ Vacation
Other
Other
Other

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

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

Miscellaneous
401k
IRA
Donations
Dry Cleaning
New Clothes
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$

$
$
$
$
$
$
$
$
$
$
$
$
$

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

1 $

(1) $

(1) $

(1) $

(1) $

(1) $

(1) $

(1) $

(1) $

(1) $

(1) $

(1)

$
$

3
3 3
Income
0
0
0
0
-Spending
0
-

$
$
$

Chart:

$3

$2

Net
$1
2
2
2 2
0
$ 0
$ Spending by Month
0
$ $30
$ 0
$ $3
0
$ $ 0
0
$ $20
$ 0
$ 0
$ $20
$ 0
$ 0
$ $10
$ 0
$ $1
0
$ $ 0
0
Spending
Income
$ $00 Feb M ar Apr May Jun Jul AugSe p Oct Nov Dec
$ - Jan
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
$ 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
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ 0
$ -

2 $
2 $
2 $

Cells locked for Demo users

Cells locked for Demo users

$
$
$
$
$
$
$
$
$
$
$
$

Cells locked for Demo users

Cells locked for Demo users

Tracking Summary
Year toYear to Date Jan

2
2

Compare your budget to your actual spending below.

Compare your budget to your actual spending below.
Category Name

Budget

Income

$24
$24
$0
$0
$0
$0

Salary/Wages
Salary/Wages
Other
Other
Select period or
Select
period or
month
Other
month

Spending
Transportation
Auto Loan/Lease
Insurance
John's bus pass
Gas
Maintenance
Registration
Inspection
Other
Other
Other

Tracking
$3
$3
$0
$0
$0
$0

12 $
2
$12
$2
$12
$2
$0
$0
$0
$0
$0
$0
$0
Over budget in red$0
Over budget in red
$0
$0
$0
Under $0
budget in green
Under$0
budget in green
$0
$0
$0
$0
$0

Compare
($21)
($21)
$0
$0
$0
$0
($10)
($10)
($10)
$0
$0
$0
$0
$0
$0
$0
$0
$0

Home
Mortgage
Rent
Maintenance
Insurance
Furniture
Household Supplies
Real Estate Tax
Other
Other
Other

$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
$0
$0

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

$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
$0
$0

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

$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
$0
$0

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

$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
$0
$0

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

$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
$0
$0

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

$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
$0
$0

Miscellaneous
401k
IRA
Donations
Dry Cleaning
New Clothes
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other

$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
$0
$0
$0
$0
$0
$0
$0

Full Year

Budget vs Tracking Summary

$24

Budget

Income

$3

Tracking

Spending

Net

$12
$2
$12
$1

Where Are You Overspending? (vs Budget)

Over Budget

Under Budget

$0
-$2
-$4
-$6
-$8
-$10

-$10

-$12

Trans

Home

Utili

Healt

Enter

Dinin

Kids

Misce

Next: Compare actual spending

Next: Compare actual spending
to your budget (click here)
to your budget (click here)

Income
Category Name

Spending
Transportation
Auto Loan/Lease
Insurance
John's bus pass
Gas
Maintenance
Registration
Inspection
Other
Other
Other

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

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$
$
$
$
$
$
$
$
$
$
$

This sheet is optional. Use this sheet to keep track of what you spend on a daily basis.
This
sheet isofoptional.
Use
this sheet
to Daily
keep Spending
track of what
you
spend
on amonth).
daily basis.
a We provide
a version
the Budget
Planner
with 12
sheets
(one
for each
Each sheet is
a We provide
version
of thesheet
Budget
Planner
12to
Daily
Spending
sheets
(one for
month).places.
Each sheet is
linked toa the
Tracking
so you
won'twith
have
enter
your actual
spending
in each
two different
linked to the Tracking (we
sheet
so youthis
won't
havetotoyou
enter
actual spending
provide
version
at your
no additional
charge) in two different places.
(we provide this version to you at no additional charge)

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
Hobbies
Travel/ Vacation
Other
Other
Other

$
$
$
$
$
$
$
$
$
$
$

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

$
$
$
$
$
$
$
$
$
$
$

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

$
$
$
$
$
$
$
$
$
$
$

Miscellaneous
401k
IRA
Donations
Dry Cleaning
New Clothes
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other

$
$
$
$
$
$
$
$
$
$
$
$
$

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Cells locked for Demo users

Home

Quick Budget

Budget by Month

Tracking

Comparison

FAQ's
Income
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 d
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 Mont
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 pro
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 mon
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 pur

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 Mont
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 Mont
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.

Daily Spending

Help

s are locked. When you download

provide the password to unprotect).

are open for input; shaded

n of the Budget Planner. This expanded

Budget or Budget by Month).

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

very top of your Excel program where is says

ktop using "Save As" and save it using

nted with a password protect message.

We recommend using this sheet for a month

corrected within one month of using this sheet.

he Home sheet of the purchase version of the Budget Planner.

e planner?

Budget or Budget by Month).

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

Budget or Budget by Month).

you decide to use. Once this selection is made,

umn, Width

hoose one or the other. The Quick Budget

sheet is meant for budgets that vary one
insure the proper budget information is populated

cy. Click OK.