Budget Planner - Overview / Help: Instructions

Budget Planner - Overview / Help
Budge
Budge
By
tt By
Month
Month
Quick
Quick
Budge
Budge
tt
Instructions
You may move from worksheet to worksheet by clicking on the dark blue buttons
located at the top of each worksheet or the blue tabs at the bottom of this workbook.
Enter data in only the white cells with gray borders:

400
Use the drop down boxes Aug To Date 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 "Frequency" by using the drop down menu
provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures on the "Comparison" sheet.
Make sure "Use this budget for comparison purposes" is selected. (If this box is not selected, the "Budget By Month" figures will be used for
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 down box in
the "Income" section. To unhide future months, click the grey button at the top of the sheet labeled "Click here then Ctrl+Shift+0".
Make sure "Use this budget for comparison purposes" is selected if you are building 'a budget by month. (If this box is not selected,
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 the "Income" section.
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 down box above the
"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 way in helping
you stick to your budget.
Pendapatan
Frequency
Total Income (net)

Salary
Salary
Bonus
Other
Other
Dalam RM$$$
Monthly
Monthly
Yearly
Monthly
Monthly
Pengeluaran
Total:
month
or create
create aa budget
budget by
by month
or
Quick Budget
Amount
Chart:
Monthly
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
Transportation
Car Loan
Insuran
Petrol
Maintenance
Rood tax
Parking
Other
Other
Monthly
Monthly
Weekly
Quarterly
Yearly
Monthly
Monthly
Monthly
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Home
Monthly expenses
Rental / Mortgage
Maintenance
Insurance
Furniture
Home Neccessity
weekly expenses
Other
Parents allowance
Yuran Kebersihan
Monthly
Monthly
Monthly
Monthly
Yearly
Monthly
Weekly
Semi-Annually
Monthly
Monthly
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
Utilities
Phone - Home
Phone - Cell
Lesen TV
Gas
IWK
Astro
Internet
Pembantu Rumah Tangga
Other
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
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
Health
Gigi
Medical
Ubat / Vitamin
Kacamata
Life Insurance
Other
Other
Monthly
Monthly
Monthly
Semi-Annually
Monthly
Monthly
Monthly
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
Entertainment
Sewa Film
Makan di luar
Events
Subscriptions
Bioskop
Music
Hobbies
Travel/ Vacation
Wedding
Other
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Weekly
Yearly
Monthly
Monthly
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
Miscellaneous
Laundry / Dry Cleaning
Pakaian Baru
Donation
Rekreasi
Wang Sekolah
Kursus
Wang saku anak
Gifts
Credit Card
Other
Other
Other
Monthly
Semi-Annually
Monthly
Monthly
Monthly
Monthly
Weekly
Monthly
Monthly
Monthly
Monthly
Monthly
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
Monthly
Budget Summary
Yearly
$0
$0
$0
$-
$0
$-
$0
$-
$0
$1
$1
$1
Spending Summary
Transportation
Health
Home
Entertainment
Utilities
Miscellaneous
$1
$1
Pendapatan
Jan
Total Income (net)

Gaji
Gaji
Bonus
Other
Other
0.00
Pengeluaran
Feb
or create
create aa quick
quick budget
budget
or
Budget By Month
0.00
Mar
Apr
May
Budget Summary
0 Months
Jan to Date
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
Transportation
Hutang Kendaraan
Insurans
Petrol
Maintenance
Rood tax
Parking
Other
Other
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
Home
Belanja Bulanan
Sewa / Hutang Rumah
Perbaikan
Insurance
Furniture
Perlengkapan Rumah
Belanja Mingguan
Other
Kiriman Orang Tua
Iuran Kebersihan
0.00
Utilities
Phone - Home
Phone - Cell
Lesen TV
Gas
IWK
Astro
Internet
Other
0.00
Health
Gigi
Medical
Obat obatan / Vitamin
Kacamata
Life Insurance
Other
Other
0.00
Entertainment
Seva Film
Makan di luar
Events
Subscriptions
Bioskop
Music
Hobbies
Travel/ Vacation
Other
Other
0.00
Miscellaneous
Pakaian Baru
Sumbangan
Rekreasi
Wang Sekolah
Kursus
Wang saku anak
Gifts
Credit Card
Other
Other
Other
0.00
Total:
December
Chart:
1
0
0
0
0
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
0.00
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
0
$-
$-
$-
Spending Summary
Transportatio
n
Health
Home
Utilities
Entertainment
Miscellaneou
s
Budget by Month
1
1
1
1
1
0
0
0
0
0
0
0
Jan
Feb
Row 16
Mar
Row 8
Apr
May
Tracking
September
Chart:
Income
Total Income (net)
Salary
Salary
Bonus
Other
Other
Jan
0.00
Feb
0.00
Mar
0.00
Apr
0.00
Actual Income/Spend Summary
Jan to Date
0.00
0.00
0.00
0.00
0.00
0.00
Spending
Total Spending:
0.00
0.00
0.00
0.00
0.00
Transportation
Car Loan
Insuran
Petrol
Maintenance
Rood tax
Parking
Other
Other
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
Home
Monthly expenses
Rental / Mortgage
Maintenance
Insurance
Furniture
Home Neccessity
weekly expenses
Other
Parents allowance
Yuran Kebersihan
0.00
Utilities
Phone - Home
Phone - Cell
Lesen TV
Gas
IWK
Astro
Internet
Other
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
Health
Gigi
Medical
Ubat / Vitamin
Kacamata
Life Insurance
Other
Other
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Entertainment
Sewa Film
Makan di luar
Events
Subscriptions
Bioskop
Music
Hobbies
Travel/ Vacation
Wedding
Other
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
Miscellaneous
Pakaian Baru
Donation
Rekreasi
Wang Sekolah
Kursus
Wang saku anak
Gifts
Credit Card
Other
Other
Other
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
$-
Actuals by Month
1
1
1
1
1
0
0
0
0
0
0
Jan
Row
Feb 17
Row
Mar8
Apr
Comparison
Income
Total Income (net)
Salary
Salary
Bonus
Other
Other
Compare
Jan to Date
Jan to Date
Actual
Budget
Tracking vs Budget Summary
Vs Budget
0
0
0
0
0
0
0
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
Transportation
Car Loan
Insuran
Petrol
Maintenance
Rood tax
Parking
Other
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Home
Monthly expenses
Rental / Mortgage
Maintenance
Insurance
Furniture
Home Neccessity
weekly expenses
Other
Parents allowance
Yuran Kebersihan
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Utilities
Phone - Home
Phone - Cell
Lesen TV
Gas
IWK
Astro
Internet
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Health
Gigi
Medical
Ubat / Vitamin
Kacamata
Life Insurance
Other
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Entertainment
Sewa Film
Makan di luar
Events
Subscriptions
Bioskop
Music
Hobbies
Travel/ Vacation
Wedding
Other
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Miscellaneous
Pakaian Baru
Donation
Rekreasi
Wang Sekolah
Kursus
Wang saku anak
Gifts
Credit Card
Other
Other
Other
0
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
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
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Spending
Total Spending:
January to Date
to Budget
0
0
0
0
0
0
Expense
Income
Balance
(Savings)
1
1
Spending Comparison
Budget
Tracking
Transportation
Health
0
Home
Entertainment
0
Utilities
Miscellaneous
0
Daily Spending Record

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:
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
Transportation
Car Loan
Insuran
Petrol
Maintenance
Rood tax
Parking
Other
Other
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
Home
Monthly expenses
Rental / Mortgage
Maintenance
Insurance
Furniture
Home Neccessity
weekly expenses
Other
Parents allowance
Yuran Kebersihan
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
Utilities
Phone - Home
Phone - Cell
Lesen TV
Gas
IWK
Astro
Internet
Other
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
Health
Gigi
Medical
Ubat / Vitamin
Kacamata
Life Insurance
Other
Other
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
Entertainment
Sewa Film
Makan di luar
Events
Subscriptions
Bioskop
Music
Hobbies
Travel/ Vacation
Wedding
Other
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
Miscellaneous
Pakaian Baru
Donation
Rekreasi
Wang Sekolah
Kursus
Wang saku anak
Gifts
Credit Card
Other
Other
Other
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
0.00
0.00

Budget Planner - Overview / Help: Instructions

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Budget Planner - Overview / Help: Instructions

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Budget Planner - Overview / Help

Enter data in only the white cells with gray borders:

Total Income (net)

Total Income (net)

Actual Income/Spend Summary

Tracking vs Budget Summary

Daily Spending Record

Total Day's Spending:

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