1. Complete Planner Discount (all 8 personal planners)
a Since you've already purchased the Budget Planner, we can offer you the
Complete Planner for only $29.95 (listed at $39.95 on our website).
The Complete Planner includes:
-Budget Planner- Retirement Planner -Investments Planner -Net Worth Calculator
-Calendar Planner -401k Calculator -Mortgage Planner -2006 Tax Calculator
(email us at admin@simpleplanning.net click here:
or Purchase Now!
Budget Planner Daily Linked - FAQ's & Overview please read these FAQ's
Before using this planner
FAQ's
Why is the planner password protected?
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; the blue shaded
cells are password protected.
How can I add additional rows?
If you need a Budget Planner with additional rows for each category, follow these simple steps and download the expanded version.
1. Make sure you're online
2. Download Budget Planner_Expanded_Daily Linked
3. Save Excel file to your computer
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.
Where can I download the Pound Sterling (£) version?
1. Make sure you're online.
2. Download Budget Planner_Daily Linked_Pounds
3. Save Excel file to your computer
Where can I download my free Net Worth Calculator?
1. Make sure you're online.
2. Download Net Worth Calculator
3. Save Excel file to your computer
Why aren't my category names flowing through the rest of the sheets in the planner?
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.
Why do I see a #REF! (or #VALUE!) on the Tracking sheet and Comparison sheet?
This is caused by cutting and pasting (or moving) cells. Go ahead and send your planner to support@simpleplanning.net
and we'll correct the issue within 1-2 business days.
Why can't I hide (or change the width of) columns?
Some versions of Excel make it difficult to hide or widen columns when the sheet are password protected. If you're having difficulty
with the columns widths, send your planner to support@simpleplanning.net and we'll send it back to you in 1-2 business days.
Why can't I change the category names on the Daily Spending 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 Daily Spending 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.
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. The Quick Budget
sheet 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 one
month to the next. It's up to you which one you decide to use.
*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 category names and budgeted amounts will flow through each sheet of the planner.
For questions not addressed above, please contact us at: support@simpleplanning.net
Overview
Instructions
Budge
Budge
You may move from worksheet to worksheet by clicking on the dark blue buttons
Month
Quick
t By
t
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 to chart different time periods (Current Month, Prior Month, Yearly, Jan, Feb, etc.)
þÿCurrent Month
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
2. you stick to your budget.
Financial Calculators available at www.simpleplanning.com
- Budget Planner - Mortgage Calculator - Complete Planner for $39.95 (includes all 8 personal planners)
- Investment Calculator - Tax Calculator - P&L Planner
- Retirement Planner - 401k Calculator - Invoice Template
- Net Worth Planner - Calendar Planner - Business Suite for $39.95 (includes all 5 business planners)
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 this product.
The "licensee" may make copies of this product in an amount that does not exceed the number of licenses originally purchased from
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 Simpleplanning.com.
Limitation of Liability
Simpleplanning.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.
Questions?
Email us at support@simpleplanning.net
3. Quick Budget
þÿMonthly
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Chart:
Income Frequency Amount Monthly Yearly Budget Summary
Total Income (net) $- $-
Salary/Wages Monthly $- $-
Salary/Wages (Spouse) Monthly $- $-
Other Monthly $- $-
Other Monthly $- $-
Other Monthly $- $-
Spending Total: $- $-
Transportation $- $-
Auto Loan/Lease Monthly $- $-
Insurance Yearly $- $- $0 $0 $0 $0 $0 $1 $1 $1 $1 $1 $1
Gas Monthly $- $- $- $- $-
Maintenance Monthly $- $-
Registration/Inspection Yearly $- $-
Bus/ Train Monthly $- $-
Spending Summary
Other Monthly $- $-
Other Monthly $- $-
Home $- $-
Mortgage Monthly $- $-
Rent Monthly $- $-
Maintenance Monthly $- $-
Insurance Monthly $- $-
Furniture Monthly $- $-
Household Supplies Monthly $- $-
Groceries Monthly $- $-
Real Estate Tax Monthly $- $-
Other (parents) Monthly $- $-
Computer and printer Monthly $- $-
Tran sporta- Home Utili ties
Utilities $- $- tio n
Phone - Home Monthly $- $- Heal th E nter- Mi scel -
Phone - Cell Monthly $- $- tai nmen t la neou s
Cable Monthly $- $-
4. Gas Monthly $- $-
Water Monthly $- $-
Electricity Monthly $- $-
Internet Monthly $- $-
Waste Water Yearly $- $-
Other Monthly $- $-
Health $- $-
Dental Monthly $- $-
Medical Monthly $- $-
Medication Monthly $- $-
Vision/contacts Monthly $- $-
Life Insurance Monthly $- $-
Other (Barbershop) Monthly $- $-
Other Monthly $- $-
Entertainment $- $-
Memberships Monthly $- $-
Dining out Monthly $- $-
Events Monthly $- $-
Subscriptions Monthly $- $-
Movies Monthly $- $-
Music Monthly $- $-
Hobbies Monthly $- $-
Travel/ Vacation Monthly $- $-
Books Monthly $- $-
Other Monthly $- $-
Miscellaneous $- $-
Dry Cleaning Monthly $- $-
New Clothes Monthly $- $-
Donations Monthly $- $-
Child Care Monthly $- $-
Tuition Yearly $- $-
College Loans Monthly $- $-
Pocket Money Monthly $- $-
Gifts Monthly $- $-
Credit Card Monthly $- $-
Other Monthly $- $-
Other Monthly $- $-
Other Yearly $- $-
5. Budget By Month
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Chart: þÿCurrent Month
Income Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 0 Months Budget Summary
J an to Date
Total Income (net) $- $- $- $- $- $- $- $- $- $- $- $- $- 0
Salary/Wages $- 0
Salary/Wages (Spouse) $- 0
Other $- 0
Other $- 0
Other $- 0
Spending Total: $- $- $- $- $- $- $- $- $- $- $- $- $-
0
Transportation $- $- $- $- $- $- $- $- $- $- $- $- $- 0
Auto Loan/Lease $- 0
Insurance $- 0
$0 $0 $0 $0 $0 $1 $1 $1 $1 $1 $1
Gas $- 0
$- $- $-
Maintenance $- 0
Registration/Inspection $- 0
Bus/ Train $- 0
Spending Summary
Other $- 0
Other $- 0
Home $- $- $- $- $- $- $- $- $- $- $- $- $- 0
Mortgage $- 0
Rent $- 0
Maintenance $- 0
Insurance $- 0
Furniture $- 0
Household Supplies $- 0
Groceries $- 0
Real Estate Tax $- 0
Other (Parents) $- 0
Other $- 0
Transporta- Home Utilities
Utilities $- $- $- $- $- $- $- $- $- $- $- $- $- 0
tion
Phone - Home $- 0
Health Enter- Miscel-
Phone - Cell $- 0
tainment laneous
Cable $- 0
Gas $- 0
Water $- 0 Budget by Month
Electricity $- $1
0
Internet $- 0
$1
Other $-
$1
0
Other $- 0
$1
Health $- $- $- $- $- $- $- $- $- $- $- $- $- 0
$1
Dental $-
$1
0
Medical $- 0
Medication $- 0
$0
Vision/contacts $- 0
$0
Life Insurance $- 0
Other $- $0
0
Other $- 0 $0
$0
Entertainment $- $- $- $- $- $- $- $- $- $- $- $- $- Row 16 Row 8
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
0
Memberships $- 0
Dining out $- 0
Events $- 0
Subscriptions $- 0
Movies $- 0
Music $- 0
Hobbies $- 0
Travel/ Vacation $- 0
Other $- 0
Other $- 0
Miscellaneous $- $- $- $- $- $- $- $- $- $- $- $- $- 0
Dry Cleaning $- 0
New Clothes $- 0
Donations $- 0
Child Care $- 0
Tuition $- 0
College Loans $- 0
Pocket Money $- 0
Gifts $- 0
Credit Card $- 0
Other $- 0
Other $- 0
Other $- 0