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 Easy to
use Excel Spreadsheet: Planning and tracking a personal
budget is not everyone’s idea of fun, so we've developed an
easy to use, easy to understand budget planner that works right in
Microsoft Excel (no need for additional software). Download the demo
and see for yourself. Remember, we offer a full money back
guarantee - no questions asked.
Excel Budget Planner
Features:
• Works right in MS Excel (no additional software needed)
• Create a Quick Budget or a Budget by Month
• Excel graphs help illustrate your
budgeting success
• Detailed Comparison: actual
income/spending vs. budget (by line item)
• Daily Expense Record: when you
need to know where every
dollar goes (and when it goes)
• Versions
available at no additional cost (follow normal
download process):
Expanded - additional income/spending rows
Alternate
Currencies: Pound Sterling (£), Euro
(€), Rand, etc.
Additional
Categories- for even more budgeting detail
Daily Linked -
Daily Spending sheet linked to Tracking/Comparison
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What the Budget Planner
includes (click to enlarge Excel images)
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QUICK BUDGET
• Quickly create a full year and average monthly budget
• Choose frequency of particular expense-daily, weekly,
bi-weekly, monthly, yearly
• Easily customize spending (and income) category names
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BUDGET BY MONTH
• Create a detailed budget by month for a more
accurate budget vs actual comparison
• Spending (and income) category names are easily
customized
• Chart budget summary and expense summary by:
week, month, year, Jan, Feb, Mar, etc.
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TRACKING
• Track your actual income and spending by month
• Tracking/actual amounts are then compared to your budget on
the comparison sheet.
• Chart actual income/expense by: current month, prior month,
year to date, Jan, Feb, Mar, etc.
• Alerts users when spending is over
budget
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COMPARISON
• Detailed comparison of your budget and your actual
income/spending
• Choose period to compare: (current month, prior month, year
to date, Jan, Feb, Mar, etc.)
• Charts illustrate actual performance against budget:
income/spending summary and spending by category (Transportation, Home,
Utilities, Health, Entertainment, Misc.)
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DAILY SPENDING RECORD
•Optional worksheet for those who want to record their
spending on a daily basis
•If you need to know where every dollar goes (and when it
goes), use this helpful sheet
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