This one is good if you are trying to add up income and expenses and find the difference between the two. It was created by a CPA, so that says something right there. This one is a spreadsheet and includes a PDF budgeting worksheet version as well. Financial Snapshot and BudgetĪ colorful and easy way to track your budget and overall Financial Snapshot!Ī monthly budget spreadsheet complete with written and video tutorial on how to use it. This user-friendly Excel family budget template has just the right amount of features to help you get your budget in order.ĭownload: Click here to download 3.
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Your idea should be to make the income bar bigger and the expenses bar smaller. Make something simple like a bar chart that represents the total expenses and the total income as two bars. That is why you should be using them in your planner as well. Using charts and graphs is an intuitive way to represent data. Use functions so that the cells update their values based on the cell containing the total income and total expenditure. Create a table like the previous one replacing ‘Expenses’ with ‘Summary’. The data can be put in automatically by using the functions. The next step would be to create a table for the balance. Once you have the data of where you spent what amount, you need to add up the total expenditure, using the sum function in excel. So, create a new table similar to the previous one with the only difference being that the first cell instead of being ‘Income’ should now be ‘Expenses’. Then you can make suitable adjustments in the next month. So if you run short of money by the end of the month you can take a look at this sheet and know exactly where you went wrong. Try to go in depth with the details of your expenditure. For each source, you need to enter the estimate and actual value and the difference between the two. You might have multiple sources of income. Then in the first cells of the next rows, we are going to write the sources of income. The heading for the first column should be ‘Income’, that for the subsequent three should be ‘Estimate’, ‘Actual’ and ‘Difference’. Below it, write the month for which the budget is being calculated.Ĭreate a four-columned table for the income. Create a new file and write the heading budget planner. So follow the steps as they won’t vary with the software you are using. Google Sheets can do the job just as efficiently. We are going to use MS Excel for this purpose as it is the most popular. 5 Steps to Create a Budget Planner in Excel Step 1: Create a New File in Excel