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    Expense Tracker

    Uploaded by

    Anupam Das
    1. The document provides steps for better budget management through tracking expenses, income, and savings using a household budget planner. 2. It explains how to define budget types as income, expenses, or savings and enter the monthly amount, frequency, and currency for each budget item. 3. The planner then automatically calculates the monthly amounts and allows adjusting each month individually to track the budget versus actual spending.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    Expense Tracker

    Uploaded by

    Anupam Das
    68 views18 pages
    1. The document provides steps for better budget management through tracking expenses, income, and savings using a household budget planner. 2. It explains how to define budget types as income, expenses, or savings and enter the monthly amount, frequency, and currency for each budget item. 3. The planner then automatically calculates the monthly amounts and allows adjusting each month individually to track the budget versus actual spending.

    Original Description:

    Copyright

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    1. The document provides steps for better budget management through tracking expenses, income, and savings using a household budget planner. 2. It explains how to define budget types as income, expenses, or savings and enter the monthly amount, frequency, and currency for each budget item. 3. The planner then automatically calculates the monthly amounts and allows adjusting each month individually to track the budget versus actual spending.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    68 views18 pages

    Expense Tracker

    Uploaded by

    Anupam Das
    1. The document provides steps for better budget management through tracking expenses, income, and savings using a household budget planner. 2. It explains how to define budget types as income, expenses, or savings and enter the monthly amount, frequency, and currency for each budget item. 3. The planner then automatically calculates the monthly amounts and allows adjusting each month individually to track the budget versus actual spending.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 18

    HOUSEHOLD BUDGET

    4 Steps to better Budget Management

    1
    Whose expense do you want to track?
    The Budget Planner allows you to enter the budget of more than one person

    3
    or if you prefer enter your family name. You can add your first 3 here...

    Person 1 Anupam Das


    Person 2
    Person 3
    More names can be entered on the Master Data sheet if required…

    Tracking your Budget verses Actual spend


    You can enter 3 types of budget, namely Income, Expense and Savings into the
    planner, the frequency of application and any currency. The monthly value is
    Define your automatically calculated though each month can be adjusted independently
    Budget Type: Enter your 'B
    (I)ncome Amount for
    (E)xpense
    Usually set Budget
    to 1, however if you Budget Budget % Actual Monthly Monthly
    frequency an
    (S)avings Frequency
    want to recognise over-payments Unit Qty Currency
    or similar, useType
    this cell as a Amount Difference Amount Amount (INR) Amountcurrency
    (INR) you
    specified
    multiplier
    I Monthly 1 INR 83,000.00 83,000.00 83,000 83,000 83
    How Frequent
    will this activity
    take place
    Enter a currenc
    different to you
    local currency
    DGET PLANNER
    nagement

    24
    Define your currencies
    You can enter your Budget in any currency, however, for the spreadsheet to
    you need to define a Local Currency and conversion rates between your loca
    any other currency you may want to view on the dashboard. Useful if your in
    are in multiple currencies.

    Local Currency INR Enter exchange rates on the Master


    Alternate Currency INR Defaults are in place but needless to sa
    vary considerable over time.

    That's it, you're done, you just need to remember…


    I. The
    Only enter
    Planner your information
    automatically calculates theinto the cells that look like this
    Monthly amounts for you regardless of the
    ii. frequency
    The Budget
    you've & Actual
    entered. amounts
    Despite this youshould
    can be entered as if they have the same
    iii.adjust each monthly
    To insert a row,value independently
    copy another row in the relevant section and insert the c
    Enter your 'Budget'
    Amount for the
    Monthly Monthly
    frequency and
    Amount (INR) Amountcurrency
    Jan
    (INR) you've
    specified
    Feb
    (Optional) Add to or change the TAGS provided
    Enter the 'Actual Amount'
    for the frequency and
    83,000 83,000 83,000.00 83,000.00
    The
    currency planner
    you've comes
    specifiedwith a number of predefined categories but Tags
    allow you to analyse the Budget with your own categories or to simply
    slice and dice your numbers in another way.
    Enter a currency if
    different to your
    local currency
    >>> CLICK HERE for the PLANNER
    24
    owever, for the spreadsheet to function correctly
    version rates between your local currency and
    the dashboard. Useful if your income or expenses

    xchange rates on the Master Data sheet


    s are in place but needless to say they can
    nsiderable over time.

    need to remember…
    hat look like this
    ntered as if they have the same Frequency, Currency & Unit Qty
    elevant section and insert the copied row.

    e TAGS provided
    ned categories but Tags
    wn categories or to simply

    NNER
    GLOBAL SETTINGS SUMMARY - TOTAL
    Current Year 2020
    Monthly
    Local Currency INR Budget
    Alternate Currency INR Income 83,000
    Expense 10,409

    Balance (Income - Expense) 72,591


    Savings
    Net (Balance + Savings)

    HOUSEHOLD BUDGET P
    FILTER EXPENSE
    OPTIONS
    Currency INR 1 ANALYSIS Expense (INR)
    Income 0.00
    Graph Monthly Rental Property 0.00
    Planner!$AA$5:$AA$115 Home Expenses 8,500.00
    Person Anupam Das Transportation 0.00
    Health & Insurance 0.00
    Tag *All Daily Living 0.00
    Entertainment 0.00
    Monthly Expense for Anupam Das(INR) Savings & Investments 0.00
    Monthly Income for Anupam Das(INR) Miscellaneous 0.00
    Monthly Analysis for Anupam Das(INR) TOTAL 8,500.00
    Analysis for Anupam Das(INR)

    TAGS ANALYSIS Analysis for Anupam Das(INR)

    Expense (INR) Income (INR)


    Bank 0.00 0.00 ### #N/A
    Communications 0.00 0.00 ### #N/A
    Credit 0.00 0.00 ### #N/A
    Food 0.00 0.00 ### #N/A
    Health 0.00 0.00 ### #N/A
    Insurance 0.00 0.00 ### #N/A
    Media 0.00 0.00 ### #N/A
    Home Expense
    100%
    Personal 0.00 0.00 ### #N/A Home Expense
    100%
    Pet 0.00 0.00 ### #N/A
    Property 0.00 0.00 ### #N/A
    Retirement 0.00 0.00 ### #N/A
    Salary 0.00 83,000.00 ### #N/A
    Savings/Investment 0.00 0.00 ### #N/A
    Utilities 0.00 0.00 ### #N/A
    Vehicle 0.00 0.00 ### Analysis
    #N/A for Anupam Das(INR)
    Home Expense 8,500.00 0.00 ### 8,500
    #N/A #N/A #N/A### #N/A
    #N/A #N/A #N/A### #N/A
    #N/A #N/A #N/A### #N/A
    #N/A #N/A #N/A### #N/A
    #N/A #N/A #N/A### #N/A
    #N/A #N/A #N/A### #N/A
    #N/A #N/A #N/A### #N/A
    #N/A #NAME? ### #NAME?
    #N/A #NAME? ### #NAME? Salary
    100%
    #N/A #NAME? ### #NAME?
    #N/A #NAME? ### #NAME?
    #N/A #NAME? ### #NAME?
    #N/A #NAME? ### #NAME?
    #N/A #NAME? ### #NAME?
    #N/A #NAME? ### #NAME?
    RY - TOTAL BUDGET 90,000
    80,000
    Annual 70,000
    Budget Monthly Actual Annual Actual 60,000
    996,000 83,000 996,000 50,000
    40,000
    124,908 9,547 114,565
    30,000
    20,000
    871,092 73,453 881,435 10,000
    0
    12,000 12,000 Monthly Budget Monthly Actual
    883,092 893,435
    Income Expense
    Balance (Income - Expense)

    GET PLANNER
    Monthly Expense for Anupam Das(INR) INCOME ANA
    ense (INR)
    #N/A Home Expenses
    #N/A 100% Rental Property
    8,500 Home Expenses
    #N/A Transportation
    #N/A Health & Insurance
    #N/A
    #N/A Entertainment
    #N/A Savings & Investments
    #N/A Miscellaneous

    nupam Das(INR) MONTHLY


    ANALYSIS
    ACTUALS Jan Feb Mar Apr
    Income 83,000.00 83,000.00 83,000.00 83,000.00
    Expense 8,500.00 8,500.00 8,500.00 8,500.00
    Planner!$AD$5:$AD$115 Planner!$AE$5:$AE$115 Planner!$AF$5:$AF$115 Planner!$AG$5:$AG$115

    Net 74,500.00 74,500.00 74,500.00 74,500.00

    BUDGET Jan Feb Mar Apr


    Budget Income 83,000.00 83,000.00 83,000.00 83,000.00
    Budget Expense 8,500.00 8,500.00 8,500.00 8,500.00
    Planner!$AU$5:$AU$115 Planner!$AV$5:$AV$115 Planner!$AW$5:$AW$115 Planner!$AX$5:$AX$115

    Budget Net 74,500.00 74,500.00 74,500.00 74,500.00

    m Das(INR) Monthly Analysis for An


    90,000.00

    80,000.00

    70,000.00

    60,000.00

    50,000.00

    40,000.00

    30,000.00

    20,000.00

    10,000.00

    0.00
    Jan Feb Mar Apr May Jun

    Income Expense Net Budget Inc


    Monthly Actual

    Expense
    ense)

    NCOME ANALYSIS Monthly Income for Anupam Das(INR)


    Income (INR)
    Income 83,000.00 83,000
    Rental Property 0.00 #N/A
    Home Expenses 0.00 #N/A
    Transportation 0.00 #N/A
    Health & Insurance 0.00 #N/A
    Daily Living 0.00 #N/A
    Entertainment 0.00 #N/A
    Savings & Investments 0.00 #N/A Income
    Miscellaneous 0.00 #N/A 100%
    TOTAL 83,000.00

    May Jun Jul Aug Sep Oct Nov


    83,000.00 83,000.00 83,000.00 83,000.00 83,000.00 83,000.00 83,000.00
    8,500.00 8,500.00 8,500.00 8,500.00 8,500.00 8,500.00 8,500.00
    Planner!$AH$5:$AH$115 Planner!$AI$5:$AI$115 Planner!$AJ$5:$AJ$115 Planner!$AK$5:$AK$11Planner!$AL$5:$AL$115 Planner!$AM$5:$AM$115 Planner!$AN$5:$AN$1

    74,500.00 74,500.00 74,500.00 74,500.00 74,500.00 74,500.00 74,500.00

    May Jun Jul Aug Sep Oct Nov


    83,000.00 83,000.00 83,000.00 83,000.00 83,000.00 83,000.00 83,000.00
    8,500.00 8,500.00 8,500.00 8,500.00 8,500.00 8,500.00 8,500.00
    Planner!$AY$5:$AY$115 Planner!$AZ$5:$AZ$115 Planner!$BA$5:$BA$115 Planner!$BB$5:$BB$11Planner!$BC$5:$BC$115 Planner!$BD$5:$BD$115 Planner!$BE$5:$BE$1

    74,500.00 74,500.00 74,500.00 74,500.00 74,500.00 74,500.00 74,500.00

    hly Analysis for Anupam Das(INR)

    May Jun Jul Aug Sep Oct Nov Dec

    Net Budget Income Budget Expense Budget Net


    Das(INR)

    Dec
    83,000.00
    8,500.00
    Planner!$AO$5:$AO$115

    74,500.00

    Dec
    83,000.00
    8,500.00
    Planner!$BF$5:$BF$115

    74,500.00

    Dec
    479641651.xlsx
    REMEMBER: Your monthly numbers are calculated automatically based on the 'Actual Amount' you enter, however you can adjust each month individually
    BUDGET & EXPENSE PLANNER ACTUALS TRACKING
    Category Person Item Tags Budget Frequency Unit Qty Currency Budget Budget % Actual Monthly Monthly Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Comments
    Type Amount Difference Amount Amount (INR) Amount (INR)

    Income
    Income Anupam DaSalary Salary I Monthly 1 INR 83,000.00 83,000.00 83,000 83,000 83,000.00 83,000.00 83,000.00 83,000.00 83,000.00 83,000.00 83,000.00 83,000.00 83,000.00 83,000.00 83,000.00 83,000.00
    Income 0
    Income 0
    Income 0
    Income 0
    Income 0
    Sub total Income 83,000 83,000 83,000 83,000
    Rental Property
    ental Property
    ental Property
    ental Property

    Sub total Rental Property 0 - - -


    Home Expenses
    ome Expenses Anupam DaRent Home Expense E Monthly 1 INR 8,500.00 8,500.00 8,500 8,500 8,500.00 8,500.00 8,500.00 8,500.00 8,500.00 8,500.00 8,500.00
    ome Expenses Electricity Home Expense E Monthly 1 INR 400.00 167% 150 150 300.00 300.00 300.00 300.00 300.00 300.00
    ome Expenses Einstein Post Office Savings/Investment S Monthly 1 INR 10,000.00 10,000.00 10,000 10,000 10,000.00 10,000.00 10,000.00 10,000.00 10,000.00 10,000.00 10,000.00
    ome Expenses Einstein MutualFunds Savings/Investment S Monthly 1 INR 22,000.00 725% 2,667 2,667 0.00 0.00 0.00 0.00 10,000.00 22,000.00
    ome Expenses Einstein Gas Utilities E Quarterly 1 145.00 0% 0
    ome Expenses Einstein Water Utilities E Quarterly 1 90.00 0% 0
    ome Expenses Einstein Satellite - Sky Communications E Monthly 1 70.00 0% 0
    ome Expenses Einstein Internet Communications E Quarterly 1 74.50 0% 0
    ome Expenses Einstein Mobile Communications E Monthly 1 25.00 0% 0
    ome Expenses Einstein Credit Card 1 Repayment Credit E Monthly 1 25.00 0% 0
    ome Expenses E 0
    ome Expenses Zoe Mobile Communications E Monthly 1 25.00 0% 0
    ome Expenses Zoe Loan Credit E Monthly 2 USD 100.00 0% 0
    ome Expenses Zoe Credit Card 2 Repayment Credit E Monthly 1 USD 50.00 0% 0
    ome Expenses E 0
    ome Expenses E 0
    ome Expenses E 0
    ome Expenses E 0
    ome Expenses E 0
    ome Expenses E 0
    ome Expenses E 0
    Sub total Home Expenses 41,505 18,500 21,317 21,317
    Transportation
    ransportation Einstein Car Loan Credit E 0
    ransportation Einstein Car Insurance Insurance E Monthly 1 40.00 -11% 45.00 45 45
    ransportation Einstein Car Tax Vehicle E Annually 1 150.00 150.00 13 13
    ransportation Einstein Fuel Vehicle E Weekly 100.00 0
    ransportation Einstein Bus / Taxi / Train Fare Vehicle E 0
    ransportation Einstein Repairs / Maintenance Vehicle E Monthly 1 50.00 50.00 50 50
    ransportation Einstein Registration & Licenses Vehicle E Annually 0
    ransportation Zoe Car Loan Credit E Monthly 0
    ransportation Zoe Car Insurance Insurance E Monthly 0
    ransportation Zoe Car Tax Vehicle E Annually 0
    ransportation Zoe Fuel Vehicle E Monthly 1 100.00 -33% 150.00 150 150
    ransportation Zoe Bus / Taxi / Train Fare Vehicle E 0
    ransportation Zoe Repairs / Maintenance Vehicle E Monthly 0
    ransportation Zoe Registration & Licenses Vehicle E Annually 0
    ransportation E 0
    Sub total transportation 440 395 258 258
    Health & Insurance
    h & Insurance Einstein Doctor / Dentist Health E Annually 0
    h & Insurance Zoe Doctor / Dentist Health E Annually 0
    h & Insurance Zoe Life Insurance Insurance E Monthly 0
    h & Insurance Zoe Dog Insurance Pet E Monthly 35.00 0
    Sub total Health & Insurance 35 - - -
    Daily Living
    Daily Living Einstein Food Shopping Food E Weekly 1 100.00 100% 50.00 217 217
    Daily Living Einstein Personal Supplies Personal E 0
    Daily Living Einstein Clothing Personal E Monthly 1 100.00 100.00 100 100
    Daily Living Einstein Dining / Eating Out Personal E 0
    Daily Living Einstein Barber / Hairdresser Personal E Quarterly 1 10.00 10.00 3 3
    Daily Living Einstein Education / Lessons Personal E 0
    Daily Living Einstein Health Club Health E 0
    Daily Living Zoe Personal Supplies / Dry Cleaning Personal E 0
    Daily Living Zoe Doggie Walker Pet E Weekly 1 50.00 50.00 217 217
    Daily Living Zoe Eyebrows Personal E Monthly 0
    Daily Living Zoe Barber / Hairdresser Personal E Monthly 1 100.00 100.00 100 100
    Daily Living Zoe Education / Lessons Personal E 0
    Daily Living Zoe Health Club Health E 0
    Daily Living E 0
    Sub total Daily Living 360 310 637 637
    Entertainment
    Entertainment Einstein DVD's / Blue Ray E 0
    Entertainment Einstein Music Media E Monthly 0
    Entertainment Einstein Subscriptions Media E Annually 0
    Entertainment Einstein Games Media E Monthly 0
    Entertainment Einstein Movies / Theatre / Concerts Media E Monthly 0
    Entertainment Einstein Sporting Events Media E 0
    Entertainment Einstein Books Media E Annually 0
    Entertainment Einstein Holiday / Travel Personal E 0
    Entertainment Einstein Gizmo's / Gadgets / Electronics Personal E Annually 0
    Entertainment Zoe Books Media E Monthly 0
    Entertainment Zoe Movies / Theatre / Concerts Media E Monthly 0
    Entertainment Zoe Holiday / Travel Personal E 0
    Entertainment Zoe Sporting Events Media E 0
    Entertainment Zoe Subscriptions Media E Annually 0
    Entertainment E 0
    Sub total Entertainment 0 - - -
    Savings & Investments
    & Investments Einstein Bank Account - Higher interest account Bank S 2,000.00 0
    & Investments Einstein Emergency Savings Bank S 0
    & Investments Einstein Interest Income Shares I 0
    & Investments Einstein Dividends Shares I 0
    & Investments Zoe Retirement (401k, IRA) Retirement 0
    & Investments 0
    Sub total Savings & Investments 0 2,000 3 -
    Miscellaneous
    Miscellaneous Einstein Christmas Fund Personal E Annually 1 200.00 0% 0
    Miscellaneous Zoe Christmas Fund Personal E Annually 1 200.00 0% 0
    & Investments E 0
    & Investments Zoe Flowers Personal E One-off 1 -121% 1 1 9.95 27.5.2010
    & Investments Einstein Chocolates for Zoe Personal E One-off 1 -96% 2 2 25.00 1.6.2010
    & Investments E 0
    & Investments E 0
    0 E 0
    Miscellaneous E 0
    Miscellaneous E 0
    Miscellaneous E 0
    Sub total Miscellaneous 400 - - -

    ., Clive Page 12 06/10/2020


    Master Data & References Home

    Data Validation Lists


    Category Person
    Income *All
    Daily Living Anupam Das From 'Start Here' Sheet
    Entertainment From 'Start Here' Sheet
    Health & Insurance From 'Start Here' Sheet
    Home Expenses
    Miscellaneous
    Rental Property
    Transportation
    Savings & Investments
    Home

    Tags Frequency Budget Indicator Graph


    *All Weekly I Income Monthly
    Bank Bi-weekly E Expense Annual
    Communications Monthly S Savings Jan
    Credit Bi-monthly Feb
    Food Quarterly Mar
    Health Annually Apr
    Insurance Half-year May
    Media One-off Jun
    Personal Jul
    Pet Aug
    Property Sep
    Retirement Oct
    Salary Nov
    Savings/Investment Dec
    Utilities
    Vehicle
    Home Expense
    Currencies Last updated: 26-Jun-19
    Local Currency Alt Currency Exchange Rate
    INR INR 1
    INR USD 1.45621
    INR INR 68.0454
    INR
    INR
    INR
    INR
    INR
    INR
    INR
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    INR
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    INR
    INR
    INR
    INR
    INR
    INR
    INR
    INR
    INR
    INR
    INR
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    INR
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    INR
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