Budget Worksheet

Simple Layout...
The budget worksheet is where you create your budget for the year. It is filled out in monthly buckets for each customized sub-category you have identified. It is laid out in a simple form that resembles working on a spreadsheet. A quick drop down in the upper left lets you switch between years - that's right, your budgets are saved from year-to-year! You always have next years budget available to you so you can be looking 1 to 2 years out. Let us help you create or modify next years budget once you have your initial one complete. This can be based on various methods such as copying last years, using last years actual spend, and more!

Dynamic!
Your budget worksheet will update the future value of your primary account as you work! Give an initial balance for your primary account, and the worksheet will project your resulting balance from month to month based on your budegted income and expenses. If the months are in the past, the resulting balance for that month is based on your actual spend (transactions) and not your budget. The past balances are shaded in grey and your future balances (based on your budget) are in white.

Quick...
Making a yearly budget may sound time consuming but a couple simple tricks make it easy. The enlarged pic to left shows the month text in the header is "clickable". By clicking on it, the budget numbers for that month and category will be automatically copied to all future months. This allows you to quickly fill out or make changes to your budget and then focus in on the exceptions. If you notice, a couple of the budget sub-categories are hyperlinked. If you set up a secondary account that ties to a sub-category, the sub-category will be automatically linked to take you directly to the details of that account.