I struggle with sticking to a budget. For about the first year or so of our marriage I only kept track of our expenses because we weren’t sure exactly what to budget for. (I think this was alright for us since we had money and time to spare – but only barely.) Then, in the last year we set up a budget as best as we could with a very random pattern of income. But it got tiring adding up all the amounts we spent in each category each month and then comparing it to our budget. The New Family Budget Spreadsheet What I am about to reveal to you is actually an updated and much cooler version of what I adapted for us. I took some online courses this year that included Beginner, Intermediate, and Advanced courses in Microsoft Excel 2013. I absolutely loved it! I took what I learned in those courses to set up these linked worksheets to make the user’s job so much easier. Features • Track your monthly expenses, including details such as cheque number, date, description of transaction, location, account transferred from or into, and credit (deposit) or debit (withdrawal). • Watch as your balance is calculated for you after each transaction is entered. • See whether your cash flow is increasing, decreasing, or staying the same each month. • Compare your starting balances to the current balances in each account. • Save time by listing frequently used descriptions and locations to choose from a drop-down list. (optional) • Watch as each category’s expenses or earnings are calculated for you each month. • After entering in your proposed budget, see different categories turn red if your spending has exceeded your budget for that month. Jumpstart your personal and business projects by checking out this list of the best free Microsoft Excel spreadsheet templates. Family Budget Planner. Download a free family budget worksheet for Microsoft® Excel®. You might want to check out the Money Manager template or yearly Budget. Best Microsoft Excel Budgeting Spreadsheets – Free Household Budgeting Templates You Can Use! When we polled our readers, the best budgeting app wasn't even an app – it was Microsoft Excel! Below are some of the best free budgeting spreadsheet templates to choose from. Family Budget. Keep track of multiple incomes, monthly expenses, and cash flow with this family budget template. Download Edit in Browser. Family Budget. Microsoft OneNote is a program in the Office 2007 or 2010 suite that allows users to create the virtual equivalent. How to Use Microsoft OneNote for a Family Budget. • BONUS: View a breakdown of your yearly expenses in a pie chart. *** You will need to unzip the file folder after you download it. Then move the files to your desired location but just make sure they are saved in the same folder! DO NOT rename, move, or delete: • File names • Tables • Columns or rows within a table • Headers • Sheet tabs • Cells with formulas DO rename, sort, or insert: • Category items • Account names • Frequently used descriptions and locations • Rows into monthly balance tables (how-to included) TIP: It is recommended, though not necessary, that both files are open whenever changes are being made, preferably opening FamilyBudget_Balance2016.xlsx before FamilyBudget_Plan2016.xlsx.
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March 2018
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