Budgeting Worksheets

Our Budgeting Worksheets are the cornerstone of our complete budgeting program. Complimenting our Personal Finance Book we offer several budgeting worksheets for adults and kids. Each is designed to be easy to read and easy to use with color-coded data entry cells. We offer a wide range of budgeting worksheets including a FREE Monthly Budget Planner, a Kid’s Reward Program, the all-new Budgeting Worksheets for College Students, and our full suite Budgeting Worksheet package for adults in either “pencil and paper” version or MS Excel spreadsheet version.

Accountants Praise our Budgeting Worksheets!

“As an accountant, I see clients every day that struggle with managing their finances. Mike Kastler’s latest Version 2 budgeting worksheets are the perfect solution. Loaded with new features such as Goal Setting, Paycheck Allocator, and Saving’s Allocator plus all the prior worksheets, this program has the features I’ve been looking for in a budgeting program for my clients!” – April, 2011 – D. Jackson, Accountant

“…a professional budgeting plan valued at $250.00.” February, 2010 – Tom, CPA, Liberty Tax office in Flint, MI, seminar review

How are our Budgeting Worksheets Different?

We teach you to start with your written Goals, and Needs vs Wants before you even begin to build your budget. Then we analyze your income vs expenses and help you manage your variable income and expenses. Then we circle back to show you how to pay-off debt and fund your goals. All in easy-to-use and color-coded data entry forms.

Throughout the budgeting process the program is calculating your Financial Wellness metrics such as Debt-to-Income ratios, Emergency Fund ratio, and Net Worth. We provide all the output in professional looking document that will impress any financial professional. Here’s just one SAMPLE. See other sample pages below…

Budgeting Worksheets for MS Excel

NEW! Version 2.1 now available — Includes the Kids Reward Program and the College Student Planner!

Order this package and get the workbook “Get a GRASP on Your Budget and Your Cash” – an additional $29.95 value for FREE –Total value of $69.90 for only $24.95 PLUS entry into the “WIN a Budgeting Coach for a Year” GIVEAWAY!
Budgeting Worksheets Choose this full-suite budgeting spreadsheet package for all your family needs including kids, college students, and working adults.  Save hours of manual calculations to see your budget, financial wellness indicators and even some retirement estimating.

Easy-to-use, color-coded data input cells make it a snap to enter your data.  Financial wellness indicators such as Emergency Fund are coded Green/Red to give you a quick status of “good/bad.”  Beautiful graphs and charts will give you an ‘easy read’ on where all your money is and where it’s going.  See SAMPLE screen shots of the various budgeting worksheets below…

Now including our Budgeting Worksheets for Kids a.k.a.Kid’s Reward Program, the College Student Budgeting Worksheet, and a Primer on all the new advanced features:

  • NEW!  Financial Wellness Indicators (View SAMPLE)
    • Financial Wellness indicators for Emergency Fund, Debt-to-Income Ratio, and Retirement Savings enable you to see clearly how your are currently performing!
    • Retirement Calculator that helps you plan for your future years!
  • NEW!  College Student Budgeting Worksheet (View SAMPLE)
    • Get a month by month snapshot of all expenses and income.  Full calendar year on one easy to read worksheet.
  • NEW!  Indexed Navigator (View SAMPLE)
    • Navigate easier between the financial worksheets with our new INDEX tab
  • Improved Kid’s Reward Program - Now with “Happy Notes”  (View SAMPLE)
  • Improved  Motivators and Goals (View SAMPLE)
    • Assign savings accounts to your goals; Separate priorities between Needs and Wants;  Separate goals for Retirement Savings and Emergency Fund;
    • New bar graph shows your progress toward your goals!
  • Plus all the great functions from V2.0, such as:
    • Cash Flow Analysis (View SAMPLE) Check your spending by category and compare to the U.S. averages!
    • Paycheck Allocator – The coolest feature! As you allocate your paycheck to the budget categories, a red indicator will inform you if you’ve exceeded your paycheck amount OR if you are over/under for each of the budget categories. You can make the adjustment right on the screen!
    • Savings Allocator Under budget? Now you can allocate left over money toward your goals!
    • Virtual Envelopes Now easier to use than ever, our unique Virtual Envelopes allow you experiment on the computer screen BEFORE you set up accounts at your bank
    • Debt Pay-off function YOU decide which debt to pay-off first!
“Full-Suite” Budgeting Worksheets List Price $39.95 Order Now $24.95
These Budgeting Worksheets are for computer users with Microsoft Excel on their computer.  All your data is perfectly safe and stays on your computer – no need for internet connections or “cloud” applications.  Compatible with MS-Excel 2003, 2007, and 2010.

 

Budgeting Worksheets for pencil and paper

personal finance book budgeting money forms Budgeting worksheets are downloadable hardcopy forms (PDF files) for users preferring pencil, paper and a calculator. Included are the following budgeting worksheets:

  1. Assets and Debts worksheet
  2. Net Monthly Income worksheet
  3. Monthly Expenses worksheet
  4. Cash Flow Analysis worksheet
  5. Budget Plan worksheet
  6. Debt Elimination Analysis worksheet
  7. Savings Goals worksheet
Order now $2.95

 

FREE Monthly Budget Planner

personal finance book budgeting money forms Our FREE version of budgeting worksheets is our Monthly Budget Planner consisting of 1 form with all the budget categories you need to enter in all your data for 1 month. Two files are provided:

  1. PDF file allows you to print and enter your monthly data manually
  2. MS Excel file allows you to enter in your data via your computer (MS Excel required)

To obtain the FREE Monthly Budget Planner, simply sign up for our email newsletter on the home page!

 

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