Fundraiser Tracking Spreadsheet – The Fundraiser Tracking Spreadsheet in Excel Try Smartsheet for free
Whether you manage finances at work in your home, having a budget is an essential step. A budget is necessary to know the current expenses.
While the idea of creating a budget can be abrupt, using a budget template can make the process less intimidating. With so many templates available, how do you decide which template is right for you? We find the best templates in Excel and we show here so that you can choose the ones that work best for you. Additionally, it is shown as a monthly personal budget in Excel and also in Smartsheet.
How to choose the ideal budget template
A budget template can be as simple or as complex as you need. If you are creating a budget for a project at work, for household expenses, for an event or for all of the above, it is important to choose a budget template that suits your needs. Here are the different types of budget templates and when you should use each of them.
Academic Club Budget Template
Academic clubs usually need to raise funds and obtain sponsorships in order to achieve their annual goals. Having an academic club budget is important to help manage club operations and strategies and achieve annual goals. This budget template will help you track quickly, manage your club’s income and expenses, and get a quick overview of the budget compared to actual balances.
Regardless of the size of your business, having a budget is essential to the growth of your business. The business budget will help you make strategic decisions about where you can grow, where you need to reduce expenses and know the general state of your business. This business budget template is ideal for service providers or for companies that manufacture and sell goods.
University student budget
For anyone going to college, it is important to prepare a student budget as soon as possible. Although the amount of money needed to attend college can be overwhelming, a student budget template will help you determine how much money you will need for expenses, where to save money, and how to make it all work. In this budget template you will find a sheet to include all the income and expenses on a quarterly basis and a second sheet to calculate the monthly expenses of the university.
A department budget is useful for projecting expenses for the next fiscal year. This budget template will help you compare budget numbers year by year by percentage change.
Early Retirement Budget
When considering your retirement it is important to create a plan from the beginning. Do you know how many daily needs add up to your retirement? Or where will the income come from? Using an early retirement budget template will help you determine exactly how much you should save to be comfortable in your retirement. This template includes two sheets: one to estimate your income and retirement expenses on a weekly, biweekly, monthly, quarterly and annual basis, and another to see your budget taking inflation into account.
Family Budget Planner
Families who care about their financial future will find value by creating a family budget. Whether it’s saving money to buy a home or car, or saving for college kids, a family budget template will help you create the annual budget so your family can achieve the goals. This family budget planner breaks down all family income and expenditures on a monthly basis and provides a year-to-date cumulative for each category.
Detailed monthly budget template
A detailed monthly budget template is similar to the zero-based budget, because it follows the same budget method by allocating each dollar of income toward an outflow, resulting in a zero balance. However, the difference with the detailed monthly budget is that it helps manage your budget by salary and not monthly. This helps to reduce the possibility of excessive spending in a pay period, preventing it from being short in the following period. In this global budget template you enter all your entries and exits on the first page and control the transactions on the following sheets.
Christmas shopping budget
The Christmas season can be a hectic time for both your calendar and your pocket. To not forget to buy that special gift for Grandma, complete your Christmas shopping budget in advance. Use this budget template to list the gifts you would like to buy, for whom, the cost each one of them, if it is wrapped and if it will be sent or delivered personally. Within this template you will also find a very useful control panel that provides a quick overview of how much money you have to spend on your purchasing budget.
Home Construction Budget
Whether you are planning to build a home or simply remodel your home, a construction budget is important to plan the necessary expenses and unexpected upgrades and emergency repairs. Control the construction or remodeling of your home with a budget template. Track materials and labor through a budget, while controlling the remaining balance.
Budget of household expenses
Like the family budget, the household spending budget helps track the income and expenses of the whole family. The difference is that each sheet in the household spending budget is for a single month, rather than having all year on a sheet like the family budget glider. This budget template is useful for getting a more accurate view of each month.
With a money manager template you can keep track of expenses and manage your budget in one place. Composed of an annual budget, a monthly budget report and transaction history, this money manager template is designed as a comprehensive budget solution. In this template you can record the transaction, track monthly and annual expenses and even take stock of your checkbook.
A personal budget is important to help you control and manage your personal income, expenses and savings and to help you achieve your financial goals. Whether it is the first time you have made a budget or it is time to update your current budget, using a template will help you quickly gain visibility into your finances. In this personal budget template you can enter your income, savings goals and expenses on a sheet and see a control board with the budget numbers on the second sheet.
The project budget
An essential factor in the successful management of projects is the creation and monitoring of a project budget. This can be a difficult task, as the scope and timing of projects are constantly changing. Using a template will help you keep track of the project budget. With this template you can track the materials, labor and fixed costs associated with each project task and control the variation between actual and budgeted amounts.
If you are looking to create your first budget, simple budget template will help you get started. This template allows you to enter your income and expenses and see totals for each category. In addition the control panel that includes provides a visual representation of income, expenses and the remainder.
Wedding Budget Planner
Planning your wedding day can take a lot of time, effort and money. That’s why it’s important to have a budget before you start planning and get an idea of how much you would like to spend. Using a wedding budget template is very useful, not only to determine how much money you need to save, but also to identify certain expenses that were not previously taken into account. In this template you will find a budget estimator to enter the amount you want to invest in each item. Then, as the planning process begins, you can add the actual spent amounts to control the budget variance.
Weekly Budget Planner
A weekly budget template is useful for keeping track of your income and expenses on a weekly or bi-weekly basis. Based on the family budget template, this budget planner includes additional columns for each week, to get a more accurate view of your budget.
Zero base budget
A zero based budget template is a monthly budget where the difference between your monthly income and expenses must be equal to zero. The concept behind this method of budgeting is that you allocate every dollar of your income to a certain area of your budget to know exactly where your money is going. This template includes two sections: on one side you will list all your income for the month and on the other side all your expenses. Once each side is completed, you will be able to see if the difference in your income and expenses is zero and if not, adjust accordingly.
The importance of a personal budget
Creating a personal budget is not only important for your financial well-being and your peace of mind, but also for your short- and long-term goals. Taking control of your finances with a personal budget template will help you focus on those goals.
To begin, consider the following steps in setting your personal budget:
Determine your goals. Take the time to make a list of your short and long term goals. Define why each goal is a priority, how it will achieve it and the timeframe in which you would like to achieve it. Short-term goals should only take a year to achieve them and may include such things as the payment of a credit card. Your long-term goals can take many years, such as saving for your child’s education or your own retirement.
Track your expenses. To make estimates of the exact amount that you should allocate to each expense within your personal budget, you need to know how much you are currently spending in each area. Check your bank statements for the past three or four months to get an idea of your expenses. Of course you can change the amount you budgeted for each item, but this will provide a baseline to get you started.
Customize your budget. Using a personal budget template helps you start your budget, although you can always tailor it to your specific needs. Also, creating a budget a month does not mean that your expenses and goals are the same in the next. Make sure you have monthly entry records in your budget and do not hesitate to update it when your circumstances change.
Starting with a personal budget template in Excel
Now that you have created a list of your goals and started tracking your expenses, you can create your actual budget using a personal budget template.
Begin by downloading your personal budget template and entering your income, savings goals, and spending amounts for the first month. This template contains two sheets, one to break down the budget and the other a control board.
Inside the first page you will find three sections, including income, savings and expenses. The categories in the income section are:
The next section is where you enter your savings goals. These objectives should include the short- and long-term savings objectives identified above. This section includes the following categories, but can be changed according to your goals:
Transfer to Savings
The last section of the personal budget sheet is for expenses. This section has several major categories, with multiple associated sub-categories. Major expense categories include:
Once you have entered the individual amounts into each of the categories of income, savings and expenses, you will see that the total for each month is calculated at the end of each column. In addition, the totals are calculated at the end of each row, representing the total of the year to date for each budgeted item, category and section.
In the second sheet you will find the budget control panels. Panels are useful for quickly viewing the summary and status of your budget and will be automatically updated as you make changes to the personal budget sheet. The control panel sheet included in this template has the following distributions:
Summary of potential savings. This summary calculates your potential savings on a monthly basis, after you have met your current savings goals for the expenses incurred. The savings potential is calculated by subtracting total savings and total expenses from total revenues.
Diagram of income to expenses. This bar graph gives a quick look at the difference between your total monthly income and expenses, which is useful to see the overall status of your budget.
How to use a personal budget template in Smartsheet
Smartsheet is a work management tool with solid collaboration and communication functions, inspired by a spreadsheet. Your pre-built personal budget template makes it easy to create a budget, make monthly records, and improve accountability. In this template you enter your monthly budget and compare it with your monthly spending. With preset formulas, the annual total, the annual budget and the annual variation will be automatically calculated as changes are made to the budgeted items. Smartsheet collaboration features allow you to attach files, set up reminders, and share your budget with key stakeholders.
How to use a personal budget template in Smartsheet:
1. Select the personal budget template
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1. Go to Smartseet.com and log in to your account (or start a free 30-day trial)
2. From the Home tab, click Create New and select Search Templates.
3. Type “quote” in the Search for template box and click on the magnifying glass icon.
4. For this example, click Monthly Budget Tracking and click the blue Use Template button in the right corner.
5. Give your template a name, select where to save it, and click the OK button.
2. Enter your budget information
A pre-built template with sample content will be opened as a reference and with already formatted sections, categories and subcategories. With Smartsheet it is easy to add or delete rows depending on the details of your budget.
Simply right click on a row and select Insert row up / down to add a row or click Delete row if you want to delete it.
Update category names and subcategories within the Budgeted Item column to match your specific budget.
* Please note that within this template, the savings section is included in the expenses section. If you want to move this section select the rows you want to move, right click on the rows and select Cut Row. Then right click on the row where you want to insert the section above and choose Paste Row.
Enter your income, savings, and expenses into each of the budgeted items in the Monthly Budget column. You will notice that the hierarchy is already formatted, with formulas included to automatically calculate category totals based on the subcategory article quantities.
On the left side of each row, you can attach files directly to a budget item (ideal for attaching statements, fiscal documents and more).
Include details within the Comments column such as login information or links to specific accounts.
3. Update your monthly budget data
1. As the month progresses, enter the actual quantities in each of the budgeted items under the current month column. You can set up daily, weekly, or monthly reminders. To set reminders, click the Alerts tab at the bottom of the sheet and choose New Reminder. For more information on configuring reminders, click here.
Share your budget sheet with anyone who needs access to it. This will not only help others be aware of the state of the budget, but also increase the responsibility to stay within the budget. To share your budget sheet, click the Share Use tab at the bottom of the sheet. Add the email addresses of the people you want to share the sheet with, include a message and click the blue Share Sheet button in the lower right corner.
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