Copyright © 2004-2008 Simpleplanning.com
All rights reserved.
Personal Finance
Comprehensive: Unlike online
calculators (limited by load time, and web page constraints)
our downloadable Excel calculators and planners were developed with
detail
in mind. The greater the detail, the higher the level of
accuracy
and understanding.
Excel based: Our easy to use spreadsheets require
only that you have MS Excel on your
computer; there is no need for additional software.
Affordable: One time fee of $9.95 - no
monthly fees! Compare to other financial
planners. Secure credit card payment (
privacy
policy)
Download
Now for $9.95:
Save multiple scenarios
to your computer, perhaps assuming different budgets. If your
spending
habits change, simply update your plan, save it as version #2.
Why Excel based planners?
Because our downloadable planners are Excel spreadsheets, there is no
need
to download and setup new software. Budget planning should be simple,
fast and painless- if a budget planner cannot offer these
characteristics,
then users will find themselves dreading the whole planning process. We
aim to avoid that.
Simple Planning:
Staying true to our name, Simpleplanning.com
is dedicated to spreading financial awareness and knowledge to the
masses
via our easy to use calculators and planners. With the right tools,
financial
planning can be simple.
Easy
to use Excel Spreadsheet: We know planning and tracking to a
personal budget is not necessarily
your idea of fun, so we've developed an easy to use, easy to understand
budget planner that works right in Microsoft Excel (there is no need
for
additional software).
Download
the demo and see for yourself. Remember, we offer a full
money
back guarantee - no questions asked.
Budget Planner Unique Features:
- Allows you to create a
Quick Budget or a
Budget
by Month
- Illustrates your income, spending and net savings with dynamic graphs
- Alerts users when spending is over budget
-
Detailed
Comparison: actual income and expense vs. budget
-
Daily
Expense Record: when you need to know where every dollar goes
(and when it goes)
-
NEW -
Pound
Sterling (£) version
(follow
the normal download process)
-
NEW - "
Expanded"
version with additional expense rows
(follow
the
normal
download process)
Money Back Guarantee:
If for some reason you are not pleased with our budget planner, just
let us know and we'll refund your money right away- we only want
satisfied customers.
Click images to
enlarge
(All
sheets below are included in the planner)
- Allows you to quickly create a full year and average
monthly budget
- Choose frequency of particular expense- monthly and yearly
amounts are calculated for you (frequency options- daily, weekly,
monthly, semi-annually, quarterly, yearly)
- Spending (and income) category names are easily
customized
- Chart budget summary and expense summary by week, month or
year
- Create a detailed budget by month for a more accurate
budget vs actual comparison
- Spending (and income) category names are easily
customized
- Chart budget summary and expense summary by: week, month,
year, Jan, Feb, Mar, etc.
- Hide or unhide future months for a clean view of your budget
- Track your actual income and spending by month
- Tracking/actual amounts are then compared to your budget on
the comparison
sheet.
- Alerts users if total spending exceeds their budgeted
amount
- Chart actual income/expense by: current month, prior month,
year to date, Jan, Feb, Mar, etc.
- Detailed comparison of your budget and your actual
income/spending
- Choose period to compare: (current month, prior month, year
to date, Jan, Feb, Mar, etc.)
- Charts illustrate actual performance against budget:
income/spending summary and spending by category (Transportation, Home,
Utilities, Health, Entertainment, Misc.)
- Optional worksheet for those who want to record their
spending on a daily basis
- If you need to know where every dollar goes (and when it
goes), use this helpful sheet
Summer Special:
Free Net Worth Planner!
"Thanks for the
very nice program. It is well worth the minimal investment.
Honestly, I think you should charge more possibly in the $20-30 range."
-William
Swinton, Livermore, CA
"Thank you very much. I believe you have the best home budgeting model
out there..."
-John Eighmy, Windsor, CT
"You have been so cooperative to work with that I just ordered and
downloaded the Complete
Planner."
-Doug Taylor, Columbus, OH
"This is the best simple budget program I've seen. I especially like
the comparison between what you've budgeted vs. what you've spent. And
the daily log to track what you are spending. I've recommended a lot of
people to the site."
-Gail Johnson,
Fort Lauderdale, FL
"...why I switched to this spreadsheet instead of Quicken. I wanted
something that was small and effective without all the overhead and
after
your help and quick feedback it looks like we have a winner here. Again
thanks for your help."
-Mike Pfistner, Somerville, NJ
"Just wanted to send a quick note to say how fab your spreadsheet is. I
have
found it extremely useful and would definitely recommend you to my
friends."
-Nicola Hannigan-Baptiste
Kent, MI
"Thanks so much I’ve been looking for a family budget system
that
simple for ages, this is fantastic.."
-Louis Fife
Melbourne, Australia
Customer Feedback:
Customer Feedback:
Budgeting Tips
Business
Planners
