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ANNUAL FAMILY BUDGET

Category

Person

Tags

Detail

Date

John
John
Jane
Jane
John
John

Salary
Property
Salary
Salary

Job A
Job B
Bonus

4/1/2012
4/15/2012
4/5/2012
4/5/2012

Bank
Shares
Personal

Interest
Dividend
Lottery

6/5/2012
5/17/2012
4/1/2012

John
John
John
John
John
John
John
Jane
John
John
John
John

Property
Utilities
Utilities
Utilities
Communications
Communications
Communications
Credit

Mortgage
Electricity
Gas
Water
Satellite - Sky
Internet
Mobile
Credit Card 1 Repayment

4/4/2012
4/22/2012
4/23/2012
4/24/2012
4/25/2012
4/26/2012
4/27/2012
4/28/2012

John
John
John
John
John
John
John
Jane
Jane
Jane
Jane
John

Food
Personal
Personal
Personal
Personal
Personal
Health
Personal
Pet
Personal
Personal

Food Shopping
Personal Supplies
Clothing
Dining / Eating Out
Barber / Hairdresser
Education / Lessons
Health Club
Personal Supplies / Dry Cleaning
Doggie Walker
Eyebrows
Barber / Hairdresser

4/1/2012
4/2/2012
4/8/2012
4/1/2012
6/1/2012
4/12/2012
4/16/2012
4/30/2012
4/1/2012
4/12/2012
4/10/2012

Media
Media

Sporting Events
Books

4/12/2012
4/25/2012

Income
Income
Income
Income
Income
Income
Income

Savings & Investments


Savings & Investments
John
Savings & Investments
John
Savings & Investments
Jane

Home Expenses
Home Expenses
Home Expenses
Home Expenses
Home Expenses
Home Expenses
Home Expenses
Home Expenses
Home Expenses
Home Expenses
Home Expenses
Home Expenses
Home Expenses

Daily Living
Daily Living
Daily Living
Daily Living
Daily Living
Daily Living
Daily Living
Daily Living
Daily Living
Daily Living
Daily Living
Daily Living
Daily Living

Entertainment
Entertainment
Entertainment

John
John

Entertainment
Entertainment
Entertainment
Entertainment

Jane
Jane
John
John

Personal
Personal

Gizmo's / Gadgets / Electronics


Holiday / Travel

4/15/2012
5/12/2012

Health
Health
Insurance
Pet

Doctor / Dentist
Doctor / Dentist
Life Insurance
Dog Insurance

5/5/2012
7/12/2012
4/5/2012
4/18/2012

Credit
Insurance
Vehicle
Vehicle
Vehicle

Car Loan
Car Insurance
Car Tax
Fuel
Bus / Taxi / Train Fare

4/15/2012

Personal

Flowers

4/12/2012

Health & Insurance


Health & InsuranceJohn
Health & InsuranceJane
Health & InsuranceJane
Health & InsuranceJane
Health & InsuranceJohn
Health & InsuranceJohn

Transportation
Transportation
Transportation
Transportation
Transportation
Transportation
Transportation

John
John
John
John
Jane
John

7/1/2012

Miscellaneous
Miscellaneous
Miscellaneous
Miscellaneous

Jane
John
John

Frequency

2012
Apr

Amount

May

Jun

Jul

Monthly
Monthly
Monthly
Bi-monthly
One-off
One-off
Sub Totals

$2,000.00
$1,000.00
$3,000.00
$1,500.00

$2,000.00
$1,000.00
$3,000.00
$1,500.00

$2,000.00
$1,000.00
$3,000.00

$2,000.00
$1,000.00
$3,000.00
$1,500.00

$2,000.00
$1,000.00
$3,000.00

$7,500.00

$7,500.00

$6,000.00

$7,500.00

$6,000.00

Annually
Monthly
One-off
Sub Totals

$20,000.00
$1,000.00
$350.00
$21,350.00

$1,000.00
$350.00
$1,350.00

$1,000.00

$20,000.00
$1,000.00

$1,000.00

$1,000.00

$21,000.00

$1,000.00

Monthly
Quarterly
Quarterly
Quarterly
Monthly
Quarterly
Monthly
Monthly
One-off
One-off
One-off
One-off
Sub Totals

$500.00
$90.00
$140.00
$80.00
$70.00
$70.00
$25.00
$25.00

$500.00
$90.00
$140.00
$80.00
$70.00
$70.00
$25.00
$25.00

$500.00

$500.00

$70.00

$70.00

$25.00
$25.00

$25.00
$25.00

$500.00
$90.00
$140.00
$80.00
$70.00
$70.00
$25.00
$25.00

$1,000.00

$620.00

$620.00

$1,000.00
$400.00
$50.00
$100.00
$160.00

$1,000.00

Weekly
Monthly
Monthly
Weekly
Quarterly
Monthly
Monthly
Monthly
Weekly
Monthly
Monthly
One-off
Sub Totals

$100.00
$50.00
$100.00
$40.00
$10.00
$32.00
$50.00
$15.00
$25.00
$10.00
$12.50

$400.00
$50.00
$100.00
$160.00

$400.00
$50.00
$100.00
$160.00

$32.00
$50.00
$15.00
$100.00
$10.00
$12.50

$32.00
$50.00
$15.00
$100.00
$10.00
$12.50

$400.00
$50.00
$100.00
$160.00
$10.00
$32.00
$50.00
$15.00
$100.00
$10.00
$12.50

$444.50

$929.50

$929.50

$939.50

$929.50

Bi-weekly
Monthly

$40.00
$25.00

$80.00
$25.00

$80.00
$25.00

$80.00
$25.00

$80.00
$25.00

$32.00
$50.00
$15.00
$100.00
$10.00
$12.50

Bi-monthly
Half-year
One-off
One-off
Sub Totals

$50.00
$200.00

$50.00

$315.00

$155.00

Annually
Annually
Monthly
Monthly
One-off
One-off
Sub Totals

$40.00
$40.00
$50.00
$35.00

$50.00
$35.00

$165.00

Monthly
Monthly
Annually
Weekly
Monthly
One-off
Sub Totals
One-off
One-off
One-off
Sub Totals

$50.00
$200.00

$305.00

$155.00

$105.00

$50.00
$35.00

$50.00
$35.00

$40.00
$50.00
$35.00

$85.00

$125.00

$85.00

$125.00

$300.00
$40.00
$150.00
$100.00
$30.00

$300.00
$40.00

$300.00
$40.00

$300.00
$40.00

$400.00
$30.00

$400.00
$30.00

$400.00
$30.00

$300.00
$40.00
$150.00
$400.00
$30.00

$620.00

$770.00

$770.00

$770.00

$920.00

$10.00

$10.00

$10.00

$10.00

$0.00

$0.00

$0.00

$40.00

2013
Dec

Aug

Sep

Oct

Nov

Jan

$2,000.00
$1,000.00
$3,000.00
$1,500.00

$2,000.00
$1,000.00
$3,000.00

$2,000.00
$1,000.00
$3,000.00
$1,500.00

$2,000.00
$1,000.00
$3,000.00

$2,000.00
$1,000.00
$3,000.00
$1,500.00

$2,000.00
$1,000.00
$3,000.00

$7,500.00

$6,000.00

$7,500.00

$6,000.00

$7,500.00

$6,000.00

$1,000.00

$1,000.00

$1,000.00

$1,000.00

$1,000.00

$1,000.00

$1,000.00

$1,000.00

$1,000.00

$1,000.00

$1,000.00

$1,000.00

$500.00

$500.00

$500.00

$500.00

$70.00

$70.00

$70.00

$70.00

$25.00
$25.00

$25.00
$25.00

$500.00
$90.00
$140.00
$80.00
$70.00
$70.00
$25.00
$25.00

$25.00
$25.00

$25.00
$25.00

$500.00
$90.00
$140.00
$80.00
$70.00
$70.00
$25.00
$25.00

$620.00

$620.00

$1,000.00

$620.00

$620.00

$1,000.00

$400.00
$50.00
$100.00
$160.00

$400.00
$50.00
$100.00
$160.00

$400.00
$50.00
$100.00
$160.00

$32.00
$50.00
$15.00
$100.00
$10.00
$12.50

$32.00
$50.00
$15.00
$100.00
$10.00
$12.50

$400.00
$50.00
$100.00
$160.00
$10.00
$32.00
$50.00
$15.00
$100.00
$10.00
$12.50

$400.00
$50.00
$100.00
$160.00

$32.00
$50.00
$15.00
$100.00
$10.00
$12.50

$400.00
$50.00
$100.00
$160.00
$10.00
$32.00
$50.00
$15.00
$100.00
$10.00
$12.50

$929.50

$939.50

$929.50

$929.50

$939.50

$929.50

$80.00
$25.00

$80.00
$25.00

$80.00
$25.00

$80.00
$25.00

$80.00
$25.00

$80.00
$25.00

$32.00
$50.00
$15.00
$100.00
$10.00
$12.50

$50.00

$50.00

$50.00
$200.00

$155.00

$105.00

$155.00

$305.00

$155.00

$105.00

$50.00
$35.00

$50.00
$35.00

$50.00
$35.00

$50.00
$35.00

$50.00
$35.00

$50.00
$35.00

$85.00

$85.00

$85.00

$85.00

$85.00

$85.00

$300.00
$40.00

$300.00
$40.00

$300.00
$40.00

$300.00
$40.00

$300.00
$40.00

$300.00
$40.00

$400.00
$30.00

$400.00
$30.00

$400.00
$30.00

$400.00
$30.00

$400.00
$30.00

$400.00
$30.00

$770.00

$770.00

$770.00

$770.00

$770.00

$770.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

Feb

Mar

$2,000.00
$1,000.00
$3,000.00
$1,500.00

$2,000.00
$1,000.00
$3,000.00

$7,500.00

$6,000.00

$1,000.00

$1,000.00

$1,000.00

$1,000.00

$500.00

$500.00

$70.00

$70.00

$25.00
$25.00

$25.00
$25.00

$620.00

$620.00

$400.00
$50.00
$100.00
$160.00
$32.00
$50.00
$15.00
$100.00
$10.00
$12.50

$400.00
$50.00
$100.00
$160.00
$10.00
$32.00
$50.00
$15.00
$100.00
$10.00
$12.50

$929.50

$939.50

$80.00
$25.00

$80.00
$25.00

$50.00

$155.00

$105.00

$50.00
$35.00

$50.00
$35.00

$85.00

$85.00

$300.00
$40.00

$300.00
$40.00

$400.00
$30.00

$400.00
$30.00

$770.00

$770.00

$0.00

$0.00

FAMILY BUDGET
30000
25000

From

20000

Apr, 2012

15000
10000

To

5000

Apr, 2013

Apr

Income
Expense

$113,350.00
$32,614.00

Balance

$80,736.00

Filters

May

Income
Expense

2012
Apr
$8,850.00
$2,949.50

Balance

$5,900.50

Income Analysis

Person
Income
Savings & Investments

Month
Tags

Frequency

Annually

Analysis

Half-year
Quarterly

One-off

$360.00

Bi-monthly

$81,000.00
$32,350.00

Bi-monthly

Weekly
Bi-weekly
Monthly
Bi-monthly
Quarterly
Half-year
Annually

$12,720.00
$960.00
$100,434.00
$9,300.00
$1,560.00
$400.00
$20,230.00

Monthly
Bi-weekly
Weekly

One-off
0

20,000

40,000

60,000

80,000

ET

May

Jun

Jul

Aug

Sep

Oct

Nov

May
$7,000.00
$2,749.50

Jun
$28,500.00
$2,569.50

Jul
$7,000.00
$3,079.50

Aug
$8,500.00
$2,559.50

Sep
$7,000.00
$2,519.50

Oct
$8,500.00
$2,939.50

$4,250.50

$25,930.50

$3,920.50

$5,940.50

$4,480.50

$5,560.50

Income

$81,000.00
$32,350.00

Savings & Investments

50,000
45,000
40,000
35,000
30,000
25,000

30,000
25,000
20,000
15,000
10,000
5,000
0
80,000

100,000

120,000

John

Jane

Income
Expense

Net

Dec

Jan

Feb

Mar

Nov
$7,000.00
$2,709.50

2013
Dec
$8,500.00
$2,569.50

Jan
$7,000.00
$2,889.50

Feb
$8,500.00
$2,559.50

Mar
$7,000.00
$2,519.50

$4,290.50

$5,930.50

$4,110.50

$5,940.50

$4,480.50

Expense Analysis

Savings & Investments

Home Expenses
Daily Living
Entertainment
Health & Insurance
Transportation
Miscellaneous

$8,960.00
$11,194.00
$1,960.00
$1,100.00
$9,390.00
$10.00

Home Expenses
Daily Living
Entertainment
Health & Insurance
Transportation
Miscellaneous

Home Expenses
Daily Living
Entertainment
Health & Insurance

Health & Insurance


Transportation
Miscellaneous
Income

Savings & Investments

Start Month
Start Year
Members

Apr
2012
John
Jane

Tags
Bank
Communications
Credit
Food
Health
Insurance
Media
Personal
Pet
Property
Retirement
Salary
Shares
Utilities
Vehicle

Follow the steps to enable your Budget Dashboard.


1)

In the "Settings" sheet, you can adjust Start Date of your budget, family members and income/expense tags.

>>

Your Family Budget is ready to use. Following steps are for online use.

2)

Visit the site below:

http://www.spreadsheetweb.com/getting_started.htm
You will only need the username and password to create your Budget Dashboard.
3)

Visit the site below:

https://www1.spreadsheetweb.com/SpreadsheetWEB/
Login to page with your new account information.
4)

Click "Add Web Application" to upload this file. Your Budget Dashboard will be created automatically.
You can simply use the Budget Dashboard from that link or place it on your website.

>>

Your Family Budget will look like:

>>

In order to see more online applications created with PSW you can check the link below:

https://www1.spreadsheetweb.com/SpreadsheetWEB/Output.aspx?ApplicationId=c2630ee7-8b20-4671-881f-9
http://www.spreadsheetweb.com/demos.htm

d income/expense tags.

ApplicationId=c2630ee7-8b20-4671-881f-9d82dd584d26

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