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Future Funders Monthly Budget
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Directions (Follow the Steps Below):
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1. Click the file tab on the menu bar above, and then download the file to Microsoft Excel. Save the file somewhere on your computer (you can title it whatever you would like).
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2. To start the budget below, insert your name below where it currently says "Future Funders.".
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3. Estimate your Primary Income and Extra Income for the month by entering numbers in the right of where it says "Primary Income" and "Extra Income."
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4. Go down the lists (Housing costs, Transportation, Insurance Costs, etc) and enter what you believe you cash outflow for the month will be right now in columns C and H.
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5. As you go through the month, track your progress by entering what your actual cash outflow turns out to be in columns D and I.
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6. Notice the differerence between your Total Estimated Monthly Cash Outflows and Actual Monthly Cash Outflows in columns E and J. Think about which categories you may be able to make adjustments next month to pull back or add more.
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7. Repeat the exercise by creating a new sheet. Simply right click on the "Month 1" tab and select "Move or Copy." Then, make sure the "(Move to End)" is highlighted and the box "Create a Copy" is checked. Lastly, press "Ok."
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Congratulations, you are now taking control and actively managing a budget!
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Insert Name Here ---->Future Funders
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Estimated Income For The MonthPrimary Income$0
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Extra income$0
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Total Estimated Monthly Income$0
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Actual Income For The MonthPrimary Income$0
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Extra income$0
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Total Actual Monthly Income$0
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Total Estimated Monthly Cash Outflow$0
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Total Estimated Money Available Monthly Cash Outflow $0
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Total Actual Monthly Cash Outflow$0
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Total Actual Money Available Monthly Cash Outflow $0
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Housing CostsEstimated OutflowActual OutflowDifferenceEntertainmentEstimated OutflowActual OutflowDifference
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Mortgage or rent$0$0$0Music$0$0$0
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Phone Bill$0$0$0Movies$0$0$0
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Electricity Bill$0$0$0Concerts$0$0$0
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Gas Bill$0$0$0Sporting events$0$0$0
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Water and sewer Bill$0$0$0Live theater$0$0$0
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Cable /TV Bill$0$0$0Other$0$0$0
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Waste removal Bill$0$0$0Other$0$0$0
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Maintenance or repairs$0$0$0Other$0$0$0
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Supplies For House$0$0$0Total$0$0$0
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Other Costs$0$0$0
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Total$0$0$0
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Loans (ex. Mortgage)Estimated OutflowActual OutflowDifference
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TransportationEstimated OutflowActual OutflowDifferencePersonal$0$0$0
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Vehicle payment$0$0$0Student$0$0$0
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Bus/taxi fare$0$0$0Credit card$0$0$0
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Insurance$0$0$0Credit card$0$0$0
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Licensing$0$0$0Credit card$0$0$0
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Gas$0$0$0Other$0$0$0
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Maintenance$0$0$0Total$0$0$0
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Other$0$0$0
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Total$0$0$0TaxesEstimated OutflowActual OutflowDifference
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Federal$0$0$0
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Insurance CostEstimated OutflowActual OutflowDifferenceState$0$0$0
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Home$0$0$0Local$0$0$0
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Health$0$0$0Other$0$0$0
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Life$0$0$0Total$0$0$0
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Other$0$0$0
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Total$0$0$0Gifts and DonationsEstimated OutflowActual OutflowDifference
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Charity 1$0$0$0
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Food / DrinkEstimated OutflowActual OutflowDifferenceCharity 2$0$0$0
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Groceries$0$0$0Charity 3$0$0$0
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Dining out$0$0$0Total$0$0$0
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Other$0$0$0
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Total$0$0$0InvestmentsEstimated OutflowActual OutflowDifference
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401k$0$0$0
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PETSEstimated OutflowActual OutflowDifferenceOther Retirement Plans$0$0$0
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Food$0$0$0Brokerage Account$0$0$0
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Medical$0$0$0Bank Account$0$0$0
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Grooming$0$0$0Other$0$0$0
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Toys$0$0$0Total$0$0$0
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Other$0$0$0
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Total$0$0$0LegalEstimated OutflowActual OutflowDifference
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Attorney$0$0$0
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PERSONAL CAREEstimated OutflowActual OutflowDifferenceAlimony$0$0$0
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Medical$0$0$0Payments on judgment$0$0$0
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Hair/nails$0$0$0Other$0$0$0
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Clothing$0$0$0Total$0$0$0
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Dry cleaning$0$0$0
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Health club$0$0$0Other CategoriesEstimated OutflowActual OutflowDifference
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Organization dues or fees$0$0$0Other 1$0$0$0
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Other$0$0$0Other 2$0$0$0
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Total$0$0$0Other 3$0$0$0
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Total$0$0$0
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