New Design Not working For You?

If the new page layout is not working for you, please Contact Me and let me know what device, operating system, and web browser (with version numbers) you are using so I can attempt to get the layout working for your setup.

About the Redesign

If you visited this site prior to September 15th, 2018, you've no doubt noticed that I've since launched a complete redesign of the website.

If you're not happy with the new design, I sincerely apologize. I would have preferred to keep the old desktop design, but considering the majority of my site's users are now accessing the site from small-screen, touch-enabled, mobile devices, and considering Google is now penalizing websites for not being mobile/thumb friendly, I was left with no choice but to switch to a responsive, mobile-first design.

The good news is that now that I have combined the three separate versions of the site (mobile, desktop, and ad-free member) into a single design, this will free up a ton of my time for working to make the mobile-optimized calculators more desktop/laptop friendly. In fact, some of the redesigned calculators already offer a desktop-optimized form that becomes visible when you increase the width setting of the calculator (within the "Calculator Preferences" expandable panel).

Thank you in advance for your help and patience as I work to improve the redesign.

-Dan

Calculator Preferences
Monthly Budget Calculator Sign

Monthly Budget Calculator

This calculator will allow you to enter budgeted amounts for each of the twelve months of the year for one income category and up to nine separate outgo categories -- each containing up to ten customizable accounts. Includes a budget spread sheet for each category, plus options for creating printable blank, completed, detailed, or summarized monthly budget worksheets. The Notes tab includes:

  • Budgeting made easy? Don't believe it!
  • The importance of budgeting.
  • Budgeting skill is not the key to success.
Learn More

Selected Data Record:

A Data Record is a set of calculator entries that are stored in your web browser's Local Storage. If a Data Record is currently selected in the "Data" tab, this line will list the name you gave to that data record. If no data record is selected, or you have no entries stored for this calculator, the line will display "None".

DataData recordData recordSelected data record: None
Load or Clear SamplesLoad or Clear Sample TitlesLoad or Clear Sample TitlesLoad or Clear Sample Category and Expense Titles

Load or Clear Sample Category and Expense Titles:

If you would like to clear the sample category and expense titles so you can enter your own, tap the "Clr" button.

If you cleared the sample titles but you wish to reload them, tap the "Load Sample" button.

Note that either of the two buttons in this section will zero out any amounts you have entered into the section below.

Monthly Income SourcesMonthly Income SourcesMonthly Income Sources and AmountsMonthly Income Sources and Amounts

Monthly Income Sources and Amounts:

Tap the plus (+) icon to show the 10 income source lines.

Tap the text button in any row to open up a monthly budget form for that row.

Once you have edited the source name and entered or edited all monthly amounts, tap the "Save" button to save the changes and close the form.

IMPORTANT! The Save buttons within the popup forms only save entries to the calculator's current memory, not permanently to your web browser's local storage. In order save the entries to your web browser so you can recall them on your next visit, you will need to click the "Data" tab, give the data record a name, and click the "Save" button there.

Income$0.00
Monthly Expense CategoriesMonthly Budget CategoriesMonthly Budget Categories and ExpensesMonthly Budget Categories and Expenses

Monthly Budget Categories and Expenses:

Categories: Tap the plus signs (+) to expand each category. Tap the category names to edit them.

Income/Expenses: After expanding a category, tap any expense name (or "Blank") to open a popup wherein you can make changes to the name and budget amount.

Save: After the expense name and monthly amounts have been edited, tap the "Save" button to save the changes and close the entry form.

IMPORTANT! The Save buttons within the popup form only saves your entries to the calculator's current memory, not permanently to your web browser's local storage. In order to save the entries to your web browser so you can recall them on your next visit, you will need to click the "Data" tab, give the data record a name, and click the "Save" button located there.

Edit Category Name:

Tapping the "Save" button will close the popup and save the changes to the main worksheet, whereas tapping the "Cancel" button will close the popup without saving the changes.

Edit Expense Name and Amounts:

To fill all months with the same amount, enter the amount for January and tap the "Fill Down" button.

Annual Budget SummaryAnnual Budget SummaryAnnual Budget SummaryAnnual Budget Summary

Annual Budget Summary:

This section of the calculator will keep an updated annual summary of your income and expense entries.

Income:Annual income:Budgeted annual income:Budgeted annual income:

Budgeted annual income:

This is your current total annual budgeted income.

Outgo:Annual outgo:Annual expenses, payments, and savings:Annual expenses, payments, and savings:

Annual expenses, payments, and savings:

This is the current annual total of all budgeted living expenses, debt payments, savings, and investments.

Surp/-Short:Surplus / -shortage:Budget surplus / -shortage:Budget surplus / -shortage:

Budget surplus / -shortage:

This is the total of your annual budgeted income minus the total of all annual budgeted outgo (living expenses, payments, savings, investments, etc.). If the result is preceded by a minus sign, this indicates your income is not sufficient to cover all of your budgeted outgo. No minus sign indicates a surplus (more income than outgo).

Printable Worksheet SettingsPrintable Worksheet SettingsPrintable Worksheet SettingsPrintable Worksheet Settings

Printable Worksheet Settings:

To create a printable Monthly budget worksheet, indicate how many blank category and expense rows you want included in the worksheet, and then tap the "Create Printable Worksheet" button. This will open a printer friendly window displaying your current Monthly budget worksheet.

Note that you can create a blank budget worksheet by leaving all of category and expense amounts set to zero.

Type:Report type:Budget spread sheet type:Budget spreadsheet type:

Budget spreadsheet type:

To create a printer friendly window containing your budget spread sheet, select either Summary or Detail and then tap the Printable Budget Spread Sheet button. This will open a new window containing your present entries. You can repeat this process as often as you like while working with your budget.

If you would like to save the current entries to the secure database, tap or click on the Data tab, select "New Data Record", give the data record a name, then tap or click the Save button. To save changes to previously saved entries, simply tap the Save button. Please select and "Clear" any data records you no longer need.

Feedback AppreciatedFeedback Greatly AppreciatedYour Feedback Would Be Greatly AppreciatedYour Feedback Is Greatly Appreciated
Heading

Tip

Help and Tools

Help and Tools:

This section, which you can Unstick or Hide in the Calculator Preferences (just above the top of the calculator), contains the following tabs (content too long to fit within bordered frame can be scrolled up and down):

About: Click this tab for an introduction to the calculator.

Instructions: Click this tab for step-by-step instructions for using the calculator.

Terms: Click this tab for a list of the descriptions that are located within each popup help button (info icons).

PCalc: Click this tab for a handy "pocket" calculator you can use when you need to calculate an entry needed for the calculator.

Data: Click this tab to save a set of entries or a note in between visits. Entries and notes will be stored to your web browser's local storage (if supported by your browser of choice), meaning they can only be recalled with the same device and web browser you were using when you saved them. If you'd like to save entries and notes between devices you can do so by subscribing to the Ad-Free Member Version.

 

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