Monthly Budgeting Tool and Forecast

A simple and effective monthly budgeting tool to help you stay on track with your financial goals day by day! Input your monthly net income, mandatory debt payments, and budgeted amounts in the Monthly Budgeting Tool, and input your daily expenses in the Daily Tracking Worksheets to automatically calculate your monthly net cash flow. The downloadable tool includes formulas/calculations so all you need to do is input the data and let the spreadsheet do the rest.

• Downloadable for Numbers App*, or available in PDF to print and track income and expenses manually.
• Using the tool in the Numbers app allows you to collaborate with other members of your household to ensure all expenses are up to date.
• Conditional formatting provides color coding to easily show whether you are under or over budget for the month.
• Includes a Forecast spreadsheet to show your projected year-end cash flow based on expected income and budgeted expenses.

*Designed for and works best for use in the Apple Numbers app, but can be exported to MS Excel (note that formatting errors may occur).