Recently I've been distributing my budget spreadsheet to those interested. It is a Microsoft Excel spreadsheet, so you will need that program installed on your computer in order to use it. Instead of walking you through it in person or over the phone, I've written instructions to go along with it. The instructions give you the basics, but in order for you to use it, you will have to customize it according to your specific circumstances. This can be difficult if you don't know much about Excel. I can help you add/remove categories, link other accounts, etc. if you need. I have also created a separate spreadsheet for those of you receiving Survivor's Benefits and need to complete the annual report. It is based on a fiscal year Jul-Jun. This can also be customized to your needs. I hope this will be of benefit to you and your family, and help create a sense of peace when it comes to managing your money. If you download this, please make a comment so I know who may be benefiting from the program. Thank you.
Demo Budget Instructions
Demo Budget
Survivors Demo Budget Instructions
Survivors Demo Budget
