Things You'll Need:
- Computer
- Paper
- Printer
- Microsoft Word
- Budget records
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Step 1
First you can download your blank budget planner from templates already created in Microsoft Word or make your own starting with a new document.
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Step 2
Second decide on a budget schedule to set up your financial planner templates in Microsoft Word.
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Step 3
Third format your downloaded version of your Microsoft Word planner templates to reflect your desired budget income and expense schedules.
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Step 4
Next list all your income and expenses earned or payed out during that schedule period and group them into budget categories.
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Step 5
Title your budget planner categories by priority starting with income, then must pays, necessities, personal needs, allowance, pocket money, and lastly emergency.
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Step 6
Make two columns at the top of your Microsoft Word planner templates to record your amounts and title one Budget Proposed and the other Budget Actual.
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Step 7
Fill out your planner categories under the Budget Proposed column with your estimated amounts first and balance by subtracting all expenses from earnings.
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Step 8
Make any necessary adjustments to your Microsoft Word Budget Planner and balance again until you reach your goals, then use this as a guideline for entering your actual spending amounts into your templates.
