Welcome to the GradCafe

Hello!  Welcome to The GradCafe Forums.You're welcome to look around the forums and view posts.  However, like most online communities you must register before you can create your own posts.  This is a simple, free process that requires minimal information. Benefits of membership:

  • Participate in discussions
  • Subscribe to topics and forums to get automatic updates
  • Search forums
  • Removes some advertisements (including this one!)
ProfessionalNerd

Best Budget Worksheet

13 posts in this topic

Hi all,

 

I'm looking for a user friendly excel (or something else) worksheet that can help me plan out my budget on a month-to-month and annual basis. Any ideas? I've never seriously budgeted before, but I know that it will become necessary with added financial responsibilities (aka rent in high-cost college city). 

 

Thanks!

Share this post


Link to post
Share on other sites

Posted (edited)

I'm always repping YNAB really hard to my friends who have any need for budgeting. YNAB (You Need A Budget) is a really valueable tool- it helped me save several thousand dollars for grad school and generally get control of my finances. It's not a passive system like Mint, its an active "Envelope" method. Its a spreadsheet system but with some additional features and a lot of education and support for budgeting. 

 

Its free for students for a year:

https://www.youneedabudget.com/landing/college/

Edited by qt_dnvr

Share this post


Link to post
Share on other sites
14 hours ago, qt_dnvr said:

I'm always repping YNAB really hard to my friends who have any need for budgeting. YNAB (You Need A Budget) is a really valueable tool- it helped me save several thousand dollars for grad school and generally get control of my finances. It's not a passive system like Mint, its an active "Envelope" method. Its a spreadsheet system but with some additional features and a lot of education and support for budgeting. 

 

Its free for students for a year:

https://www.youneedabudget.com/landing/college/

Thank you. I ma wary of a service I would have to eventually pay for (taking money so that i can save money haha). I'll take a look at it though :)

Share this post


Link to post
Share on other sites
16 hours ago, ProfessionalNerd said:

Hi all,

 

I'm looking for a user friendly excel (or something else) worksheet that can help me plan out my budget on a month-to-month and annual basis. Any ideas? I've never seriously budgeted before, but I know that it will become necessary with added financial responsibilities (aka rent in high-cost college city). 

 

Thanks!

Hi there! I'm using this one for now from themuse.com:

https://www.themuse.com/advice/going-to-grad-school-start-your-budget-now

If you scroll past the introduction, they have a budget template on Excel that I based by monthly budget on. The template has a monthly budget column and a yearly one too in the same template. Hope that helps! 

Share this post


Link to post
Share on other sites
34 minutes ago, psyched64 said:

Hi there! I'm using this one for now from themuse.com:

https://www.themuse.com/advice/going-to-grad-school-start-your-budget-now

If you scroll past the introduction, they have a budget template on Excel that I based by monthly budget on. The template has a monthly budget column and a yearly one too in the same template. Hope that helps! 

This is great! It's a tad bit confusing (especially that final line), but i'll figure it out :) 

Share this post


Link to post
Share on other sites

Posted (edited)

* please explain in detail & fully why you

* 'feel'

* like you need it

edit: well surely shouldn't even try to help anyone who has negative feedback to explaining themselves fully

*sigh*

Edited by 1%learnings

Share this post


Link to post
Share on other sites
2 hours ago, Comparativist said:

Why not just make one yourself? Excel is fairly intuitive. 

I could. I just wanted to see what is already available.  If the wheel exists, why reinvent it? :P 

Share this post


Link to post
Share on other sites
6 hours ago, MarineBluePsy said:

I modified one from SquawkFox to meet my needs.

I'll take a look at this. Thanks! 

Share this post


Link to post
Share on other sites

My dad is an accountant and set me up with a budget spreadsheet that I've been using for over three years now. I really like it, and it can easily be adjusted to your needs. I personally budget every two weeks along with my pay dates. I loaded mine onto a Google Sheet, so I am able to pull it up on my phone, and keep track of it along with a check register that I created. 

Empty Budget.xlsx

Share this post


Link to post
Share on other sites
1 hour ago, zactak said:

For some reason, I can't access the link. Could you PM me with it?

 

Thanks!

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!


Register a new account

Sign in

Already have an account? Sign in here.


Sign In Now