Budget Planner Yearly
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How do you create a yearly budget in Word or Excel? Accurately keeping track of financial data is not only critical for running the day-to-day operations. Download this financial budget template now!
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How do you create a yearly budget in Word or Excel? Download this financial budget template now!
Whether you manage the finances at work or at home, adequate communication is essential and important. When you are determining your regular expenses is an important step in identifying the level of income you need to support day to day living expenses and the gaps or surpluses to be explored further with your financial planner. Accurately keeping track of financial data is not only critical for running the day-to-day operations of your small or medium-sized business, but it is also important when seeking funds from investors or lenders to grow your business to the next level.
For those working in Finance, it's important to use accurate data and have every detail double-checked. Our basic or advanced finance document templates are intuitive and available in several kinds of formats (such as PDF, WORD, PPT, XLS. The Excel spreadsheets include the necessary formulas as well.) Therefore, we recommend that you download this example Yearly Budget Planner template now. If you already have a budget in place or know your total annual expenses.
Yearly Budget Planner
Living Expenses (Week, Month, Quarter)
Housing Expenses
Motor Vehicle Expenses
Insurances
Miscellaneous Expenses
- Food
- Clothing
- Medical/Dental/Pharmacy
- Alcohol/Cigarettes
- Public Transport/Taxi Fares
- Other Personal Spending - Client 1
- Other Personal Spending - Client 2
- Travel and holidays
- Dining Out
- Sport/Recreation/Hobbies
- Club memberships/Sporting fees etc.
- Books/Magazines/Newspapers
- Other entertainment
Housing Expenses
- Mortgage/Rent
- Council/Shire/Body Corporate/ Water Rates
- Electricity/Gas/Telephone etc.
- House and Contents Insurance
- Home maintenance
- Furnishings/Appliances
Motor Vehicle Expenses
- Loan/Lease Repayments
- Registration and Third party
- Insurance
- Petrol and other running costs
- Maintenance/ Service/ Repairs
- License fees/ Fines/ Parking/ Road assistance
Insurances
- (Week, Month, Quarter)Yearly TotalIs this expense tax deductible?
- Medical/Health
- Life and TPD
- Income Protection
- Via superannuation contributions
- Trauma Cover
Miscellaneous Expenses
- Professional Services
- Professional Memberships
- Work Related Expenses
- Gifts and donations
- Education expenses
- Child care
- Pet/Vet Fees
- Savings Plans (Existing Investments)
- Capital expenses to investment properties
- Other vehicle expenses
- Investment Loans
- Credit Cards
- Other Loans
- Other
Using this Yearly Budget Planner template guarantees that you will save time and effort and enables you to reach the next level of success in your project, education, work, and business. Download it now!
Looking for more? Our collection of financial documents, templates, forms, and spreadsheets includes templates designed specifically for small business owners, private individuals, or Finance Staff. Find financial projections to calculate your startup expenses, payroll costs, sales forecast, cash flow, income statement, balance sheet, break-even analysis, financial ratios, cost of goods sold, amortization, and depreciation for your company.
These financial templates also work with OpenOffice and Google Spreadsheets, so if you are operating your business on a very tight budget, hopefully, you'll be able to make these financial templates work for you as well.
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