Budget Tracking

When I think of my budget management experience I always find it very bemusing that I managed more money while I was an undergraduate than I have as a professional in student affairs. Enough about me, you are here for the resources!

Budget Tracking Resource

Feel free to download and edit this document to fit your needs. In this document there are three types of budget tracking documents on different worksheets.

Multiple Employees

This particular style allows you to have one worksheet to track all employees with their budget total, total expenditures, and total budget remaining. Need more transactions? Copy and past the columns to track as many purchases as necessary!

One Sheet Per Employee

This particular style allows you to have one worksheet per employee with their budget total, total expenditures, and total budget remaining at the top. If you want the option to add other notes about this employee, you can delete and rename some rows to fit your needs.

Budget Category Tracking

This particular style focusing on breaking down employee purchases into categories in order to determine where the employee is spending their money. It does require a bit of effort to break down purchases that fit within multiple categories so this may not be realistic for all persons.

Many of these cells is linked to another cell on the Budget Category Tracking % page so be careful if you move things around. If you utilize other categories other than the ones listed, you can change them without affecting any formulas. I recommend Find and Replace.

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