Simpleplanning Budget Planner for Windows

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Developer’s Description

By Simpleplanning

Build and track your home budget using Excel spreadsheet.

The Budget Planner is a feature rich Excel spreadsheet created for users looking for simple home budgeting software. The Budget Planner will help you build a budget quickly and accurately via the Quick Budget and Budget by Month tools. Once a budget has been created, this software will help you track actual spending and compare your actual spending to your budget.

Simpleplanning Budget Planner for Windows

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Full Specifications

GENERAL

Release: April 4, 2013

Latest update: February 26, 2016

Version: 1.0

OPERATING SYSTEMS

Platform: Windows

Operating System

Windows 8
Windows 10
Windows Vista
Windows XP
Windows NT
Windows 7
Windows 2003
Windows ME
Windows 98
Windows 2000

Additional Requirements: Microsoft Excel 2007 or later

POPULARITY

Total Downloads: 21,952

Downloads Last Week: 0

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Program available in other languages

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User Reviews

4.9/5

127 User Votes

Great Product
iathikerApril 5, 2018
Pros
I started using Budget Planner by Simpleplanning.com about three years ago now. It is a great spreadsheet that is extremely simple (no pun intended) to use. I started out by building a quick budget which is very flexible to use. You have eight different frequencies for a particular line item which is great because not everything is just a Weekly or Monthly frequency. Once your budget is built, all you have to do is enter your expenses in the tracking worksheet. Everything is calculated automatically. The charts are great and can easily be changed to just one month, year to day, etc. I use the spreadsheet where I enter my expenses once a month, but Simpleplanning also has a spreadsheet that will allow you to enter your expenses every day. This is a great product and for the price, it is well worth it. You can't go wrong.
Cons
None. So simple to use and for the price, it's great!
Summary
Easy to use Excel sheet with many bells & features
BoobouleMarch 11, 2018
Pros
* Great use of bar charts and pie charts * easy to customize to suit individual needs (I've inserted my own tabs to Excel workbook) * very familiar spreadsheet look and feel * Support is very helpful and quickly responded to my questions and requests
Cons
* Not for you if you don't like or are not comfortable with spreadsheets
Summary
A friendly and easy to use budget spreadsheet with many bells and features and spreadsheet familiarity.
I have used this planner since 2007 it is simple to use
irene blagaichMarch 4, 2018
Pros
Simple to use, graphs easy to follow and provides a excellent method of managing your budget. Any issues identified has always been responded to by the helpful tech team.
Cons
Nothing to speak off; when we did the excellent technical team always responded in quick time.
Summary
I would recommend this planner to any one wanting to control their budget and to plan their finances.
Great budget tool. Easy to use
tks18001March 3, 2018
Pros
Easy to use. Simple excel sheet that is downloaded to your computer. Can change items/headings. Easy graphics to show your summary. Can do a budget within one hour.
Cons
None so far.
Summary
Don't bother making your own. The price is inexpensive and superbly made. Concentrate on doing your budget instead of writing one.
76 YEAR OLD LOOKS LIKE A GENIUS
gdr72141February 21, 2018
Pros
1. Evaluated nine recommended budget software this is by far the best and customer service is outstanding. 2. Organized with very logical, straight forward accounting principals. 3. Easy to keep up to date but it is up to you to keep track of your actual expenses
Cons
None. If you find one ask customer service
Summary
Simple and efficient. You will love it
Efficient, clean, and works great!
mastersgte7February 16, 2018
Pros
Ease of install, Ease of use, and customizable.
Cons
None that I can think of.
Summary
Was looked at last year and tried the basic planner. Waited until I tried several others before looking further into using this version - Simple Budget with daily spending. Bingo - we have a winner! This version provides the ease of use for simple accounting techniques that covered every aspect I needed in a budget planner. Kudos to the programmers and to the customer support team, both better than I have ever received!
Very well thought-out product
txgrllFebruary 15, 2018
Pros
I've been a user of these planners for a few years and can honestly say that they have helped organize and manage my personal budget. I have not used them for my small business yet but I am looking forward to it. Their email support is quick and courteous as well which is usually a deal maker/breaker for me; overall a great investment.
Cons
None that I have found so far.
Summary
As the name suggests, it is SIMPLE, but BRILLIANTLY MAD
harnalsFebruary 15, 2018
Pros
1. A clean, detailed, very easy to understand and user-friendly spreadsheet-based application. 2. Can be downloaded/used/copied and saved on any PC, in any version of Excel. 3. All information is for your eyes only, without shari your banking/credit card info online. 4. All the important cells containing complicated formulas are already locked/protected to prevent any errors/screw-up with the data entered over a period of time; total peace of mind! 5. Detailed tracking and comparison info (with pie-charts) for any month or whole year; to feel good you are on track and reminder warning where you need to work on. 6. Flexibility to add as many spending categories; customizable! 7. Only a small one-time purchase price, but worth spending, when you compare it with other web-based applications available online, with high monthly or annual subscription fee attached to them. 8. Can be used year after year, without paying anything extra as you own it fully after the purchase.
Cons
Personally, I did not find any cons for my own use and needs. However, I could think of the following for those who might have different needs. 1. Not for those who are not detailed oriented and prefer to let the online applications save and use their personal banking/credit card credentials for inputting the data on their behalf. 2. Can be time consuming to input all the data manually. 3. Not for those who are looking for something absolutely free to use. However, even though it is not pricey either, we must acknowledge the time and efforts of the developers and encourage them to keep making similar tools for making everyone's life easier by enabling them to take control and make best of their financial situations.
Summary
One of the most unique and downloadable spreadsheet-based applications available out there, and I could not find any other similar comparable application like this. I am glad after a long research, I was able to find it online, since I was looking for something which can be downloaded and used/customized, without sharing my personal banking/credit card information with anyone online and give full access to them about my personal and super-sensitive financial information. I have been using it for years, without any problems and I am extremely satisfied with its performance, for looking after all my budgeting needs. This tool has immensely helped me to become wiser in my spending and I started giving value to each and every dollar that I earn. I have also learned to channelize my money to proper areas to be able to achieve my immediate and long-term financial goals. Thank you so much, Simpleplanning.com! You guys are Amazing! ?
I FINALLY found exactly what I've been searching for!
JTPride3699November 4, 2017
Pros
Easy to use yet very detailed Flexible options in how you track your spending and budgeting VERY quick response to support questions submitted via email
Cons
I've just started using the Simpleplanning Budget, but have not found any cons yet!
Summary
Unexpected Surprise and Pleasure
klf816September 26, 2017
Pros
simple, intuitive and somewhat easily modified. Because it uses Excel and is intuitive, the learning curve is short. I thought I needed all of those bells and whistles of the other commercial versions. But the value of this program is superior to some of the others I have used that cost much more.
Cons
Need to be careful about modifying the cells since this can corrupt the program. I haven't had any issues because other users have highlighted that potential issue.
Summary
For more than 15 years, I had been using most of the other well known names that cost much more. They were and are good but the relative value compared to this program is far less. I can explain how this one works more easily. I just want to keep things simple, keeping track of what matters most in a straightforward manner. This program does it.