How to Use the Super Starter Budget

This article provides detailed instructions on how to use our free downloadable budget spreadsheet, the Super Starter Budget. The Super Starter Budget is our easiest, no frills, single month budget. For a full 12-month budget, check out the Super Basic Budget.


Setting up your Budget
Logging your Expenses
Analyzing your Spending
Frequently Asked Questions


Setting up your Budget

Start with the Setup tab.

Super Starter Budget Excel Template - Setup Tab

It takes five steps to set up the Super Starter Budget.

Step 1: Enable your macros. For details on how to do this, check out this FAQ.

ssb-setup-startdate
Step 2: Enter the month and year of your budget. There is a dropdown menu for the month and year. When you put your cursor on the cell, a small arrow box should pop up next to it. Click on this arrow box, and a dropdown menu will appear.

Note: The Super Starter Budget is a single month budget. If you need a full 12-month budget, check out the Super Basic Budget or the Super Deluxe Budget.

ssb-setup-incomeStep 3: Enter your monthly net income (your take-home pay after taxes).

ssb-setup-categoriesStep 4: Enter up to 10 expense categories and the amounts you want to budget for the month. Use the PLUS and MINUS SIGNS to add or remove category spaces. Use the UP and DOWN ARROWS to move categories.

Note: If you need more categories or subcategories, check out the Super Basic Budget or the Super Deluxe Budget.

ssb-setup-setbudgetStep 5: Click the “Set Budget” button next to the title.

ssb-setup-navbuttonsAfter your budget is set, you should see blue navigation buttons at the top of the sheet.

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Logging your Expenses

Click the blue “Expenses” button to go to the Expenses tab.

Super Starter Budget Excel Template - Expenses Tab

On a regular basis, log your spending on the Expenses table.

ssb-expenses-exampleType over the example with the date, description, and amount of your first expense.

ssb-expenses-categoryThere is a dropdown menu for the category. When you click on the category cell, a small arrow box should pop up next to it. Click on this arrow box, and a dropdown menu will appear. Select the category from the dropdown menu.

ssb-expenses-symbolsEnter your next expense right below the first one. To add rows, click the PLUS SIGN. To delete a row, click the MINUS SIGN.

Continue to add expenses as they occur, one right below the other.

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Analyzing your Spending

Click the “Month Detail” button to go to the Month Detail tab.

Super Starter Budget Excel Template - Month Tab

After logging your expenses, check this tab to see how you did for the month.

The top section shows you how much you saved for the month, as well as how much you are over or under budget.

ssb-month-summary

The bottom section is a breakdown of your spending by category.

ssb-month-category

On the right-hand side, there is a pie chart that shows you how much each category represents to the total.

ssb-month-chart

That’s it! Just keep logging your expenses, and check your Month Detail tab to see how you did.

Have an unanswered question? Feel free to post it in the comments below!

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