Tools for Understanding Finance
UNDERSTANDING FINANCE
Annual Budgeting and Tracking Worksheet
Use this tool to prepare and track an annual budget with monthly or quarterly revenues and expenses. Enter your annual budget numbers on this sheet in the white cells. Use whole dollars for all entries. Monthly numbers will automatically be calculated on the “Enter Q1, Q2” and “Enter Q3, Q4” sheets that follow. If you would like to alter the monthly numbers in order to show timing of revenues or expenses, do so by simply overwriting the formulas in the monthly budget columns. Use the “Annual Budget Check” columns to make sure that you have not changed the annual totals by reallocating the monthly numbers.
UNDERSTANDING FINANCE
Breakeven Analysis Worksheet ...
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