The Category for a budget item must be chosen from the drop-down menu, typing anything else either won’t work, or will break that budget item.Have a budget item you don’t need this year, but you might need it again next year? Set the Status to ‘Disable’ and it won’t appear in the Budget Schedule.All budget items, either expense or income, are entered as positive numbers, the same way the basic “Categories” sheet budget items are.The ‘+’ above the J/W columns expand/contracts to show or hide the Budget Schedule.Modifying any other cells will likely break the template. Only edit cells that have a light green background.If you’ve used other Tiller templates, this one should be fairly intuitive.

That formula should now exist in all your cells, and they should all show $0.00 since you haven’t filled anything into the Budget Plan yet. Let go, then grab the handle again and drag down until you get to the bottom of the sheet. To fill this into the rest of the cells, select cell E2 again, then grab the “fill handle” in the lower right corner corner of the cell, and drag to the right until you cover all the way to the right of the sheet.

Note if you’re first month column (usually January) isn’t in column E, then change the ‘E’ in “DATEVALUE(E$1),” part of the formula to the letter of your first month column. Click into the formula bar, paste the following formula and press ENTER: Select cell E2, which should be just below your January heading in a default sheet (yours may differ if you made changes). If you have existing budget data, you may want to copy it as we’re about to erase it. Once installed, go to your “Categories” sheet where we’re going to replace all the cells below each month with a formula that grabs info from the Budget Plan sheet. Quickly see the budget amount each month for each budgeted item.Quickly see the minimum and maximum amounts over the year for funds allocated in the month they occur.Quickly see the averaged monthly cost of each budget item.Quickly see the annual cost of each budgeted item.Allow budget items to be temporarily disabled so you can keep track of them without their funds affecting the budget.Set specific starting and ending dates to increase the accuracy of when funds are allocated.Create a budget for items in the month they occur, average them over the entire year, or average them over a specified period.Create a budget for items based on last years transactions using Description or Category, and increase/decrease using a multiplier.Create a budget for items based on any multiple of weeks, months or years.Keep a list of all budget items so you don’t have to remember what each category includes.

I created the Budget Plan template in an attempt to meet all the budget planning needs I could think of: I’ve jumped between using the Categories sheet, the Budget Builder template, and the Category Scheduler template, and though each has their strengths, each falls short of the way I’d like to handle budget planning.

Film budget plan template