2010 Budget, Goals, Entrepreneurial, and Financial Life Worksheets

It’s a new year and time to get on with New Year’s goals, write a budget, and put our finances in order. I’ve put together some tools in this post to help you do just that. All downloads are free and should not contain any malware or viruses. All files can be opened with free Open Office software as well as Microsoft Word or Excel (depending on the type of file).

None of these are extraordinarily complex. They’re something you could have made. But they’re also something that you don’t have to make since someone else did it for you and you can just download them. They’re easy to edit, easy to expand on, and should be easy to use.

2010 Budget Spreadsheet

Last year, over 4,600 people downloaded my 2009 Budget Spreadsheet. Since it was so well-received, I’ve put together a [download#13#nohits].

This is a very basic budget spreadsheet that can be opened in Microsoft Excel or Open Office Calc or uploaded to Google Docs. It’s easy to rename the categories, add more categories, delete categories, etc. The first page of the spreadsheet is a spending log so that you can track individual purchases in a month (or in every month, if you don’t delete & refill at the end of the month) .

There is a page for each month. Some basic numbers are filled in already, but they don’t represent our budget or anyone’s budget. They function as placeholders. Download the: [download#13#nohits]

2010 Goals Worksheet

Have a financial or other personal goal you want to achieve in 2010? This worksheet provides space for you to break down the goal into a series of smaller goals and to break down those smaller goals by month. It has space for several goals and you can copy and paste a section to add more. This is not complicated goal-tracking software, but it’s also free and uncluttered. Sometimes overly-complex programs keep us from doing the very thing we got thing to do.

Download the: [download#14#nohits]

2010 Entrepreneur Spreadsheets

Also popular last year were the basic income spreadsheets I created for bloggers and freelancers (along with a combo for people who do both blogging and freelance work, as I do). The blogging spreadsheet is geared towards advertisers who are with you for the long-term. You can enter the amount earned each month in rows for AdSense, for CPM ads, for text link advertisers (and mark when the link comes up for renewal).

The freelancer spreadsheet divides into months in a different layout and allows you to check off whether you’ve invoiced for a fee, whether it was paid, and include notes on the job–for your own reference and in case you’re audited and have to give specifics.

Download the: [download#3#nohits]

Download the: [download#5#nohits]

Download the: [download#4#nohits]

Financial Life Worksheet

My earlier post on saving and storing critical financial information for your family explains more about the [download#10#nohits]. In essence, it is a long document with places for all kinds of financial information on a wide variety of topics. It’s meant to help people put together a picture of their finances so a spouse/partner/family member has a place to start in case the person who manages family finances is temporarily incapacitated or passes away.

It’s always a good time to create or update yours, but the New Year is a great reminder.

Download the: [download#10#nohits]

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