Template · Excel and Google Sheets
Monthly Budget Planner
Type in what you earn and spend. The planner does the rest: budget vs actual for every category, your Needs / Wants / Savings split, a 12-month view, savings goals and a debt payoff plan.
$9.99 instant download
Buy the PlannerInside the Planner
- Setup: your currency, start month, income sources and up to 30 spending categories.
- Transactions: one row per income or expense, with category dropdowns (room for 1,000 entries).
- Dashboard: pick a month to see income, spending, what's left, budget vs actual by category and two charts.
- 50/30/20 check: are your Needs, Wants and Savings on track?
- Year View: 12 months side by side, by category.
- Savings Goals: how much to save each month to reach each goal on time.
- Debt Payoff: months to clear each debt, total interest and your debt-free date.
Good to Know
- Works in Microsoft Excel and Google Sheets (upload to Drive, then open with Sheets).
- Comes filled with sample numbers so you can see how it works; delete them and start.
- Any currency: type your symbol once.
- Personal use licence.