Monthly Budget Spreadsheet

A monthly budget that does the adding for you: type what comes in and what goes out, and every category shows planned against actual, the variance and whether you are over. One file covers the whole year, with a dashboard for the month and an annual view by category.

WHAT YOU GET

• Monthly Budget Spreadsheet (Excel): Start here, Dashboard (income, spent, saved, left over, savings rate, planned vs actual chart, top spending categories), Monthly (planned vs actual per category, variance, used %, status, month totals), Annual (every category by month with income, spending and savings lines and a chart), Categories (25 to start, up to 60), Transactions (5,000 rows, category and account drop-downs)
• Quick-start PDF

6,635 formulas, recalculated and checked for errors before listing.

HOW TO USE

1. Buy, then download on the page that opens right after payment (your Stripe receipt email carries the same link).

2. Open the workbooks in Excel 2016 or later, Google Sheets or LibreOffice; the quick-start PDF opens in any PDF app.

3. Yellow cells are inputs, grey cells calculate. Replace the example rows with your own.

PLEASE NOTE

• Digital download only; nothing is shipped. Returns are not possible on digital files; if a file will not open, email [email protected] and it gets fixed.
• Works in Excel 2016 or later, Google Sheets and LibreOffice; drop-downs and charts included. Amounts are plain numbers, so any currency works.
• Templates are not legal, tax or insurance advice. Have agreements reviewed by your own counsel and follow your own operating rules.
• For use in one business. Not for resale or redistribution.

Designed by A3E Studio (Ontario, Canada) and generated by our own software; every formula is recalculated and checked before listing.