Monthly Budget Planner for Excel & Google Sheets

✓ Instant download  ·  ✓ Excel & Google Sheets  ·  ✓ One-time purchase, no subscription

A simple, calm monthly budget that does the maths for you.

Plan your month once, log what you earn and spend, and see exactly where your money goes. Pick any month of the year and every total, progress bar and chart updates on its own.

What's included

• Monthly_Budget_Planner_BLANK.xlsx – your planner, ready to fill in
• Monthly_Budget_Planner_EXAMPLE.xlsx – filled with sample data so you can see how it works
• Instructions PDF – step-by-step setup guide for Excel and Google Sheets

4 tabs

• Start Here – a simple 4-step guide
• Budget – planned vs actual for income, savings and up to 20 expense categories, with progress bars, overspending alerts and a "where your money went" chart
• Money Log – log every transaction in seconds with a category dropdown
• Bills Checklist – tick off every bill, every month

Features

• Reusable every month – just switch the month
• Any currency – $, €, £, A$
• Fully automated – no formulas to write
• Beginner friendly, soft neutral design
• Use it on computer, tablet or phone

Please note

• Digital product: nothing will be shipped. Your download link appears right after checkout and is emailed to you.
• Works in Excel 2016 or newer, Microsoft 365, Excel for Mac and Google Sheets. Not compatible with Apple Numbers.
• For personal use only. This is an organisation tool, not financial advice.

Pairs well with

Savings Challenges: turn what is left at the end of the month into real savings with the 100 envelope or 52-week challenge.