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Monthly Budget Planner spreadsheet template on a laptop
Monthly Budget Planner on a tablet
What is included in the Monthly Budget Planner

Monthly Budget Planner

$12.00

A simple zero-based budget that shows income, spending, and savings at a glance every month.

  • 12 monthly tabs + annual summary
  • Budget vs. actual with automatic totals
  • Spending charts by category

Instant download — files delivered right after checkout

Excel + Google Sheets — both versions included

Lifetime access — one-time payment, free updates

30-day guarantee — we will make it right or refund you

Excel .xlsx

Google Sheets

Digital download

About this template

Give every dollar a job. This monthly budget planner helps you plan your income, track your spending by category, and see what is left over, all on one clean dashboard. The annual summary rolls up all twelve months so you can spot trends and celebrate progress.

What’s included

  • 12 monthly budget tabs
  • Annual summary dashboard
  • Expense log with automatic categories
  • Savings goals tracker
  • Quick-start guide tab

Key features

  • Budget vs. actual comparison with color alerts
  • Pie and bar charts update automatically
  • Customizable income and expense categories
  • Works for weekly, bi-weekly, or monthly paychecks

Perfect for

Individuals, couples, and families who want a clear monthly budget without a subscription app.

How to get started

  1. Complete checkout. Your download link appears instantly and is emailed to you.
  2. Open the .xlsx file in Excel, or use the included link to make your own Google Sheets copy.
  3. Read the Start Here tab, then type your information into the colored cells.

Compatibility

Microsoft Excel

Excel 2016 or newer, Microsoft 365, Excel for Mac, and Excel for the web.

Google Sheets

Make your own copy in one click. Free with any Google account, and easy to share.

Any device

Use it on Windows, Mac, Chromebook, iPad, iPhone, and Android.

Frequently asked questions

What exactly will I receive?

An .xlsx file for Microsoft Excel, a link to make your own Google Sheets copy, and a quick-start guide. Everything is available to download immediately after purchase.

Can I customize the template?

Yes. Rename categories, change colors, and add rows. The formulas are built to keep working as you customize.

Will it work on my phone?

Yes. You can view and update it in the free Google Sheets or Excel apps. For setting it up the first time we recommend a computer or tablet.

Is it a physical product?

No. This is a digital download. Nothing will be shipped to you.

Can I use it for more than one year?

Absolutely. Make a fresh copy each year, or month, as many times as you like. Your purchase includes lifetime access and updates.

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