Description
This free monthly budget planner Excel template helps you plan income and expenses, compare planned and actual amounts, and review your monthly spending.
Use this personal budget spreadsheet to organize your monthly finances and see how actual spending compares with your plan.
Monthly budgeting features
- Automatic summary of actual income, actual expenses, planned expenses, and net savings.
- Calculated differences between actual and planned amounts.
- Drop-down menus for consistent entry.
- Colour-coded status and progress highlights.
- A built-in chart that updates as you enter data.
- Example rows and a step-by-step "How to Use" sheet.
File format and use
This free sample is an instant .xlsx download. Follow the included "How to Use" sheet to get started, enter your planned income and expenses, and add actual amounts to compare your monthly results.
Works in Microsoft Excel 2010+, Excel for the web, Google Sheets, Apple Numbers and LibreOffice. The template is currency-neutral and can be used with AED, USD, EUR, INR, GBP or another currency.
Download this free sample to explore the template before buying. For related templates, explore the Personal Finance Pack.
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