Monthly Budget Spreadsheet | Google Sheets & Excel Template

Plan every dollar, log spending in seconds, and see exactly where your money goes each month.

What's inside

• Setup tab for your year, starting balance, and income & expense categories with monthly budgets
• Transaction log with 500 rows and dropdowns for type and category
• Dashboard with a month picker: budget vs. actual per category, remaining budget, and a chart
• Annual Overview showing every category across all 12 months with totals and averages
• Rename or add categories once — dropdowns and reports update automatically
• Realistic example data so you can see how it works before you clear it

Perfect for

Anyone starting a budget for the first time, or simplifying the one they have.

What you get

• One .xlsx file that works in Microsoft Excel 2016+ and Google Sheets
• A quick-start PDF guide
• A built-in Start Here tab with step-by-step instructions and example data you can clear

How it works

1. Buy the template.
2. Get your instant download link on the order confirmation page and in your email.
3. Open the .xlsx in Excel, or upload it to Google Drive and open it with Google Sheets.

Digital product — no physical item will be shipped. Personal use only.
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