Finance template
Personal monthly budget
Plan income and spending for the month and see what is left at a glance. Compare planned and actual amounts by category with a chart.
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- No account needed to try
- Download as .xlsx
What's inside
Everything is a normal workbook once you open it: change the numbers, rename the sheets and make it yours.
1 sheet
- Budget
39 formulasTotals, lookups and checks are already worked out, so the sheet updates as you type. 104 filled cells in all.
Built in
- Charts
- Conditional formatting
- 1 chart
- 3 conditional format rules
A look at the Budget sheet
The top left of the first sheet, calculated by SheetsBat. Open the template to see all of it.
| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
| 1 | Personal monthly budget | |||||||
| 2 | Enter planned and actual amounts in the yellow cells. Everything else updates on its own. | |||||||
| 3 | ||||||||
| 4 | Month | Nov 2026 | ||||||
| 5 | ||||||||
| 6 | INCOME | SPENT | LEFT OVER | SAVING RATE | ||||
| 7 | $4,720 | $3,678 | $1,042 | 22% | ||||
| 8 | ||||||||
| 9 | ||||||||
| 10 | Income | Planned | Actual | Difference | ||||
| 11 | Salary after tax | $4,200.00 | $4,200.00 | $0.00 | ||||
| 12 | Side projects | $400.00 | $520.00 | $120.00 | ||||
- budget
- money
- spending
- savings
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