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Monthly Budget Spreadsheet

Plan it, track it, and see where every dollar went, with an auto dashboard.

$9.99 USD · one-time

Buy on Etsy Buy direct: $8.99

🎉 25% off everything in our Etsy shop through Nov 4.

  • Google Sheets + Excel
  • Instant download
  • No formulas to touch

A monthly budget spreadsheet that works in Google Sheets and Excel, with a dashboard that updates itself. Plan every category, log spending in seconds, and see your savings rate at a glance — no formulas to touch, ever.

Perfect for: first-time budgeters and anyone who wants a clear monthly plan.

What it does

  • Dashboard: income, expenses, net, savings rate and "goal met?" for any month you pick, plus two charts (planned vs actual by category; income vs expenses across the year).
  • Monthly Budget: planned vs actual for up to 20 expense and 20 income categories, with "left to spend" and colour alerts when you're near or over budget.
  • Transactions: a 1,000-row log with dropdown categories. Month and year fill in automatically.
  • Annual Overview: every category by month for the whole year, with totals, net and savings rate.
  • Settings: your categories, your savings goal, the month to display. Change them once; everything updates.

WHAT YOU GET (instant download)

• PDF guide with your Google Sheets copy link

• Excel file (.xlsx) for Excel 2016 or newer, Windows and Mac

• Start Here tab with 5 set-up steps and sample data you can clear in one click

How it works

  1. Download the PDF, open the link, File → Make a copy (or open the Excel file).
  2. On Settings, set your year, month, savings goal and categories.
  3. Type planned amounts on Monthly Budget and log spending on Transactions. Done.

Compatibility

Google Sheets (free Google account) and Microsoft Excel 2016+. You can enter data in the Sheets mobile app, but set-up is easiest on a computer. Not designed for Apple Numbers.

License

Personal use (or one business of your own). Please don't resell, share or redistribute the files.

Looking for debt payoff, savings and net-worth trackers too? The PlanfulPanda Money Bundle is coming soon — favourite the shop to hear first.

Designed by PlanfulPanda with AI-assisted tools; every formula and layout is hand-checked.

Questions about the Monthly Budget Spreadsheet

What is the Monthly Budget Spreadsheet?

The PlanfulPanda Monthly Budget Spreadsheet is a spreadsheet template for Google Sheets and Excel. Plan it, track it, and see where every dollar went, with an auto dashboard.

Who is the Monthly Budget Spreadsheet for?

It's made for first-time budgeters and anyone who wants a clear monthly plan.

Does it work in Google Sheets and Excel?

Yes. You get a Google Sheets copy link and an Excel (.xlsx) file, Excel 2016 or newer. It isn't designed for Apple Numbers.

How much does it cost?

$9.99 USD on Etsy, or $8.99 when you buy direct through Payhip. It's a one-time purchase with no subscription.

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