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ACTUAL PRODUCT PREVIEWMonthly Budget Planner
Monthly Budget Planner for Google Sheets and Excel: a full tutorial of every tab in about a minute. This monthly budget spreadsheet does the math for you, so you just type in a few yellow cells and see the results.
Secure purchase through Etsy. Check the listing for current availability, included files and purchase instructions.
Take a closer look ↓What can Monthly Budget Planner help you do?
Monthly Budget Planner for Google Sheets and Excel: a full tutorial of every tab in about a minute. This monthly budget spreadsheet does the math for you, so you just type in a few yellow cells and see the results.
Who is it for?
Designed for households planning a monthly budget. Use the preview to check whether the screens and level of detail fit the way you prefer to work.
What's inside.
- Start Here: quick setup guide
- Dashboard: income, spent, left to spend, savings rate, charts
- Budget: income plan and categories with spent, left and % used, plus a 50/30/20 check
- Transactions: every payment and paycheck, type detected from the category
- Year View: each category by month with totals and averages
- Savings Goals: sinking funds with how much to save each month
- Setup: report date, savings goal, accounts and groups
Real screens. Clearer decisions.
Explore the supplied product previews. Example data illustrates the layout; your own entries will be different. Select an image to view it at full size.
Product overview
Product overview in Monthly Budget Planner. This product image shows the layout and example information supplied with the product.
Included tools
Included tools in Monthly Budget Planner. This product image shows the layout and example information supplied with the product.
A walkthrough from Albina.
Monthly Budget Spreadsheet Tutorial: Plan Every Dollar in Google Sheets & Excel
Loads YouTube when you press play. Watch on YouTube
Before you make it yours.
A simple way to get started
- Review the screenshots and included tools to check the template fits your workflow.
- Open the matching Etsy listing to confirm the current version, compatibility and what is included.
- After purchase, follow the supplied setup instructions. Start with a small set of your own records and review the results.
Good to know
- This is a planning tool based on the information you enter. Review the Etsy listing for file formats, compatibility and the current version.
- Check the Etsy listing for included files and supported spreadsheet software before purchase. Enter your own information and review calculated results before relying on them.