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Excel Templates

Monthly Budget Planner — Excel & Google Sheets Template

Auto-calculating Excel budget planner with dashboard, 12-month overview and savings tracking. Works in Excel 2016+ and Google Sheets.

$7.99$14.99

Product Description

Take control of your money in minutes. The Monthly Budget Planner is a ready-to-use Excel spreadsheet (Google Sheets compatible) that builds your personal budget automatically. Four linked sheets: Dashboard, Income & Expenses, Monthly Plan, and 12-Month Overview. Auto-calculating formulas: just type your numbers - totals, savings rate, and category breakdowns update instantly. Pre-filled category lists (housing, food, transport, subscriptions, debt, savings goals) - edit or add your own. Visual progress bars and a clean monthly vs actual comparison make overspending obvious at a glance. Works in Microsoft Excel 2016+ and Google Sheets (File - Import). No macros, no plugins. WHO IT IS FOR: anyone starting to budget, freelancers with irregular income, and households that want one shared spreadsheet instead of ten apps. HOW TO USE: 1. Download the file after purchase. 2. Enter your income and expenses for the current month. 3. Follow the Dashboard recommendations to adjust. 4. Watch the 12-Month Overview build your savings trend. Instant delivery. Lifetime updates included. If the template does not work for you, write to store support - we reply within 24 hours.

What you get

1 file · 13.37 KB

  • 01-budget-planner_en.xlsxXLSX · 13.37 KB
Secure CheckoutInstant DownloadMoney-back Guarantee
PublishedSep 14, 2026
File size13.37 KB
File formatXLSX
Versionv1.0

Tags

budget plannerexcel templatepersonal financegoogle sheetsspreadsheetmoney trackersavings plannerhousehold budgetfinancial plannerbudgeting
S
SheetVault Tools

Frequently asked questions

Do I get access instantly?

Yes. This is a digital product — you can download it right after checkout, straight from your library.

Can I use it for commercial projects?

Licence terms are set by the seller. Check the product description before you buy — it states any limits on personal, commercial or client use.

What's your refund policy?

You're covered by a 30-day money-back guarantee. If something isn't right, request a refund from your order and the Getly team reviews it.

What file formats and sizes will I get?

You'll download 1 file — XLSX — 13.37 KB in total.

Do I get free updates?

Yes — when the seller ships a new version, you can re-download the latest files from your library at no extra cost. Check the changelog for recent updates.

Price

$7.99