Skip to main content
Getly
-56% OFF

Excel Templates

Simple Monthly Budget — Lightweight Excel Planner (Free-style Lite)

A one-page monthly budget: income in, expenses out, savings left. The simplest possible Excel budget for beginners.

$3.99$8.99

Product Description

Budgeting should start simple. This one-page Monthly Budget sheet is the lightweight version of our full planner - no dashboards, no 12-month views, just the essentials done cleanly. WHAT YOU GET: a single sheet with three blocks: income (all sources, auto-summed), expenses (fixed and variable, grouped by category, auto-summed), and the result - money left, savings rate and a simple red/green indicator when you overspend. Type your numbers once a month, copy the sheet for the next month. That is the entire workflow. Perfect as a first budget for students, as a quick household check, or for anyone who found full budgeting apps overwhelming. Works in Microsoft Excel 2016+ and Google Sheets (File - Import). No macros, no plugins, nothing to learn. HOW TO USE: 1. Download after purchase. 2. List your income sources. 3. Enter expenses as they come or from your bank statement once a month. 4. Look at the bottom line. Instant delivery, lifetime updates included. Store support replies within 24 hours.

What you get

1 file · 8.05 KB

  • budget-planner-lite_en.xlsxXLSX · 8.05 KB
Secure CheckoutInstant DownloadMoney-back Guarantee
PublishedSep 14, 2026
File size8.05 KB
File formatXLSX
Versionv1.0

Tags

simple budgetmonthly budgetbeginner budgetexcel templateone page budgetgoogle sheetsmoney managementhousehold budgetsavings rateminimal
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 — 8.05 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

$3.99