Step 5: Make a summary of your monthly balance. Feel free to edit as you wish and save it for personal use. If you’re done playing with numbers in our calculator above and want to make things serious, start a budget with the 50-20-30 rule in the excel template below. Step 4: Create your monthly Income section. 50/30/20 Budget excel spreadsheet template. Step 3: Make a summary section of your expenses. Step 1: Create a new Excel workbook with a descriptive name. Ability to budget for multiple large purchases. How To Create A Monthly Budget Spreadsheet. Ability to enter custom irregular payments. Features: Budgeting page where you can enter income and regular expenses. xlsx version of the template, mostly explaining how to enter different types of transactions (transfers, credit card payments, savings allocations, etc.). Following this recent thread on UKPF I have taken one of the spreadsheets that was shared by u/Strap and edited it to make it even more UKPF friendly. This template is great for when you are first learning to budget and track your money, but it's easier to do more detailed analysis if your transaction data is in one register, like in the original Money Management template. Find online tools and downloads to help you track and manage your money with Excel, Google Sheets, NerdWallet and more. The main disadvantage of this approach is that your transaction data is split across multiple worksheets, making it more difficult to create yearly reports. Try our free budget template (Excel file or PDF ). Budgets should use monthly figures because most important bills are monthly. A budget can help you: See where your money is going. The budget sections are split into the following 12 categories: Your monthly housing budget. A budget is a list of all the money you have coming in and going out in a month. You can make a copy of the budget worksheet for each budget period. This simple budget planner opens as a spreadsheet that requires access to Microsoft Excel to work. Although it lacks some features of the original template, I designed it to be easier to use (requiring very little Excel experience). Like my original Money Management template, you can customize budget categories and track multiple accounts, but this version includes everything in a single worksheet and uses fewer budget categories.
This template works for a weekly, biweekly, or monthly budget.