Free Budget Planner in Excel Format

Budget Planner

Use our budget planner in Excel to work out what you are spending your money on and compare this with your income.

Instructions

You may move from worksheet to worksheet by clicking on the dark blue buttons

located at the top of each worksheet or the blue tabs at the bottom of this workbook.

Enter data in only the white cells with gray borders:

Use the drop down boxes to chart different time periods (Current Month, Prior Month, Yearly, Jan, Feb, etc.)

Create a quick and easy budget by filling out the white cells on the “Quick Budget” sheet. Enter the “Frequency” by using the drop down menu

provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures on the “Comparison” sheet.

Make sure “Use this budget for comparison purposes” is selected. (If this box is not selected, the “Budget By Month” figures will be used for

comparison purposes instead.)

Use the “Budget By Month” sheet to create a budget with greater detail. Select your first budget month by using the drop down box in

the “Income” section. To unhide future months, click the grey button at the top of the sheet labeled “Click here then Ctrl+Shift+0”.

Make sure “Use this budget for comparison purposes” is selected if you are building ‘a budget by month. (If this box is not selected,

the “Quick Budget” sheet figures will be used for comparison purposes instead.)

Use this sheet to track your actual income and spending. Select your first tracking month by using the drop down box in the “Income” section.

These figures will be compared to your budgeted figures on the “Comparison” page.

Use this sheet to monitor how well you are sticking to your budget. Compare different time periods by using the drop down box above the

“Income” section

We’ve provided this sheet for those interested in tracking their spending on a daily basis. This simple record goes a long way in helping

you stick to your budget.