Spreadsheets · Bestseller
Monthly Budget Planner
Most budgets fall apart because keeping them alive is a chore. This one does the adding-up for you: log what you spend on one sheet, and the dashboard, category breakdown and year-long trend all update themselves. Pick a month to see it in focus, or read the whole year at a glance.
$12one-time · yours forever
Instant delivery
Google Sheets & Excel
Yours to keep & edit
What's inside
Built to do the work for you.
Live dashboard
Income, spend, and what's left — recalculated the moment you type.
Category charts
A donut of where it goes and a bar chart of the month's totals.
Auto-totals
Every category and the grand total sum themselves. No formulas to touch.
12-month view
Each month on its own tab, rolled up into a year-at-a-glance trend.
A closer look
See it before you buy.
What's inside, tab by tab
5 tabs, each doing one job well.
Start Here
A one-page guide: what's inside, a five-step quick start, and how to make it your own.
Dashboard
Pick a month from the dropdown and every number follows: income, expenses and what's left as big cards, a category table with traffic-light flags, and a spend-by-category pie.
Transactions
One place to log everything, income and expenses, with category dropdowns so the rest of the workbook stays tidy. Comes with a full year of sample rows to learn from.
Annual
A 12-month roll-up of income, expenses, net and savings rate, with trend charts and mini sparklines so the year's shape is obvious.
Settings
Rename or add your spending categories once here and every dropdown, table and chart across the workbook updates automatically.
Who it's for
Anyone who wants to know where the money actually goes without babysitting a spreadsheet.
- Households getting a monthly budget under control for the first time
- Freelancers with income that changes month to month
- Anyone saving toward a goal who wants to see the trend, not just this month
In the box
What you get
- Dashboard + 12 monthly tabs
- Donut + bar category charts
- Sample data you can wipe in one click
- Print-ready layout
- Works in Google Sheets & Excel
Tips & good to know
Get the most out of it.
- Change your categories on the Settings sheet, not on the Dashboard, so every chart and dropdown stays in sync.
- The month selector on the Dashboard drives the whole page, leave the formulas alone and just pick a month.
- Clear the sample rows on the Transactions sheet in one selection, then start logging your own.
- Formulas are locked so you can't break them by accident, use Review then Unprotect Sheet (no password) if you ever want to tinker.
Specs
The details.
- Sheets
- 5 tabs (Start Here, Dashboard, Transactions, Annual, Settings)
- Charts
- 3 native charts (spend pie, income-vs-expense bar, net trend line)
- Formulas
- 290+ live formulas (SUMIFS, RANK, NPER, TEXT and more)
- Works in
- Google Sheets, Microsoft Excel and Numbers (.xlsx)
- Sample data
- A full year of example transactions, wipes in one step
- Delivery
- Instant, a private copy dropped into your Google Drive
- License
- Personal and business use, yours forever
Questions
Good to know before you buy.
Does this work in Microsoft Excel as well as Google Sheets?
Yes. It's built as an .xlsx and works in Excel and Numbers. To use it in Google Sheets, open your copy in Drive, then File then Make a copy for a fully editable version.
Do the charts and totals update on their own?
Yes. Everything is driven by live formulas, log a transaction and the dashboard cards, category table, pie chart and annual trends all recalculate immediately.
Can I add my own spending categories?
Absolutely. Add or rename categories once on the Settings sheet and every dropdown and chart in the workbook picks them up automatically.
Is this a subscription?
No. It's a one-time purchase and the copy is yours to keep and edit forever.
Will it mess up my existing budget?
No, you get your own private copy. Nothing you do touches the original, and there's sample data included so it makes sense the moment you open it.
Start to finish in a minute
How it works
1
Buy it
Check out securely through Paddle — cards, taxes, and receipts handled.
2
Copy to your Drive
One click drops your own private copy of “Monthly Budget Planner” into Google Sheets.
3
Make it yours
Wipe the sample data, add your own, and you're off. It never expires.