Budget Template (Excel)
Plan your month, enter what you actually spent, and see at a glance where you are over or under budget.
Download the template
Download budget-template.xlsx Excel workbook (.xlsx), 8 KB. Works in Microsoft Excel, LibreOffice Calc and Google Sheets.
What is inside
- Budget: Income and expense tables with planned amount, actual amount, difference and status.
Key columns and cells
- Planned and Actual: the two blue columns you fill in.
- Difference: income actual minus planned; expenses planned minus actual.
- Status: flags over-budget expenses in red.
- Money left: income minus expenses, planned and actual.
How to use it
- Replace the example amounts with your own.
- Fill in the Planned column at the start of the month.
- Update Actual as money is spent.
- Review the status flags and adjust next month's plan.
Notes and assumptions
- All figures are examples. Nothing here is financial advice.
Frequently asked questions
Can I add categories?
Use the empty rows, or insert rows and copy the formulas.
Does it carry over to next month?
Save a copy for each month.