Free gift · Excel + Google Sheets + Printable PDF
Monthly Budget Planner (Lite)
A free one-page monthly budget: plan your month, fill in what actually happened, and see what's left, in Excel, Google Sheets, or on paper.
Free download
Get the free Monthly Budget Planner (Lite)
A one-page monthly budget for Excel, Google Sheets or paper. Join the K&M Financial Newsletter and we'll email you the free Monthly Budget Planner (Lite), plus occasional notes when a new book or template is out. No spam. You're subscribed as soon as you sign up, and you can unsubscribe anytime (every email has an unsubscribe link). Educational, not financial advice.
What it does
- One-page monthly budget
- 12 editable categories
- Planned vs. actual
- Status box + chart
What you get
- Spreadsheet (.xlsx) with Instructions, Example and My Budget tabs
- Printable PDF in US Letter and A4 (1 page each)
- How-to PDF with your Google Sheets copy link
Details
| Formats | Excel (.xlsx), Google Sheets and printable PDF |
|---|---|
| Works with | Microsoft Excel (desktop) and Google Sheets. No macros. |
| Printable sizes | US Letter and A4 |
| Delivery | By email when you join the newsletter (sign-up not open yet) |
| License | Free gift, not for resale |
The full Monthly Budget Planner adds a spending log that totals actuals automatically, 30 categories (vs. 12), a second chart, and a 3-page printable. See the Monthly Budget Planner. It's also a good companion to The Monthly Money Map.
Educational tool, not financial, tax, or investment advice. The templates do the arithmetic you set up; the numbers, and the decisions, are yours. Informational only. Not personalized financial, legal, investment, or tax advice.