Excel + Google Sheets + Printable PDF
Monthly Budget Planner
Plan the month, log what you spend, and see how it actually went, category by category. No jargon, no lectures, no math by hand.
$5.99
Features
- Planned vs. actual for income and 30 editable categories
- Spending log with category drop-downs
- Actuals add up automatically by month
- Status box flags unplanned dollars (zero-based friendly)
- Bar + pie charts by spending group
- Filled example tab + blank tab
How it works
- Type your take-home income and a planned amount for each category.
- Log purchases as you go and pick a category from the drop-down.
- Actuals add up automatically, and the Status box tells you if any dollars are still unplanned.
- Duplicate the tab for each new month. One spending log covers the whole year.
What you get
- Spreadsheet (KM-Monthly-Budget-Planner.xlsx) with an Instructions tab, a filled-in Example tab and a blank tab for you
- Printable PDF in US Letter and A4: ink-friendly pages to fill in by hand
- 1-page 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 (free Google account). No macros. |
| Printable sizes | US Letter and A4 |
| Protection | Formula cells are locked so they don't get erased by accident (no password; you can unprotect them) |
| Delivery | Digital download. No physical item is shipped. |
| License | Personal use only. Please don't resell or share the files. |
Refunds
These are instant digital downloads, so all sales are final. If a file won't open or is damaged, email service@kmfinancialgroups.com within 30 days and we'll send a replacement or refund your purchase.
Related book
Want all six? See The Money Template Bundle (All 6).
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.
More money templates
Free download
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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.