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Monthly Budget Planner

Complete monthly budget planner with income, expense categories and savings tracker.

Preview of the Monthly Budget Planner Excel template
CategoryPersonal Finance & Budgeting
Sub-CategoryBudgeting
FormatExcel (.xlsx)
PriceFREE
Downloads4

Budgeting works when it's simple enough to actually keep up. This free Monthly Budget Planner lets you set your income, plan spending by category, and see what's left for savings โ€” so each month you know exactly where your money is going instead of wondering where it went.

How to use it: enter your monthly income, set a budget for each expense category, and record actual spending as the month goes. The comparison shows where you're over or under, so you can adjust before the month runs away from you.

Key features

  • Plan income, expenses and savings
  • Budget by category
  • Planned vs actual spending
  • See what's left to save
  • Works in Excel and Google Sheets
๐Ÿ‘จโ€๐Ÿ’ผ About This Template

Built from real-world business experience by the ExcelGurukul team. Tested across multiple industries and roles.

Frequently asked questions

Is the budget planner free?

Yes, free download, no sign-up.

Can I set my own categories?

Yes, all categories are editable.

Does it show savings?

Yes, income minus expenses shows what's left to save.

Which currency does it use?

Any โ€” enter amounts in your own currency.

FREE

No sign-up required. Instant download.

โฌ‡ Download Free Template

Excel (.xlsx) ยท Instant download

โœ…Instant download after payment
โœ…Works with Excel 2016+
โœ…100% free โ€” no hidden charges
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