Monthly Budget Planner Spreadsheet (.xlsx) with Annual Summary and Savings Goals

Description

Type in your income and plan, log what you spend, and the workbook does the rest: planned vs actual for any month, an annual summary and a chart that shows where you went over.

What’s included

• Blank workbook plus a filled-in example so you can see how it works
• Setup sheet: income sources and 20 editable expense categories
• Transactions sheet with category dropdown (room for 1,500 rows)
• Monthly Budget: choose a month and year, see planned vs actual, what is left, savings rate and a chart, with over-budget cells highlighted
• Annual Summary of all 12 months, Savings Goals with monthly amount needed, and a Bills calendar

File details

• Two .xlsx files
• Standard formulas only, no macros
• Works in spreadsheet apps that open .xlsx files, on computer, tablet or phone

How it works

• Download the blank workbook
• Fill in Setup, then log transactions
• Open Monthly Budget and choose the month

Good to know

• This is a planning tool, not financial advice. Change the currency symbol by editing the cell number format.
• This is a digital download. Nothing is shipped.
• Your download link appears on the order confirmation page and in your order email as soon as payment clears.
• Personal use license: print and use it for yourself and your household. Please don’t resell, share or redistribute the files.
• Because this is a digital product we can’t accept returns. If a file won’t open or something is wrong, contact us and we’ll make it right.

Before you buy

Questions about this download, answered

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What is included in the Monthly Budget Planner Spreadsheet (.xlsx) with Annual Summary and Savings Goals? 

You get: Blank workbook plus a filled-in example so you can see how it works; Setup sheet: income sources and 20 editable expense categories; Transactions sheet with category dropdown (room for 1,500 rows); Monthly Budget: choose a month and year, see planned vs actual, what is left, savings rate and a chart, with over-budget cells highlighted; and Annual Summary of all 12 months, Savings Goals with monthly amount needed, and a Bills calendar.

What files and formats do I receive? 

Two .xlsx files; Standard formulas only, no macros; and Works in spreadsheet apps that open .xlsx files, on computer, tablet or phone.

How do I use it? 

1. Download the blank workbook. 2. Fill in Setup, then log transactions. 3. Open Monthly Budget and choose the month.

How do I get my files after I buy? 

This is a digital download. Nothing is shipped. Your download link appears on the order confirmation page and in your order email as soon as payment clears.

Can I share or resell it? 

Personal use license: print and use it for yourself and your household. Please don’t resell, share or redistribute the files.

Can I return it? 

Because this is a digital product we can’t accept returns. If a file won’t open or something is wrong, contact us and we’ll make it right.

Is there anything else I should know? 

This is a planning tool, not financial advice. Change the currency symbol by editing the cell number format.

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