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Monthly Budget Planner preview
Excel + Google Sheets

Monthly Budget Planner

Budget vs. actual for every category, every month, with an automatic annual summary.

$9
Buy now · $9

Instant digital download. Nothing is shipped. Sample data is included so you can see how it works.

  • Set a monthly budget for up to 26 income and expense categories
  • Log transactions with dropdowns. Totals update on their own
  • Dashboard: income, expenses, savings rate and an over-budget warning
  • Annual summary with 12 months side by side and a chart
  • Works in Excel, Google Sheets, LibreOffice and Numbers

Guide: The 50/30/20 Budget Rule: How to Set Up a Monthly Budget That Works

Guide: How to Make a Budget in Google Sheets (Step by Step, With Formulas)

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