Budget calculator excel spreadsheet income expenses template tracking finance spending family actual vs budget monthly google docs budgeting


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  • Digital download
  • Digital file type(s): 1 PDF, 1 other file

This spreadsheet is designed to help you determine how much money you need to set aside weekly, fortnightly, monthly, quarterly and annually to pay your expenses, debts and put away some savings.

Since expenses are paid at different frequencies e.g. my power bill is quarterly but I grocery shop weekly and pay insurances annually, this spreadsheet will calculate all the payment frequencies for all expenses. So it doesn't matter if expenses are due at different frequencies, you can see how much money you need to set aside weekly, fortnightly, quarterly and annually to pay for them.

Everything is on the ONE spreadsheet so you can see everything all at once without flicking between tabs.

There are two income sections so you can use these spreadsheets for just your own budgeting, or budgeting with a partner as well.

Quick video tutorial / walkthough of how to use this spreadsheets is on my YouTube channel: https://www.youtube.com/watch?v=QWGWsBInxb4&t=60s
- Instant download - start using it straight away!
- Excel file format (can also be used in Google Sheets)
- Can be used for yourself or you're family's budgeting
- Purchase once and these can be re-used again and again each year

These spreadsheets are a perfect, simple and easy to use tool for non-financial people :)

I've designed this spreadsheet as a prelude to my budgeting spreadsheets: https://etsy.me/3gIAYRA
- Simple, clean, non-gender specific design
- Formulas automatically calculate - all you need to do is type your numbers into the light blue shaded cells
- Tips and examples are in the spreadsheets to help guide you/recommended use (hover your mouse over cells that have a red triangle in the corner)
- You can type over the pre-filled categories & add extra lines to customise the spreadsheets to suit your budgeting needs
- Currency can be changed from $ to pounds, Yen or any other currency you like

The file will be available for instant download after payment has cleared - please check your Etsy registered email address for the link to the download page.

Personal budgeting: https://etsy.me/3gIAYRA
Family budgeting spreadsheets: https://etsy.me/325GpDc
Business budgeting: https://etsy.me/31YuV7x
- Budget binder EDITABLE http://etsy.me/1NbYBhS
- Get it all printable planners: http://etsy.me/2cJWKVi
- Tax planner (EDITABLE) http://etsy.me/1OoEykU
- Direct Sales Planner (EDITABLE) http://etsy.me/1RacUE8

I am unfortunately unable to provide after sales advice/troubleshooting on how to use Microsoft Excel or Google Sheets. Basic excel skills are required. If you convo me requesting assistance I unfortunately will not be able to answer due to time constraints. There are no refunds under any circumstances, including if you do not have basic excel skills.

I accept no responsibility for errors that may be made in this spreadsheet. You are responsible for ensuring values are correct. I recommend that you carefully check you have entered the correct vales and have not over-ridden formulas prior to using the information for taxes and financial reporting, and consultant an accountant if required.

These templates are strictly for your personal use only. They are © All About Planners – you may not modify, reproduce or alter the templates, share with others or sell in original and/or modified format. I will not hesitate to proceed with legal action for violation of these terms of use.

By purchasing you accept and agree to the above terms of use.

>>>> Software requirements

- These spreadsheets were made in Excel 2016
- They should also work with earlier and later versions of Excel although I cannot guarantee this
- They should also work with earlier version of Excel although I cannot guarantee this
- They will work in numbers on a MAC
- They will work in Google Sheet which is free online: https://www.google.com/sheets/about/

I am not responsible if you are using a different software program and the files do not work. There are no refunds if these files will not work with your PC/laptop, or if you do not have basic excel skills and have problems formatting and/or using the spreadsheets.

The spreadsheets are intending for using on your computer or laptop (digital files to be used digitally).

Most instant download items (and all sets) come in zipped folders. Please ensure your computer can open zipped folders.

The watermarks will NOT appear on your copy.

Colours may vary depending on your monitor and printer.

There are no refunds on digital items.
Please note that this is a digital product and no physical product will be sent.

Files will be available for INSTANT DOWNLOAD after payment has cleared - please check your Etsy registered email address for an automatic email containing the link to the download page. If you have changed email addresses or cannot locate the email which may go to your spam/junk folder, instructions for accessing the download page are included in the 'notes from seller' on your order receipt.
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Owner of AllAboutPlannersShop

Message Rachael

This seller usually responds within 24 hours.

2,516 shop reviews

4.5 out of 5 stars
5 out of 5 stars

Seller creates awesome spreadsheets. This one outdoes any Microsoft templates.

Kurtiss Winscot 10 Aug, 2020

5 out of 5 stars

Rachael you are brilliant (once again.) This budget calculator will save me oodles of time while keeping me from pulling my hair out. Much thanks!

Dvorah Lansky 14 Jul, 2020

5 out of 5 stars

While you could knock it up yourself, why would you when you can download it and get to work in a nanosecond?

Laura Fragiacomo Hamilton 26 Jan, 2022

5 out of 5 stars

Not what I thought. I thought I would save myself some time to purchase an excel file that would highlight recipes in which all the ingredients were available in inventory instead of write my own formulas. This is not that. I ended up having to write the formulas anyway. I was still able to use these pretty spreadsheets with added formulas that highlight recipes with all ingredients available.

J V 24 Nov, 2022

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