• May include: A computer screen displaying a spreadsheet with a 12-month automated budgeting calendar. The spreadsheet includes sections for bills to pay, income, and a calendar view. The calendar is highlighted in blue and shows the month of April. The text "Excel Spreadsheet Instant Download" is displayed at the bottom of the screen.
  • May include: A computer screen displaying a 2024 April calendar spreadsheet with a YouTube logo and the text "Excel Spreadsheet Instant Download".
  • May include: A computer screen displaying an Excel spreadsheet with a title that reads "BILLS TO PAY". The spreadsheet is designed to track up to 50 bills and 20 income sources. The spreadsheet includes columns for bill description, amount, frequency, and first due date.
  • May include: A computer screen displaying a spreadsheet with a green and white colour scheme. The spreadsheet is titled "Bills to Pay" and "Income". The spreadsheet has columns for description, amount, frequency, and first due date. The frequency column has a drop-down menu with options for "Every 2 Weeks", "One-Time", "Weekly", "Every 2 Weeks", "Every 4 Weeks", "Monthly", "Every 2 Months", "Quarterly", "Every 6 Months", "Annually", and "Monthly".
  • Monthly Income & Bill Tracker | Budgeting Calendar Excel Template | 12-Month Financial Planner | Automated Budget Tool | Instant Printable image 5
  • May include: A computer screen displaying a 12-month calendar spreadsheet in Excel. The calendar is auto-populated with printable tabs for each month. The text "Excel Spreadsheet Instant Download" is at the bottom of the screen.
  • May include: A computer screen displaying an Excel spreadsheet with a calendar for the month of April 2024. The spreadsheet includes a section for tracking bills with checkboxes to mark when they are paid. The bills listed include Cell Phones, House Insurance, and Spotify. The amounts for each bill are listed as £125.62, £102.32, and £14.55, respectively.
  • May include: A computer screen displaying an Excel spreadsheet with the title "Review and Adjust (Optional)". The spreadsheet includes columns for description, bill amount, month, year, bill payment date, new override amount, and new override date. The spreadsheet is used to track income and expenses.
  • May include: A computer screen displaying a spreadsheet with a pivot table summary of finances. The spreadsheet includes columns for month, year, date, description, income/pay, and bills to pay. The pivot table shows a high-level view of income and expenses for the month of April.
  • May include: A computer screen displaying a 2024 calendar spreadsheet in Microsoft Excel. The calendar is for January and shows the days of the week, dates, and a list of expenses for each day. The spreadsheet has a drop-down menu to select different months.
  • May include: A computer screen displaying a spreadsheet with a 12-month automated budgeting calendar. The spreadsheet includes sections for bills to pay, income, and a calendar view. The calendar is highlighted in blue and shows the month of April. The text "Excel Spreadsheet Instant Download" is displayed at the bottom of the screen.
  • Product video
  • May include: A computer screen displaying a 2024 April calendar spreadsheet with a YouTube logo and the text "Excel Spreadsheet Instant Download".
  • May include: A computer screen displaying an Excel spreadsheet with a title that reads "BILLS TO PAY". The spreadsheet is designed to track up to 50 bills and 20 income sources. The spreadsheet includes columns for bill description, amount, frequency, and first due date.
  • May include: A computer screen displaying a spreadsheet with a green and white colour scheme. The spreadsheet is titled "Bills to Pay" and "Income". The spreadsheet has columns for description, amount, frequency, and first due date. The frequency column has a drop-down menu with options for "Every 2 Weeks", "One-Time", "Weekly", "Every 2 Weeks", "Every 4 Weeks", "Monthly", "Every 2 Months", "Quarterly", "Every 6 Months", "Annually", and "Monthly".
  • Monthly Income & Bill Tracker | Budgeting Calendar Excel Template | 12-Month Financial Planner | Automated Budget Tool | Instant Printable image 5
  • May include: A computer screen displaying a 12-month calendar spreadsheet in Excel. The calendar is auto-populated with printable tabs for each month. The text "Excel Spreadsheet Instant Download" is at the bottom of the screen.
  • May include: A computer screen displaying an Excel spreadsheet with a calendar for the month of April 2024. The spreadsheet includes a section for tracking bills with checkboxes to mark when they are paid. The bills listed include Cell Phones, House Insurance, and Spotify. The amounts for each bill are listed as £125.62, £102.32, and £14.55, respectively.
  • May include: A computer screen displaying an Excel spreadsheet with the title "Review and Adjust (Optional)". The spreadsheet includes columns for description, bill amount, month, year, bill payment date, new override amount, and new override date. The spreadsheet is used to track income and expenses.
  • May include: A computer screen displaying a spreadsheet with a pivot table summary of finances. The spreadsheet includes columns for month, year, date, description, income/pay, and bills to pay. The pivot table shows a high-level view of income and expenses for the month of April.
  • May include: A computer screen displaying a 2024 calendar spreadsheet in Microsoft Excel. The calendar is for January and shows the days of the week, dates, and a list of expenses for each day. The spreadsheet has a drop-down menu to select different months.
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Monthly Income & Bill Tracker | Budgeting Calendar Excel Template | 12-Month Financial Planner | Automated Budget Tool | Instant Printable

What to know

Digital download

Digital file type(s)

1 File

The StepAhead Budgeting Calendar makes it easy to plan your monthly income and bill payments. With automatic 12-month projections, customizable inputs, and bonus features like a pivot table and future date toggling, staying on top of your finances has never been simpler.

Key Features:
> Track up to 50 bills and 20 income sources with ease.
> Auto-populating 12-month calendar to plan ahead with live or printable tabs for each month.
> Choose from 9 standard bill or income frequency options (eg. Weekly, Monthly, Every 2 weeks, etc) or create your own custom frequency options.
> Checkboxes for each bill to track payments and see where you stand.
> Override feature for adjusting recurring income or bills as needed.
> Pivot table summary to get a high-level view of your finances.
> Future date toggle to easily view any month or year ahead.

Watch the full tutorial video on how to use the spreadsheet in only 3 minutes at: https://youtu.be/IcdQ7GSaEYM

Designed for Office 365 Users (Current Channel). Instant Excel File Download

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What buyers say

5.0 (4)

“Amazing file! I love the way it's built, just so easy to quickly add and adjust your upcoming bills, visualize your upcoming months, and plan ahead. Good job! So lucky I found it :)”

Marina

17 Apr, 2025

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Price:CA$11.95

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Reviews for this item

5.0

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(4 reviews)

5.0 Item quality
5.0 Delivery
5.0 Customer service
100% Buyers recommend
5 out of 5 stars 5

Marina 17 Apr, 2025

Amazing file! I love the way it's built, just so easy to quickly add and adjust your upcoming bills, visualize your upcoming months, and plan ahead. Good job! So lucky I found it :)

Marina 17 Apr, 2025

Response from Brad

I’m glad you found it too! Thanks for the review!

5 out of 5 stars 5

Sue 09 Feb, 2025

I've always wanted to create a budget, but getting started felt overwhelming. This template made the process incredibly simple and stress-free! It’s well-designed, easy to use, and truly a game-changer. Plus, Brad was amazing—so helpful and responsive whenever I needed support. I highly recommend this to anyone looking to take control of their finances!

Sue 09 Feb, 2025

Response from Brad

Thanks for the kind review Sue!

5 out of 5 stars 5

Jennifer 27 Dec, 2024

WOW! This is such an easy, user-friendly template to do household budgeting and planning. I'm not the most tech savvy person, and this template made the process easy. I especially love the calendar function! Thank you!!

Jennifer 27 Dec, 2024

5 out of 5 stars 5

Crystal 17 Dec, 2024

really usefull, very easy to use

Crystal 17 Dec, 2024

Photos from reviews

Meet your seller

StepAheadSheets
Brad
StepAheadSheets ·

Toronto, Ontario

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.8
·
206 sales
·
1.5 years on Etsy

Usually responds in a few hours

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