Monthly Budget Spreadsheet • Excel Sheets Finance Template • Easy Financial Planner and Expense Tracker for Beginners • 12 Monthly Tabs

Daniela

Designed by Daniela

Owner of EzPlanningStudio

What to know

Digital download

Digital file type(s)

1 File

A playful and colorful Monthly Budget Spreadsheet designed for Microsoft Excel.
Perfect for beginners, this template helps you track income, expenses, savings, and debt payments with 12 pre-set monthly tabs and automated calculations. Stay organized and take control of your finances effortlessly!

✨ Prefer an app instead of spreadsheets?
Try the new EZ Budget App here:
👉 https://www.etsy.com/au/listing/4517487038/ez-budget-app-for-adhd-track-income

🔹 ✨ TRY THE FREE DEMO! ✨ 🔹
🔗 Test it now in Google Sheets (for preview only): 👉 https://docs.google.com/spreadsheets/d/1GhAphzRSvAjeePxnX2Kp9yqu-ethfMeKSyqWXxEyO5Q/edit?usp=sharingaring
📝 This demo is view-only and shown in Google Sheets for preview purposes. Final product is delivered as an Excel (.xlsx) file.

FEATURES:
✔ Compatible with any currency – set it in one cell
✔ Fully automated – enter transactions, and everything updates instantly
✔ 12 pre-set monthly tabs – no need to duplicate anything
✔ Beginner-friendly and easy to use
✔ Step-by-step instructions included in every tab
✔ Designed exclusively for Microsoft Excel (.xlsx)

WHAT’S INCLUDED:
📂 15 Organized Tabs – 12 Monthly Budget tabs, Transactions list, Settings, and Instructions
📖 Step-by-Step Instructions – Built-in guidance plus a dedicated instructions tab
📊 Interactive Charts & Tables – Instantly visualize your finances at a glance

🔥 NEED A GOOGLE SHEETS VERSION? 🔥
Check out the Google Sheets version of this Monthly Budget Spreadsheet – same features, same layout, made specifically for Google Sheets users!
🔗 Check it out here! 👉 https://www.etsy.com/au/listing/1885960193/monthly-budget-spreadsheet-google-sheets

HOW IT WORKS:
1️⃣ Purchase & download instantly
2️⃣ Open the Excel (.xlsx) file in Microsoft Excel
3️⃣ Start tracking your finances effortlessly!

⚠️ Note: This is a digital product – no physical item will be shipped. All sales are final due to the nature of digital downloads.

TERMS AND CONDITIONS
📌 Digital product only – No refunds or exchanges
📌 Designed for Microsoft Excel (.xlsx) – Not compatible with Google Sheets or other software
📌 Ready to use – No setup required
📌 Includes only this template – No additional tools or software
📌 Sample data not included – Images are for demo purposes only
📌 No customization or support for automations/integrations
📌 By purchasing, you agree to these terms. Reach out with any questions before buying.

LEGAL AND LICENSING
📌 Personal use only – One license per user
📌 Redistribution, resale, or sharing (original or modified) is strictly prohibited
📌 Copyright © EzPlanningStudio – structure, design, and formulas are protected
📌 Unauthorized use may lead to legal action
📌 By purchasing, you agree to these terms

💬 Got questions? Need help? Just message me – happy to assist!

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What buyers say

Summarised by AI from all item reviews

4.9 (36)
Easy to use Love it Looks great
View all item reviews

Price:AU$6.69

Original Price: AU$9.55

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Reviews for this item

4.9

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.

(36 reviews)

4.9 Item quality
4.9 Delivery
4.9 Customer service
96% Buyers recommend

What buyers say

Summarised by AI from all item reviews

Easy to use Love it Looks great

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5 out of 5 stars 5

Rebecca 09 Jul, 2026

Very easy to use especially as someone who struggles with budgeting

Rebecca 09 Jul, 2026

Response from Daniela

Thank you so much for your review and support! I'm so glad you're enjoying the spreadsheet. I truly appreciate it.

5 out of 5 stars 5

Vanessa 02 Jul, 2026

Great product, love using it!

Vanessa 02 Jul, 2026

Response from Daniela

Thank you so much! I'm really happy to hear you're enjoying it. I truly appreciate you taking the time to leave a review. Enjoy!

5 out of 5 stars 5

Victoria 24 May, 2026

Exactly what I was looking for. Simple to use yet detailed information!

Victoria 24 May, 2026

Response from Daniela

Thank you so much! I’m really happy to hear it was exactly what you were looking for and that you found it both simple and detailed to use.

5 out of 5 stars 5

Ashlee 10 May, 2026

Perfect image! Just as described! Easy to use.

Ashlee 10 May, 2026

Response from Daniela

Thank you for your order and for your review, Ashlee!

Meet your seller

EzPlanningStudio
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
·
4.7k sales
·
1 year on Etsy

Usually responds in a few hours

Speedy replies Has a history of replying to messages quickly.

Rave reviews Average review rating is 4.8 or higher.

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