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UK Monthly Budget Planner | Take-Home Pay, Council Tax, Pension (Google Sheets)

James

Designed by James

UkMoneySheets ·

United Kingdom

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Highlights

  • Designed by UkMoneySheets
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF

A monthly budget built around UK take-home pay. Plan housing, council tax, bills, transport and everyday spending in UK categories, log what you actually spend, and see what’s left to save each month, with savings goals and a simple pension estimate.

Plan your monthly take-home pay, track bills and spending, and see what is left for your savings goals. This Google Sheets budget planner uses UK spending categories and includes a pension estimator. Most budget templates assume dollars, 401(k)s and categories that do not travel. This Google Sheet is built for British take-home pay: council tax, TV licence, energy, Plan 2 student loans, auto-enrolment pensions, and savings goals that are actually a LISA or an emergency fund.

★ WHAT'S INSIDE (7 TABS)
✔ Monthly budget UK categories (council tax, TV licence, energy, rent or mortgage…)
✔ Expense log — every purchase, auto-categorised breakdown
✔ Savings and goals — emergency fund, holiday, house deposit, with progress
✔ Pension and retirement estimator — project the pot and retirement income
✔ Annual overview — twelve months on one view
✔ Dashboard — surplus, savings rate, charts, all auto-updating
✔ Instructions set up in about 10 minutes

WHY THIS ONE
✔ Yellow cells = your inputs. Everything else calculates itself
✔ Tax facts for a UK salary earner (Personal Allowance, NI, Student Loan Plan 2)
✔ Buy once — no subscription
✔ Google Sheets, so it works on the phone you already have

★ WHAT YOU RECEIVE
✔ Instant digital download
A PDF with your private Google Sheets link — File → Make a copy to your own Drive
✔ Instructions tab
✔ Works in any browser with a free Google account

See also the Net Worth Dashboard and the Complete UK Money Toolkit.

⚠ Digital download — nothing is posted. For estimation and planning only, not financial advice. No refunds once the file has been downloaded.

Free tip: we published a short UK guide that pairs with this monthly budget sheet — https://ukmoneysheets-site.vercel.app/guides/uk-monthly-budget-google-sheets/

Planning where cash savings sit before the April 2027 Cash ISA allowance change? Free guide: Cash ISA under-65 planner → https://ukmoneysheets-site.vercel.app/guides/cash-isa-12k-under-65-planner/

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Listed on Jun 20, 2026
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