Report this item to Etsy

Household Budget Excel Sheet (German) | Monthly Budget Planner with Dashboard, Savings Goals and Annual Overview

Item highlights

  • Digital download
  • Digital file type(s): 1 PDF, 2 other files

Seller's description

Translated by Google
Sorry, we could not translate this listing to English.

The monthly planner is a household budget app for Excel in German. You enter your income, budget, and actual expenses, and the file calculates the rest: the difference between your income and budget, your savings rate, and your progress toward your savings goals.

I built it for myself because, despite having a steady income, I didn't know for a long time where my money went each month.

Contents are distributed across five spreadsheets:

🏠 Dashboard: Monthly income, expenses, savings amount and savings rate at a glance, plus charts for budget vs. actual and for the distribution of your expenses.
📋 Monthly plan: Here you enter your budget and actual figures, separated into fixed and variable costs. You can immediately see the difference and its share of your income.
🏷️ Categories: You adapt the categories to your everyday life. You also define at what threshold a traffic light turns yellow or red.
📅 Annual overview: At the end of each month, you transfer the totals to the corresponding month's row. Over the course of the year, this shows you which months are outliers and how your savings rate is developing.
🎯 Savings goals: Three goals side by side, for example emergency fund, vacation and equity, each with target amount, monthly contribution and progress.

Here's what you'll get:
• an empty file to start with
• a completed sample file that shows you how everything works together
• a quick guide as a PDF

Technical details:
• Format Excel (.xlsx), created and tested with Microsoft Excel in German
• Buy once, no subscription
• Download directly after purchase via Etsy

Note: This template will help you organize your own numbers. It is not investment or tax advice.

Right of withdrawal: As this involves digital content that is available for download immediately after purchase, the right of withdrawal expires in accordance with § 356 para. 5 of the German Civil Code (BGB) upon commencement of contract fulfillment. By purchasing, you expressly agree to this.

Provider: Mitchell Sebastian Hartz, Pflugfelder Straße 66, 70806 Kornwestheim, Germany. Email: unfired0 [!at] gmail.com

Legal notice: https://www.notion.so/Impressum-3530017763b2811f9c67dea969432a12
Data protection: see data protection policy in the shop guidelines

View more
Etsy's Purchase Protection

If something goes wrong with an order, we've got your back for all eligible purchases. View program terms

Price:$8.81

Loading

You can only make an offer when buying a single item

Delivery

Instant download

Your files will be available to download once payment is confirmed. Here's how.

Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Seller's description

Specifications

May include: A digital monthly budget planner template for Microsoft Excel displayed on a laptop screen. The interface features financial summaries, bar charts, a donut chart, and savings progress bars with text in German on a dark green background.
Translated by Google
Sorry, we could not translate this listing to English.

The monthly planner is a household budget app for Excel in German. You enter your income, budget, and actual expenses, and the file calculates the rest: the difference between your income and budget, your savings rate, and your progress toward your savings goals.

I built it for myself because, despite having a steady income, I didn't know for a long time where my money went each month.

Contents are distributed across five spreadsheets:

🏠 Dashboard: Monthly income, expenses, savings amount and savings rate at a glance, plus charts for budget vs. actual and for the distribution of your expenses.
📋 Monthly plan: Here you enter your budget and actual figures, separated into fixed and variable costs. You can immediately see the difference and its share of your income.
🏷️ Categories: You adapt the categories to your everyday life. You also define at what threshold a traffic light turns yellow or red.
📅 Annual overview: At the end of each month, you transfer the totals to the corresponding month's row. Over the course of the year, this shows you which months are outliers and how your savings rate is developing.
🎯 Savings goals: Three goals side by side, for example emergency fund, vacation and equity, each with target amount, monthly contribution and progress.

Here's what you'll get:
• an empty file to start with
• a completed sample file that shows you how everything works together
• a quick guide as a PDF

Technical details:
• Format Excel (.xlsx), created and tested with Microsoft Excel in German
• Buy once, no subscription
• Download directly after purchase via Etsy

Note: This template will help you organize your own numbers. It is not investment or tax advice.

Right of withdrawal: As this involves digital content that is available for download immediately after purchase, the right of withdrawal expires in accordance with § 356 para. 5 of the German Civil Code (BGB) upon commencement of contract fulfillment. By purchasing, you expressly agree to this.

Provider: Mitchell Sebastian Hartz, Pflugfelder Straße 66, 70806 Kornwestheim, Germany. Email: unfired0 [!at] gmail.com

Legal notice: https://www.notion.so/Impressum-3530017763b2811f9c67dea969432a12
Data protection: see data protection policy in the shop guidelines

  • Designed by
  • Item type
    Digital download
  • Digital file type(s)
    1 PDF, 2 other files
  • Language
    Text in this download may be in another language
Shop with confidence
Etsy Purchase Protection

If something goes wrong with an order, we've got your back on all eligible purchases. View program terms

You may also like

Shoppers with similar taste loved these

Show more
Show more
Listed on Oct 8, 2026