• May include: A digital monthly budget spreadsheet template for Excel and Google Sheets. The interface features dark purple text on a light background, including labels for Excel + Google Sheets, Bank CSV import, 50/30/20 built in, and instant download.
  • May include: A digital monthly budget dashboard template titled HerRichBudget. The layout features a summary section titled Your month at a glance, followed by a detailed table tracking income, expenses, and savings categories with columns for planned and actual amounts.
  • May include: A digital budget tracker interface titled HerRichBudget with the text Every transaction, sorted. The display features a table labeled Transactions with columns for date, description, category, amount, month, and bucket.
  • May include: A digital budget spreadsheet titled HerRichBudget with the text Your income and 40 categories. The interface displays sections for net monthly take-home pay, budget split, spending categories, and a planned split check table.
  • May include: A digital savings tracker spreadsheet titled HerRichBudget with the text Savings goals that move. The table includes columns for goal, target amount, saved so far, progress, target date, months to go, and save each month.
  • May include: A digital budget spreadsheet template titled HerRichBudget Year View 12 months, one chart. It features a Year at a Glance table for income, needs, wants, future you, and savings, alongside a Spending by month bar chart graph.
  • May include: A digital monthly budget spreadsheet template for Excel and Google Sheets. The interface features dark purple text on a light background, including labels for Excel + Google Sheets, Bank CSV import, 50/30/20 built in, and instant download.
  • May include: A digital monthly budget dashboard template titled HerRichBudget. The layout features a summary section titled Your month at a glance, followed by a detailed table tracking income, expenses, and savings categories with columns for planned and actual amounts.
  • May include: A digital budget tracker interface titled HerRichBudget with the text Every transaction, sorted. The display features a table labeled Transactions with columns for date, description, category, amount, month, and bucket.
  • May include: A digital budget spreadsheet titled HerRichBudget with the text Your income and 40 categories. The interface displays sections for net monthly take-home pay, budget split, spending categories, and a planned split check table.
  • May include: A digital savings tracker spreadsheet titled HerRichBudget with the text Savings goals that move. The table includes columns for goal, target amount, saved so far, progress, target date, months to go, and save each month.
  • May include: A digital budget spreadsheet template titled HerRichBudget Year View 12 months, one chart. It features a Year at a Glance table for income, needs, wants, future you, and savings, alongside a Spending by month bar chart graph.
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Monthly Budget Planner, 50/30/20 Method, Excel Google Sheets (Digital Download)

Item highlights

  • Digital download
  • Digital file type(s): 1 File

Seller's description

Know exactly where every dollar goes. The HerRichBudget Monthly Budget Planner is a done-for-you spreadsheet that plans your month, tracks your spending and shows your progress at a glance, in Excel or Google Sheets.

It's built around the simple 50/30/20 method (Needs, Wants and Future You), and you can change the split to suit your life.

WHAT'S INSIDE (8 TABS)
✦ Start Here: quick how-to and colour guide
✦ Setup: enter your take-home pay, choose your split and customise up to 40 spending categories
✦ Transactions: 500-row log with category dropdowns. Month and bucket fill in automatically
✦ Bank Import: paste your bank's CSV export and transactions sort themselves
✦ Category Rules: keyword rules that auto-categorise imports (fully editable)
✦ Dashboard: pick any month to see planned vs actual, your real split vs your targets, overspending flagged, plus a chart
✦ Savings Goals: track every goal and see how much to save each month to hit it on time
✦ Year at a Glance: all 12 months side by side with your savings rate and a chart

WHY YOU'LL LOVE IT
✦ Formulas are locked so you can't break anything by accident
✦ Comes with example data so you can see it working, then clear it and add yours
✦ Works with any currency
✦ Works for weekly, fortnightly or monthly pay

WHAT YOU GET
✦ 1 Excel file (.xlsx)
✦ Google Sheets: open sheets.google.com, then File > Import > Upload

PLEASE NOTE
✦ This is a digital download. No physical item will be shipped.
✦ You'll need Microsoft Excel or a free Google account.
✦ For personal use only. Please don't share or resell.
✦ General information only, not financial advice.

Pair it with the Money Blocks Workbook and the 30-Day Money Mindset Journal for the full money reset 💜

HOW THIS WAS MADE
Designed by HerRichBudget with the help of AI tools. Ruby, the presenter in our videos, is an AI avatar.

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

NowPrice:₪27.62

Original Price: ₪39.45

30% off

•

Sale ends on November 12

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 spreadsheet template for Excel and Google Sheets. The interface features dark purple text on a light background, including labels for Excel + Google Sheets, Bank CSV import, 50/30/20 built in, and instant download.

Know exactly where every dollar goes. The HerRichBudget Monthly Budget Planner is a done-for-you spreadsheet that plans your month, tracks your spending and shows your progress at a glance, in Excel or Google Sheets.

It's built around the simple 50/30/20 method (Needs, Wants and Future You), and you can change the split to suit your life.

WHAT'S INSIDE (8 TABS)
✦ Start Here: quick how-to and colour guide
✦ Setup: enter your take-home pay, choose your split and customise up to 40 spending categories
✦ Transactions: 500-row log with category dropdowns. Month and bucket fill in automatically
✦ Bank Import: paste your bank's CSV export and transactions sort themselves
✦ Category Rules: keyword rules that auto-categorise imports (fully editable)
✦ Dashboard: pick any month to see planned vs actual, your real split vs your targets, overspending flagged, plus a chart
✦ Savings Goals: track every goal and see how much to save each month to hit it on time
✦ Year at a Glance: all 12 months side by side with your savings rate and a chart

WHY YOU'LL LOVE IT
✦ Formulas are locked so you can't break anything by accident
✦ Comes with example data so you can see it working, then clear it and add yours
✦ Works with any currency
✦ Works for weekly, fortnightly or monthly pay

WHAT YOU GET
✦ 1 Excel file (.xlsx)
✦ Google Sheets: open sheets.google.com, then File > Import > Upload

PLEASE NOTE
✦ This is a digital download. No physical item will be shipped.
✦ You'll need Microsoft Excel or a free Google account.
✦ For personal use only. Please don't share or resell.
✦ General information only, not financial advice.

Pair it with the Money Blocks Workbook and the 30-Day Money Mindset Journal for the full money reset 💜

HOW THIS WAS MADE
Designed by HerRichBudget with the help of AI tools. Ruby, the presenter in our videos, is an AI avatar.

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

Meet your seller

HerRichBudgetShop
HerRichBudget
HerRichBudgetShop ·

United States

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4 sales
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Listed on Oct 12, 2026
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