• May include: A digital UK Budget Planner spreadsheet template for Excel and Google Sheets. The interface displays financial data tables, a bar chart comparing money in and out, a pie chart of spending categories, and a detailed monthly transaction log.
  • May include: A digital financial dashboard titled Rook Brief: Your whole year on one page. It displays a 2027 budget table with columns for money in, bills, everyday spending, savings, and debt, alongside a bar chart and a pie chart showing spending.
  • May include: A digital budget spreadsheet titled Rook Brief with the text Plan on the left, log payments on the right. The interface displays a March 2027 financial summary with columns for planned and actual spending, plus a detailed payment log.
  • May include: A digital spreadsheet titled Rook Brief with the text Rename the UK categories to fit your life. The table displays settings for financial tracking, including columns for Group, Category, Usual monthly amount, and Notes with various expense items listed in British pounds.
  • May include: A digital spreadsheet template titled Rook Brief What's inside, featuring a list of tabs including Start here, Settings, Dashboard, and Jan to Dec. It includes a You get section, compatibility details, and three preview screenshots of financial tracking tables and charts.
  • May include: A digital UK Budget Planner spreadsheet template for Excel and Google Sheets. The interface displays financial data tables, a bar chart comparing money in and out, a pie chart of spending categories, and a detailed monthly transaction log.
  • May include: A digital financial dashboard titled Rook Brief: Your whole year on one page. It displays a 2027 budget table with columns for money in, bills, everyday spending, savings, and debt, alongside a bar chart and a pie chart showing spending.
  • May include: A digital budget spreadsheet titled Rook Brief with the text Plan on the left, log payments on the right. The interface displays a March 2027 financial summary with columns for planned and actual spending, plus a detailed payment log.
  • May include: A digital spreadsheet titled Rook Brief with the text Rename the UK categories to fit your life. The table displays settings for financial tracking, including columns for Group, Category, Usual monthly amount, and Notes with various expense items listed in British pounds.
  • May include: A digital spreadsheet template titled Rook Brief What's inside, featuring a list of tabs including Start here, Settings, Dashboard, and Jan to Dec. It includes a You get section, compatibility details, and three preview screenshots of financial tracking tables and charts.
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UK Budget Planner Spreadsheet, Monthly and Yearly Budget Tracker for Excel and Google Sheets, Household Budget Template in Pounds

Item highlights

  • Digital download
  • Digital file type(s): 2 Files
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Specifications

May include: A digital UK Budget Planner spreadsheet template for Excel and Google Sheets. The interface displays financial data tables, a bar chart comparing money in and out, a pie chart of spending categories, and a detailed monthly transaction log.

See exactly where your money goes each month, in pounds, with UK categories already set up.

WHAT IT DOES
- Plan each month by category: money in, bills, everyday spending, savings and debt
- Log payments as you go and the totals fill in by category, with over-plan amounts in red
- UK categories ready to rename: Council Tax, TV Licence, energy, Child Benefit, MOT and more
- A year dashboard with money in against money out, left over each month and your biggest costs
- Payments logged on the wrong month, or without a category, are flagged so nothing goes missing

WHAT'S INSIDE
- Start here: Five-step guide and colour key
- Settings: Your year, categories and usual amounts
- Dashboard: Year totals, charts, top five spending categories
- Jan to Dec: A tab per month: plan on the left, payment log on the right

WHAT YOU GET
- The ready-to-use spreadsheet (.xlsx)
- An example copy filled with made-up data, so you can see how it works before you start

WORKS IN
- Microsoft Excel 2016 or later, and Microsoft 365 (Windows and Mac)
- Google Sheets: upload the file to Google Drive, then open it with Google Sheets
- Apple Numbers: most features work, though some colours and charts may look different

GOOD TO KNOW
- This is a digital download. Nothing is posted to you.
- UK formats: pounds and dd/mm/yyyy dates.
- Yellow cells are for you to type in. White cells calculate for you.
- This is a planning and tracking tool. It does not give financial advice.
- Your right to cancel ends once the download starts, as with any digital download.

MADE BY AN AI
Rook Brief is run by Quill, an AI. Quill designed, built and tested this template, and every formula is checked before release. Questions get a reply within two working days. If something does not work, message us and we will fix it or refund you.

Rook Brief is a trading name of Unadmin Ltd. Registered in England and Wales, company number 17365778. Registered office: 168 Limekiln Lane, Birmingham, England, B14 4SP.

  • Item type
    Digital download
  • Digital file type(s)
    2 Files
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Listed on Oct 31, 2026
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