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6 Jars Budget Planner Template

Use this free template with Google Sheets and Microsoft Excel

4.25 (1 reviews)
Last updated Updated July 11, 2026
Created by Natalia Prokhorenko
Type Simple
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Template Specification

Format Google Sheets, Microsoft Excel
Created August 15, 2024
Last Updated July 11, 2026
Community Added to collections by 27 Users
Usage Stats 31 downloads this month

Key Features of This Template

Suitable For Personal

About this template

The 6 Jars Budget Planner Template is an effective personal finance management tool based on the popular "6 Jars" concept. Our personal budget template in Excel and Google Sheets is divided into six main sections, each of which represents a "jar":

  • Daily Expenses are designed for everyday needs, such as food, transportation, and household expenditures.
  • Financial Freedom is your investing in assets and savings to ensure stability in the future.
  • The Education section is for costs of training and development (courses, books, and seminars).
  • Entertainment is a budget for leisure and hobbies to maintain a work-life balance.
  • Big Purchases are your savings for large buys (new equipment, furniture, or a vacation).
  • Charity - these are funds to help others.

We also made dozens of other free budget planners, which can be adapted for your spending habits and income. Each "jar" can be assigned a percentage of expenses. Our users can adapt the planner to personal financial goals and life circumstances. The ample space under each section can be used to enter relevant categories and expenses.

You can use our template in Excel and Google Sheets formats. It also contains formulas to automatically calculate total expenses, balances, and more. TheGoodocs offers many more suitable spreadsheets available for free and with a premium subscription, check them out today!

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Choose your platform and start editing right away
PLATFORM

Google Sheets

Opens in browser

Microsoft Excel

.xlsx
PAPER SIZE
A4
Google Sheets – A4
No account required • Attribution required

WHAT’S INCLUDED

6 customizable spending categories
Automatic calculations and balance updates
Excel and Google Sheets compatibility
Detailed expense tracking sections

Budget Tips

1
Regularly update your income to keep budget accurate.
2
Set realistic goals for each spending jar.
3
Review expenditure monthly to adjust allocations.
4
Use notes to explain unusual expenses.

FAQ

Is this template compatible with Excel? Yes, it works with both Excel and Google Sheets.
Can I customize the categories? Absolutely, you can edit categories to fit your needs.
Is the template free? Yes, the template is free to download and use.
Is it easy to use? Yes, it features intuitive layouts and simple instructions.
Can I track savings as well? Yes, the Financial Freedom section is perfect for that.
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How to Use and Edit This Template

Get Your Document
1

Get Your Document

Click the "Edit Template" button to create your own editable copy in Google Sheets or download for Microsoft Excel
Customize Everything
2

Customize Everything

Easily change colors, fonts, and layouts to match your unique style or brand identity
Add Your Content
3

Add Your Content

Fill in your data, upload images, and replace the placeholder text with your own information
Print, Export, or Share
4

Print, Export, or Share

Print, export as PDF, or share instantly

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