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Annual Budget Spreadsheet And Planner
Use this free template with Google Sheets and Microsoft Excel
3.58 (22 reviews)
•
Last updated
Updated
July 9, 2026
•
Created by
Natalia Prokhorenko
•
Type
Annual
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Template Specification
Format
Google Sheets, Microsoft Excel
Created
November 11, 2025
Last Updated
July 9, 2026
Community
Added to collections by 196 Users
Usage Stats
402 downloads this month
Key Features of This Template
Budget Period
Annual Budget Templates
Suitable For
Family
About this template
Our Annual Budget Spreadsheet And Planner Template is the only tool you need to handle your budget for the entire year ahead. It consists of three sheets for different tasks and a planner for each month.
Comprehensive Budget Spreadsheet & Planner
The annual budget template has four sheets included:
- Annual Dashboard. This one features 8 bar and pie charts. You can visualize income vs total spending, the ten highest bills and expenses, the five highest debts and savings, income breakdown, and 20 highest spending per year.
- Annual Totals. This home budget template displays all sums for the year. It includes ready-made links, so you automatically get 100% accurate information regarding all types of income, bills, expenses, savings, etc.
- Bills Calendar. Fill out this sheet once and you will always have a convenient calendar with dates of payments for electricity, insurance, taxes, etc.
- Monthly Budget. This sheet consists of a budget overview, income, bills, and all the other categories, which are also displayed on the dashboard and totals sheets. There are also several diagrams showing your monthly expenses and earnings.
Choose Google Sheets and Excel budget template and use it for free with TheGoodocs!
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PLATFORM
PAPER SIZE
A4
A4
A4 Landscape
No account required • Attribution required
WHAT’S INCLUDED
Four sheets: dashboard, totals, calendar, monthly budget
Visualize with bar and pie charts
Automatic calculation using ready-made formulas
Customizable income and expense categories
Budget Tips
Review your budget summary weekly for better financial control.
Customize category labels to match your specific spending habits.
Use the calendar to keep track of bill payment dates.
Update your actual spending at least once a month.
FAQ
Is this template compatible with Excel?
Yes, it works with both Google Sheets and Excel.
How easy is it to use the template?
It's user-friendly with intuitive navigation and clear instructions.
Can I customize the categories in the template?
Yes, the categories are fully customizable to suit your needs.
Is the template free to download?
Yes, download and use it for free.
Does it provide visual expense tracking?
Yes, it includes charts for visual tracking of expenses.
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How to Use and Edit This Template
Get Your Document
Click the "Edit Template" button to create your own editable copy in Google Sheets or download for Microsoft Excel
Customize Everything
Easily change colors, fonts, and layouts to match your unique style or brand identity
Add Your Content
Fill in your data, upload images, and replace the placeholder text with your own information
Print, Export, or Share
Print, export as PDF, or share instantly
