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Monthly Budget Template Spreadsheet - Personal Finances

Use this free template with Google Sheets and Microsoft Excel

3.54 (7 reviews)
Last updated Updated March 28, 2026
Created by Natalia Prokhorenko
Type Monthly
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Template Specification

Format Google Sheets, Excel
Size A4 Landscape
Created August 19, 2025
Last Updated March 28, 2026
Community Added to collections by 113 Users
Usage Stats 4142 downloads this month

Key Features of This Template

Budget Period Monthly Budget Templates
Suitable For Personal
Style Professional

About this template

Our Monthly Budget Template Spreadsheet is designed to simplify personal finance management. The template contains three separate sheets: one for customizing drop-down lists, one for recording all monthly transactions, and one for getting a detailed overview of income and expenses. You can customize the personal budget template in Excel and Google Sheets.

Use This Comprehensive Monthly Budget for Free

The simple monthly budget template is an excellent choice for anyone who wants to quickly and easily manage and track their finances, as a pre-made design with built-in formulas makes it accessible even without special skills.

The template's built-in features allow you to:

  • Customize drop-down lists simply by changing the text in placeholders.
  • Track every transaction, including date, type, category, amount, and additional details.
  • Get an overview of profits and expenses based on entries in your transaction log.

Built-in formulas and charts provide access to all key budget information. Enter your monthly income or expense amount on a separate sheet, and our template will do the rest. Evaluate your income, fixed, and variable expenses, while bar and pie charts show remaining funds, planned and actual income/expenses, and expense breakdowns by category.

Choose an Excel budget template for your personal or business needs on our website.

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Free Template
Download Free Template
Choose your platform and start editing right away
Edit in Google Sheets
Download in Excel
No account required • Attribution required
Customize text, images, and colors
Print-ready for home or office
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How to Use and Edit This Template

1

Get Your Document

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

Customize Everything

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

Add Your Content

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

Print, Export, or Share

Print, export as PDF, or share instantly

Similar Monthly Budget Template Spreadsheet - Personal Finances

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