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Monthly Budget Template Spreadsheet - Personal Finances

Use this free template with Google Sheets and Microsoft Excel

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Description:

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
  • Easily change the text, images, and more
  • Created: August 19, 2025
  • Author: Natalia Prokhorenko
  • DPI: 300. Ready to Print at Office/Home
  • Size: 297 x 210 mm
  • Free Standard Google fonts
  • Compatible: Google Sheets and Microsoft Excel
  • Color: White
  • Style: Professional
  • Downloads: 9570
  • Added to collections: 60
  • Attribute: Monthly