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Monthly 50/30/20 Personal Budget Template

Use this free template with Google Sheets and Microsoft Excel

4.25 (1 reviews)
Last updated Updated July 9, 2026
Created by Natalia Prokhorenko
Type 50/30/20, Simple
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Template Specification

Format Google Sheets, Microsoft Excel
Created January 8, 2026
Last Updated July 9, 2026
Community Added to collections by 3 Users
Usage Stats 89 downloads this month

Key Features of This Template

Suitable For Personal
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Free Template

Download Free Template

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

5 built-in budget models
Automatic allocation and smart feedback
Fully customizable categories and subcategories
Clean layout with detailed sections

Budget Tips

1
Review and adjust expenses monthly to stay on target.
2
Use the notes section for detailed tracking.
3
Customize categories to better fit your spending habits.
4
Prioritize savings categories based on your goals.

FAQ

Is this template compatible with Excel? Yes, it's available for both Excel and Google Sheets.
Is the template easy to use? Yes, it has a simple, user-friendly interface.
Can I customize expense categories? Absolutely, you can fully customize categories as needed.
Is the template free to download? Yes, it's free for personal use.
Does it include automated calculations? Yes, it features automatic calculations and smart feedback.
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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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