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Expense & Income Planner

Use this free template with Google Sheets and Microsoft Excel

4.25 (1 reviews)
Last updated Updated April 18, 2026
Created by Natalia Prokhorenko
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Template Specification

Format Google Sheets, Excel
Created November 11, 2025
Last Updated April 18, 2026
Community Added to collections by 12 Users
Usage Stats 2 downloads this month

About this template

Our Expense & Income Planner will help you prepare for any financial situation. The key feature of this template is the ability to create up to six different budget scenarios, from reducing work hours to receiving full income from all sources. What's more, this financial planner template is available for free right now.

Modern Personal Finance Planner

This template offers much more than just preparing for various payment scenarios. It makes it easy to plan not only your income but also your expenses. All costs are divided into eight separate categories, each containing up to six items. For example, you can immediately enter expenses for housing, utilities, groceries, transportation, and discretionary spending, specifying exactly how the funds will be used.

More convenient features of this Excel and Google Sheets planner:

  • Spending and income totals for each scenario are automatically calculated using built-in formulas.
  • The design is minimalist with distinct columns and blue dividers.
  • You can work with the spreadsheet on any device without any restrictions.

Start using this option for free now, or choose from our wide selection of free planner templates today.

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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 Microsoft 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

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