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Simple Budget Tracker Template

Use this free template with Google Sheets and Microsoft Excel

4.25 (1 reviews)
•
Last updated Updated June 20, 2026
•
Created by Natalia Prokhorenko
•
Type Monthly
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Preview of Simple Budget Tracker Template for Google Sheets and Microsoft Excel

Template Specification

Format Google Sheets, Microsoft Excel
Created April 26, 2026
Last Updated June 20, 2026
Community Added to collections by 4 Users
Usage Stats 53 downloads this month

Key Features of This Template

Period Monthly Tracker Templates
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

Overview page with detailed summaries
Interactive charts: pie and bar graphs
Customizable income and expense categories
Automated savings and debts calculations

Tracker Tips

1
Update your budget weekly for accurate tracking
2
Customize currency settings before entering your data
3
Use color coding for different types of expenses
4
Regularly review differences between planned and actual values

FAQ

Is this template compatible with Excel? Yes, it works with both Google Sheets and Excel.
Is the template user-friendly? Absolutely, it's designed for easy navigation and use.
Can I customize categories? Yes, you can tailor categories to suit your needs.
Is this template free to use? Yes, you can download and use it for free.
Does it include automated expense calculations? Yes, it includes built-in formulas for precise calculations.
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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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