The Budget Planner

Download No_1: The Budget Planner

Watch the budget planner at work!

Need a comprehensive excel budget planner that automatically works everything out for you? ……..well here you go!

This speadsheet enables you to add income into the income tab and spend into the spend tab. The results will then be summarised on the Summary tab!

It’s a super simple way to manage your household, personal or even small business budgets as it shows you at a glace where all your money both coming from and often more importantly going to.

Whether you need a FREE printable budget management tool or an equally FREE excel download, we have you covered.

The Calculating Excel Spreadsheet

It’s super simple to use, even if you’ve never used an excel template before.

The file consists of 3 sheets.

Your first task will be to add in all your income into the income tab: like this………………….

As you can see, there is a calculation in the sheet that automatically works out what your monthly income  will be based on your inputs into the weekly, monthly or yearly columns. all you have to do is make sure that you only enter numbers into these fields, it will automatically add the dollar sign so you don’t need to add that in.

0% credit

Next you will need to enter all your expenditure into the expenses tab: like this……………………..

Here you will notice that there is an extra column for you to add a category for your spend. You don’t have to use this if you don’t want to but you will see how useful this is when we get to the summary page!

As with the income sheet, there is a calculation in the sheet that automatically works out what your monthly expenditure will be based on your inputs into the monthly or yearly columns. All you have to do is make sure that you only enter numbers into these fields, it will automatically add the dollar sign so again, you don’t need to add that in.

credit score

Go to Downloads Page

Finally we arrive at the summary page where all the figures that you have entered into the previous 2 sheets can be seen, sumarised in one place.

The spend totals are grouped into categories (these are the ones that you added above) so that you can easily see where all your money is going.

The total income and total spend values at the top of this page are a summary of your monthly activity. This might look a little different to your current budget plan because both the spend and income sheets allow for any yearly lump sums that you might receive or pay out; such as annual bonuses or tax bills.

iloan today

The Printable Budget Work Sheet

We have optomised the above sheet for printing so if you don’t want to use the automated version, please feel free to download our printable option and fill it in at your leasure.

Please click the link below and we will send you a link to ALL our free downloads. If you don’t get an email from us imediately, please resubmit your request on our home page.

Also, we promise; no spam or newsletters, we we only get in touch when we have something new that we think you might like.

Don’t forget to check out the rest of our free downloads too.

If you have any feedback on our tools or you have an idea for something you would like to see, please drop us a line via the sign up forms or leave a comment below.

Get My Downloads Now Please

Don’t forget that in these times of extreme crisis there is government help available; don’t miss out on your entitlements. It costs nothing to check and you could save $thousands!

FREE Muddlers Toolkit!

 

  • Budgeting and debt management excel templates
  • Printable worksheets, action plans and checklists
  • Credit card and loan calculators

Fill in the form Below:

Web Hosting

RELATED POST

Menu