Monthly Budget Planner 2027 (Excel)

Know where your money goes in 2027.

Log what you spend, and the planner adds it up for you: budget vs. actual for every category, every month, with a 50/30/20 check and a dashboard. No macros.

WHAT IT DOES

• 12 months of 2027 in one file

• Transaction log with room for 1,000 lines, sorted into months with SUMIFS

• Up to 30 categories, 20 ready to go

• Income, Needs, Wants, and Savings types

• Budget vs actual for every category and every month

• Overspending highlighted in red

• 50/30/20 check with a plain-English summary

• Dashboard: pick a month for income, spent, saved, and left over, plus a year chart

• Works for any year: change it on the Settings tab

WHO IT'S FOR

Households, couples, first-time budgeters, and anyone saving for something in 2027.

GOOD TO KNOW

• Works in Microsoft Excel: Microsoft 365, Excel 2010 or later on Windows, and Excel for Mac

• Normal .xlsx file: no macros to enable

• One-off payment, instant download

Made by Lee at Sheet Leveller, whose tutorials have been watched 6.3 million times on YouTube.