Personal Budget Planner (Excel): Plan, Track and Save

A complete budgeting workbook for Excel, with a plain-English guide built in.

Plan your month, track what really happens, and see where you stand. No finance knowledge needed. Everything is explained inside.

What you get (11 sheets):

• Start here and Guide: a three-minute start, your own plan summarised in plain English, a first-hour setup and a 10-minute monthly routine
• Budget: income and 22 spending categories grouped as needs, wants and savings, with a 50/30/20 check
• Tracker: 12 months of actual spending against your plan
• Goals: emergency fund target and months of cover
• Dashboard: charts of your year so far
• Bills: turn yearly bills into a monthly amount to set aside
• Glossary, FAQ and Notes

Easy to use: type over the yellow example cells. Everything else calculates by itself. Works with any currency.

Requirements: built for Microsoft Excel (Windows and Mac). It uses standard functions and has not been tested in other programs. Your data stays on your computer.

One licence is for one person’s personal use. This is education and a planning tool, not financial advice. See the refund policy before buying.

Questions? support@plainledgers.com