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Free Sample: Budget, Bills & Sinking Funds Spreadsheet (1 Month)

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A free, one-month version of a calm, fill-in budget workbook. Works in Excel and Google Sheets.

What's inside

  • Budget tab: planned vs actual, with a rose flag when a category goes over plan
  • Bills tab: tick each bill off when it's paid
  • Sinking Funds tab: how much to set aside each month for costs you know are coming
  • Dashboard: what's left to assign, with charts

Google Sheets: upload the file to Google Drive, then open it with Google Sheets.

Good to know: The example numbers are made up, so replace them with yours. This is a template for organizing your own numbers. It is general information only, not financial, tax or legal advice, and it does not guarantee any result. Personal use only. Not affiliated with any bank or app.

You will get a XLSX (29KB) file