FREE Simple Monthly Budget Spreadsheet | Excel Budget vs Actual (Lite)

Free: a simple budget you will actually keep using.

Enter your income, set a budget for each category and type what you spend. The sheet shows what's left and highlights overspending.

WHAT'S INCLUDED

• Monthly take-home income

• 15 editable categories with budget, actual, left and % used

• Red alert when a category is over budget

• Totals and income left after budget and after spending

• Any currency

BEST FOR

Beginners, couples and anyone starting a budget.

WANT MORE?

This is the free Lite version of the full Paycheck Budget Planner in our store.

FORMAT

Microsoft Excel (.xlsx), no macros, sample data included. Free instant digital download; no physical item. If it helps you, a quick review is hugely appreciated.

FAQ

What exactly do I get?

FREE Excel monthly budget: income, 15 categories, budget vs actual, overspend alerts and money left. Easy for beginners.

What do I need to use it?

Microsoft Excel on Windows or Mac (Excel 2016 or newer, or Microsoft 365). It also opens in free Google Sheets, though Excel is recommended.

How do I get it?

It is an instant digital download: right after checkout you get the file on the page and by email. No physical item is shipped.

I have a question

Use the contact link on my Payhip store page and I will help.