Monthly Budget Planner Spreadsheet (Any Currency): Excel Spreadsheet Template (Example and Blank Files)

General information and planning tool only. Not financial advice, tax advice or accounting advice: it does not consider your situation. Check with the ATO or another official source, or a registered tax agent or licensed adviser, before you act.

Plan your monthly budget and track real spending month by month with income, expense and savings summaries and a chart.

What You Get

• Plan versus actual for 12 months
• Income, expense, left-over and savings-rate rows with a chart
• Works with any currency symbol
• Example file and blank file (Excel)
• Formulas work in Microsoft Excel. You can also upload the file to Google Sheets (File > Import); please test it with your own data first

How It Works

Open the Start Here sheet, fill the yellow cells and read the summary. The example file shows how it looks with sample figures.

Please Note

Created by LifePlanLabs with AI assistance, then checked: calculations and answer keys are generated and verified by code, and every page was reviewed before sale. A parent, teacher or adviser should still read through it. Digital download only, no physical item. For personal or own-classroom/own-business use; please do not resell or share the file. Australian English.