Family Budget Spreadsheet 2027 with Bank Import | Auto-Categorize Transactions | Excel & Google Sheets Budget Planner

Stop typing transactions. Paste your bank export and this budget sorts every line for you.

WHAT IT DOES

• Bank import: paste the CSV from Chase, Bank of America, Wells Fargo, Capital One, Barclays, Monzo, or any bank with the Custom option. Dates, US/UK formats, debit/credit columns and $, £ or € amounts are handled for you.

• Auto-categorise: 150 editable keyword rules (groceries, rent, fuel, subscriptions, utilities…). Add a word once and it is categorised every month after.

• Budget vs actual by category and month, savings goals and a dashboard that updates itself.

• Manual entries still welcome for cash spending.

WHAT YOU GET

• Blank spreadsheet

• Filled sample with a full year of transactions so you can see it working

COMPATIBILITY

Excel 2016+ (Windows & Mac), Excel Online and Google Sheets. No macros, no add-ons, nothing connects to your bank: you paste the file yourself.

Digital download: nothing physical will be shipped. Personal use only; resale not permitted.

GOOGLE SHEETS NOTE: upload to Google Drive and choose “Open with Google Sheets” (or File > Import). Uses only standard functions (SUMIFS, INDEX/MATCH, IF…), no macros. Charts and some formatting may look slightly different than in Excel.

Designed with the help of AI tools.