Monthly Budget Spreadsheet – Excel & Google Sheets
A simple monthly budget spreadsheet that shows income, expenses and savings rate on one dashboard.
Know where your money goes and finally hit your savings goals. One clean spreadsheet to log income and expenses, set a monthly budget per category and track your goals.
What's inside:
- Transactions log with drop-down types and categories (room for 1,500 entries)
- Monthly dashboard: income, expenses, net savings and savings rate, with a chart
- Budget vs. actual for any month, with OVER / OK alerts
- Savings goals with progress bars and "months to go"
- Any currency and year: just type your symbol in Settings. Editable categories.
Works in Excel and Google Sheets. No macros, no subscriptions, instant download. Includes English and Spanish versions. Personal use; not financial advice.