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Monthly Household Budget Excel Template

4.54 (13 reviews)

Family Budget Template for monthly household financial planning. Easily input and track your income & expenses. Printable summary dashboard with charts.

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TEMPLATE DESCRIPTION

It is always important to have a personal budget in order to balance financial status of the family. However, sometimes tracking all household expenditures can not be possible since everyone purchases personal things at different places at different times. Besides, this is where our printable monthly household budget template would be useful which you can try the free version and see if that works for you.

Above all, these questions will guide you in order to know what’s happening in your household financial situation and take control of your spending.

Common budgeting questions are as follows:

  • Am I within my monthly budget?
  • Am I saving money or overrunning my monthly budget?
  • How much am I saving each month?
  • On which category and item, am I spending more?
  • Which category should I start saving?

Monthly Household Budget Template Sections

To clarify, this printable monthly household budget template (including free version) consists of 3 main sections:

  • Dashboard
  • Income
  • Expenses

Income

Firstly, you can input your regular and irregular incomes for each month into the table. Once you do that the template will automatically total your income for you.

Family-Budget-Worksheet-S01

Expenses

Secondly, in the Expense table of household budget template, there are lots of expenditure categories and you can input your expenses into the table. Press the (+) sign to show the rows so that you can write the expenses of each and then get the total Expenses at the end.

Family-Budget-Worksheet-S02

Dashboard

Finally, before starting the Dashboard, input your expenses and income items for each month. Then rest will be all automatically calculated and illustrated for you! Therefore, you will be able to see the following in the dashboard section:

  • Monthly income & expense tracking
  • Monthly balance situation tracking
  • Spending distribution among expense categories and itemsFamily-Budget-Worksheet-S04

Monthly Household Budget Template Features Summary:

  • Lots of Expense Types. So, you won’t miss anything.
  • Very easy to use and nice design
  • Cool dashboard with summary charts, monthly trends, and distribution
  • Separate database section for keeping records
  • Easy navigation
  • Full Print Ready Worksheet
  • No installation needed, ready-to-use
  • Works both on Mac and Windows
  • Compatible with Excel 2007 and later versions
  • Does not include any VBA code or macros

Family Budget Template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

13 reviews for Monthly Household Budget Excel Template

  1. Sarina.M

    I wished there was an online version of this template too.

    • Someka

      Greetings! We greatly appreciate your input. We have already converted some of our products into Google Sheets versions. We anticipate that we will do the same with this template in the near future.

  2. Abby Perkins

    This template is incredibly easy to use, enabling me to economize beyond my past and keep tabs on all my outlays, from monthly payments to stocking up on household supplies.

  3. Magdalena Watson

    I am not good with using Excel and laptop, how i can make change in to this template, it keeps saying i have to unlock it!

    • Someka

      Our sincere apologies for any inconvenience this may have caused. You can gain access to the sheet and personalize it with the password file that was sent to your email. To see a detailed guide on how to proceed, please visit the given link.

  4. Tanja CH.

    What is the difference between regular and irregular expenses? I can not catch the concept.

    • Someka

      Let us explain it. Regular costs, like home loan installments and vehicle advances, are fixed every month, while fluctuating costs, such as food and amusement, may change from month to month.
      Occasional bills, like motor vehicle registration fees or real estate taxes, come up time to time.

  5. Dennis Chen

    I am a house wife, I used to write every expenses of my 4 children, bills, rent, gas, and everything in a big note book. But now I can even share this template with my husband and he can also know what is our major expenses. I narrow down the children budjedt and they can just use the exact money nothing more. after 3 months we are also saving for a trip. Thanks for making this template.

  6. Marianne

    GREAT!

  7. Rian S

    I want to share this with my family member. Can you provide multi license for me?

    • Someka

      Hello Rian,

      We may surely upgrade your license from single-user to multi-user. Just email us at contact@someka.net and our team will contact you with a link to upgrade your license.

  8. Brooks H

    can ı remove your logo? besides thath everything is ok.

    • Someka

      Hello Brooks,

      You can remove the logo or replace it with your own logo for each sheet. For Free Versions, you are not allowed to remove the logo or alter any copyrighted material in the template.
      You can do it in the full version. Please check how to do that in this link.

      how-to-remove-someka-logo

      Hope this helps!

  9. Susana D

    hello useful excel.
    I have a question. How can I see the detail of expenses?

    • Someka

      Hello Susana,

      Please press the “+” button for showing the rows.
      Hope this helps.

  10. David m

    I like your family budget – however do you also have a full budget template that calculates the net worth of family?

    It will better if this template to show also on a dashboard a summary of my income, expenses, savings, stock & shares, loans, property, other investments, cash in hand etc.

    • Someka

      Hi David,
      First of all thanks a lot for your valuable thoughts and recommendations.

      We noted and will direct them to our development team when they consider updating the template in the future. On the other hand, they can evaluate your suggestions with a totally new template. Thanks again!
      We have also one more template for tracking a budget, you can also have a look at it from here: Monthly Budget Template. It might be another useful alternative for you.

      All the best,

  11. Sanjay Pawar

    Excellent

  12. zacharias

    thanks

  13. Chris

    Good, easy to read budgeting system.

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