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Monthly Budget Excel Template

4.67 (3 reviews)

Easy to use Monthly Budget Excel Template with income & expense details, dashboard and summary charts. Fully printable and flexible spreadsheet.

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All of us need to make a budget every month unless your father is Warren Buffet or so. You should know where your money is going each month. Because making a budget plan will help you to have a strong financial situation. And to do so, having a pre-made Excel budget worksheet is a good idea. You can use this Monthly Budget Excel Template for personal financial planning.

Monthly Budget Template

The template is consists of 3 main sections:

  • Dashboard
  • Income
  • Expenses

Before starting Dashboard, enter your expenses and income items for a month.


Firstly, you will type in the date you take the money income, description of the item, and the actual value. Once you do that the monthly budget template will automatically Total Income for you.



Secondly, in the Expense table, there are lots of expenditure categories that you can modify according to your own special needs. Press the (+) sign to get additional rows so that you can write the sub-expenses of each and then get the Total Expenses at the end.



Finally, in the Dashboard section, the monthly budget worksheet will show your status. You will be able to see the balance and expense distribution in this nice dashboard. It also includes cool summary charts and easy navigation.


Monthly Budget Template Features Summary:

  • Ready-to-Use Excel Budget Worksheet
  • Separate Income and Expenses section
  • Lots of Expense Types. You won’t miss anything.
  • Easy to use and nice design
  • Cool dashboard with summary charts and distribution
  • No installation needed, all in Excel
  • No VBA, No Macros
  • Full Print Ready
  • Works on both Windows and Mac
  • Compatible with Excel 2007 and later

Monthly Budget Worksheet 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.


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



3 reviews for Monthly Budget Excel Template

  1. zacharias

    thank you very much

  2. Vicki

    I have just donwloaded the free One-Month-Budget to try but it says I tried to change the date and it came up with a error saying I need a password to unprotect the sheet.
    I dont seem to be able to find the password anywhere.
    Can you please tell me where I can find this.
    Look a good worksheet. I have tried many over the years and still yet to find one that works for us.
    Thanks for your time and help

    • Someka

      For the password policy, please refer to FAQ section

  3. Tu C.

    Looks good, but would be better if I was able to use it for other months as well. At the moment, you have to create a separate file for each month.

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