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Monthly Budget Excel Template

Plan the month and compare it with what you really spent. The sheet tells you where you went over.

⬇ Download free (.xlsx)Free · No sign-up · 11 KB · Works in Excel and Google Sheets

See it filled with data

Monthly Budget Excel template filled with sample data

The file has two sheets: a blank one for your own data, and this filled Example so you can see how it works.

What is inside

  • Planned vs Actual for every category
  • Difference and an Over / OK status
  • Totals and money left to spend on top

How to use it

  1. List your categories and the planned amount.
  2. Fill Actual as the month goes on.
  3. Watch the Status column for anything marked Over.
  4. Left to Spend on top shows what remains.

Formulas used: IF SUM COUNTIF

⬇ Download the Monthly Budget template

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