This simple yet powerful monthly budget planner shows you where your money goes, helps you identify your spending habits, to plan your savings, and above all, helps you embrace financial peace of mind by knowing what to plan for.
How much money do we need per month? What should we do with it? How much can we save?
This planner will answer these questions and more! Individually and as a couple.
It releases its full potential if you have both personal and shared expenses. You choose the split percentage between the couple for each month. It works even if only one member of the couples uses it.
In the end of the month duplicate the tab, rename it, enter the variable data, and see the magic happening again. You can use it forever.
Available in $, or . Other currencies by request.
FEATURES
. 1 tab only!
. Use as a monthly budget for the couple
– Choose your split %
. Personal and shared expenses
. 1 Summary box for each member of the couple
Duplicate the tab for each new budget
. Organize your expenses by type
. Include yearly expenses in your monthly budget
. See how much you need in 6 different bank accounts
. Intelligent savings planner
. Savings progress view
. Whats left after expenses
. Whats left after savings
. Expenses breakdown – 3 different perspectives
Checkbox to switch from estimated to actual expenses
Add a start balance
. 1 tab with step-by-step instruction
Margarida –
Super intuitive design and very simple to use. Highly recommended.
David –
I like this planner very much. Its different from the others that Ive tried because I place my income, set my expenses and it distributes my money to my savings, or warns me if I have not enough to do as I planned. We are both freelancers in our couple and this spreadsheet really helps us understand how much we need to be earning to cover everything we need, and how much can save each month. It also calculates a monthly saving value to cover the annual expenses! Its mind-blowing. The design is high quality. Definitely recommend to everyone.
neemet6 –
Well formatted and clear instructions
Landree –
I’ve been looking for a budget template where I can see me and my partners finances, has everything I need.