I wanted to create a Monthly Budget that included my Income, Savings, Investments, Bills and Expenses all inside the same tab, so this is what I came up with.
You can watch a DEMO VIDEO before purchasing
a great way to know exactly what you will be receiving!
What’s included?
The spreadsheet includes 3 sheets:
* Sheet 1: Customizations.
– Customize drop-downs shared between Bills and Expenses: Categories, Payment Methods and Custom Tags.
– Customize labels for the entire template, you can also translate them to a different language (you will have to do the translations yourself).
* Sheet 2: Monthly Budget Spreadsheet. Including the following sections:
– Income.
– Savings.
– Investments.
– Debts.
– Bills and Subscriptions (within the same table)
– Expenses
– Summaries
This second sheet contains all of your monthly information, so you can duplicate that sheet each month and keep everything inside the same file OR you can choose to create a completely new file each month. Your call 🙂
* Sheet 3: Pre-filled example that you can delete after you are done playing with it.
Other versions available.
Also available in BLUE: it as a BUNDLE!
Click here to view the bundle listing: template will ONLY work in Google Sheets.
Since a lot of you have been asking for an Excel version, I collaborated with the shop @alphatwoseven to bring the Excel version to life.
You can find the Excel version here:
Please note that by buying the Google Sheets version you only get access to the Google Sheets file. If you plan to use it in Excel please visit the shop @alphatwoseven to find the Excel adaptation.
The shop @alphatwoseven is the ONLY SHOP that HAS my permission to create Excel adaptations of my products.
WHAT WILL YOU RECEIVE?
Once you complete your purchase:
1. You will receive an email with a link to download your file.
2. The file will be a PDF that contains: a link to access the spreadsheet and full step-by-step instructions.
3. To begin using your spreadsheet, just watch the video walkthrough and follow the instructions provided in the PDF.
If you have any questions or concerns, please don’t hesitate to contact me. I’m always here to help!
SOFTWARE REQUIRED
– A FREE Google Account is all that’s required to use this template.
– Please note this template is NOT compatible with Excel, it can ONLY be used with Google Sheets.
This template will ONLY work in Google Sheets.
Since a lot of you have been asking for an Excel version, I collaborated with the shop @alphatwoseven to bring the Excel version to life.
You can find the Excel version here:
Please note that by buying the Google Sheets version you only get access to the Google Sheets file. If you plan to use it in Excel please visit the shop @alphatwoseven to find the Excel adaptation.
The shop @alphatwoseven is the ONLY SHOP that HAS my permission to create Excel adaptations of my products.
LICENSE FOR PERSONAL USE
– This template is meant for Personal Use Only.
– You may NOT use any part of this template to create your own for-sale products.
– You may NOT resell, re-distribute, or share this digital resource.
– You may NOT profit from any part of this digital resource in any way.
– Public/commercial use of any kind is prohibited.
PLEASE NOTE
– This template can only be used in Google Sheets. It is NOT compatible with Excel or any other software.
– The information contained in this template is for informational purposes only. It is NOT intended to be financial, legal, or accounting advice. Although great care has been taken in preparing the information generated by this template, I cannot be held responsible for any errors or omissions, and I accept no liability whatsoever for any costs, loss, damage or injuries you may incur.
– This is a digital download. NO physical items will be shipped.
REFUND INFORMATION
– Due to the nature of the digital products, no refunds, returns, exchanges or cancellations are accepted. You can always make sure this product will fit your needs by watching the demo video linked in this description or by messaging me directly if you have any other questions
– Please note this template is NOT compatible with Excel, it can ONLY be used with Google Sheets.
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Check out my shop to find other useful Spreadsheets: Meal Planners, Money Trackers, Calendars, To-Do Lists and more!
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Chloe –
Super easy to use with the pdf guide provided in the download, and made tracking things a ton better for my household!
Juan –
Excellent choice if youre looking for a great financial tool.
Tracy –
Amazing tool for budgeting and so aesthetically pleasing!
Katharina –
Really awesome. And the service is top notch. Can’t recommend her enough.