Nothing to calculate
Type your expected amounts once. Every Actual column, KPI box and chart fills itself from your log.
Green & Pink Edition
Take Control of Your Money, One Month at a Time
Your money doesn't need to be complicated. This simple, practical Budget Planner helps you see exactly where your money is going, plan ahead and feel in control of your finances
Buy now — £9Instant download · Excel & Google Sheets
- 12
- monthly tabs
- 26
- live charts
- 0
- formulas to write
Built for people who quit budgeting by February.
A whole year, ready
January through December already built, each with its own tables, allocation overview and charts.
Logging takes seconds
Date, category, subcategory and credit card are dropdowns. Click, pick, done — no typos to clean up.
Goals you actually see
Every Savings entry rolls into a running, year-round view of progress toward each goal.
What's inside the workbook
Every tab is already wired together — the sheets read from your setup and from each other.
Setup tab
Set your budget year in one cell and every monthly sheet updates its date ranges. Edit the category and card lists to match your life.
12 monthly sheets
Income, Bills, Expenses, Savings, Debts and Credit Card Payments — expected vs actual, side by side.
Transactions log
Each month keeps its own log at the bottom of the sheet. Sort or filter anytime to see exactly what Groceries cost you.
Savings tracker
Emergency Fund, Car, House, Vacation, Retirement — pulled straight from your logged Savings entries.
Annual dashboard
Budget vs Actual for every month, running annual totals for income, spending, savings and net.
A colour key you'll thank us for
Blue text means type here. Black text is a formula. Gold fill is a total. You can never break it by guessing.
A look inside
01
Monthly sheet
Expected vs actual across Income, Bills, Expenses, Savings & Debts, with a live allocation chart.
02
Transactions log
Date, category, subcategory and credit card are dropdowns. Click, pick, done — no typos to clean up.
03
Savings tracker
Year-round progress toward each goal, pulled automatically from every Savings entry.
04
Savings trend
Budget vs Actual for savings month by month, updated the moment you log a transaction.
05
Setup tab
Set the budget year once and customize every dropdown list — categories, subcategories and credit cards.
06
Annual dashboard
A year-at-a-glance view of budget versus actual across every month, plus running totals.
Three months in, they're still logging.
I've bought four budget templates. This is the first one I've still been using in November. The dropdowns are the whole reason.
Logging a coffee takes five seconds and the dashboard just knows. We finally hit our emergency fund goal.
The colour key sold me. I stopped being afraid of typing in the wrong cell and breaking my own budget.
Start this month, not next January.
One file. Download it, set your budget year, and log your first transaction in under five minutes.
- 12 monthly sheets + setup, savings tracker and dashboard
- Works in Excel and Google Sheets
- Editable categories, subcategories and credit cards
- Lifetime access, free updates to the template