All Industries, General Excel Financial Models, Personal Budgets, Personal Finance

Dashboard, Excel, Free Financial Model Templates

This Excel Budget Template helps you create a very simple budget. Begin by entering your monthly (or weekly or biweekly) income. Then list your bills and other expenses for that pay period. The total savings is calculated by subtracting the total expenses from your income.

Excel Budget Template Key Features

– Categories for income and expenses

– Space to estimate your monthly earnings and expenses

– A place to record actual earnings and spending

– A place to record the difference between the two

– Track your income and expenses

Excel Budget Template available visualizations

Smart money with Money in Excel | Money in Excel is a dynamic template for Excel that can help you feel more in control of your money. It’s the only template where you can securely connect your financial institutions to import and sync account and transaction information into an Excel spreadsheet. Track all your finances in one place, customize your workbook, and receive personalized tips without ever leaving Excel.

DIY with the Personal budget template | Prefer to do things yourself? This Excel template can help you track your monthly budget by income and expenses. Input your costs and income, and any difference is calculated automatically so you can avoid shortfalls or make plans for any projected surpluses. Compare projected costs with actual costs to hone your budgeting skills over time.

Track monthly expenses | Utilities, credit cards, and insurance are billed monthly, so the easiest way to keep an eye on expenses is to determine how much you spend on a monthly basis.

Pay attention to variable expenses | While gas and phone bills generally don’t vary in amount month over month, other expenses, such as dining out or clothes shopping, can vary wildly.

Fixed expenses | Fixed expenses stay the same amount month to month. Examples include a mortgage or rent, health insurance, a car payment, or house taxes. You can capture all of these in a “fixed expenses” category.”

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