$7.99
Know what Christmas will cost before December: budget, gift list for 100, dinner, and a savings plan.
Excel Google Sheets Apple Numbers No macros
A zero-based budget with budget vs actual, every month.
Up to 40 categories in Needs, Wants, Savings, and Debt. A 1,000-row transaction log with dropdowns, monthly budget vs actual, savings rate, a 50/30/20 check, and an annual 12-month view.
$, £, and € editions with sample data. Instant digital download. Nothing ships. Personal use only.
30-day guarantee: if a file doesn't open or work for you, email hi@aisheetlogic.com and we'll fix it or refund you in full. Details
Inside the workbook
Sample data is included so you can click through before replacing it. $, £, and € editions. No macros.
How it works
- 1
Set a zero-based budget
Add up to 40 categories in Needs, Wants, Savings, and Debt.
- 2
Log transactions
Use the 1,000-row transaction log. Categories are dropdowns.
- 3
Check the month
See monthly budget vs actual, your savings rate, and a 50/30/20 check.
- 4
Review the year
The annual view lays out all 12 months.
Zero-based categories
Up to 40 categories grouped into Needs, Wants, Savings, and Debt.
Budget vs actual
Each month compares what you planned with what the transaction log shows.
The full year
Savings rate, a 50/30/20 check, and an annual 12-month view.
What’s included
- Zero-based budget
- Up to 40 categories in Needs, Wants, Savings, and Debt
- 1,000-row transaction log with category dropdowns
- Monthly budget vs actual
- Savings rate
- 50/30/20 check
- Annual 12-month view
- Sample data included
- $, £, and € editions
- Works in Excel 2016+, Google Sheets, and Apple Numbers
- No macros
What you receive
Monthly Budget Planner
One .xlsx for Excel 2016+, Google Sheets, and Apple Numbers. No macros.
$, £, and € editions
Three currency editions, each with sample data already filled in. Personal use only — do not resell or redistribute the file.
Excel, Google Sheets, and Apple Numbers
Microsoft Excel
Open the file in Excel 2016 or newer, or Microsoft 365. No macros.
Google Sheets
File → Import → Upload, then Replace spreadsheet. Or upload to Drive and Open with Google Sheets.
Apple Numbers
File → Open on Mac, iPad, or iPhone. No macros.
Common questions
Which apps does this work in?
Microsoft Excel 2016 or newer, Google Sheets, and Apple Numbers. There are no macros.
How many categories and transactions?
Up to 40 categories in Needs, Wants, Savings, and Debt, and a 1,000-row transaction log with category dropdowns.
What does the monthly view show?
Budget vs actual, savings rate, and a 50/30/20 check. An annual view shows all 12 months.
Which currencies are included?
$, £, and € editions, each with sample data.
Is this financial advice?
No. It is a planning tool, not financial, tax, or legal advice. Personal use only.
Save 29%
Get it in the Personal Finance Bundle
Monthly Budget Planner, Bill Tracker & Bill Calendar, Sinking Funds Tracker, and Debt Payoff Tracker together for $24.99, versus $34.96 if you buy them separately.
Get the workbook
$9.99 · Instant download · Excel, Google Sheets & Apple Numbers
30-day guarantee: if a file doesn't open or work for you, email hi@aisheetlogic.com and we'll fix it or refund you in full. Details
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