Free tool

Budget Planner Template

The spreadsheet I use to track our money, minus the setup work.

A budget spreadsheet that actually works.

A ready-made household budget workbook — enter your transactions, and the dashboard, charts, and budget-vs-actual numbers build themselves. Works identically in Google Sheets and Microsoft Excel, no macros or add-ons, and it's yours to keep and reuse every year.

Screenshot of the Budget Planner spreadsheet's Overview dashboard

Get the free template

Enter your email to download the spreadsheet and a one-page quickstart guide.

Your files are ready 🎉

Download the spreadsheet (.xlsx) Download the quickstart guide (.pdf)

Opens directly in Excel. For Google Sheets, upload the .xlsx to Google Drive, then open it — Drive converts it to a Sheet automatically (File → Save as Google Sheets).