Budget Spreadsheet

Features

The budget spreadsheet / Budget Planner you have been looking for!

Our budget planner is made for Microsoft Excel and has a stunning design, helpful features & many bonus budgeting tools. If you are looking for a budget calculator, you have found your complete solution with our budget spreadsheet. Track income, expenses and all of your savings goals.

Budget your income

Our budget spreadsheet / planner lets you record your earnings, known as income, in two different methods. Choose from the "simple" method or "advanced" method depending on how nitty gritty you want to get with your actual forecasting.

You can insert multiple sources of income, for both yourself and significant other, allowing you to track even the smallest odds and ends you may do for extra money. You are also able to change the frequency of each income stream, whether it is daily, weekly, fortnightly, monthly or annually – it’s in your hands! If you choose to use the detailed method, you can enter in your earnings for each month in advance, or if you expect to earn different amounts on specific months, you can factor that in also.

 “Hands down the best Excel Budget Planner I have seen. Well worth the $29.95 - in fact, I would have paid twice that! - Monica, West Pennant Hills, Sydney.”

Budget your expenses

Track every single one of your expenses. The reason this budget spreadsheet works so well for people is because you have the ability to record all expenses, including;

  • Credit Cards
  • Mobile bills
  • Household costs
  • Travel costs
  • Mortgage payments
  • Utility bills
  • Rent
  • Savings

Similar to your income, you also have the ability of managing your expenses in both a ‘simple’ version and a ‘detailed’ version, giving you greater control over your regular expenses. Once you list all of your expenses, you will now be able to see your financial status a lot clearer. Ideally you want to zero dollar budget, meaning every dollar of your money is accounted for (including a set amount for saving!).

Forecast your budgeting

Forecast how much money you will be spending, how much money you will be saving and figure out a game plan to get your finances in order. 
You are even able to predict your expenses and record your actual expenses to keep yourself aware of how well you are doing.

Forecast how much money you will be spending, how much money you will be saving and figure out a game plan to get your finances in order. You are even able to predict your expenses and record your actual expenses to keep yourself aware of how well you are doing.

Budget charts

Beautiful graphs and charts let you visualise all of your budgeted items. This lets you visualise all of your spending and saving and compare it from month to month.

We recommend printing these graphs once a month and showing the rest of your family.

Save money & enjoy 3 bonus budgeting tools!

Because we run SavingsGuide.com.au, a site dedicated to saving money – we know what it takes to get yourself organised and begin stretching your money further.

This is why we created this budget spreadsheet, in fact we even hired a spreadsheet company to help us build it so it did exactly what we need.

As a thank you, we have also included bonus tools in the spreadsheet that help you do the problem solving for figuring out your goals and time it will take to succeed in fulfilling them.

  • Estimate your savings growth
  • Set your savings target dates
  • Learn the amount you must save