Personal Finance
Monthly Budget Planner
A clean monthly budget with categories, a spend donut and money left to spend.
Coming soon
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Calm, confident money
5 personal finance templates with real working formulas and clean dashboards — designed in Personal Finance's own warm palette. Instant download for Microsoft Excel.
Personal Finance
Net Worth Tracker
Track assets vs liabilities and watch your net worth grow, month after month.
Coming soon
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Personal Finance
Debt Payoff Tracker
Snowball or avalanche — see balances shrink and your debt-free date get closer.
Coming soon
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Personal Finance
Savings & Sinking Funds
Plan every savings goal and sinking fund with progress bars that keep you on track.
Coming soon
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Personal Finance
Money Reset Kit
Four tools in one: budget, debt payoff, savings and net worth — a full money reset.
Coming soon
ViewAbout these templates
What is a personal finance template?
A budget spreadsheet template helps you plan and track the numbers that matter — with categories, totals and live dashboards instead of guesswork. Plannful's personal finance templates do the maths for you, so you can see where things stand at a glance.
Who it's for
Anyone who wants calmer money — budgeters, savers, debt-payers and wealth-builders who like a clear, repeatable routine.
How to use it
Download instantly, open in Microsoft Excel, and type over the built-in example data. The dashboards and totals update automatically — no formulas to write, no broken cells.
What you get
Real working formulas, example data, step-by-step instructions and a calm dashboard — with clearly marked editable planning fields and protected formulas.