Personal Finance

Monthly Budget Planner

A clean monthly budget with categories, a spend donut and money left to spend.

  • Designed for clear, calm planning
  • Protected formulas · no macros
  • Light & Dark · EN/ES/FR/DE
Coming soon

This template is not available yet. The Wedding Planner Premium for Microsoft Excel is available now.

See the Wedding Planner
  • Built for Microsoft Excel
  • Clear setup instructions included
Microsoft Excel
  • Always know how much is left to spend
  • See your spending split on a live donut
  • A calm, repeatable monthly routine

For personal use only. This is a digital spreadsheet template — no physical product is shipped. Charts may render slightly differently in Apple Numbers.

What's included

Dashboard
Budget
Monthly Summary
Categories
Goals & Projections
Instructions

Video walkthrough

A product video is on the way — this is a preview clip.

How it works

  • Enter income and planned spending by category
  • Log expenses; money-left and the donut update live

Who it's for

  • Anyone who wants a simple, beautiful monthly budget
  • Budgeting beginners

Specifications

FormatMicrosoft Excel (.xlsx)
DeliveryInstant digital download
Tabs / sections6 sheets
Example dataIncluded — type right over it
InstructionsStep-by-step, inside the file
LicensePersonal-use license

Questions & answers

Is it zero-based?
It works for zero-based or simple category budgeting — your choice.
What do I get and how?
An instant digital download — no physical item. After checkout you can download the spreadsheet file straight away and open it in Microsoft Excel.
Can I edit it?
Yes. Editable planning fields are clearly marked, while formulas and calculated areas are protected to help prevent accidental changes. Licensed for personal use.