Budget Planner | Monthly Finance Tracker, Excel & Google Sheets (Dark Theme)
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Budget Planner Template Excel & Google Sheets | Personal Finance Tracker (Dark Theme)
How to Use Simple Budget Planner | Step-by-Step Video Tutorial
FEATURES:
- Use with Any Currency
- Personalize Categories
- Automated Calculations
- Set Initial Balance
- Overview of Cash Flow
- Detailed Expense Breakdown
- Budget Remaining Graph and Spending
- Overview Graph
- Monthly Budgeting, Weekly or Biweekly Budgeting
- Checkboxes for Bills, Debt & Savings
- Bonus Tab: Goal Tracker
WHY IS THIS TEMPLATE THE BEST?
- Take charge of your finances in just 3 simple steps!
- Compatible with any currency!
- One-tab layout, easily replicable for each new budget.
- User-friendly interface, ideal for newcomers!
- Video Tutorial and sample budget included for Excel & Google Sheets
These tabs collectively provide a holistic approach to managing your finances, from configuring your budget settings to actively tracking transactions, monitoring monthly progress, and staying on top of your financial goals.
WHAT’S INCLUDED?
- Step-by-step instructions
- 4 Templates of Spreadsheets
- Sample Google Sheet with Mock Data
- Blank Google Sheet
- Sample Excel with Mock Data
- Blank Excel
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
FEATURES & LIMITATIONS
- Automated Calculations: All totals, charts, and summaries update automatically when data is entered. No manual math required.
- Currency Customization: For all budget and finance-related templates, you can easily change the currency symbol (USD, EUR, GBP, etc.) in just a few clicks.
- Protected Formulas: Certain cells and tabs are locked to prevent accidental deletion of complex formulas, ensuring your template works perfectly. However, no passwords are required—you can easily unlock the sheets if you wish to customize the structure.
- Language: This template is provided in English
- No Macros: We use advanced formulas instead of VBA macros, making the files safer and more compatible across different devices.
HOW IT WORKS & REQUIREMENTS
SYSTEM REQUIREMENTS:
To ensure all features and automated functions work correctly, you will need:
- Microsoft Excel: A subscription to Microsoft 365 (formerly Office 365) is strictly required. Older versions (Excel 2019 or earlier) may not support all formulas.
- Google Sheets: A free Google Account if you prefer using the web-based version.
- Device: A desktop or laptop is highly recommended for the best experience. Mobile devices may have limited editing capabilities.
HOW IT WORKS:
- Purchase and download your files instantly.
- Open the PDF file to access your unique Google Sheets link.
- Open the Excel file directly if using Microsoft 365.
- Follow the setup instructions inside and start planning!
IMPORTANT TO KNOW:
- Compatibility: This template is exclusively designed for Microsoft 365 and Google Sheets. It is not compatible with Numbers (Apple), LibreOffice, or OpenOffice.
- Refund Policy: Due to the instant nature of digital downloads, no refunds or exchanges can be given once the files are downloaded. Please verify your software compatibility before purchase.
- Personal Use Only: Your purchase grants you a single-user license. Re-selling, sharing, or distributing this template in any form is strictly prohibited and protected by copyright law.
DISPLAY & COLOR DISCLAIMER: The visual appearance of the spreadsheet may vary slightly depending on your screen resolution, color settings, and device hardware. For the best experience, we recommend using a desktop or laptop.
NEED HELP? If you have any questions, feel free to reach out to us at spreadsheetshub.office@gmail.com or info@spreadsheetshub.com. You can also contact us on WhatsApp for assistance.
AMAZING 100% recommend its so seamless and works great and its easy to use.
Very good and useful. Giving me the best overview for finances.
It’s amazing how much this template has improved my financial situation
I love how this planner helps me stay on top of my finances every month
Simple yet powerful Makes budgeting feel effortless
I appreciate how this template breaks down expenses so clearly Very helpful
My finances are now more organized than ever thanks to this budget planner
The perfect tool for managing monthly expenses and savings goals
I can easily adjust the template to fit my specific needs Super useful
Finally a budget planner that is both effective and simple to use
I now know exactly where my money is going each month Best budgeting tool ever
It helps me track every dollar and make smarter financial decisions
This budget planner is a must-have for anyone serious about saving money
I love how detailed yet simple this planner is My finances have never been so clear
It’s helped me become more mindful of my spending habits A game-changer
Highly customizable and easy to use Great tool for managing money
Tracking my income and expenses has never been easier thanks to this well-designed spreadsheet
A fantastic way to organize your finances and gain control over your budget
No more overspending This budget planner keeps me accountable
I’ve been able to plan my expenses better and save money thanks to this planner
Super user-friendly and well-organized Makes budgeting fun
Helps me stay on track with my savings and expenses every month Couldn’t ask for more
Budgeting has always been frustrating but this template makes it a breeze Highly recommended
I now feel confident about my finances thanks to this template Amazing tool
Best budgeting spreadsheet I’ve ever used Straightforward and practical
Keeps everything in one place and easy to follow I wish I had this sooner
I use this planner every month and it has changed the way I handle money Best one yet
This spreadsheet has helped me save more money than I expected Tracking expenses is so easy
Finally found a budget planner that works for me Simple and effective
Clear layout and great functionality Makes budgeting less stressful
