Simple Budget Planner, Personal Finance Tracker in Excel & Google Sheets

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Simple Budget Planner, Personal Finance Tracker in Excel & Google Sheets

Created: Jun 23, 2025

Updated: Jun 23, 2025

ID: 528960

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Budget Planner for Google Sheets, Monthly Budget Spreadsheet, Paycheck Budget Tracker, Weekly Budget Template, Biweekly Budget, Budgeting

Give your budgeting a clean and refreshing start with our Budget Planner for Excel and Google Sheets! Designed for both beginners and experienced users, this easy-to-use one-tab template helps you take control of your finances in just 3 quick steps. Enter your transactions, and the template takes care of all the calculations automatically. Whether you prefer monthly, weekly, or bi-weekly budgeting, this planner adjusts to your schedule and keeps everything neatly organized—so staying on top of your money becomes simple and stress-free.

FEATURES:

  • Works with any currency
  • Customizable categories
  • Automatic calculations
  • Set your starting balance
  • Clear cash flow overview
  • In-depth expense tracking
  • Visual graphs for remaining budget & spending
  • Summary chart for easy analysis
  • Supports monthly, weekly, or biweekly budgeting
  • Checkboxes to manage bills, debt, and savings
  • Bonus Goal Tracker tab

WHY YOU'LL LOVE IT:

  • Budgeting made easy with just 3 steps
  • One-tab design for simplicity and clarity
  • Beginner-friendly layout
  • Can be duplicated for new budgets
  • Includes video guide and sample budget for both Excel & Google Sheets

This planner offers a complete view of your financial picture—from budget setup to goal tracking—helping you stay motivated and in control of your money.

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

HOW IT WORKS & REQUIREMENTS

YOU WILL NEED:

  • A device to access Google Sheets or Microsoft Excel
  • A Google Account (if using Google Sheets)
  • Microsoft Excel software (if using Excel)
  • Basic computer skills

HOW IT WORKS:

  • Purchase and download instantly.
  • Open the PDF file to access the Google Sheet link.
  • Download the Excel template.
  • Open the spreadsheet and start planning!

IMPORTANT TO KNOW:

  • This is a digital download; no physical items will be shipped.
  • Due to the nature of digital products, all sales are final, and refunds are not available.

COLOR DISCLAIMER:

Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.

Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.

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