A simple monthly budget, free.
Type your income, your budget and what you actually spent. See what’s left in every category and check your month against the 50/30/20 rule.
✓ 100% free ✓ Instant download ✓ Excel for Windows & Mac
| Spending | Type | Budget | Actual | Left |
|---|---|---|---|---|
| Rent / Mortgage | Needs | $1,350 | $1,350.00 | $0.00 |
| Groceries | Needs | $500 | $475.52 | $24.48 |
| Eating out | Wants | $200 | $129.10 | $70.90 |
| Shopping | Wants | $150 | $151.13 | -$1.13 |
| Emergency fund | Savings | $300 | $300.00 | $0.00 |
| Left over | $990 | $1,255.68 |
Simple, and it does the maths
Budget vs actual
What you planned and what you spent, side by side, with overspending in red.
Left over
Your income minus your spending, worked out for you.
50/30/20 check
Needs, wants and savings as a % of your income.
Yours in under a minute
Click “Download it free”
You’ll go to a secure download page. There’s nothing to pay.
Enter your email
The download link is sent straight to your inbox, and you can download it straight away too.
Open it in Excel
Type your income and budget, then fill in the actual amounts at the end of the month.
Free version or full version
The free budget covers one month. The full Monthly Budget Planner 2027 covers the whole year, with a transaction log that adds itself up.
| Free | Full version · $9.99 | |
|---|---|---|
| Budget vs actual | ✓ | ✓ |
| 50/30/20 check | ✓ | ✓ |
| Overspending in red | ✓ | ✓ |
| Categories | 20 | 30 |
| Months | 1 | 12 |
| Transaction log that adds itself up | – | ✓ |
| Dashboard with month picker | – | ✓ |
| Month-by-month chart | – | ✓ |
Hi, I’m Lee
I run Sheet Leveller on YouTube, where I make quick, no-nonsense Excel tutorials. This free budget uses the SUMIF and conditional formatting from my tutorials, ready to use today.
Questions
Is it really free?
Yes. You just enter your email address so the download link can be sent to you.
Will you email me?
Now and then, with new Excel templates and tips. You can unsubscribe at any time with one click.
Does it use macros?
No. It’s a normal .xlsx file, so there’s nothing to enable and no security warnings.
Which versions of Excel does it work with?
Microsoft 365, Excel 2010 or later on Windows, and Excel for Mac.
Start your budget today.
Download the free Simple Monthly Budget and see where your money goes.
Download it freeWant the whole year, done for you? See the full Monthly Budget Planner 2027.