Modern Editable Monthly Budget

Modern Editable Monthly Budget Template

Preview Information

  • Preview shows actual template design
  • Fully editable in excel

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Microsoft Excel

Description

This template has a simple, structured layout using calming shades of purple and blue, with sections for income, variable expenses, bills, fixed expenses, and debt.

It works with Microsoft Excel

Benefits of Using It:

  • Clean and Organized Layout. The structured format helps you easily manage your budget in distinct categories.
  • Easy to Use. The template is simple and intuitive, making it great for both beginners and experienced budgeters.
  • Customizable. Add or modify categories based on your specific financial needs.
  • Ideal for Long-Term Planning. The inclusion of fixed and variable expenses makes it perfect for comprehensive financial planning.
  • Versatile for Personal and Business Use. Works for both individuals tracking their household budget or small businesses managing expenses.

Instructions

Step 1: Open the Monthly Budget Excel Template

  • Download and open the file in Microsoft Excel.
  • Save a copy with a new name.

Step 2: Input Budget Details

  • Fill in the Month and Year fields at the top.
  • Enter date, source, and amount for each entry in the Income Summary, Variable Expenses, Bills & Fixed Expenses, and Debt sections.

Step 3: Use Formulas for Totals

  • Apply the SUM function to calculate total income, expenses, and debt automatically.
  • Ensure totals are updated as new entries are added.

Step 4: Review the Summary

  • Compare total income with expenses to track your financial status.
  • Adjust spending if needed to stay within budget.

Step 5: Save and Manage

  • Regularly update and save the file for accurate financial tracking.
  • Print or share the Excel file for budgeting purposes.

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