Simple Monthly Budget

Preview Information
- Preview shows actual template design
- Fully editable in excel
Template File:
simple-monthly-budget.xlsx
Simple Monthly Budget
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Microsoft Excel
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Microsoft Excel
Description
This simple monthly budget template provides an overview your financial health by summarizing total income, expenses, and balance.
A progress bar shows the percentage of income spent, while bar charts compare income and expenses side by side for easy analysis.
It's ideal for individuals or families who want to track and improve their monthly spending habits.
It works with Microsoft Excel.
Benefits of Using It:
- Clear Financial Summary. Displays total income, expenses, and remaining balance in a clean, organized format.
- Visual Insights. A progress bar and bar charts offer an easy-to-understand breakdown of your spending versus income.
- Balance Focused. Quickly identify your remaining balance and the percentage of income spent.
- User-Friendly Layout. Simple, clean design makes it easy to input and view your financial data.
- Customizable Fields. Adjust income and expense categories to match your needs.
- Printable and Digital. Works great as a digital tool or as a printed financial summary for reference.
Instructions
Step 1: Download the Simple Monthly Budget Template
- Click the "Download" button or link for the simple monthly budget template.
- Save the .xlsx file to your computer.
Step 2: Edit the Template
- Locate the downloaded file on your device and double-click to open it in Microsoft Excel.
- Input your income sources and amounts in the designated fields under the "Income" section.
- Record your spending categories and amounts under the "Expenses" section.
- The template will automatically calculate your total income, expenses, balance, and the percentage of income spent.
- Adjust the colors, labels, or data in the income and expense bar chart using Excel's chart tools for personalization.
Step 3: Print the Template
- Open File > Print in Excel.
- Check the Print Preview to ensure the summary and chart fit properly on the page.
- Adjust settings as needed:
- Use Portrait orientation for a vertical layout.
- Confirm the paper size (typically A4 or Letter).
- Select your printer and press Print.
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