Free download

Simple Monthly Budget (free spreadsheet)

A one-page budget that actually gets used: plan your month, update it weekly, and see where the money went. Works in Google Sheets and Excel.

What's in it

  • Income: planned vs actual for up to 6 sources
  • Spending & saving plan for up to 25 categories, each tagged Need, Want or Save
  • "Left to assign" so every dollar gets a job before the month starts
  • Progress bars and colours: green on track, amber 90–100% used, red over
  • An automatic 50/30/20 check with a chart (as a guide, not a rule)
  • Sample data so you can see it working, plus a blank copy
The free Simple Monthly Budget with sample data: income, spending plan with progress bars, and the 50/30/20 summary
Real render of the free file with its sample data.

Want the reasoning behind it? Read the 50/30/20 budget in a spreadsheet.