Most templates come with built-in formulas, so any changes that you make to one part of your template will update everywhere else. Save your personal budget. Once you've completely created your budget, all that's left to do is save it onto your computer. To do so: Windows - Click File , click Save As , double-click This PC , click a save location on the left side of the window, type the document's name e. Mac - Click File , click Save As Method 2.
Family Budget Planner - Free Budget Spreadsheet for Excel.
Click Blank workbook. You'll find this in the upper-left side of the page. On Mac, skip this step if a blank Excel presentation opens when you open Excel. Enter your budget headers. Enter at least a month's worth of expenses and dates. In the "Expenses" column, type in the name of each expense that you know of or anticipate for at least a month, then enter the cost of each expense in the "Cost" column across from the pertinent expense names.
You should also enter the date to the left of each expense in the "Date" column. You can also just type in a month's worth of dates and only fill in the cells in which you have expenses.
Best Free Budget Templates & Spreadsheets
Enter your income. For each date, enter the amount that you'll earn on that day in the "Income" column.
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If you won't earn anything, just leave the cell for that day blank. Enter your account balance. Taking into account how much you've spent and how much you've earned on any given day, enter the remaining total in the "Balance". Add notes.
If any payment, balance, or day has a different outcome than usual, make a note of it in the "Notes" column to the right of the row in question. This will help keep unusual or large payments easy to remember.
Step 2: Select a Template
You might also type "Recurring" next to a row containing an expense for a subscription or a monthly or weekly service. As you fill out your budget, it will alert you to anything it thinks is off and then offer suggestions to help you build a solid budget. In addition to helping you throughout the process of creating your budget, when you're finished, it can look for dozens of opportunities to help you further improve your budget and save money. As you fill in the free Excel budget calculator spreadsheet, tips will alert you to areas of your spending plan that may be cause for concern.
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Best Free Budget Templates & Spreadsheets
You are here Home. This allows you to compare your spending to what's "normal" Clear graphs, dollar values and percentages so that you can adjust things as you go Stand-alone Excel or Open Office file keeps your information private on your own computer It does all the math for you Drop down menus let you tell it whether each expense occurs weekly, monthly, annually, etc.
This Budgeting Assistant is Probably the Next Best Thing to Sitting Down with a Real Expert While nothing beats sitting down one-on-one with a budgeting expert to craft your budget, this budgeting assistant is the next best thing. You can also share access to a household budget with other members of your family. Choose your desired budget, then use the pre-made format to guide your categorization of spending.
What we like: There are demographic-specific options that fit a variety of life stages. Students will benefit from the college template, while parents of young kids will appreciate the day care template. Where to get it: Download an Excel file from Mint.
Nerdy tip: Be careful when downloading anything onto your computer. If you click the wrong link, you could invite a phishing virus into your financial picture. Check online reviews and download budget templates only from websites you trust. At NerdWallet, we strive to help you make financial decisions with confidence. To do this, many or all of the products featured here are from our partners.
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