About this budget template
A simple personal budget template for Excel that tracks common expenses and summarizes them across a year, with a month selector and trend summaries.
Good to know: add your data and the visuals update. A little setup lets you tailor it to your own labels and KPIs.
What's included
- An annual budget summary
- A current-month selector
- Trend summaries across the year
How it works
Enter your expenses on the data side and pick the current month; the reporting side summarizes spending and trends. It's a clean example of splitting a sheet into data entry and visual reporting.
Who it's for
Anyone budgeting their personal finances — or learning the data-entry-plus-reporting pattern in Excel.
Excel compatibility
Designed for Microsoft Excel on Windows and Mac — Microsoft 365 or Excel 2021 recommended. Built for Excel, not Google Sheets.