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Budget Planner – Personal Finance Tracker – Excel Template
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Instant download (right after purchase)

Works in Excel & Google Sheets (Windows/Mac)

Money-back guarantee (30 days)

€29,90

Downloaded: 44 times

Take control of your finances with the Monthly & Annual Budget Spreadsheet for Excel and Google Sheets. This simple, powerful tool helps you track income and expenses, plan monthly and yearly budgets, and reduce financial stress so you can make smarter spending decisions.

Key Benefits

  • Track income and expenses in one place to see your cash flow at a glance.
  • Set monthly and annual budgets to stay on target and avoid overspending.
  • Gain clarity with clear summaries and dashboards that highlight your progress and trends.
  • Save time with built-in formulas and ready-to-use categories that automate calculations.
  • Flexible for personal budgeting, adaptable to changing financial goals and life events.

Detailed Explanation

The template includes separate sheets for monthly spending and a yearly overview, plus an income & expense tracker that updates as you enter data. It works with Google Sheets and Microsoft Excel, with built-in formulas automatically calculating totals, variances, and trends so you can focus on decisions, not math. ExcelAtlas delivers practical, high-quality budgeting templates you can trust.

Practical Details

  • Works with Excel & Google Sheets
  • Instant download
  • Lifetime access & updates

Frequently Asked Questions

How do I get my templates after purchase?

You’ll receive instant access. Within 30 seconds, a download link is sent to your email. You can also download directly from the Thank You page after checkout, or anytime from your personal account created automatically after purchase.

Can I use the templates for business?

Yes. All ExcelAtlas templates can be used for personal or business purposes within your organization. Reselling or sharing outside your company is not allowed.

Do I get updates and support?
  • ProPack® includes 140 templates with lifetime access.
  • Ultimate pack includes 420 templates, lifetime free updates, and 6 months of dedicated support (extendable up to 12 months).
What if I change my computer or work offline?

No problem. Your templates are yours to keep. You can re-download them anytime, and they work offline in Excel or Google Sheets.

Are the cells from the templates locked?

No. All templates are fully editable—you can change colors, formulas, or layouts as you wish. Nothing is password-protected.

Do you offer refunds?

Yes. We provide a 30-day money-back guarantee if you’re not satisfied with your purchase.

Do I need a special version of Excel or Google Sheets?

No. Templates work on both Excel and Google Sheets, including older versions. In rare cases, if a template is better optimized for one platform, it will be noted in the description.

What’s the difference between ProPack® and Ultimate pack?
  • ProPack®: 140 templates, covering all categories on our site.
  • Ultimate pack: 420 templates (everything in ProPack® + 280 extra), lifetime free updates, and 6 months of support. It’s our best value bundle.
Do the templates include instructions?

Yes. Each template comes with a built-in guide (usually on the first tab) and many include short video instructions. You can keep the guide inside or delete it once you’re familiar with the template.

Is there a subscription or hidden fees?

No. Payments are one-time only. Once you buy, you own the template forever.

Customer Reviews

Based on 26 reviews
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H
Hannah Hall

this sheet is very helpful

W
William

Great item. Exactly what I needed.

A
Awana

The spreadsheet is exactly what I was looking for, and the download process was quick and hassle-free.

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myrto lam

Very helpful and easy to use

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Angelica Flores

Best Christmas gift tracker I've found. It is super cute and fun to use!

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