Simple Budget Excel Template

Simple Budget Template to effortlessly track income, expenses, and savings. Featuring dynamic charts, automatic calculations, and customizable options to streamline your budgeting process.


  • Simple Budget Excel Template

Original price was: $ 49.Current price is: $ 19.

61% Off

ON SALE: LIMITED TIME OFFER

Simple Budget Excel Template

Original price was: $ 49.Current price is: $ 19.

61% Off

ON SALE: LIMITED TIME OFFER

Key Features

Our simple budget templates streamline financial management with customizable categories, automatic calculations, dynamic charts, and intuitive navigation—empowering you to track and plan effortlessly.

Simple Excel Budget Template – Key Features

control your finances like never before

Our simple budget template helps you plan, save, and manage your money effortlessly. Whether it’s for personal goals, family expenses, or projects, achieve financial clarity today!

  • Creative and Easy-to-Use Interface

  • Fully Customizable to suit your needs

  • Automatic Calculations for hassle-free budgeting

  • Interactive Charts for clear visualization

  • Printable Format for offline use

  • Includes 4 Template Modes: Default, Edit, Light, and Dark

  • Supports 15+ Languages or lets you add your own

  • Supports 40+ Currencies or lets you add your own

Automate your budgeting
View income & expenses at a glance
Track your savings & debt effortlessly
Manage your expenses with ease

Simple Excel Budget Template – Key Features

Seamless Navigation at Your Fingertips.

Effortlessly switch between Planner, Setup, and Calculation sheets using our intuitive Navigation Menu. Designed to save time and simplify your budgeting process, this feature ensures quick access to every section of your budget template. Experience smooth navigation like never before!

  1. Planner: Track your income, expenses, savings, and debt in one place with dynamic KPIs and insightful charts.
  2. Setup: Customize your experience by selecting currencies, languages, modes, and footer information to suit your needs.
  3. Calculations: Explore the formulas behind KPIs and charts for complete transparency and better understanding of your data.

Save time and simplify your budgeting process with smooth and efficient navigation. Everything you need is just a click away!

Simple Excel Budget Template – Key Features

Real-Time Insights with Dynamic Charts.

Watch your data come to life! Our dynamic charts automatically update as you enter or modify data in the tables. Gain real-time insights into your finances with visually engaging, responsive charts—making budgeting smarter and more intuitive. Here’s what you can do:

  • Input Budget and Actuals: Add data for Income, Fixed Expenses, Variable Expenses, Savings, and Debt in the provided tables.
  • Dynamic Summary Updates: Automatically calculates key metrics like Total Income, Total Expenses, and Left to Spend/Budget. And dynamically updates summary tables and charts with real-time data.

Experience smarter, more intuitive budgeting with visually engaging, responsive charts!

Simple Excel Budget Template – Key Features

User-Friendly Modes & Print-Ready Design.

Switch effortlessly between modes for editing, printing, or viewing. Enhance your budgeting experience with four intuitive template modes:

  • Default Mode for seamless navigation and for easy viewing..
  • Edit Mode highlights all editable cells, making it simple to see where you can input or modify data.
  • Print Mode with a clean, light layout that’s optimized for printer-friendly layout.
  • Dark Mode for enhanced visual comfort.

Plus, the template is preconfigured for A4 Letter size, ensuring perfect prints or PDFs every time!

Simple Excel Budget Template – Key Features

Effortless Customization for Every User.

Tailor the template to your preferences with easy customization options:

  • Multi-Language Support: Choose from 17 predefined languages like English, Spanish, French, German, Hindi, and more—or add your own custom language.
  • Currency Flexibility: Select from over 40 currencies, including $, €, £, Â¥, ₹, or define your own.
  • Footer Information: Add custom text in three dedicated footer sections for professional output.

Perfect for global users seeking a personalized budgeting experience!

Customize with the Setup Sheet

Tailor Your Template with the Setup Sheet

The Setup Sheet empowers you to personalize your budgeting template to fit your needs perfectly:

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Template Modes
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Languages
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Currencies
15+ Languages

Select from 15+ predefined languages, such as English, Spanish, French, German, Hindi, or add your own custom language.

40+ Currencies

Choose from over 40+ predefined currencies, including $, €, £, ¥, ₹, or add your own custom currency.

4 Template Modes

Switch between Default, Edit, Print/Light, and Dark Modes to match your preferred style or purpose.

+ Footer Section

Add custom details to display in the template footer, such as company name, contact information, or additional notes.

Effortless customization at your fingertips—make your template truly yours!

Planner Sheet: Your Budgeting Hub

Centralized Dashboard for Comprehensive Budgeting

The Planner Sheet is the heart of the template, designed to give you a comprehensive view of your finances. It is divided into three key sections for maximum efficiency:

Switch Views

Toggle between Budget and Actual data using intuitive radio buttons.

  • Seamless Toggle: Use intuitive radio buttons to switch between Budget and Actual views with a single click.
  • Dynamic Updates: All data, charts, and tables automatically adjust to reflect your selected view, providing real-time insights.
  • Focused Analysis: Choose Budget to review planned allocations or Actual to analyze real spending and variances.
Simple Budget Excel Template Aggregates with Charts
Aggregates with Visuals

Displays key financial metrics with visual progress

  • Comprehensive Metrics: View key financial metrics, including Income, Expenses, and Left to Spend/Budget, all in one place.
  • Progress Indicators: Track progress effortlessly with visually appealing progress bars for Income and Expenses.
  • Budget Clarity: The Left to Spend/Budget metric ensures easy tracking of remaining funds, Keeping you on track with your goals.
Simple Budget Excel Template Dynamic Insightful Charts
Dynamic Charts

Interactive Visuals for Clear Financial Insights

  • Income and Expenses Bar Chart: Visualizes Income (blue), Expenses (red), and Balance (positive in green, negative in red).
  • Expenses Breakdown Donut Chart: Breaks down Total Expenses into Fixed, Variable, Savings, and Debt, with the total in the center.
  • Budget vs Actual Bar Chart: Compares Actual % of Budget for Income, Expenses, and key financial categories.
Cashflow Table

Summarized view of financial data

  • Rows: Income, Expenses, Fixed Expenses, Variable Expenses, Savings, Debt, and Balance.
  • Columns:Includes columns for Budget, Actual, and Difference to compare planned and real figures effectively.
Simple Budget Excel Template Easy to Enter Data Tables
Data Entry Tables

Organized Input for Accurate Budget Tracking

  • Comprehensive Input Tables: Separate tables for Income, Fixed Expenses, Variable Expenses, Savings, and Debt.
  • Automatic Updates: Enter data for Budget, Actual, and Notes, with Differences and Totals calculated instantly.
Footer Section

Customizable Footer for Personalized Details

  • Three Dedicated Columns: Include Company Details, Contact Information, or any other relevant data.
  • Customizable Content: Fully editable to match your preferences using the Setup Sheet.

Understand the Numbers with the Calculations Sheet

Clear Calculations for Smarter Insights

The Calculation Sheet provides complete visibility into the backend processes driving your budget insights:

The Calculation Sheet offers a behind-the-scenes view of how your budget insights are generated:

  • User Selections: Captures and processes your custom inputs, including selected currencies, languages, and modes.
  • Category Aggregates: Computes totals for key financial categories like Income, Expenses, Balance, and more.
  • Chart Data Preparation: Organizes all the data sources used for generating dynamic charts and visual summaries.

Gain full visibility into the logic and calculations driving your budget template!

Professional Design with Customizable Colors

Switch and Personalize with Ease

Designed using best practices, this template offers flexibility and style. Easily change the template’s appearance by switching between built-in color themes or creating your own custom color scheme.

You Can Switch to a Different Color Theme in Excel by following the below step in just a few clicks!

  • Access Page Layout Tab: Go to the Page Layout tab in the ribbon and click on Colors under the Themes group.
  • Choose a Built-in Theme: Select a predefined color theme from the dropdown to instantly update your template’s color scheme.
  • Create a Custom Theme: Click on Customize Colors at the bottom of the dropdown to create and save your own unique color palette.

Easily refresh the look of your template with just a few clicks!

Simple Budget Planner Color Themes

Beginner-Friendly Budget Template for All Skill Levels

Whether you’re just starting or an experienced budgeter, this Simple Budget Template is designed to suit everyone’s needs.

This Excel Simple Budget Template helps you to manage your income and expenses efficiently. You can enter all financial details in a structured sheet, and calculations, summaries, and charts will update automatically.

Simple Budget Excel Template
Why Choose This Template?

  1. Easy to Use: A step-by-step layout makes budgeting simple, even for beginners.
  2. Advanced Features: Includes dynamic charts, automatic calculations, and custom modes for all users.
  3. Customizable & Print-Ready: Tailor it to your preferences like currency, language and print effortlessly for offline use.

Take control of your finances today—order now and simplify your budgeting journey!

Here’s What You’ll Receive:

Blank Template:

  • Fully Customizable: Start from scratch and design your budget to match your exact needs.
  • Perfect for Unique Budgets: Ideal if you want complete control over your financial structure.
  • Simple and Clean Layout: No distractions, just a clean slate for your creativity.

Template with Sample Data:

  • Quick Start: Begin instantly with pre-filled data to guide you.
  • Learn as You Go: Understand budgeting concepts with practical examples.
  • Easy Customization: Adjust the sample data to reflect your own financial situation.

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