Monthly Budget Planner
A free Google Sheets budget planner. Log what you spend, and it fills in the rest — income, expenses, savings and investments, month by month and across the year.
A free Google Sheets budget planner. Log what you spend, and it fills in the rest: income, expenses, savings and investments, month by month and across the whole year.
The annual dashboard
One view of the year:
- Income and expenses per month, side by side
- Income against the income you expected, so you can see which months missed
- Expenses against budget
- Savings and investments per month
- Expenses by category, stacked per month
- Income by source — salary, side hustle, whatever you set up
Twelve monthly tabs
One per month. Each carries actual against expected for income, expenses, savings and investments; a pie of where that month’s income went; a pie of where it came from; a cash-flow bar; and a category breakdown.
Categories you control
Turn categories on and off for income, expenses, savings and investments, so the sheet matches how you actually live rather than a template’s idea of it.
The expenses log
One row per expense: day, month, description, category, amount. Everything above is built from this one sheet, so there is nothing else to maintain.
What you need
A free Google account to hold your copy of the sheet, and a Travel & Invest account to check out — the planner costs nothing, but the download link is emailed to you like any other order, and stays valid for seven days.