Excel + Google Sheets + Printable PDF
Monthly Budget Planner (Lite)
A one-page monthly budget: plan your month, fill in what actually happened, and see what's left, in Excel, Google Sheets, or on paper.
$3.99
Or get it free with the newsletter
Get the free Monthly Budget Planner (Lite)
A one-page monthly budget for Excel, Google Sheets or paper. Join the K&M Financial Newsletter and we'll email you the free Monthly Budget Planner (Lite), plus a new issue on the second and fourth Tuesday of each month. No spam. You're subscribed as soon as you sign up, and you can unsubscribe anytime (every email has an unsubscribe link). Educational, not financial advice.
What it does
- One-page monthly budget
- 12 editable categories
- Planned vs. actual
- Status box + chart
What you get
- Spreadsheet (.xlsx) with Instructions, Example and My Budget tabs
- Printable PDF in US Letter and A4 (1 page each)
- How-to PDF with your Google Sheets copy link
Details
| Formats | Excel (.xlsx), Google Sheets and printable PDF |
|---|---|
| Works with | Microsoft Excel (desktop) and Google Sheets. No macros. |
| Printable sizes | US Letter and A4 |
| Delivery | Instant download after purchase on our site, or free by email when you join our newsletter (issues go out on the second and fourth Tuesday of each month) |
| License | For your own personal use, not for resale |
Refunds
These are instant digital downloads, so all sales are final. If a file won't open or is damaged, email service@kmfinancialgroups.com within 30 days and we'll send a replacement or refund your purchase.
The full Monthly Budget Planner adds a spending log that totals actuals automatically, 30 categories (vs. 12), a second chart, and a 3-page printable. See the Monthly Budget Planner. It's also a good companion to The Monthly Money Map.
Educational tool, not financial, tax, or investment advice. The templates do the arithmetic you set up; the numbers, and the decisions, are yours. Informational only. Not personalized financial, legal, investment, or tax advice.