Savings planner excel template6/11/2023 ![]() ![]() Personal monthly and yearly budget template You’ll see a Month-to-Date column on the right, along with the differences between estimated and actual amounts. Then, enter income and expenses with what you’re budgeting and what the actual costs turn out to be. If you get paid weekly or biweekly and like to manage your budget the same way, then take a look at this weekly budget template.Ĭhoose the Weekly or Biweekly tab per your preference. You also have a nice bar graph showing projected and actual income and expenses. Each spot lets you enter projected and actual amounts. This simple budget template works just fine for individuals or couples.Īdd your income at the top, expenses below, and see totals at the bottom. Starting with something basic, you may not need a template with bells and whistles like those below. These are the best Excel budget templates to get you started. Luckily, you don’t have to start from scratch. If you want to track and manage a budget, whether for yourself, your household, or a special event, Excel is a great choice. With its robust functions and commonly used calculations, it’s also a solid money-management tool. ![]() It might look a bit complicated at this point, but once we add the formulas, this all calculates automatically all you have to do is put in your savings amount each month.Microsoft Excel is a full-featured spreadsheet application with plenty of features for managing data. Remaining – how much more you have to save to reach your goal.The total amount you have for that savings goal, including your opening balance, expenses and adjustments.Less adjustments – (optional) in case you want to swap money between savings goals.Less expenses – for when you spend some money.Add adjustments – (optional) in case you get extra money to add or want to swap some money between your savings goals.Your opening balance – how much you’ve already saved. ![]()
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