Skip to content
The title slide and first slides of the Annual Household Budget template

Annual Household Budget

Spreadsheet template for Google Sheets and Excel

Make a copy in Google Sheets
Price
Free
Slides
4
Difficulty
Beginner
Updated
November 6, 2026

Every slide (4)

Overview

The Annual Household Budget template is for planning a whole year at once. The Category plan tab is a grid of planned amounts for each category and month, the Months tab tracks actual spending against the planned total, and the dashboard shows the year so far with a line chart.

It comes with sample data. Make a copy, replace the sample figures with your own, and the formulas, dropdowns and charts update on their own.

Useful for

  • Planning a year of household spending in advance
  • Catching months that run over plan early
  • Setting aside money for irregular costs such as insurance and holidays

What's included

  • 4 tabs: Dashboard, Category plan, Months, How to use
  • Dashboard: a dashboard with 4 summary figures
  • Category plan: a grid
  • Months: a table
  • 1 chart that update as you type
  • Formulas, dropdowns and colour rules already set up
  • Sample rows that show how to fill it in

How to use it

  1. 1

    Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Start on the Category plan tab: replace the sample rows with your own.

  3. 3

    Keep the formula columns as they are; they fill in as you type.

  4. 4

    Read the How to use tab for tips. For Excel, download the .xlsx file instead.

What you need

Requirements

  • A Google account, or Microsoft Excel for the download

Works with

  • Google Sheets
  • Microsoft Excel (download the .xlsx)

Questions

Is this Annual Household Budget template free?

Yes. The template is free to copy. Make a copy in Google Sheets, or download the Excel file and use it as you like.

Does it work in Excel?

Yes. Download the .xlsx file from this page and open it in Excel. The formulas, dropdowns and chart work the same way as in Google Sheets.

Do I have to fill in every month?

No. Leave future months blank. The dashboard totals only the actual figures you have entered.

  • #budget
  • #annual-household-budget
  • #google-sheets
  • #excel
  • #spreadsheet-template
  • #free-template

More budget templates

See all 7

Also in Finance

All finance templates
Get this template

Preparing your template…