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The title slide and first slides of the Household Budget Planner template

Household Budget Planner

Spreadsheet template for Google Sheets and Excel

Make a copy in Google Sheets
Price
Free
Slides
5
Style
Modern
Difficulty
Beginner
Updated
November 6, 2026

Every slide (5)

Overview

The Household Budget Planner is a ready-made Google Sheets workbook for families and couples. Set a monthly amount for each category, log purchases and bills as they happen, and the dashboard shows your income, spending, what is left and how much you saved.

It comes filled with a sample month so you can see how it works. Make your own copy, then replace the sample rows with yours. The formulas, dropdowns and chart update on their own.

Useful for

  • Plan a monthly household budget by category
  • Log purchases and bills as they happen
  • See at a glance which categories are over budget

What's included

  • 5 tabs: Dashboard, Budget, Expenses, Income, How to use
  • Dashboard: a dashboard with 4 summary figures
  • Budget: a table
  • Expenses: a table
  • Income: 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 Budget 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 budget planner free?

Yes. Make a copy in Google Sheets or download the Excel file. There is no sign-up and no cost.

Does it work in Excel?

Yes. Download the .xlsx file. The formulas, dropdowns and chart work in Excel as they do in Google Sheets.

How do I start a new month?

Make a fresh copy of the template, or clear the rows on the Expenses and Income tabs and keep your budget amounts.

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

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