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The title slide and first slides of the Monthly Budget Tracker template

Monthly Budget Tracker

Spreadsheet template for Google Sheets and Excel

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

Every slide (4)

Overview

The Monthly Budget Tracker is for one person who wants a clear view of each month's money. The Budget tab holds a monthly amount for each category, the Transactions tab is where you log each purchase and bill, and the Dashboard compares the two with totals and a chart.

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

Useful for

  • Keeping day-to-day spending within a set monthly budget
  • Seeing which categories run over before the month ends
  • Starting a simple budget for the first time

What's included

  • 4 tabs: Dashboard, Budget, Transactions, How to use
  • Dashboard: a dashboard with 4 summary figures
  • Budget: a table
  • Transactions: 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 Monthly Budget Tracker 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.

Can I add my own categories?

Yes. Type the new category on the Budget tab, add it to the Category list on the Transactions tab, and add a row for it in the dashboard breakdown.

  • #budget
  • #monthly-budget-tracker
  • #google-sheets
  • #excel
  • #spreadsheet-template
  • #free-template

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