
Annual Report
Docs + Word6 pages
Free
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.
Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.
Start on the Budget tab: replace the sample rows with your own.
Keep the formula columns as they are; they fill in as you type.
Read the How to use tab for tips. For Excel, download the .xlsx file instead.
Yes. The template is free to copy. Make a copy in Google Sheets, or download the Excel file and use it as you like.
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.
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.

Docs + Word6 pages
Free
Excel
Free
Sheets + Excel4 slides
Free
Sheets + Excel4 slides
Free
Sheets + Excel4 slides
Free
Sheets + Excel5 slides
Free
Sheets + Excel4 slides
Free
Sheets + Excel5 slides
Free
Sheets + Excel5 slides
Free