A free resource from The Everyday Edit

A clearer plan for the month, one page at a time.

The Monthly Budget Sheet is an editable Excel workbook for planning take-home income, comparing planned and actual spending, and seeing what remains in each category.

Free workbook · XLSX

A simple monthly money check-in.

Enter the month and your income, set a plan for each category, then update actual spending as the month goes on. Formula cells total the plan and actuals and calculate the remaining balance.

  • Monthly Budget sheet with planned and actual spending
  • Automatic category totals and remaining-balance formulas
  • Start Here sheet with setup instructions

The workbook includes editable categories such as housing, groceries, transportation, savings, and more. It also includes a quick-start guide for Excel or Google Sheets.

Monthly Budget

A blank workbook, ready for your month

Planned total

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Actual total

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Remaining balance

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CategoryPlannedActualLeft
Housing———
Groceries———
Transportation———
Monthly BudgetStart Here
Blank monthly budget preview with planned totals, actual totals, remaining balance, and the workbook’s Monthly Budget and Start Here sheets.

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