Simple Monthly Budget Planner
Monthly Budget Template by Finance Illustrated
£2.50
Theme: Noir. Also available in: Peach, Elegant, Rose.
About this template
Take control of your money in under 10 minutes a month.
Track every payday, bill, subscription and savings goal in one automated Google Sheets dashboard — no formulas to build, no apps to link, no monthly fee.
Just pick your currency, month and year, add your bank accounts, and log transactions. Every chart, total and progress bar updates itself.
Why you'll love it
- Automated dashboard — income, bills, expenses, debt, savings and what's left, all live
- Multiple bank accounts tracked separately and combined
- Budgeted vs actual for every category, so you see overspend instantly
- Top 15 expenses ranked automatically — find your money leaks fast
- Subscription tracker showing what % of your spending is recurring
- Daily balance and cash flow charts to see your month at a glance
- Net worth comparison vs last month
- Works in any currency (£, $, €, and more)
- Reusable every month, every year — buy once, use forever
What's inside
- Blank model — ready for your numbers
- Example model pre-filled with sample data
- YouTube video walkthrough
- Written instructions
- Free future updates
How it works
- Buy and download instantly — no waiting
- Open the PDF and click the link inside
- Click "Make a copy" to save your own private version to Google Drive
- Set your currency, month and year, add your accounts, and start tracking
What you need
A free Google account and internet access. Works on desktop, tablet and mobile via the Google Sheets app (best experience on desktop). Nothing is printed or shipped.
What you get
An instant digital download containing your access link. No physical product will be sent.
FAQ
- Do I need to be good with spreadsheets? No. Everything is pre-built. You type numbers into coloured cells and pick from drop-down menus.
- Can I use it for next year? Yes — just duplicate the file or change the year.
- Can I add my own categories? Yes, categories, subcategories and account names are all fully editable.
- Is it a subscription? No. One payment, lifetime access, including future updates.
Terms
This is a digital product for personal use only. If something isn't right, you can ask for a refund within 14 days from the Support page. Please don't resell, share or redistribute the file.
Questions before you buy? Message me — I usually reply within 24 hours.