Workbook Tools
Open editor

Free XLSX template

Free Budget Excel template

Plan category amounts and compare them with actual spending. Download an original XLSX workbook or make it your own in the online editor.

Download original XLSX

Make your workbook

display formatting only; no currency conversion

Generate applies these settings to a new workbook. It replaces any workbook already opened from this template.

Your download and editor use the same workbook. After editing, return here to download the updated file, or save directly from the editor.

Budget
1CategoryPlannedActualDifference
2HousingUSD 1000.00USD 950.00=C2-B2
3FoodUSD 300.00USD 350.00=C3-B3
4=C4-B4
5=C5-B5
6=C6-B6
7=C7-B7
8=C8-B8
9=C9-B9
10=C10-B10
11=C11-B11
12=C12-B12

First 12 rows and 4 columns of Budget. Formula cells show their expressions; generate the workbook to see calculated results.

What is in this workbook?

How to use the budget template

  1. Choose blank content or keep the fictional example, then set the dates and size you need.
  2. Generate the workbook and download it, or open it in the editor to enter your own details.
  3. Keep formula cells when replacing examples. Supported formulas update when you edit their inputs. Check any calculation diagnostics, then save your XLSX file.

Things to know

No bank connection, financial advice or automatic forecasts.

Dates are stored in Excel’s 1900 date system. Currency options change display formatting only. Each workbook includes an Instructions sheet.

Browse all twelve templates