All templates · Home & Family · Monthly Budget Planner
SHEETHARBOR B1 KNOW WHEREYOUR MONEY GOES Budget vs actual, updated as you type EXCEL 2010+ · GOOGLE SHEETS · WPS $9
Inside this file: 5 tabs: Start Here, Transactions, Budget, Dashboard, Lists

Monthly Budget Planner

Take control of your money in under 10 minutes a week.

$9$13Save $4Launching soon
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  • Instant download — nothing ships
  • 1 Excel file (.xlsx), works in Excel 2010+, Google Sheets and WPS
  • Sample data and a Start Here tab included
  • Single-user license — buy once, keep forever
  • Questions? hello@sheetharbor.com

This isn't another empty spreadsheet - it's a budgeting system that does the math for you.

What's inside

DASHBOARDIncome, expenses, savings rate and budget progress, all automatic.
SIMPLE TRANSACTION LOGCategory dropdowns, so you never type a category twice.
BUDGET VS ACTUAL15 essential categories with green / yellow / red alerts before you overspend.
IN-CELL DATA BARSYour biggest spending categories jump out before you read a single number.

Who it's for

First-time budgeters, bi-weekly paychecks and anyone who has started a budget and quit by week three.

How it works

  1. Set your monthly limit per category.
  2. Log spending as it happens (30 seconds an entry).
  3. Watch the dashboard update itself.

What you get

  • 1 Excel file (.xlsx) – Excel 2010+, WPS and Google Sheets
  • 5 tabs: Start Here, Transactions, Budget, Dashboard, Lists
  • 15 example entries and 15 ready-made categories
  • Single-user license – instant download