FREE Budget File

I started this in 2010 and it has evolved into an intricate spreadsheet that calculates finances. It began as just sorting income and bills due, but now contains many more features.

It may not be the most user friendly file at the moment, but it is always a work in progress and I've created a guide to help you navigate through it from starting out to maintaining your file.

I plan to create video tutorials in the future, but please Email me with questions.

NOTE: The first two tabs in the template file (BUDGET_template.xltx) will walk you through setting up your budget and saving the template to your Office template folder.

MONTHLY BUDGET

  • Income
    • Auto-populated from INFO sheet
  • Weekly Summaries
  • Bills
    • Auto-populated from INFO sheet
    • Color coded

CREDIT CARD TRACKER

  • Debt paydown / Savings
  • Credit card balances
    • Auto-populated from INFO sheet
    • Individual line usage (as %)
    • Total usage (as %)
BUDGET 2024
XLTX file – 600.4 KB 8 downloads
Overview
PDF – 311.7 KB 25 downloads
  • 40% mark for each line
  • Promotional Balances
  • Interest & Fees