Money & budgeting · Excel · 4 tabs

Monthly budget planner

The offline version of the free planner. Budget your take-home pay once, then track each month against the plan.

£7once · download straight away

Works in Excel or Google SheetsNo subscription

Close-up of the Budget tab, from the free example file for the Monthly budget planner

Item	Per month	Share
Coming in	£2,400.00
Essentials	£1,700.00	71%
Left over	£250.00	10%

Example data. The free example file shows the full layout.

Inside the free example file

Rendered from the example file in Excel, at the size it opens on screen. The rows are sample data, and the file is marked as an example.

Budget, from the free example file for the Monthly budget planner — Budget

Months, from the free example file for the Monthly budget planner — Months

Year summary, from the free example file for the Monthly budget planner — Year summary

Download the free example file

What it does

The offline version of the free planner. Budget your take-home pay once, then track each month against the plan.

Best for: Anyone paid monthly who wants to see where the money goes.

What’s included

Excel · 4 tabs

Budget page: what's left, the 50/30/20 split and your three biggest costs
12 months of budget against actual, with overspends in red
Year summary with a running total and charts

How it works

Type your take-home pay and what you expect to spend on each line.
See what's left and how it splits against 50/30/20.
Each month, type what you actually spent.
Red means over budget: trim that line next month.

What it doesn’t do

Doesn't connect to your bank. You type in your figures.

Packs help you organise and prepare. They are not legal or tax advice and can’t guarantee you meet every rule.

Price and delivery

£7once

Download links straight after payment, by Stripe
Links work 3 times within 14 days; the file is stamped with your email and order number
Lost the links? Ask for them again

Also in a bundle

Money complete · 6 packs for £19 (£38 separately)Buy £19

Buy £7

Questions

Can I see it before I buy?

Yes. Download the free example file: it shows the layout with sample data, as a locked preview. The paid file is yours to fill in.

What do I get, and how?

The file downloads straight away after payment. Your links work 3 times within 14 days, and the file is stamped with your email and order number. Lost the links? Ask for them again.

Does it work in Google Sheets?

Yes. Every pack works in Excel or Google Sheets, and the Word files open in Word or Google Docs. There are no macros.

Is it a subscription?

No. One payment, and the file is yours to keep using.

Can I get a refund?

As these are digital files, change-of-mind refunds are not available once they are issued, so please look at the free example first. If a file is faulty or not as described, your legal rights are not affected. Refund terms.