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Free monthly budget template for Excel

This template is a simple list of income, bills, expenses and savings for one month. It opens directly in Excel. Download it, replace the sample rows with your own, and filter by category or account to see the totals you need.

Free monthly budget template (CSV, about 1 KB). No sign-up needed.

Replace the sample rows with your own numbers.

Download template
  1. Download the file and open it with Excel. It is a CSV file, so Excel opens it directly.
  2. Replace the sample rows. Keep the first row as the column names.
  3. Use Data, then Filter, to see one category or one month.

What is in the template

Each row has a type (income, fixed bill, expense or savings), a name, a category, an amount, a date, the account used and a note. The sample rows show one month with a salary, a few bills and some spending.

Why use budgetbaba instead, if you want less upkeep

A template works well if you enjoy keeping a spreadsheet. budgetbaba does the totals, locks closed months and keeps cards and bank accounts in one place. You can start with the template and move to the app when the list gets long.

Questions people ask

Will this open in Excel?

Yes. It is a CSV file, which Excel opens directly. Save a copy as an Excel workbook if you want to add formulas.

Can I add more months?

Yes. Copy the sheet for each month, or add a Month column and filter by it.

Is it free?

Yes. The template is free to download with no sign-up.

Plan this month in budgetbaba

Free, with no ads and no bank linking. Set up your month in a few minutes.