Budget Planner
Plan income and expenses with variance tracking.
A monthly and annual budget workbook with category groups, planned versus actual columns, variance percentages and a rolling twelve-month view. Charts update as you type, so overspending is visible immediately.
- Rating
- 4.9(2.4K)
- Monthly uses
- 312K
- Price
- Free
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· processed locally, never uploaded
Files stay on your device
What it does well
- Planned, actual and variance columns with conditional highlighting
- Category groups that roll up to totals automatically
- Twelve-month view with a year-to-date summary and charts
How to use Budget Planner
- 1
Choose personal or business categories as a starting point.
- 2
Set your currency and the budget year.
- 3
Adjust the category list to match your accounts.
- 4
Download the workbook and start entering actuals.
Watch a walkthrough
Common problems and fixes
Group totals do not include a new row.
The row was added below the total rather than inside the group. Insert it above the subtotal line so the range grows.
Variance shows a huge percentage.
The planned value is zero, so the percentage divides by zero. The template wraps this in IFERROR — re-enter a planned amount.
Frequently asked questions
What people say
The preview before committing is the part that sold me — I could see exactly what budget planner was going to change before it changed anything.
The preview before committing is the part that sold me — I could see exactly what budget planner was going to change before it changed anything.
Fast, no signup wall, no watermark. I have sent the Budget Planner link to half my department.
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