Budget Spreadsheet 2027 – Monthly Budget Planner for Excel & Google Sheets

Hinweis: Diese Vorlage ist auf Englisch (Spalten, Texte und Anleitung). Sie funktioniert in Excel und Google Sheets.

Plan your money once. Log what you spend. Your dashboard does the rest.

A budget spreadsheet for Excel and Google Sheets that works as a monthly budget planner and expense tracker – made for people who want a clear overview without learning formulas.

What's included

• Budget spreadsheet (.xlsx) with 7 main tabs: Start, Dashboard, Transactions, Budget, Month, Year, Savings
• Optional Charts tab with 4 more charts, key-number cards and a spending heatmap
• 38 ready-made categories in 4 sections – rename any of them
• Room for 2,000 transactions and 6 savings goals with progress bars
• Light and dark design (same formulas)
• Printable budget planner, 17 pages, US Letter and A4
• 2-page quick start guide
• Bonus: 2027 calendar with U.S. federal holidays and 6 phone images to share with your family

Works with

Microsoft Excel 2016 or newer (Windows & Mac), Google Sheets (free) and LibreOffice Calc (free). Built only with standard formulas all three programs support. No subscription, no macros, no add-ins.

How to start

• Set “Show example” to OFF on the Start tab.
• Type your income and bills on the Budget tab.
• Add your spending on the Transactions tab – the Dashboard, Month and Year tabs update instantly.

Your data stays with you

The Excel file stays on your device – no account, no cloud. If you use Google Sheets, your numbers are stored in your own Google account.

Help

Questions or ideas? Email info@propraxisplan.de – we usually reply the same day.

Digital download – nothing is shipped. 14-day money-back guarantee. Planning tool, not financial or tax advice.