Monthly Budget
Income, spending, balance and savings rate for the month, with a spending chart that updates itself.
File preview: click the tabs at the bottom to switch sheets
01/01/2027| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | foglio=furboBudget mensile | ||||
| 2 | Celle verdi: da compilare · grigie: calcolate (protette) · dati di esempio | ||||
| 3 | categorie_entrata | categorie_uscita | impostazione | valore | |
| 4 | Stipendio | Casa | mese_inizio | 01/01/2027 | |
| 5 | Extra | Spesa | valuta | € | |
| 6 | Rimborsi | Trasporti | |||
| 7 | Altro | Bollette | |||
| 8 | Svago | ||||
| 9 | Salute | ||||
| 10 | Altro | ||||
What's inside
| 1. Istruzioni | The steps to follow, what to fill in and what not to touch. |
| 2. Impostazioni | Start month and editable categories that feed the drop-downs. |
| 3. Movimenti | Date, description, category, type and amount of every transaction. |
| 4. Riepilogo | Totals by month and category, balance, savings rate, spending pie chart. |
Works with
Excel 2019 and Microsoft 365
Windows and Mac, .xlsx file. Formulas use Italian function names and the ; separator.
Google Sheets
Built in Sheets, not converted. "Make a copy" link, from your phone too.
No macros
No VBA or Apps Script to enable: it works as soon as you open it.
Tested before it's sold
Excel for Windows, Excel for Mac and Google Sheets. No errors on an empty file.
Questions about this template
Answers to the questions we get most often about the Monthly Budget.
We reply within 2 working days.
Write to usIs it really free?
Yes. Leave your email, confirm it and the file is yours. The box for tips and offers is optional.
Can I change the categories?
Yes, in the Impostazioni (settings) sheet. The drop-downs in the Movimenti sheet update on their own.
What if I have no income one month?
The savings rate shows a dash instead of an error.
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