ExcelTool.io

Excel Budget Template Generator

Build a monthly budget workbook with your own categories, live totals, and a running net figure.

ABCDEFGHI
1Monthly Budget
2
3CategoryJanuaryFebruaryMarchAprilMayJuneJulyAugust
4
5Income
6Salary
7Freelance
8Other income
9Total income=SUM(B6:B8)=SUM(C6:C8)=SUM(D6:D8)=SUM(E6:E8)=SUM(F6:F8)=SUM(G6:G8)=SUM(H6:H8)=SUM(I6:I8)
10
11Expenses
12Rent / Mortgage
13Utilities
14Groceries
15Transport
16Insurance
17Phone & Internet
18Subscriptions
19Dining out
20Savings
21Total expenses=SUM(B12:B20)=SUM(C12:C20)=SUM(D12:D20)=SUM(E12:E20)=SUM(F12:F20)=SUM(G12:G20)=SUM(H12:H20)=SUM(I12:I20)
22

Preview of the first 22 rows. Cells shown as =SUM(...) are live formulas in the downloaded workbook, not pasted numbers.

What you get

  • One column per month, with a Total column that sums the year across each category.
  • Separate income and expense sections, each with its own subtotal row.
  • A Net row that subtracts total expenses from total income for every month.
  • Every total is a real SUM formula, so the workbook keeps working when you add rows.

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