Tip: Other languages are Google-Translated. You can visit the English version of this link.
Log in
x
or
x
x
Register
x

or

How to make a monthly budget template in Excel?

Companies usually make budgets as a plan to earn and spend money for the coming years. For a family or a person, we can also make budgets for saving money or decreasing family deficit. In this article, I will show you how to download a budget template from Office.com in Excel, and how to make or customize a personal budget template in Excel.

Customize a monthly budget template in Excel

Save customized monthly budget table as AutoText entry for easy reusing with only one click

Download a monthly budget template from Office.com

Easily create monthly calendar within specified date period in Excel

Kutools for Excel's Perpetual Calendar utility can help users create monthly calendar in a new workbook, and layout each calendar month in a new worksheet as below screenshot shown. Full Feature Free Trial 60-day!

ad perpetual calendar 1

Excel Productivity Tools

Office Tab: Bring powerful tabs to Office (include Excel), just like Chrome, Safari, Firefox and Internet Explorer. Save you half the time, and reduce thousands of mouse clicks for you. 30-day Unlimited Free Trial

Kutools for Excel: Save 70% of your time and solve 80% Excel problems for you. 300+ advanced features designed for 1500+ work scenario, make Excel much easy and increase productivity immediately. 60-day Unlimited Free Trial


Although there are so many budget templates for downloading, you may still want to make a custom monthly budget template based on your needs. The following steps will walk you through customizing a monthly budget template in Excel.

Step 1: Prepare a table, and enter its row headers and column headers as following screen shot shown:

Step 2: Enter your budget data of income and expenses into the table, and calculate the total incomes of every month and every item:

(1) Calculate total income per month: In Cell B7 enter =SUM(B4:B6), then drag the Fill Handle to apply this formula to Range C7:M7.

(2) Calculate total income of every item: In Cell N4 enter =SUM(B4:M4), then drag the Fill Handle to apply this formula to Range N5:N6.

(3) Calculate the total income in the budget year: in Cell N7 enter =IF(SUM(N4:N6)=SUM(B7:M7), SUM(N4:N6), FALSE), and press the Enter key.

doc monthly budget template 4

Step 3: Calculate the total expense of every month and every items.

(1) Calculate total expense of each month: In Cell B16 enter =SUM(B10:B15), and drag the Fill Handle to apply this formula to Range C16:M16.

(2) Calculate total expense of each item: In Cell N10 enter =SUM(B10:M10), and drag the Fill Handle to apply this formula to Range N11:N15.

(3) Calculate total expense in the budget year: IN Cell N16 enter =IF(SUM(B16:M16)=SUM(N10:N15), SUM(N10:N15), FALSE), and press the Enter key.

doc monthly budget template 3

Step 4: Calculate the deficit or surplus in this budget year: In Cell B18 enter =B7-B16, and drag the Fill Handle to apply this formula to Range C18:N18.

Step 5: Make a pie chart for the incomes in this budget year.

(1) Select the Range A4:A6, then hold the Ctrl key and select the Range N4:N6.

(2) Click the Pie button (or Insert Pie and Doughnut Chart button in Excel 2013) on the Insert tab, and then specify a pie chart from the drop down list.

doc monthly budget template 6

Step 6: Format the new added pie chart.

(1) Add labels for the pie chart with right clicking the pie and selecting the Add Data Labels from the right clicking menu.

(2) Add Chart title with clicking the Layout > Chart Title > Above Chart in Excel 2007/2010 (In Excel 2013, the Chart title is added automatically), and enter a chart title, such as Incomes in Budget.

Step 7: Add a pie chart for the expenses in this budget year.

Please select the A10:A15, then press the Ctrl key and select the N10:N15; and then follow the same methods we introduced in Step 5-(2) and Step 6.

Step 8: Save current workbook as template with clicking the File > Save > Computer > Browse in Excel 2013, or click the File / Office button > Save in Excel 2007 and 2010.

Step 9: In the coming Save As dialog box, enter your template name into the File name box, and click the Save as type box and specify the Excel Template (*.xltx) from the drop down list, and at last click the Save button.

doc monthly budget template 8

Now current workbook is saved as your personal template.


In an opening workbook, click the File > New, enter the searching criteria of Budget and press the Enter key, then click to select one of budget templates and at last click the Create button (or Download button).

doc monthly budget template 1


doc autotext pane 1

In addition to saving as a template, Kutools for Excel's AutoText utility supports Excel users to save the customized budget table as an AutoText entry, which will keep all cell formats and formulas you set in the table. And you can reuse the AutoText entry at any time in any workbook with only one click.

Kutools for Excel - Combines more than 300 Advanced Functions and Tools for Microsoft Excel

1. After customized the monthly budget table (how to create a Bell Curve chart?), please activate the AutoText pane with clicking Kutools > Navigation > AutoText button  at far left of Navigation Pane. See left screenshot:

2. Select the monthly budget table, and click the Add button  in the AutoText Pane. See screenshot:

doc monthly budget autotext 2

3. In the Opening New AutoText dialog box, name this new AutoText entry, and specify a group you save this AutoText entry into, and click the Add button.

So far you have saved the customized monthly budget table as an AutoText entry already. From now on, you can reuse this customized monthly budget table in any workbook at any time with only one click.

Kutools for Excel - Includes more than 300 handy Excel tools. Full feature free trial 60-day, no credit card required! Get it now!


In this Video, the Kutools tab and the Kutools Plus tab are added by Kutools for Excel. If need it, please click here to have a 60-day free trial without limitation!


arrow blue right bubbleRelated articles:


Excel Productivity Tools

Ribbon of Excel (with Kutools for Excel installed)

300+ Advanced Features Increase Your Productivity by 70%, and Help You To Stand Out From Crowd!

Would you like to complete your daily work quickly and perfectly? Kutools For Excel brings 300+ cool and powerful advanced features (Combine workbooks, sum by color, split cell contents, convert date, and so on...) for 1500+ work scenarios, helps you solve 80% Excel problems.

  • Deal with all complicated tasks in seconds, help to enhance your work ability, get success from the fierce competition, and never worry about being fired.
  • Save a lot of work time, leave much time for you to love and care the family and enjoy a comfortable life now.
  • Reduce thousands of keyboard and mouse clicks every day, relieve your tired eyes and hands, and give you a healthy body.
  • Become an Excel expert in 3 minutes, and get admiring glance from your colleagues or friends.
  • No longer need to remember any painful formulas and VBA codes, have a relaxing and pleasant mind, give you a thrill you've never had before.
  • Spend only $39, but worth than $4000 training of others. Being used by 110,000 elites and 300+ well-known companies.
  • 60-day unlimited free trial. 60-day money back guarantee. Free upgrade and support for 2 years. Buy once, use forever.
  • Change the way you work now, and give you a better life immediately!

Office Tab Brings Efficient And Handy Tabs to Office (include Excel), Just Like Chrome, Firefox, And New IE

  • Increases your productivity by 50% when viewing and editing multiple documents.
  • Reduce hundreds of mouse clicks for you every day, say goodbye to mouse hand.
  • Open and create documents in new tabs of same window, rather than in new windows.
  • Help you work faster and easily stand out from the crowd! One second to switch between dozens of open documents!
Say something here...
symbols left.
You are guest ( Sign Up? )
or post as a guest, but your post won't be published automatically.
Loading comment... The comment will be refreshed after 00:00.

Be the first to comment.