Personal Excel Budget Templates

I’ve put these Excel budget templates together because I’ve had a number of requests. Since the templates include tax calculations they’re currently only available for US and UK readers, but I will consider other countries if requested.

Download the templates here:

Excel budget template - Basic US

Basic UK

UK inc. Student Loan

I’ve included a version for UK readers which accounts for student loan repayments – If there is any interest I can also include my own personal version which accounts for Local Government Pension Scheme payments.

The templates are simple to use, just fill in the green cells. When you’re adding your bills don’t be tempted to enter them as negative values (e.g. -$400), as that will throw off the formulas.

The nice thing about these templates is that they make it easy to see how you can affect your finances by making cutbacks in certain areas. I suggest that you think carefully when completing the bills section to make sure you include everything – It might be helpful to have your latest bank statement in front of you! You may also find it helpful to revisit the template now and again to see if anything has changed.

For ease of use I’ve protected all of the templates, which will prevent accidental overtyping of formulas. There are no passwords, so if you want to remove the protection then go right ahead.

Unprotecting worksheets - In Excel 2003 or earlier you can do this by selecting ‘Tools’ in the menu bar and then Protection – Unprotect Sheet.

In Excel 2007 or later select the ‘Review’ tab in the ribbon at the top of the screen and then choose ‘Unprotect Sheet’ in the Review menu.

I hope that you’ve found these budget templates useful – please let me know your thoughts by completing the feedback form at the bottom of the page.


Looking for more? Return to Excel Templates or the Office Software homepage



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