- File format
- Excel (.xlsx) and LibreOffice (.ods)
- Works with
- Excel 2016 or newer
A calm, one-page household budget that updates itself as you type. No macros, no add-ins, no sign-up. Open it, enter what comes in and what goes out, and the sheet does the rest.
What is inside
- Income & fixed costs - salary, side income, rent, insurance and subscriptions in one block
- Variable spending - 14 ready-made categories, all of them renameable
- Savings goals - up to six goals, each with a progress bar that fills up automatically
- Year overview - twelve months side by side, with the months you overspent marked in red
- Print view - a clean A4 / Letter page for the fridge door
Who it is for
Couples and families who want to see, on a single screen, whether the month still works. It is deliberately
not an accounting tool: there is no double-entry, no tax logic and nothing to learn.
Compatibility
| Application | Status | Notes |
|---|
| Microsoft Excel 2016 and newer | Fully supported | Windows and macOS |
| LibreOffice Calc 7+ | Fully supported | Use the .ods file in the package |
| Google Sheets | Supported | Progress bars render as plain bars |
Getting started
- Download the latest version and unzip it.
- Open
budget-planner.xlsx and go to the Setup tab.
- Pick your currency and the first month of your budget year.
- Enter this month's numbers. Everything else fills in by itself.
Questions are welcome in the
Questions tab - answered ones stay there for the next person.