Household Budget
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- January 4, 2022 Updated
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This is a Household Budget template created for Excel. It gives you option to customize the template to meet your specific needs. It has monthly layout where you can plan your budget monthly within one year period and it is equipped with additional worksheets to manage your particular income and expenses categories.
The household budget I created here is basically another alternative for many household budget written in excel you can find in internet. The basic concept probably the same with many others but the approach is different. I divided the this household budget into three big parts, budget with regular repayments, budget with irregular repayments but needed monthly and budget as secondary needs or occasionally needed. I am using this approach based on my expenses where I have to pay all regular repayments first before spare some budget for others.
This file consists of four worksheets with explanation as follows :
Category Worksheet:
This is a worksheet where you can put your household budget category based on your common category. I already put samples there that you can change. You should start from Group Category, then to Category and the last is Subcategory.
Monthly Budget Worksheet:
This is a worksheet where you can put all your budget amount based on your category. As I already mention above, if you need a household budget with consideration of paying your regular repayments first, this spreadsheet could be the suitable one for you.
Daily Income and Expenses Worksheet:
Once you finished your budget, you can start filling your real income and expenses in this worksheet. You can periodically fill your income and expenses here and the excel formula will do the rest. Don't forget to select the correct category for your expenses or the formula won't work as expected.
Monthly Expenses Worksheet:
This is your monitor worksheet where you can see your monthly expenses based on your category and compare it with your budget plan. I put a group function on each month (you can see the (-) minus and (+) plus sign on top of the spreadsheet that you can click to hide or unhide the budget and variance columns. You can see in the first picture above.
If you want to give a try on this spreadsheet, you can download it here.
Sorry i meant column B is missing
nice budget template but im not very familiar with excel and on the daily expense column number 3 is missing (the month column) I dont know how to add he column to mark what month im wroking on… can you help please?
Hi
I have loaded all my categories, and finished my budget sheet. Now started to load expenses in the daily Income and Expense sheet, and its not pulling the info over to the Monthly expense sheet.
Please advise
Cat
Hello Admin,
I may have fix the broken category issue. Thanks
Art
Can anyone modify the monthly expenses formula into a simpler formula for windows excel 2007? But it has the same function…
Dear Sir/Madam/Admin
This is really nice and awesome, congrates for creating such a nice worksheet, but there is some amendment required or can treat as advice. To add the anual sheet with some graphs. Please send your email or contact number, i really want to appreciate your work.
Thanks & Regards
Veervikarmajeet
Hi, I find this excel template very interesting and useful.
As I Started using this, I realise that there are two categories for Cloths figuring in Expenses, so as soon as I add any expense in category clothing, it is added twice in the monthly Expenses. Similarly for Magazines/Books.
Also, If I add any expense in category Restaurants/Eating out, it does not gets calculated in Monthly expenses.
Please help in case if I’m wrong somewhere.
Thanks
Hi,
I modified the template to suit my needs and unfortunately I broke the formula on worksheet Monthly Expenses. Most of the cells works as expected (Real, Budget and Variance) are filled in when data is entered in Daily Income and Expenses except for 8 cells. I have struggled to fix this for a couple of days now but I have reached the limits of ability with Excel . Any help is appreciated.
Thanks
I have been using the spreadsheet to do the household finances, planning budget and tracking spending. I must say that it really works. I can see where my money has gone and cut costs on extraneous items.