Money · Family - Template 85
Family & Couples Budget Spreadsheet
Budget together and stay on the same page.
Microsoft Excel◆Google Sheets◆.xlsx files
Add your regular pay, bills, debts, savings and transfers once, choose from eight frequencies, and they land on their dates across the whole year. Your twelve monthly budgets, paycheck view, annual dashboards and calendar then fill themselves in from your transactions. Start your budget year in any month, roll each month's balance over or start at zero, and split the money across up to nine people or shared pots. Savings funds, a debt payoff planner with Snowball or Avalanche, a 50/30/20 split, net worth and account balances complete it. You get a blank workbook and a sample workbook filled with an example family.
What's inside · 27 tabs
- Setup - start month, opening balance, currency, up to 9 people and up to 15 accounts
- Recurring Transactions - income, bills, debts, savings and transfers with 8 frequencies
- Variable Transactions & Scheduled Payments - everyday spending, and every recurring payment in date order
- 12 Monthly Budgets - planned against actual, a daily running balance and a left to spend ring
- Paycheck - the same budget for one pay period, weekly to monthly or custom
- Annual Dashboard & Planned vs Actual - the year month by month, and every month by type
- Smart Calendar - every payment on its date, with a weekly balance
- Savings & Debt Payoff - sinking funds, and up to 10 debts with your debt free date
- 50/30/20 & Net Worth - needs, wants and savings against your goals, and assets and liabilities by month
- Distribution & Accounts - each person's share, and balances, projections and transfers by account
In Motion
Set it up once, it lands all year.
Add a recurring payment and it appears on its dates across the monthly budgets, the calendar and the annual dashboard.
Pairs Beautifully With
