Top 47 Excel Budget Tracker and Planner Templates

For the smooth functioning of the small businesses, Microsoft has included dozens of budget planner and tacker templates in Excel, the integral part of Microsoft Office platform. Excel budget planners and trackers function by applying pre-built templates, are provided in the Excel, and can be approached either from Excel file menu or from the online resources, provided by the Microsoft at their website. You may also build one from scratch on the Excel worksheet.

Simple is to utilize the options, developed and provided by Microsoft Office in Excel. Just search for the desired / required budget options ‘online’ and start recording your data about your income and expenses in it and it would summarize this data in final figures and charts to track outcome of your filling.

If you want to create your own template, just start with a basic excel sheet and continue with adding your income & expense details and categories. When function of adding the data is complete, use the appropriate formula(s) to calculate total income, expenses, savings, and your desired outcome.

In the coming section, we have described 47 top template,provided by the Microsoft Office Excel with a little details about its need and working along with the download links from the website of Microsoft to download them.

1. Expense Budget

Expense Budget template of Microsoft Excel is about the management of expenses, such as, Advertising, Debts, Benefits, Supplies, Postage, Rent or Mortgage, Sales expenses, Taxes, Utilities, Other Expenses, Insurance, Store, Salesforce and Misc. Expenses.

2. Easy Monthly Budget

When you arrange to manage the expenses on the monthly basis, it can be arranged and tabulated as the Monthly Budget. The easy monthly budget is designed to manage the data, easily. Even the low educated executive can also manage it comfortably.

3. Simple Monthly budget

This Simple Monthly Budget template can be utilized for the domestic as well as for the business purposes. This is very simple; just add total monthly income and total monthly expenses and the outcome will be tabulated and displayed, instantly.

4. Event Budget

Event Budget templates is designed to manage expenses of the events, as per the estimated and actual expenses. For the facility to manage and analyze the expenses, the expenses are divided in four sections, such as, site expenses, decoration expense, refreshment expenses and program expenses. Each of the four section are then further divided into sub-section, as needed. You may also add any expense, which is not added in the template.

5. Basic Personal Budget

The Personal Budget template is designed to bring the wages received in cash into details, such as, wages, interest/dividends and Misc. (if there are any). The second part of template consists of expenses at home. One very interesting calculation is about the cash short or extra which is also calculated. This Personal Budget is bifurcated month wise.

6. Basic Simple Monthly Budget

When you arrange to manage the expenses on the monthly basis, it is arranged as the Monthly Budget. The easy monthly budget is designed to manage, easily. Even the low educated executive can also manage it comfortably.

7. Simple Annual Budget

Simple monthly budget is based on the percentage of income spent. It is calculated by applying the total monthly income, total monthly expenses and their various heads. The result is percentage of income spent.

8. Personal Monthly Budget

While designing Personal Monthly Budget template, emphasis is placed partucularly upon the projected and actual monthly income. In addition to it, the expenses have been divided, minutely, into the housing, entertainment etc. which are further divided into personal expenses, such as, mortgage or rent, phone billing, electricity, gas, water and heater, cable, waste removal and maintenance. In addition to it, entertainment expenses are further divided into videos, CDs, movies, concerts, sports events, live theatre and so on.

9. Event Budget Simple

Event Budget Simple is actually product launch party type template in which the different expenses, related to events, are bifurcated into 7 different classes, such as, site, decoration, refreshment, program, publicity, prizes and misc. These broad classes of expenses are further divided into many types of sub categories.

10. Business Monthly Budget

This Monthly Budget is related to the business/company related expenses. This budget template is developed to manage the company operating expenses and income, such as, maintenance, supplies, rent / mortgage, taxes, advertising and so on.

11. My College Budget

This college budget template is designed for the students to manage their college time expenses to maintain the balance in between the limited personal income of the students and the numerous monthly expenses.

12. Monthly College Expense Budget

Monthly College Expense Budget template has been developed to calculate and budget the miscellaneous expenses of the student during the college studies. These expenses are bifurcated into the monthly income, monthly expenses, and semester wise expenses (monthly expenses). These expenses include; personal income, financial aid, monthly expenses, semester tuition fee etc. Then they are calculated and are shown in shape of graphics as well.

13. Family / Household Budget

The Family / Household Budget is based on the cash flow analysis which is calculated as per projected and actual cash flow. On the basis of the same, total income, projected income, actual income and variance in the income and its impact on the different heads, are calculated in order to adjust them accordingly.

14. Business Trip Budget

When the business/corporate officials plan to visit the different places for the uplift of the business activities, they need to make and present the specific Business Trip Budget. This budget is required to include the estimated and the actual cost of the trip. For the analysis, major budget items included are; airfare, hotel accommodation, car rental, entertainment, gifts, food and miscellaneous expenses.

15. College Monthly Budget

College Monthly Budget is managed and calculated for the academic expenses, living expenses, living / boarding, and the refreshment during the academic tenure. These expenses are then further sub-divided into detailed expenses.

16. Family Monthly Budget

Family Monthly Budget is a simple family, easy-to-work, monthly budget. It calculates the difference between the actual and projected (budgeted) family expenses in order to adjust them accordingly.

17. Wedding Budget Expenses Comparison

The Wedding Budget Expenses Comparison template helps to calculate the expenses for your personal or someone else’s wedding in the family. For the allocation of the estimated expenses for wedding, you may estimate expenses for the reception, attire, flowers & decoration, music, photographs & videos, favors, ceremony, entertainment, food and so on.

18. Holiday Shopping Budget

In Holiday Shopping Budget template, a father / mother allocates different amounts for different siblings / and/or family member. Then this template makes it posible to keep record of the usage/spent amount which has been allocated to the different siblings/family member.

19. Business Budget

Business Budget is a typical business template for the small set up. By applying this template, you may bifurcate the business in the budget areas and then calculate the income, personal expenses and operating expenses. then this calculation may result in the total overall balance of the company / business.

20. Personal Budget

The Personal Budget template is frequently used to calculate the percentage of the income spent after applying the total monthly income, total monthly expenses and total monthly savings, resulting in the cash balance. If the cash balance tallies the cash in hand, then your calculation may bring the correct results.

21. Manage My Money

Manage My Money template is like the one, previous described, template but in this template, end result is shown as the graphic presentation as well.

22. Website Budget

In the present day corporate world, website is treated as the life line of the business. This Website Budget template arranges the calculation of the company funds spent upon the development and maintenance of the website for the business/company. In brief, this template calculates the required rate of the return on the cost spent upon the website. The expenses include in the calculation may be; hardware expenses, software, development, direct sales benefit and so on.

23. Monthly Budget Accessibility Guide

The Monthly Budget Accessibility Guide template calculates the monthly and semi-monthly home budget for each month of the year, separately. Then the accumulated results are presented at the end of the stipulated period.

24. Simple Monthly Budget

Simple Monthly budget is one more simple and easy to manage personal monthly budget. itis so simple that even the ordinary people with no knowledge of Excel also manage it. It shows the end result in graph and percentage of income spent.

25. Academic Club Budget

If a student is running and managing an academic club, he/she needs to budget and manage the expenses and to run the club according to the allocated budget. This Academic Club Budget helps to maintain the expenses, such as, cost of the trip, revenue and expenses. It results display the amount still needed to cover up the expenses and/or already available funds.

26. House Hold Expense Budget

The Household Expense template calculates and records the cash, spent by each of the household member and presents.

27. Holiday Budget Planner

If you are planning to travel to spend the holidays along with the company, family or college class, this Holiday Budget Planner template helps you to allocate the available budget into gifts, packaging, travel cost, holiday meals, entertainment and miscellaneous expenses. These expenses are further divided into the smaller expenses, managing them to keep record of the different heads.

28. Monthly Budget Tracker

The Monthly Budget Tracker template calculates the budgeted and spent expenses for a typical family on different heads, such as, housing, transportation, food, entertainment, loans/mortgages, savings or investments. These heads are then divided in different detailed expenses.

29. Home Construction Budget

While you are planning to construct/repair/remodel/redesign the home, this Home Construction Budget helps to manage the budget for he same.

30. Channel Marketing Budget

If business is selling the products / services in different channels, this Channel Marketing Budget template helps to manage the cost/expenses, and the output/income, resulting in applying different channels of the business. This helps to settle the profitability of the channel and/or to invest in more profitable channels.

31. Food Budget

Food Budget template helps to maintain the daily purchase and consumption of the meals/food items for the family. Each type of the food item purchased, number of times purchased during the month and cost paid per purchase – all are noted and calculated.

32. Balance Sheet

In this Simple Balance Sheet template, the current assets, fixed assets, other assets, current liabilities, long term liabilities, owner’s liabilities and increase/decrease in the owner’s equity are summarized and presented before the public.

33. Semi Monthly Home Budget

The Semi-Monthly Home Budget helps to maintain the domestic budget on the semi-monthly basis and the results are presented in the chart form along with the monthly income.

34. Floral Wedding Budget

When a wedding is being arranged, all its expenses can be budgeted in the Floral Wedding Budget, such as, reception, attire, flowers & decoration, photographs & videos, music, favors and gifts, ceremony, wedding rings, stationery and transportation along with other urgent and non-budgeted expenses.

35. Fund Raiser Event Budget

When you are using the Fund Raiser Event Budget template, it hlps you to records each contribution to the funds, raised during the event. Then at the specific settled intervals, the collection is calculated and the results are displayed in shape of the bar charts.

36. Gift Budget and Tracker

The Gift budget and Tracker template records each received gift, its amount, the month, and the name of the person to whom the gift is presented.

37. Startup Expenses

Startup Expsenses is a detailed template in which different startup expenses are recorded which are incurred during the process and period of startup of the business / company.

38. Family Budget (Monthly) Planner

In this Famiy Budget Monthly Planner, the detailed expenses are recorded in each separate head while the calculation is made as projected monthly income source, actually monthly income sources, and balance, separately.

39. Monthly Family Budget

In Monthly Family Budget template, comparison of the total income, total expenses, and total cash available are made separately as projected and actual. Then this comparison is presented in the graphic form which is easier to understand.

40. Vacation Budget Planner

Vacation Budget Planner template manages your vacation trip by calculating your funds, needed for the trip, the status of your current savings for the trip at the end of saving period. At the end of the saving period, it displays the amount saved for the trip and any deficiency in funds which needs to be covered.

41. Family Budget (Monthly)

If a family is worried about the increase of expenses and thinking to cover the balance between the projected/budgeted expenses, projected/budgeted income, then they must apply Family Budget (Monthly) template, so that, the quick balance can help them either to increase income of to reduce the expenses.

42. Basic Balance Sheet

Basic Balance Sheet shows the net position of the business/company in easy to understand graph. This graph displays the different amounts of the assets, liabilities and the owner’s equity.

43. Roommate Organizer

This Roommate Organizer template helps to calculate the different expenses, which are needed while you are living along with the roomates. Then each of the expense transaction is recorded along with the name of the payer/contributor.

44. Saving Estimator

Saving Estimator and Tracker is a typical template which helps to manage the availability of the saved funds at the specified date. You may start with the saving target at a date. Then after managing monthly savings, calculate the amount of saving at the set target date. This saving plan is divided in between the daily, weekly, bi-weekly, monthly and yearly periods while the evaluation is made.

45. Personal Money Tracker

Personal Money Tracker is a simple tool to track your personal money, available for your use. It starts with the cash available and after each set date it facilitates to check the balance. After the set periods, you may check the saving and availability of the cash. If need be, you increase the saving level.

46. Trip Planner Worksheet

Trip Planner (Worksheet) is a travel template which provides you to program your departure on the set date and time, by the chosen airline’s flight number and to travel from city to city. In this way, you may make program for whole the month or so as well.

47. Credit Card Tracker

This credit Card Payment Tracker presents a true picture of the credit available for you while it also shows the payment for the month, and the payments for the small petty cash expenses, small entertainment expenses, and of course the cash withdrawal as well.

Top 47 Excel Budget Tracker and Planner Templates

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