SuanSupply
What's in the free Google Sheets budget template?
- Setup: the year, up to 4 income sources and 16 spending categories, each with a monthly plan
- Transactions: log income and expenses with a date, a category dropdown and an account
- Monthly Budget: pick a month and see planned vs actual, what's left, % used and your savings rate
- A planned vs actual spending chart
- No currency symbol in the cells, so it works in any currency
What's the difference between the free and the full version?
| What you get | Free version | Full version on Etsy |
|---|---|---|
| Transactions | 200 | 1,000 |
| Monthly planned vs actual | Yes | Yes |
| Annual overview, 12 months | No | Yes |
| Sinking funds | No | Up to 8 |
| Charts | 1 | 4 or more |
| Languages | One file per language | English and Spanish files |
How do you set up the budget template?
- Import it into Google SheetsFile > Import > Upload, pick the file, then Replace spreadsheet.
- Fill in SetupType the year, your income sources, your spending categories and how much you plan for each per month.
- Log transactionsAdd each income and expense with a date and a category from the dropdown.
- Check the monthOn Monthly Budget, pick a month at the top and see what's left in each category.
How do you open it in Google Sheets?
Go to sheets.google.com, choose File > Import > Upload, pick the file and choose Replace spreadsheet (or Create new spreadsheet). The formulas, dropdowns and charts keep working. In Microsoft Excel, just double-click the file.
Type only in the cells with red headers and light yellow fill. Grey cells hold formulas, so leave them alone, and clear the example data by deleting cell contents, not whole rows.
See the whole year and save for big costs
Our full Budget Template for Google Sheets adds an annual overview with all 12 months side by side, sinking funds for things like a vacation or car repairs, more charts and room for 1,000 transactions. Pay once on Etsy, no subscription.
Frequently asked questions
Is the Google Sheets budget template really free?
Yes. Download the .xlsx file and use it as long as you like, with no sign-up and no email.
How do I open it in Google Sheets?
In Google Sheets choose File > Import > Upload, pick the file and choose Replace spreadsheet or Create new spreadsheet. Everything keeps working, with no add-ons or scripts.
Does it work in Excel too?
Yes. It's a regular .xlsx file, so it opens in Microsoft Excel with a double-click.
Which currency does it use?
Any. The cells have no currency symbol, so the numbers work in dollars, pesos, euros or anything else.
Is this financial advice?
No. The template helps you organize your numbers. It isn't financial advice.
The example data in the file is made up. This template helps you organize your numbers; it isn't financial advice. Microsoft Excel and Google Sheets are trademarks of their owners; SuanSupply isn't affiliated with Microsoft or Google.