Kick off 2021 with a Household Monthly Budget Planner.

Excel Spreadsheets emulating Budget Planner Software

The GiG Free Budget Planner has been developed in Excel to emulate Budget Planner Software. It's an in-depth Home  Budget Planner designed with 14 separate tabs linking 14 individual sheets for expenditure categories. A RESULTS tab to run the programme after any additions or changes have been made to the planner.
Download the Budget Planner excel spreadsheet file below. The budget planner will open in Protected View and it is quite safe to enable it for editing.
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    Download GiG's Budget Planner

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Screenshots - Excel Budget Planner

How to fill in the Excel Budget Planner

Household Budget Planner Features

  • Enter income source in weekly or monthly values.
  • Add weekly or monthly expenditures.
  • Drop down menus listing bill categories.
  • Allocate expenditures to individual bank accounts.
  • Desired monthly payments to calculate potential savings cutbacks.
  • Expenditure and cutback summaries.
  • Budget RESULTS tab.
  • Assign expenditures to different accounts.

Income Categories in Excel Budget Planner Spreadsheet

Allocate your sources of income  to these different categories:
  • Take home pay
  • Income from self-employment
  • Sick pay
  • Maternity / Paternity pay
  • Additional take home pay
  • Benefits
  • Pension
  • Other

Expenditure Categories in Drop Down Menus

Allocate your individual expenditures to these different categories:
  • Household
  • Phone TV / Tech
  • Insurance
  • Food & Housekeeping
  • Children
  • Public Transport
  • Motoring
  • Leisure & Clothing
  • Health & Beauty
  • Pets
  • Debts
  • Savings
  • Giving
  • Other

Features Piggy Bank System

Bills : Day to Day : Savings
We encourage people to have three accounts.
  • One account, Bills, for monthly bills/direct debits.
  • One account for your Day to Day spending. 
  • One account for your monthly Savings. 
Allocate each household expenditure to an account.

Our Piggy Bank System is covered in our online Zoom money workshops.
After building your budget, do let us know how the budget planner helped you and if there are any improvements we could make to it.

Regards
The Team at GiG