Annual Budget Spreadsheet – page preview

Annual Budget Spreadsheet – what's included

Annual Budget Spreadsheet

Name: Annual Budget Spreadsheet
Brand: HomeBase Paper Co.
SKU: HB-D01
Price: 6.99 USD
Availability: InStock

A 12-month budget spreadsheet for Excel and Google Sheets that shows exactly where your money goes every month, without complicated software.

$6.99

Buy now · $6.99

Instant download. Your files appear right after checkout, and the link is emailed to you.
Secure checkout. Pay by card or PayPal on Payhip's secure checkout. No account needed.
Excel + Google Sheets. Print or reuse as often as you like at home.
Real help. Trouble opening a file? Email us and we'll help you get it working.

Better valueGet it in the Ultimate Budget Bundle8 tools for $19.99 (save 57%)

Made by a small family business in Frisco, Texas. Our story

About the Annual Budget Spreadsheet

Most people quit budgeting because the tool is harder than the habit. This budget spreadsheet keeps it simple: type your income and spending into the cream cells and the formulas total each month and the whole year for you. You see what came in, what went out and what's left, side by side, so it's easy to spot the category that keeps creeping up. It suits first-time budgeters, couples who want one shared file, and anyone who outgrew a notebook but doesn't want a subscription app.

What's included

Start Here guide
Setup tab: your categories & plan
12 monthly tabs (Jan-Dec)
Transaction log with category dropdowns
Planned vs. actual by category
Over-budget alerts in red
Year dashboard + chart
Works in Excel & Google Sheets

Files and formats

ZIP file containing the spreadsheet (.xlsx) for Microsoft Excel and Google Sheets
Start Here PDF with step-by-step opening instructions

How it works

Check out securely. Pay by card or PayPal. No account needed.
Download instantly. The download button appears right away and the link is emailed to you.
Open in Excel or Google Sheets. Type in the cream cells and the formulas do the rest.

Good to know

This is a digital product - nothing will be shipped.
Printed colors can vary slightly by printer and screen.
Spreadsheet preview images show sample data; your copy starts blank. A computer is recommended for the first setup.
This template helps you organize your own numbers. It is not financial, tax or legal advice.
For personal use only. Please don't share, resell or redistribute the files.

Questions, answered

What exactly do I get?

ZIP file containing the spreadsheet (.xlsx) for Microsoft Excel and Google Sheets Start Here PDF with step-by-step opening instructions Inside: Start Here guide, Setup tab: your categories & plan, 12 monthly tabs (Jan-Dec), Transaction log with category dropdowns, Planned vs. actual by category, Over-budget alerts in red, Year dashboard + chart, Works in Excel & Google Sheets.

Is this budget spreadsheet good for beginners?

Yes. You only type into the cream cells; the formulas do every total and the yearly summary for you, so you don't need any spreadsheet experience to use it.

How do I get my files?

Right after checkout you'll see a download button, and the same link is emailed to you so you can download again later. Nothing is shipped.

Does it work in Google Sheets and Excel?

Yes. Open the .xlsx file in Microsoft Excel, or upload it to Google Drive and open it with Google Sheets. A computer makes the first setup easiest; after that it works on a phone or tablet too.

Is this financial or legal advice?

No. It's an organizing tool that helps you keep track of your own information. For decisions about debt, taxes, wills or care, talk to a qualified professional.

What if something doesn't work?

Email us at [email protected] and we'll fix it or make it right. Because it's a digital file we can't take returns, but we never leave you stuck.