Overview
The Monthly Budget Calendar is a minimalist spending tracker and monthly budget for Microsoft Excel— there is also a Google Sheets version.
Set your monthly spending target, track your daily and cumulative spending, and see how much you have left before the end of the month – or before you hit your spending target.
Because the Monthly Budget Calendar is powered by Tiller Money Feeds, it shows your actual daily transactions. This free template can now be installed in Google Sheets with the Tiller Community Solutions extension.
Shoutout to @jpfieber for his work porting this template from Sheets to Excel!
Installation
- Confirm that you have Excel Tables implemented in your workbook.
- Download the workbook containing the Monthly Budget Calendar v1.01 to your local hard drive.
- Open the downloaded
XLTX
file and also the workbook you’d like to install the template into. - In the Monthly Budget Calendar workbook, right click on the Monthly Budget Calendar sheet tab and click “Move or Copy…”.
- In the dialog, choose the destination workbook in the “To book” dropdown and check the “Create a copy” checkbox, then click OK.
Additional Support Content
For background and instructions on this template, refer to the documentation on the looks-like, works-like Google Sheets version.
Changelog
- v1.01 on March 10, 2023: Fixed bug affecting functionality of uncategorized-transaction options— “All Withdrawals” and “Withdrawals
Transfers” and added version number
- v1.00 on March 9, 2023: Initial release
Questions and Feedback
Share your questions and feedback below.