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
Install this template using Tiller Money Feeds using the following steps:
Launch Tiller Money Feeds
Under Templates near the bottom, click Browse
Find the template in the list using search or scroll to find it
Click the template name in the list to expand its card
Click Install to add the template to your spreadsheet
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
The Monthly Budget Calendar is just what I have been looking for. Unfortunately I have not been able to link the worksheet to my Tiller data because the “edit links” button is greyed out and not accessible in the data ribbon. Any suggestions? I have added and linked other worksheets previously, but I am at a loss now.
Do the date settings in J1 and J2 look reasonable? What happens if you temporarily type over the formula (undo after) in R5 with a date like “1/1/2023”?
Can you unhide the columns over on the right, @jayesh.sanghani, like I suggested to @adekunledauda, and see if there are any errors on that half of the sheeet?
The monthly budget calendar (Excel) is really nice and useful. A nice addition, if possible, would be a matrix which has the months of a year and a user could input their projected monthly net income. Although we can use an average, those paid every 2 weeks will encounter two months a year with greater income and 10 with lower income against a straight annual average orthose being paid 2x per month. Thank you
That Excel Edit Links workflow is pretty fussy. It’s a shame.
Are you sure the data is linking to external data, @pathocyte? I just went through steps (including clicking “Create a copy”) and the workflow linked to my local data.
This is really cool. Thank you for the awesome work and sharing.
I have 1 question though.
2024 isn’t showing up in the year dropdown.
I opened up the hidden columns and changed the active month to 1/1/2024.
Is that all I need to do to make sure that the calendar is showing Jan 2024?
The Data Validation on cell L1 needs to be updated to include 2024. You can either select that cell, go to Data Validation in the Data menu and add 2024 to the “Source” list, or I’ve updated it in the shared template, so you can reinstall and it will now be included.
Shoutout to @jpfieber for his work porting this template from Sheets to Excel!
Transfers” and added version number
