Budget Planner - 19+ Examples, Format, Word, PDF (2024)

Budget Planner - 19+ Examples, Format, Word, PDF (1)

Be it a household or a business organization, everything requires funding to work properly. The funds that we acquire either by earning or by investments of other means are required to be used properly, in a very wise way to meet targets. This is where a budget becomes necessary.

A budget is a list of all the income sources that we have, listed beside all the predicted expenses. It shows the limit till which a person or entity is allowed to spend or borrow so that there are no problems faced in the future. Here are 15+ Budget Planner Examples & Templates for your reference.

Budget Planner Examples & Templates

Budget Planner Template

Budget Planner - 19+ Examples, Format, Word, PDF (2)

Details

File Format

  • Google Docs
  • Google Sheets
  • MS Excel
  • MS Word
  • Numbers
  • Pages

Size: A4 & US

Download

Annual Budget Planner Template

Budget Planner - 19+ Examples, Format, Word, PDF (3)

Details

File Format

  • Google Docs
  • Google Sheets
  • MS Excel
  • MS Word
  • Numbers
  • Pages

Size: A4 & US

Download

Household Budget Planner Template

Budget Planner - 19+ Examples, Format, Word, PDF (4)

Details

File Format

  • Google Docs
  • Google Sheets
  • MS Excel
  • MS Word
  • Numbers
  • Pages

Size: A4 & US

Download

Monthly Budget Planner Template

Budget Planner - 19+ Examples, Format, Word, PDF (5)

Details

File Format

  • Google Docs
  • Word
  • Pages

Size: A4 & US

Download

This template is a sample of a monthly budget planner. It is more suitable for a business or a company. Every company needs to limit their spending and needs to keep track of their sources of income and expenditure. This template can be very useful for businesses looking to implement effective financial management.

Simple Monthly Budget Planner

Budget Planner - 19+ Examples, Format, Word, PDF (6)

Details

File Format

  • Google Docs
  • Google Sheets
  • Excel
  • Word
  • Numbers
  • Pages
  • Editable PDF

Size: A4 & US

Download

Every household requires preparing a budget for themselves. A budget contains information about income details and a list of possible expenses. It makes daily life easy as you know you cannot go beyond a certain limit in spending cash on a particular item during the month. This template can be used to prepare a personal budget. Our can also help.

Free Budget Planner Inventory Spreadsheet Template

Budgeting is a very complex process, if not done in a systematic way. While creating the budget you need to be very transparent about your sources of income and upcoming expenses. This template gives you a very simple way to calculate the monthly budget for a different set of people at the same time, it allows you to write your income and expenses and make an easy comparison of figures of a set of individuals.

Free Simple Budget Planner Template

Budget Planner - 19+ Examples, Format, Word, PDF (8)

Details

File Format

  • Google Docs
  • Google Sheets
  • Excel
  • Word
  • Numbers
  • Pages
  • Editable PDF

Size: A4 & US

Free Download

Calculating a budget is very much required when we know our income is fixed. We need to live within our means. The above template is a budget that is focused more on putting attention to the expenses. It goes into the detailed of all expenses that will be set-off against the total income figure which is stated at the top. This template can be used by the people who seek to maintain a record of the forthcoming month’s or year’s expenses for various reasons.

Church Budget Worksheet Template

Details

File Format

  • PDF

Size: 36 KB

Download

The church is an organization that has more expenses than people usually realize, and also being a non-profit organization it runs on donations. So the income is also much lower usually. For the churches that want to make a well-organized budget for the efficient management of resources, this budget is ideal.

Mortgage Budget Planner

Details

File Format

  • PDF

Size: 435 KB

Download

Making a budget should be an important task to be done by everyone. This template can help you manage expenses by proper planning. The above is an example that can be used to create a perfect mortgage budget plan. For an event budget, you can also look forEvent Budget Examples.

Kids Budget Planner Template

Details

File Format

  • PDF

Size: 864 KB

Download

Budget making is always a very good habit, some parents do it on a monthly basis for their kids and this will also help the kids to inculcate the good habit. This template is a very nice example of a budget creation that can be done by kids; the simple and colorful template will surely encourage the children in participating in this activity in a fun way.

Budget Planner in PDF

Details

File Format

  • PDF

Size: 57 KB

Download

The above template is an example of a comprehensive budget plan. Well suited for the people who seek to be extremely organized or for foreign students who need financial efficiency. It makes fortnightly calculations and is very precise in its estimation.

Meeting Budget Planner Sample

Details

File Format

  • PDF

Size: 137 KB

Download

Meetings can result in unnecessary expenditure. To keep track of the expenses, or to keep them within the allotted sum set aside for the meeting, a budget is of great necessity. The above template is an example of such a budget plan that can be used by the organizations to plan their meetings.

Personnel Related Expenses Budget Planner

Details

File Format

  • PDF

Size: 232 KB

Download

Creating a budget is a difficult task, but we can make the work easy if we are able to list the items of income and expenses as a list so that we know what the potential personnel expenses we have to bear are. This template is a very good example for a personal budget and is designed keeping in all the factors associated with personnel matters.

Wedding Budget Planner

Details

File Format

  • PDF

Size: 319 KB

Download

People spend a huge amount on weddings. In the above template, is a list of things where the expenses can be distributed category-wise so that financial allocation and budget planning can be made more efficient.

Retirement Budget Planner for Couples

Details

File Format

  • PDF

Size: 99 KB

Download

People try to make an old age budget so that they can make it through their sunset years with their low income. This template is a very good example of how after retirement a couple can live a decent life.

PersonalBudget Planner

Details

File Format

  • PDF

Size: 258 KB

Download

Budget creating is as important as it is complicated. From the above temple we can get a list of expenses that can possibly occur during a certain period of time in a household where both the spouses are working. It is particularly useful for people who want to be well planned and prepared.

Student Budget Planner Guide

Details

File Format

  • PDF

Size: 236 KB

Download

Student budget is created to note down all the possible expenses and income sources. This template is a comprehensive guide to teach students ways to create a perfect student budget. As students have very low income they need to manage money properly.

Family Budget Planner

Details

File Format

  • PDF

Size: 1 MB

Download

Creating a family budget is a very important task and this template is a very good example of that. A comprehensive budget can be of great use for a family and helps the allocation of money and manage expenses. The template will help those who have a goal in mind which may be paying off house rent or a family vacation.

Student Welfare Budget Planner

Details

File Format

  • PDF

Size: 144 KB

Download

Every student must learn to prepare their own budget. This template carries the list of variables that a student needs to have in mind when going about his\her routine. This template can make the process easy for students.

Budget Planner - 19+ Examples, Format, Word, PDF (2024)

FAQs

Is there a budget template? ›

Google Sheets budget templates

The Sheets app for Drive includes pre-made templates, such as an annual budget and monthly budget. Google Sheets also provides annual business budget templates for entrepreneurs who want to track their expenses.

How do I make my own budget planner? ›

How to create a budget spreadsheet
  1. Choose a spreadsheet program or template.
  2. Create categories for income and expense items.
  3. Set your budget period (weekly, monthly, etc.).
  4. Enter your numbers and use simple formulas to streamline calculations.
  5. Consider visual aids and other features.

How to draw up a budget template? ›

To build a budget spreadsheet, follow these steps:
  1. Choose your software and template.
  2. Calculate your income.
  3. Categorize your expenses.
  4. Decide how often to update your budget.
  5. Enter your numbers.
  6. Maintain and stick to your budget.
Jan 31, 2024

How do you create a simple budget plan? ›

  1. Calculate your net income. The first step is to find out how much money you make each month. ...
  2. List monthly expenses. Next, you'll want to put together a list of your monthly expenses. ...
  3. Label fixed and variable expenses. ...
  4. Determine average monthly cost for each expense. ...
  5. Make adjustments.

Does Microsoft Office have a budget template? ›

The first thing you need to do is to download the budget template. I like this free personal budget template from Microsoft Excel. You can find this one and a myriad of other free budget templates on Microsoft Create. Now, let me show you how to enter your income and expenses into the budget template.

What is the most common budget format? ›

The line-item budget, which is the most widely used of all budgeting systems, offers many advantages. It is comparatively easy to prepare and doesn't require sophisticated financial skills.

What is a good budget sample? ›

NerdWallet recommends the 50/30/20 budget, which suggests that 50% of your income goes toward needs, 30% toward wants and 20% toward savings and debt repayment. Monitor your credit, track your spending and see all of your finances together in a single place.

What is the 70/20/10 rule money? ›

The 70-20-10 budget formula divides your after-tax income into three buckets: 70% for living expenses, 20% for savings and debt, and 10% for additional savings and donations. By allocating your available income into these three distinct categories, you can better manage your money on a daily basis.

What is the 50 20 30 rule? ›

The idea is to divide your income into three categories, spending 50% on needs, 30% on wants, and 20% on savings. Learn more about the 50/30/20 budget rule and if it's right for you.

What is the budget planner rule? ›

Try the 50/30/20 rule as a simple budgeting framework. Allow up to 50% of your income for needs, including debt minimums. Leave 30% of your income for wants. Commit 20% of your income to savings and debt repayment beyond minimums.

What should a budget spreadsheet look like? ›

Your budgeting spreadsheet should include categories for each of your income sources, along with categories for each type of expense you need to track. Add up your income and expenses separately, and then subtract expenses from income to get the difference. You'll also want to create a category for savings.

What should a monthly budget look like? ›

Setting budget percentages

That rule suggests you should spend 50% of your after-tax pay on needs, 30% on wants, and 20% on savings and paying off debt. While this may work for some, it's often better to start with a more detailed categorizing of expenses to get a better handle on your spending.

What are the 7 steps in creating a budget? ›

Budgeting Basics: 7 Steps to Building Your First Budget
  • Why is Budgeting Important? ...
  • Define Clear Financial Goals. ...
  • Digitalize Your Expense Tracking. ...
  • Calculate Consistent Monthly Income. ...
  • Categorize and Analyze Expenses. ...
  • Craft and Fine-tune Your Budget. ...
  • Regularly Update Your Strategy. ...
  • Prioritize an Emergency Fund.

What is the 50/20/30 budget rule? ›

The 50-30-20 rule recommends putting 50% of your money toward needs, 30% toward wants, and 20% toward savings.

How do I create a plan layout in Word? ›

Try it!
  1. Select File > New.
  2. Select Templates > Maps and Floor Plans.
  3. Select the floor plan you want and select Create.

Does Microsoft have a budget program? ›

Homeasy is a budgeting and expense tracking application designed to help you manage your finances in a simple and agile way.

How do I create a monthly planner in Word? ›

Open Microsoft Word and create a new document. Click on the “File” tab and select “New” to open the template gallery. In the search bar, type “calendar” and browse through the available options. Select the calendar template that suits your needs and click on it to open.

References

Top Articles
Latest Posts
Article information

Author: Nicola Considine CPA

Last Updated:

Views: 5887

Rating: 4.9 / 5 (49 voted)

Reviews: 88% of readers found this page helpful

Author information

Name: Nicola Considine CPA

Birthday: 1993-02-26

Address: 3809 Clinton Inlet, East Aleisha, UT 46318-2392

Phone: +2681424145499

Job: Government Technician

Hobby: Calligraphy, Lego building, Worldbuilding, Shooting, Bird watching, Shopping, Cooking

Introduction: My name is Nicola Considine CPA, I am a determined, witty, powerful, brainy, open, smiling, proud person who loves writing and wants to share my knowledge and understanding with you.