Personal Budget Template


The MyFinancePlans Personal Budget Template is an easy to use 2 page annual budget spreadsheet template for individuals or families.

It enables you to plan and track your personal, family or household monthly income, expenses, savings, cash flow and account balances.

Start with this Budget template, or even better, start instead with one of the MyFinancePlans Financial Plan templates.

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US$ 4.95

Data sheet

Easy versus DetailedVery Easy
Best Suited ForBudget Planning and Tracking
Pages in Annual Plan2
Pages in Lifelong PlanNot Included
User GuideIncluded

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What is the Personal Budget Template?

The MyFinancePlans Personal Budget Template is the best easy to use 2 page annual budget spreadsheet template for individuals or families.  It enables easy planning and tracking of your personal (or family or household) monthly income, expenses, savings, transfers to assets or liabilities, cash flow and account balances.

Please note that the Personal Budget Template is not a Financial Plan as it does not include all the functionality and features of a financial plan.  Financial Plan features and functionality are included in the MyFinancePlans Financial Plans of which 3 editions are available - Basic, Lite and Full.  The Free Personal Budget Template is actually pages 2 and 3 of the Annual Plan part of the MyFinancePlans Basic Edition.  For details of the features of the Basic, Lite and Full editions of MyFinancePlans Financial Plans click on the Compare Plan Features tab above.

What is included?

Included in your download is:

  • Personal Budget Template - a spreadsheet file (.xlsx) which includes a completed example worksheet and a blank worksheet for you to complete,
  • MyFinancePlans User Guide - a PDF document file (.pdf) which covers all editions of MyFinancePlans Financial Plans and the Free Personal Budget Template.

How to get the Personal Budget Template and Guide files?

Obtain your copy of the MyFinancePlans Personal Budget spreadsheet template by clicking on the Add To Cart button and checking out.  Payment will be made through PayPal to ensure security.  You may use a credit card or other payment method.  A PayPal account is not required if you don't have/want one.  Immediately following your order an email message will be sent to you with a download link in it.  Open this email message and click on the link to download the zip file to your computer.  Then find the zip file on your computer and unzip it using Windows or any Zip program to access the files within.  Open the spreadsheet file with Microsoft Excel 2003 or newer, or any compatible spreadsheet program.  Open the User Guide with Adobe Reader or any PDF viewer program.

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MyFinancePlans Free User Guide

Click below to download the free MyFinancePlans User Guide. The guide covers all editions of the MyFinancePlans personal financial plans and personal budget templates.

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