QuickStart Monthly Budget
Set up your complete monthly budget in under 3 minutes
A step-by-step budget spreadsheet that walks you through setup with a built-in wizard. Track income, expenses, savings goals, and loan payoff scenarios — all auto-calculated. No accounting experience needed.
$7.99
Microsoft Excel (2016 or later)Google SheetsNo macros or VBA — pure spreadsheet formulas
Features
15-step Setup Wizard with guided tips — just answer the questions
Auto-calculated Dashboard with income, expenses, and free cash
12-month expense tracker with actual vs. budget comparison
Spending averages to help fine-tune your budget over time
Savings goal tracker with progress and projected completion date
Loan payoff calculator — model how extra payments save interest
Color-coded alerts: green (on track), yellow (tight), red (over budget)
Works in both Microsoft Excel and Google Sheets
Screenshots
Frequently Asked Questions
Does this work in Google Sheets?
Yes. Upload the .xlsx file to Google Drive and open it with Google Sheets. All formulas and formatting are fully compatible.
Can I edit the budget after initial setup?
Yes. Go back to the Setup Wizard tab and update any step. All other tabs recalculate automatically.
What if I have expenses not covered by the built-in categories?
The Setup Wizard includes 5 Optional Expense rows where you can add any custom categories with your own descriptions.
Is there a user guide?
Yes. A detailed PDF user guide is included with your download and is also available for free on this page.