Your whole year of money on one page, from January to December
Twelve months of income and expenses with automatic totals, monthly averages, net result and a running balance — plus a summary of where the money went.
- ⚡ Instant download
- 🔒 Secure checkout by Stripe
- ↩️ 7-day guarantee
Sound familiar?
- Irregular expenses like insurance and holidays wreck your monthly budget
- You have no idea how much you really saved last year
- Monthly budgets never show the big picture
The Yearly Budget Planner fixes that in a few minutes, for $2.
What changes when you use it
See the year at a glance
Every category across 12 months, with totals and monthly averages calculated for you.
Plan for the expensive months
Spot December, travel months and annual bills in advance and save for them.
Track your running balance
The cumulative row shows how much you will have saved by any month of the year.
Know where the money goes
The Summary tab ranks your expense categories with a chart and % of total.
What's inside the spreadsheet
- Income and expense tables with 12 monthly columns
- Totals and monthly average per category
- Net result per month with negatives in red
- Cumulative balance row
- Line chart of income vs expenses
- Summary tab: total income, expenses, net for the year
- Expense ranking with % of total and bar chart
- How to use tab
Ready in 3 simple steps
Buy securely
Pay $2 once through the secure checkout (Stripe).
Download instantly
Your file is ready right after payment and also arrives in your e-mail.
Fill in and use
Open it in Excel, type your data and let the formulas do the work.
Made for
Everything you get
- Yearly Budget Planner (.xlsx file), 100% editable
- Instant download right after payment, plus the link in your e-mail
- Use it on as many of your own computers as you need
- No subscription and no monthly fees, ever
- Free e-mail support to help you get started
- 7-day money-back guarantee
Works with: Excel 2010 or newer on Windows or Mac · also opens in Google Sheets
Want to track daily spending too? See the Monthly Budget Planner.Yearly Budget Planner
$2
One payment of $2 for a year of clarity.
Download nowFrequently asked questions
Can I use it for actual numbers instead of a plan?
Yes. Type planned amounts, actual amounts, or use one copy for each.
Does it work with irregular income?
Yes. Type each month’s real income; the average and cumulative balance adapt.
Can I add categories?
Yes. Insert rows inside the income or expense table and the totals include them.
How do I receive the spreadsheet?
Right after payment you get the download link on screen and by e-mail. Lost it? Get new links anytime on the "My downloads" page.
Which software do I need?
Microsoft Excel 2010 or newer (including Microsoft 365) on Windows or Mac. It also opens in Google Sheets and LibreOffice, although some formatting may look slightly different.
Can I edit it and add my logo?
Yes. The file is not locked: you can rename labels, add rows and put your own logo in it.
What language is the file in?
English.
Is it a subscription?
No. You pay $2 once and the file is yours to use for as long as you want.
What if it is not what I need?
You have 7 days to try it. If it does not meet your needs, write to us and we will help you, exchange it for another template or refund your payment.
More about the Yearly Budget Planner
Twelve months of income and expenses with automatic totals, monthly averages, net result and a running balance — plus a summary of where the money went.
What's inside
- Income and expense tables with 12 monthly columns
- Totals and monthly average per category
- Net result per month with negatives in red
- Cumulative balance row
- Line chart of income vs expenses
- Summary tab: total income, expenses, net for the year
- Expense ranking with % of total and bar chart
- How to use tab
Works in Microsoft Excel 2010 or newer (Windows and Mac) and opens in Google Sheets. One-time payment, instant download.
Get organized today for just $2
Download the Yearly Budget Planner now and start using it in minutes.
Download now for $2One-time payment · Instant download · 7-day guarantee
