Take charge of your money with the 50/30/20 Budget Planner Excel Template — an all-in-one personal finance dashboard that calculates, tracks, and visualizes your income, expenses, and savings automatically.
📊 What you can do with this Excel sheet:
Enter your monthly income and get automatic 50/30/20 split (Needs, Wants, Savings).
Log your spending in the Transactions table with dropdown categories.
Instantly see if you are overspending or underspending.
Analyze your finances with a visual dashboard featuring:
KPI cards for Income, Needs, Wants, Savings, Net
Donut chart (Needs vs. Wants vs. Savings)
Bar chart (Target vs. Actual)
Adjust targets in Settings (use 50/30/20 or your own custom rule).
Filter by Year and Month to track your budget over time.
✨ Why you’ll love it:
Keeps finances organized and visual
Perfect for beginners and pros alike
No setup needed — just download, open, and start using
Works with Excel 2016, 2019, 2021 & Office 365
⚡️ Instant download — start budgeting today!
Published:
Oct 05, 2025 09:56 PM
Version:
v2.6
Category:
