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Budget template designs you can bank on

Budgets don't have to be boring find a customizable design template for your budget and bring some eye—splashing aesthetics to your next budget—based project. from household and personal budgets to banking for business, there's a budget template for you..

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Simplify your budget with a template

Reaching your financial goals takes careful planning and saving—using the right tools is the first step to budgeting effectively. Simplify your monthly or weekly budgeting by using a free, customizable budget template. Monitor all of your home or business expenses accurately and decide what areas of your budget can be better managed. Whether you're managing the office budget of a small business or need to track your personal expenses, using a template makes it easier to stay organized. By visualizing your expenses and financial goals, you'll be able to see exactly where your money goes. Browse budget templates made for a range of uses, from regular monthly budgets to budgets focused on weddings, college, or saving for a home. You won't need to worry about your calculating skills when you use a budget template—focus your energy on saving and let a template do the rest.With easy-to-use templates, you'll save time and money year-round by creating beautiful custom cards. Focus on celebrating with your loved ones and let the template do the rest!

Top Excel Budget Templates

We’ve provided you with the best free budget template selection around, whether you’re managing a personal budget, an industry-specific budget, or balancing a household budget. additionally, we’ve provided details on how to choose the right budget for your use case, and steps on how to create one..

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Business Budget

Track and manage your business expenses so you can make the best strategic decisions for your company with this business budget template. Gain visibility into where you’re overspending, where you need to cutback, and the general health of your company.

Download Business Budget Excel Template

View your budget and expenses in real time so you can make the most informed decisions, track income against expense, and ensure no item goes unseen in savings, spending, or debt repayment goals.

Track Your Business Budget in Smartsheet

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Department Budget

Estimate your department expenses for the upcoming fiscal year, track spend against savings, and compare your year-over-year budget numbers by percent changes with this budget template, specifically designed for teams and departments.

Download Department Budget Template

Track and report on the budgets for specific departments, assign departmental budget items to individual team members, and manage budget status in real time to increase accountability and improve visibility. Compare yearly budgets and set automatic alerts when you’re nearing your bottom line.

Manage Department Budgets with Smartsheet

budget report assignment

Home Construction Budget

Keep an eye on all construction-related expenses, including remodeling, planned improvements, emergency repairs, and labor and material budgets, and monitor the running balance so you never get below your bottom line.

Download Home Construction Budget Template

Manage Your Construction Budget in Smartsheet

budget report assignment

Project Budget

Using a project budget template will help you stay on top of your project budget. With this template you can track the material, labor, and fixed costs associated with each project task, and monitor the variance between your actual and budgeted amounts.

Download the Project Budget Excel Template

Manage Your Project Budget in Smartsheet

budget report assignment

Personal Budget

Document, track, and manage your personal income, expenses, and savings to ensure you’re moving towards your financial goals. Improve visibility into how well you save your money so you can reach your goals faster.

Download Personal Budget Template

Manage Your Personal Budget in Smartsheet

budget report assignment

Business Budget Management Template Set 

Help your departmental teams track monthly actuals against budget goals so finance can tightly manage corporate financial performance and ensure business stays on track.

Track monthly actuals against budget goals

Receive automated budget and spend approval requests

See a real-time overview of your financial health in a dashboard

budget report assignment

Simple Budget

List your income and expenses, calculate spend and savings totals, and view which portion of income is going to which category of expenses to stay on top of your budget and ensure you don’t go over.

Download Excel Template

Try Smartsheet Template

budget report assignment

Household Expenses Monthly Budget

Track, manage, and organize expenses for an entire household on a month-to-month basis, create line items for recurring expenses, and boost savings so you can reach your financial goals faster.

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Weekly Budget Planner

Track your income and expenses on a weekly or bi-weekly basis to gain better insight into where you’re spending the most money and identify areas where you can save. Add additional columns and update your spending goals as time goes on.

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Money Manager

Track expenses and manage your budget in one location with this money manager template. With a yearly budget, a monthly budget report, and a transaction history log, you will have one comprehensive budgeting solution in one location to track expenses and income appropriately.

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Zero-Based Budget

Allocate every dollar of your income to a piece of your budget to better track where your money is going and ensure the difference between your monthly income and expenses equal zero. Document both incoming money and outgoing expenses and adjust allocations accordingly.

budget report assignment

GLBL Budget

Manage your budget every paycheck and ensure you’re allocating every dollar of income toward an outgo, resulting in a zero balance. Reduce the possibility of overspending by tracking transactions and assessing incoming and outgoing money on a regular basis.

budget report assignment

College Budget

Create a budget to help you save money, balance expenses, and manage student loan payments while you’re in college. Track all income and expenses on a quarterly basis and estimate monthly college expense totals to ensure you are always on top of your money.

budget report assignment

Academic Club Budget

Track fundraising efforts, document sponsorship amounts, and manage expenses to ensure the operations and strategies of your academic club run smoothly with this comprehensive template. Gain insight into budget versus actual balances and better manage club revenue.

budget report assignment

Wedding Budget

Plan how much money you need to save for your wedding, surface all applicable expenses, estimate overall costs, and establish a baseline spend goal. As you start planning, track actual spend amounts to determine the variance to budget to ensure you remain within the bounds of your ideal spending goal.

budget report assignment

Early Retirement Budget

Ensure that you’re saving enough money to live comfortably in retirement by creating a comprehensive plan, estimating your daily needs and expenses, and documenting how you will allocate your income. Gain insight into your income and expenses and estimate your budget with inflation factored in to make sure you’re covering all your bases.

budget report assignment

Holiday Shopping Budget

To prepare for the holidays, list all gifts to purchase for whom, document how much each will cost, and compare that against a monthly or yearly budget to ensure you have visibility into how much money you are spending during the hectic holiday months.

The Importance of a Personal Budget

Creating a personal budget is not only important for your financial well-being and peace-of-mind, but also for your short and long-term goals. Taking control of your finances with a personal budget template will help you make headway on these goals. 

To get started, you want to consider the following steps to help you establish your personal budget:

Getting Started With a Personal Budget Template in Excel

Now that you’ve made a list of your goals and started tracking your expenses, you can begin creating your actual budget using a personal budget template. 

Begin by downloading the personal budget template, and inputting your income, savings goals, and expense amounts for the first month. This template is made up of two sheets, one for your budget breakdown and the second is your dashboard.   

personal budget template

Within the first sheet, you will find three sections, including income, savings and expenses. The categories of the income section are:

personal budget template

The next section is where you will input your savings goals. These goals may include both your short-term and long-term savings goals that you listed earlier. This section includes the following categories, but can be changed to fit your goals:

personal budget template

The last section of the personal budget sheet is for expenses. This section has various primary categories, with multiple sub-categories associated. The primary expense categories include:

personal budget template

Once you have input the individual amounts for each of the income, savings, and expense categories, you will see that the total for each month is calculated at the bottom of each column. Additionally, totals are calculated at the end of each row, representing your year-to-date total for each budget item, category and section. 

On the second sheet you will find your budget dashboards. Dashboards are helpful to provide a quick visual into the summary and health of your budget, and will automatically update as you make changes to your personal budget sheet. The dashboard sheet included in this personal budget template has the following four distributions:

​personal budget potential to save

personal budget template bar chart

personal budget template pie chart

Finding the right template can help you get started planning your budget, but you should also look for a solution to ensure your finance operations are as efficient as possible. Consider a tool that provides one location for your team to track and manage financial details, from anywhere, in real time.

Smartsheet is an enterprise work execution platform that is fundamentally changing the way businesses and teams work. Use Smartsheet to boost visibility into your finance operations. Make real-time updates and share details with key stakeholders to increase transparency and accountability. Ensure that everyone is working with the most up-to-date information, so that no detail is missed and you are able to make the right decisions at the right time.

Discover a collaborative, real-time way to manage your budgets.

18+ Budget Report Examples & Templates [Download Now]

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sample budget report template

free monthly budget management report template


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  1. Budgeting Report: Definition, Template and Examples

    A budgeting report is a report managers use that lists the previously estimated budget projections over a certain period. It's typically used to compare the budget estimations with the actual results the company achieved during the designated time period.

  2. Budgets

    Simplify your budgeting plan with budget templates to keep track of your personal or business finances. A budget spreadsheet template will help you monitor your expenses with accuracy. There are budget templates available for a variety of uses, covering budgets for your household, wedding, business, events, and college.

  3. Free Project Budget Templates

    Use this simple project budget template to plan and track all required tasks, resources, and the associated costs. Simply enter project tasks, subtasks, status, start and end dates, as well as labor and materials costs. You can enter fixed costs and compare budgeted and actual amounts.

  4. Top Excel Budget Templates

    Download Department Budget Template. Track and report on the budgets for specific departments, assign departmental budget items to individual team members, and manage budget status in real time to increase accountability and improve visibility. Compare yearly budgets and set automatic alerts when you’re nearing your bottom line.

  5. Budget Report

    The Project Budget is a tool used by project managers to estimate the total cost of a project. A project budget template includes a detailed estimate of all costs that are likely to be incurred before the project is completed. Large commercial projects can have project budgets that are several pages long.