Personal Budget Planner Spreadsheet Template

Tracks income, expenses, and savings goals to manage personal finances.

Personal Budget Planner
This spreadsheet helps track your monthly income, expenses, and savings goals to better manage your personal finances.

Name:	{name}
Month:	{month}

Income
Source	Amount
{#income.source}	{#income.amount}

Expenses
Category	Amount
{#expenses.category}	{#expenses.amount}

Savings Goals
Goal	Target Amount	Amount Saved
{#savings.goal}	{#savings.targetAmount}	{#savings.amountSaved}

Summary
Total Income	=SUM(income[Amount])
Total Expenses	=SUM(expenses[Amount])
Total Saved	=SUM(savings[Amount Saved])
Net Balance	=SUM(income[Amount]) - SUM(expenses[Amount])

This document template includes dynamic placeholders for automated document generation with Documentero.com. Excel Template - Free download

Download the Personal Budget Planner template in .XLSX format. Customize it to suit your needs using your preferred editor (Excel, Google Sheets...).

Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

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