Get your dynamic budget plan template

Whether you need a personal budget, household budget, or department budget, track your income, expenses, and savings goals on this visual, customizable template.

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How do I create a project budget in Excel?

Creating a financial goals budget on Excel can feel complicated. You'll need to navigate columns, formulas, what-if scenarios and more. Or you can simplify the process and use monday.com Work OS. On our budget plan template, anyone can create a customizable, colorful, and intuitive budget spreadsheet and see information at a glance.

Here's how it works...

Select

Select template

Start creating your budgeting plan with our dynamic budget plan template. For any new expenses, or budgeting needs, use this template as a base and customize it to meet your financial goals.

Customize

Customize it

Create columns for monthly expenses, savings goals, start date, files and more. Then, fill in important details. Use formula columns to easily see the difference between your budget and spending.

Execute

Execute plan

Attach important files to each item or create a custom, shareable form where the questions align with the columns on your board. From there, you can see at a glance where you are in the budget plan.

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Monthly budgeting made easy with monday.com

Our Work OS includes several features that take basic, static budget planners to the next level:

12+ views

View your budget however you want

Docs

Add notes with monday workdocs

Automations

Get notified when bugets are approved

Get template

Monthly budgeting made easy with monday.com

Our Work OS includes several features that take basic, static budget planners to the next level:

12+ views

View your budget however you want

Docs

Add notes with monday workdocs

Automations

Get notified when bugets are approved

Get template

Use this template now

Get the budget plan template now!

With drag and drop functionality, you can see and organize data in a way that makes sense for you. Customize columns to suit your needs. Our Numbers Columns help track intended budget, actual expenses, and spending and our Formula Columns quickly interprets your numbers.

Organize, adapt, share, and customize your budget any way you'd like with monday.com.

Get this template now