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Download all your needed templates for free. Choose your predesigned Excel templates for metric or KPI dashboards, inventory tracking, project management, payslips, accounting, bookkeeping, small business weekly and monthly expenses, or simple personal expense templates. Download Documents & Spreadsheets in Microsoft Excel Format for Freeĭownload all your needed business documents and spreadsheets in MS Excel formats that are compatible with both XLS and XLSX file extensions. All have premade content and designs, and are fully printable or shareable digitally. Choose from blank or fillable template samples for making invoices, purchase order forms, estimates, sign-in sheets, planners, budget sheets, or calendar templates. Follow these instructions to copy the downloaded template into your Excel workbook and to connect the formula references to your local workbook data.Whether you’re doing data analysis, project management, or performance reporting, get your Excel file for free here at.Download the workbook containing the Monthly Budget Calendar to your local hard drive.Confirm you have Excel Tables implemented in your workbook.Installing the Monthly Budget Calendar for Excel Capital expenditures (CapEx) are essential for businesses looking to grow and invest in assets like equipment, technology, or infrastructure. If you exceed your monthly spending target, your sparkline turns red, and your amount turns negative. A sparkline visualizing your spending increasing to your target.How much is left before you hit your selected spending target.Your spending actuals based on the filter selected above.“Categorized Group Expenses” allows you to select an expense-category group and will total transactions categorized to that group (including positive refunds categorized in expense categories). Keeping your finances in check is easy to start-and maintain- when you use an Excel budget planning template in your financial management routine.“Categorized Expenses” totals only transactions categorized to an expense category while ignoring income, transfers, and uncategorized transactions (including positive refunds categorized in expense categories).If you haven’t categorized many transactions, but want to exclude a few transactions, just categorize those and let the rollup do its magic. “Withdrawals ≠ Transfers” will total each day’s negative transactions but will ignore any transactions categorized as a Transfer category type.You will not need to categorize any data to use this template immediately, but transactions like transfers may make your daily totals inaccurate. “All Withdrawals” will total each day’s negative transactions.Regarding the fourth step, there are four different ways to gather expenses: Choose how you want to gather your daily expenses.Input your Monthly Budget spending target.The Monthly Budget Calendar for Excel is minimalistic by design with just a few customizable options: See the Google Sheets version of the Monthly Budget Calendar here Simple by design Set your monthly spending target, track your daily and cumulative spending, and see how much you have left before the end of the month – or before you hit your spending target. There are four sections for this template. The Monthly Budget Calendar is a minimalist spending tracker and monthly budget for Microsoft Excel.Įverything is streamlined in a simple monthly calendar view. Excels family monthly budget template allows you to use your familys income and expenses to budget for the household. About the Monthly Budget Calendar for Excel