Personal Monthly Budgeting Spreadsheets: Top 5
Top 5 monthly budgeting spreadsheet comparison to help you track your personal income and spending. These Excel templates range from a low cost simple monthly budget template to more advanced personal budgeting templates that include custom reports and charts to track your income and expenses.
|Software Title||Georges Monthly Budget Spreadsheet v4||Georges Monthly Budget Spreadsheet v7||Georges Monthly Budget Spreadsheet v8||
Georges Monthly Budget Spreadsheet v10
|Georges Monthly Budget Spreadsheet v12|
|Top Feature:||Coming Soon|
|Price (user license)||From 9.95||From $19.95||From $29.95||From $39.95||From $49.95|
|Excel Template Purpose||Monthly Budgeting||Monthly Budgeting & Basic Reports||Monthly Budgeting & Custom Reports||Monthly Budgeting & Custom Reports||Monthly Budgeting & Custom Reports|
|Multiple Registers||No registers: Category totals entered directly in final monthly reports||(12 registers, one for each month)||(12 registers, one for each month)||(12 registers, one for each month)||(12 registers, one for each month)|
|Split Transactions (assign a transaction to multiple categories)||⭐ Top Feature||⭐ Top Feature||⭐ Top Feature||⭐ Top Feature|
|New: Master register of all transactions from all 12 registers combined||⭐ Best Feature||⭐ Best Feature||⭐ Best Feature|
|New: Custom PivotTable Reports (ex. monthly income & spending reports)||⭐1 Pivot Table (Best Feature)||⭐2 Pivot Tables (Best Feature)||⭐3 Pivot Tables (Best Feature)|
|Personal Financial Dashboard||⭐||⭐||⭐||⭐|
|Excel Line Chart with Cumulative Running Totals for Income, Expenses, Net Income||⭐||⭐|
|Create Custom Category List||20 Income & 120 Expense Categories||50 Income & 200 Expense Categories||50 Income & 200 Expense Categories||50 Income & 200 Expense Categories||50 Income & 200 Expense Categories|
|Easy Select Category from Drop Down List|
|Filter, Search & Subtotal in Registers|
|Set Monthly Category Budget|
|Budget vs Actual Comparison|
|Budget vs Actual Charts|
|Monthly Income vs Spending|
|Yearly Income vs Spending Reports|
|Customizable Expense Reports (Pivot Table)|
|Manual Import via CSV & Excel|
|# of rows per register||No registers: Category totals entered directly in final monthly reports||4000||4000||4000||4000|
|PC Compatible||Requires Excel 2007 or higher, or Excel for Microsoft 365 (Excel for Office 365)||Excel for Microsoft 365 (Excel for Office 365) or Excel 2021||Excel for Microsoft 365 (Excel for Office 365) or Excel 2021||Excel for Microsoft 365 (Excel for Office 365) or Excel 2021||Excel for Microsoft 365 (Excel for Office 365) or Excel 2021|
|Mac Compatible||Requires Excel 2019 for Mac, Excel 2021 for Mac, or Excel for Microsoft 365 for Mac (Excel for Office 365 for Mac)||Excel for Microsoft 365 for Mac (Excel for Office 365 for Mac) or Excel 2021 for Mac||Excel for Microsoft 365 for Mac (Excel for Office 365 for Mac) or Excel 2021 for Mac||Excel for Microsoft 365 for Mac (Excel for Office 365 for Mac) or Excel 2021 for Mac||Excel for Microsoft 365 for Mac (Excel for Office 365 for Mac) or Excel 2021 for Mac|
|Single User License|
|2 Users-Family License|
This month budgeting spreadsheet comparison table can help you choose the best Excel monthly budget template based on the budget spreadsheet features you are looking for and your personal financial budgeting needs.
With the most basic Excel monthly budget template you can track your monthly income vs your monthly expenses and chart the difference to see if you are taking in more that you are spending. This is very similar to what you would do on a piece of paper by listing your income category totals and spending category totals and then calculating the difference to see if you have any money left over for saving and creating wealth or if you are spending more than you are making and getting in monthly debt.
With the most advanced monthly budget spreadsheet, you can create custom categories, set a monthly budget for each of the categories and then compare the monthly budget your to actual income and spending. You enter your transactions in the registers such as purchases and then Excel automatically totals all of the monthly transactions into reports and charts and financial money dashboard, saving you time that you can now spend on making important financial decisions. This Excel template also includes a master register of all transactions so you can filter and print out transactions that not only apply to a particular month but the entire calendar year. The Excel monthly budget also includes custom pivot table reports so you can design the monthly budget reports in the layout that fits your personal finances. You can can weekly, biweekly, monthly, and yearly income vs spending reports and custom Excel charts to visually see your income and spending.
You can also compare these Excel templates to google sheets monthly budget spreadsheets and various other monthly budget apps many of which require monthly subscriptions. These Excel monthly budget templates do not require a monthly or yearly subscription service and just require a one time payment for the version of Georges Monthly Budget Spreadsheet that fits your needs. If you decide to purchase another version, then you would need to purchase that separately.