Sum It All Up
Monthly Budget Planner cover
US edition

Monthly Budget Planner

Plan your usual month once, and every month of the year fills itself in. Log what you spend as you go, and see what's left this month and what's safe to spend each day.

US$9.99
Edition
Buy on Etsy
  • Unspent money in a category rolls over to the next month, in US dollars
  • Two looks, Soft and Classic, each as a Blank and a filled-in Example
  • Works in Microsoft Excel and Google Sheets (free)
  • No app, no sign-up, no subscription. Nothing locked.

What's inside

Plan

Your usual month: up to 8 kinds of money in and 40 spending, saving and debt categories.

Plan Changes

Up to 100 one-off months that change just that month.

Spending Log

Up to 1,500 entries. The category decides if it's money in or out.

This Month

What's left for day to day, safe to spend per day, and what's left to give a job.

Year

Every category, every month, planned against actual.

Dashboard

Your year at a glance, a 50/30/20 check, and charts.

What you download

  • Blank file, Soft look
  • Blank file, Classic look
  • Example file (filled in), Soft look
  • Example file (filled in), Classic look
  • Quick Start Guide (PDF)

Excel files (.xlsx) that also open in Google Sheets. This is a digital download; nothing is posted.

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