
Monthly Budget Template Google Sheets (Templates or Build Your Own?)
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Time to read 4 min
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Time to read 4 min
The answer to this question is….it depends!
Ultimately, if you're looking to save time and avoid the hassle of setting up formulas and formatting, a pre-built Google Sheets monthly budget template is the obvious choice.
These templates are ready-made with pre-built headers, automatic calculations, and built-in charts, perfect for those looking for a quick and reliable budget-tracking solution.
But for teams with specific budgeting needs (or those wanting full control over how their finances are managed), building your own Google Sheets budget template may be best.
From the layout to the formulas, graphics, and more, you can design a budget template that perfectly aligns with your business goals.
The catch? Creating your own monthly budget template from scratch involves a lot of in-depth technical knowledge of Google Sheets.
So, what if I told you you could combine the plug-and-play simplicity of a Google Sheets monthly budget template with the flexibility of a fully custom-built spreadsheet?
Introducing Sheetify Bookkeeping, your go-to Google Sheets monthly budget template that transforms how you manage your small business finances.
Want to know more about Sheetify Bookkeeping? Check out this visual guide here.
Creating a custom monthly budget template in Google Sheets gives you full control over how your finances are organized. Here’s a step-by-step guide on how to build one:
Open a new Google Sheet and name it ‘Monthly Budget [Your Business/Month]’.
Create two separate sheets and name one ‘Income’ and the other ‘Expenses’.
Add columns to each sheet named ‘Date’, ‘Category’, ‘Description’, and ‘Amount’.
Add and customize categories to match your business and brand (e.g, ‘Client Payments,’ ‘Subscriptions,’ ‘Marketing,’ or 'Office Supplies’
Use the basic =SUM() formula to total your income and expenses.
Subtract your expenses from your income to get your monthly net balance.
Create a ‘budget vs. actual comparison’ by adding columns for ‘Budgeted’ and ‘Actual’ amounts.
Use conditional formatting to highlight any business overspending or savings.
Visualize your data by adding charts or bar graphs (optional).
Use color coding or borders to keep things organized.
Add a top-line summary to your spreadsheet with key figures like ‘total income’, total expenses’, and ‘net profit/loss’.
Customize the template fonts, colors, and layout to reflect your brand.
Add logos or tabs for different months (optional).
If you're comfortable with formulas or Apps Script, you can automate recurring expenses, generate reports, or link to other sheets.
And that’s it! As you can see, with a bit of technical know-how, creating a personalized Google Sheets budget template is just a few steps away.
Are you short on time or simply don’t have the confidence to build your own monthly template from scratch?
The good news is that there are plenty of ready-made templates you can download and start using right away!
These templates come pre-built with categories, formulas, and automations to help you stay on track with your monthly income, expenses, and overall financial goals.
Here are my top 5 picks for the best Google Sheets budget templates:
These budget templates are designed explicitly for Google Sheets users and give you a clear, organized view of your finances.
Are you a small business owner searching for a smarter, more efficient way to manage your monthly budget? Sheetify Bookkeeping is your perfect match.
Built entirely in Google Sheets and designed for simplicity and power, Sheetify Bookkeeping can easily ensure you stay on track with your monthly income, expenses, and more.
Thanks to the smart automations, pre-made headers, and powerful Google Apps Script functionality, Sheetify Bookkeeping redefines financial management for small teams.
Sheetify Bookkeeping ensures you stay on top of your cash flow at all times with a clear month-by-month breakdown of your finances, including:
Plus, you’ll get access to a dedicated monthly financial dashboard highlighting any key metrics, overspends, or trends at a glance.
This is perfect for making informed decisions and planning the month ahead!
But Sheetify Bookkeeping is much more than a simple monthly budget template! It’s a full-featured bookkeeping system that lets you manage your business finances effectively.
From managing income and expenses to generating quotes, invoices, and financial targets, it simplifies every step of your budgeting process through one easy-to-use tool.
Sheetify also works effortlessly alongside other Google tools like Docs, Tasks, and Forms, helping you build a connected, streamlined financial management system.
And get this, Sheetify Bookkeeping is extremely affordable!
For just a one-time investment of $67, you’ll get access to this versatile monthly budget template and all-in-one small business Google Sheets bookkeeping solution.