50/30/20 Budget Template for Excel and Google Sheets

Description

Take control of your finances with our easy-to-use Annual 50/30/20 Budget spreadsheet! 

Based on the popular 50/30/20 budgeting rule, this planner helps you break down your income into three simple categories: 

• Needs (50%) 
• Wants (30%)
• Savings & Debt (20%)

It’s perfect for beginners — just add your transactions, and let the automatic calculations do the hard work for you. Simple, stylish, and designed to make budgeting easy! 

Not only does our 50/30/20 budget template calculate everything for you, it also:

• It comes with automated calculations for effortless tracking
• It is very easy to use and understand
• Beginner-friendly budgeting template
• Works across devices for convenience
• It comes with graphs and charts for easy monthly tracking

With our 50/30/20 budget template for Google Sheets, you will get:

• Comprehensive and easy-to-follow instructions
• A dashboard
• Needs/Wants/Savings tabs
• Useful links to resources
• Transaction tab

Here’s a tip: You can use IFTTT to automatically populate the transactions with the Google Spreadsheet. If you’re unsure of how to, there are plenty of guides online, but here’s one example with Monzo.

Simply download the 50-30-20 budget template, click the link in the doc., make a copy, and start planning! 

You can also download the Google Sheet and use it in Excel (File -> Download -> Microsoft Excel).