Monthly Budget Planner
Plan each category, record transactions, and see what is left to spend this month.
Open the templateEXCELCRAFT PRO TEMPLATE
Know what is booked, what is paid and what is still to come. Split your budget across categories, add vendors as you book them, and keep every deposit and final payment on one schedule.
Planned pricing: $8 a month or $60 a year. No payment is taken today.

INSIDE THE WORKBOOK
Mint cells are where you type. White cells calculate. Instructions inside the file explain each field.
WHY IT HELPS
Budget by category, vendor contracts and a payment schedule with due-date alerts.
The workbook keeps both: what you have agreed to spend and what has actually left your account, so the balance still to pay is never a surprise.
Deposits, second payments and balances each get a due date. Overdue and due-soon payments are flagged, and the Dashboard shows the next one.
Categories over budget turn red, and a contingency line gives you somewhere to take the difference from.
GETTING STARTED
The sample shows a working example; the blank version keeps every formula ready for your records.
Enter your names, the date, the total budget and the guest count on Settings.
Adjust category shares on Budget, then add vendors as you get quotes and mark them Booked when you sign.
Add each deposit and balance with its due date. Enter the date paid when you pay it.
QUESTIONS
Short answers about how the workbook behaves.
The sample starts with venue and catering at about half the budget together. Change the shares to match your priorities.
Add it to the total budget on Settings. The workbook tracks spending; it does not track who contributed.
This workbook focuses on money. Use the guest count for cost per guest; keep the guest list in a separate sheet or file.
It flags payments due within your window (30 days by default) when you open it. A spreadsheet cannot send reminders.
Use Download XLSX or PDF in the editor before closing the tab. Nothing is saved to a server automatically, and your workbook never leaves your device while you edit.
The files use standard XLSX formulas without macros, pivot tables or external links. They are checked with the ExcelCraft engine; compatibility with every Excel or Google Sheets version is not guaranteed. Review formulas, charts and formatting in your app before relying on important figures.
Amounts use a $ number format. Change the cell format to your currency; the formulas do not convert between currencies.
EXCELCRAFT PRO · EARLY ACCESS
Pro workbooks cover whole workflows: purchasing to receiving, journal to balance sheet, tasks to portfolio health. Pro is planned to include AI credits for editing through chat. Pro downloads and the AI assistant are not available yet.
$8/ month
or $60 / year · planned launch price
No payment today. We email you once when Pro opens.
How Pro worksRELATED
Separate workbooks for neighbouring jobs. Records do not sync between files.
Plan each category, record transactions, and see what is left to spend this month.
Open the templateBudget, committed and actual cost by cost code and phase, with forecast and contingency.
See what is insideYour workbook stays in this browser while you edit. Use Download in the editor to keep your work, and review important figures in the saved copy. How local files are handled.
Original ExcelCraft workbook design, formulas and fictional sample data · CC0. Management tool only; not tax, legal or accounting advice.