📋 How to Use

New to budgeting? Check out the Budget Chapter to learn the fundamentals.

Need a template? 📥 Download Budget Template

📊 Using the Excel Template:

  1. Select columns A, B, and C only (Category, Frequency, Planned Amount)
  2. Start from your first income row, end at your last expense row
  3. Do NOT include headers or total rows
  4. Copy (Ctrl+C) and paste below

Format Expected: Category, Frequency, Amount (tab or space separated)

Example:

Income Person 1    Monthly    3000
Rent    Monthly    1500
Car Insurance    Quarterly    450

Paste Your Budget Here

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