Table of Contents
- 5 Steps to Make a Monthly Budget
- 7+ Monthly Budget Planner Templates
- 1. Restaurant Monthly Budget Template
- 2. Monthly Budget Worksheet Template
- 3. Monthly Business Budget template
- 4. Monthly Project Budget Template
- 5. Simple Monthly Budget Planner
- 6. Monthly Budget Template for College
- 7. Monthly Budget Worksheet
- 8. Monthly Budget from the Consumer Protection Financial Bureau
7+ Monthly Budget Planner Templates
One cannot state the importance of the monthly budget simply. It not only helps in keeping tabs of earnings and spending by keeping the figures right in front of the eyes, but it also helps in achieving sustainability. Sadly, not many people are as disciplined. This is why here a few budget templates available which can help you not only have all the figures in front of you but also contribute to making your venture a success, one month at a time.
5 Steps to Make a Monthly Budget
Step 1: Choose Carefully
There are thousands of examples available for a single purpose, and each is unique. You should choose your sample only after carefully considering each and every aspect of your need- the kind of organization you run, the number of people you deal with, the money you handle, the number of people involved in the actual transactions, etc.
Step 2: Check the Source
Ensure that there are safeguards against data phishing. Contact the support team and go through the fine print carefully while you are making your purchase. Try to avoid free software for organizational usage.
Step 3: Enter Your Data Carefully
These templates can make their own calculations. So make sure that the data you are entering to generate the results are absolutely correct. This will ensure that there is a free and fair distribution of money.
Step 4: Check Accessibility
Often, these templates are needed to be handled by different people across different platforms. Make sure that everyone can access the data. Alternatively, ensure that the data doesn’t reach people within the fold it is not supposed to.
Step 5: Get Approval
Get everything checked by your client in case there is a need so that you can start working on your plans without delay.
7+ Monthly Budget Planner Templates
1. Restaurant Monthly Budget Template
Be it rent, license fees, gross monthly expenditure coming under different headings, you can use this to create your budget so that you know exactly how to plan ahead. This personal budget template is compatible with all file formats and is download- and print-ready for both personal and commercial purposes. The neat layout of the template makes it a must-have for restaurants.
2. Monthly Budget Worksheet Template
With this printable budget templates, you can calculate your necessary costs and expenditures by inputting your projected expenses and sources of income. You can use this in all versions of MS Word, MS Excel, Apple Pages, and Numbers, etc. The documents help you formulate your spending and saving goals and act accordingly. You can easily replace the budgeting chart with any other image.
3. Monthly Business Budget template
Available in A4 and US Letter sizes, this includes options to include resource quantities, planned sales volumes, and revenues, cost and expenses, liabilities, cash flows, etc. You can customize this monthly business budget template in various file formats as per your requirement. If you’re looking for a professional monthly budgeting template, this is where your search ends.
4. Monthly Project Budget Template
Available in US and A4 Letter Size, this is available for free and comes with high-quality and highly customizable vectors. The colors are very easy to change and it can be downloaded, edited and printed anywhere at any time and in any format. With this sample budget planner, you can draft the total amount of authorized financial resources allocated for a project per month.
5. Simple Monthly Budget Planner
This simple budget planner template can help you to create a financial plan by taking into account your personal income, expenses, saving and debt repayment. This is ready-made and can be used in all versions of MS Word, MS Excel, Apple Pages, PDF, and Numbers. It can be customized within minutes and is print and digital-ready.
6. Monthly Budget Template for College
This monthly budget planner template comes with sections like expenses on books, tuition, entertainment like concerts and sports, housing rent, utilities, public transport, etc., all suited for a college student with or without a family. Using this, you can keep a tab on your expenditure and compare it with your income and grants and plan ahead. Available in easily printable PDF format.
7. Monthly Budget Worksheet
This is a monthly budget template sample suited for all needs like housing, babysitting, health expenses, insurances, etc. It is pretty comprehensive and covers all the basic needs of a family. it also comes with a helpline to help you in the case of any need. With this template in hand, you can be certain you won’t miss out on any monthly budgeting aspects.
8. Monthly Budget from the Consumer Protection Financial Bureau
This is a 2-page template which has provision for all the expenses that a general consumer might have. This is a sample weekly budget, and you can put in all the expenses to understand the extent of your spending’s and profits. Is easily printable and the tag lets you use it for all purposes.
These are among the most popular templates from the most trusted creators who are experts committed to delivering you the best. Make a wise call after considering your needs, and it will be perfect. We recommend the ones available in MS Word and Pages formats, so that you can easily edit and customize them as per your needs.