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Take full control of your finances – hassle-free!
Creating a budget doesn’t have to be boring – and no, you don’t have to spend hours in Excel. We’ve created smart financial templates that make it easier (and more fun!) to keep track of your money.
Try our free budget templates and get a glimpse of the themed pages you can add to your Personal Planner or organiser.
Themed Pages in Your Personal Planner
Give your planner a personal touch with our themed pages! Whether you want to track your habits, plan trips, or create fun lists, weve got something for you. Choose from templates like workout logs, financial pages, weekly menus, or other themed pages that fit your lifestyle. Perfect for making your planner even more personalised and inspiring! Youll find all our themed pages in the tool where you design your Personal Planner. If youre only looking for themed pages, you can create your own notebook instead.
How Do You Create a Budget Template?
Creating a budget is all about getting a clear picture of your income and expenses. Sure, Excel is an option but lets be honest, how fun is it to deal with formulas? With our ready-made financial templates, you dont need to start from scratch. Download our themed pages for easy financial planning in 2025:
Yearly Overview
The perfect template to track your finances month by month and find out where your money goes.
Download "Yearly Overview" here
My Expense Tracker
Easily log all your expenses and income each month. Perfect for keeping everything under control!
Download "My Expense Tracker" here
My Budget
Plan your budget by category housing, groceries, entertainment and sum it up at the end of the month to see how well you stuck to the plan.
Download "My budget" here
Whats a Reasonable Monthly Budget?
Theres no one-size-fits-all answer, but a general rule is that expenses shouldnt exceed 5060% of your income. The rest should be split between savings and fun. Using our "My Budget" template, you can quickly see if your planned budget matches reality. Maybe its time to cut back in one area to prioritise another? Our themed pages help you visualise this easily.
How Much Money Should You Save Each Month?
A good rule of thumb is to save at least 10% of your income every month. But how do you make that work in practice? With the Yearly Overview, you can spot patterns in your finances and start building a safety net for unexpected expenses. Forget Excel choose a planner instead! With our smart financial pages, saving and planning become much more enjoyable.
Whats the Best Budgeting App?
Budgeting apps can be helpful, but many people find that digital tools increase screen time and distractions. A paper planner with budget templates gives you focus and peace of mind without notifications constantly vying for your attention. Combine our financial pages with your Personal Planner and enjoy the benefits of pen and paper. Simple, stylish, and completely screen-free.
How Do You Make a Budget Template in Excel (and Why You Dont Need To)?
Sure, you can create a budget template in Excel with rows, columns, and formulas. But why complicate things when you can use our ready-made templates instead? Or add them as themed pages when designing your Personal Planner. Our financial templates are ready to use, perfect for tracking everything from daily expenses to yearly overviews, and designed to make budgeting simple and clear.
Download our free financial templates here
My Expense Tracker for monthly control
My Budget 1 for an overall budget plan
Yearly Overview for the big picture
How Do You Create Your Own Template?
If you want to create a template from scratch, start by listing your expense categories: housing, food, entertainment, savings, and so on. Then create a table to track planned and actual expenses. Or make it easy on yourself by using our templates: My Expense Tracker for monthly control, My Budget 1 for an overall budget plan, or Yearly Overview for the big picture.
Conclusion
Say goodbye to complicated Excel sheets and boring budget apps try our financial templates and see how simple and fun budgeting can actually be. Download them for free or create a Personal Planner with financial pages to stay in full control in 2025.
Our blog: Tips & Tricks
Take full control of your finances – hassle-free!
Creating a budget doesn’t have to be boring – and no, you don’t have to spend hours in Excel. We’ve created smart financial templates that make it easier (and more fun!) to keep track of your money.
Guide to All Our Themed Pages
There’s over 70 themed pages you can pick & choose from, to add to your planner or Mixbook. Explore all the different categories and discover a few new faves in this walk-through!