Family Monthly Spending Review (vs Budget & Last Month) – Excel Template


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Description

Review the family's spending each month: actual vs budget and vs last month by category, biggest overspends highlighted, and one agreed action for next month.

  • Automatic summary: Total budget, Total spent, Under / (over) budget, Saved this month, Savings rate, Categories over budget
  • Calculated for you: Vs budget, Vs last month, Status
  • Colour-coded status and progress highlights
  • Built-in chart that updates as you type
  • Example rows and a step-by-step "How to Use" sheet

Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.

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