AAII Home AAII Blog

Free Family Budget Planner Tool

Family Budget Planner is an Excel spreadsheet aimed at helping you create a yearly family budget. The spreadsheet is designed to track your budget monthly, quarterly and annually. It is simple to use and requires very little setup.

The first tab allows users to input starting balances for cash, credit cards, current account (checking account) and savings account, along with monthly estimated and actual income. The bottom table presents the difference between the actual and estimated amounts.

Read more »