Monthly Budget Planner 2026 – Google Sheets & Excel Compatible
Budget: €30 – €250 EUR
Hello,
I’m looking for a freelancer to create a Monthly Budget Planner 2026 with a clean, modern and intuitive design, built in Google Sheets and fully compatible with Excel (basic formulas only).
The template must be simple, minimal and beginner-friendly, easy to use and easy to customize (colors and fonts). This project is intended for digital resale, so structure and usability are very important.
⸻
Required Sections
1) Monthly Dashboard (Main Page)
• Total Income
• Total Expenses
• Balance (Income – Expenses)
• Savings
• 1–2 simple charts (expense categories and monthly balance)
2) Monthly Budget Table
• Categories (fixed + variable)
• Planned amount
• Actual amount
• Difference
• Automatic totals at the bottom
3) Annual Summary (optional but preferred)
• Overview of all 12 months
• Yearly totals (income, expenses, savings)
• Simple annual chart
4) Notes / Goals Page
• Space for financial notes
• Monthly goals section
⸻
Technical Requirements
• Modern, clean and minimalist design
• Soft, neutral colors (not flashy)
• Fully functional in Excel
• No scripts, no macros, no add-ons
• Clear, organized and easy-to-edit formulas
• 2 revisions included
• All labels and headings in English
⸻
Deliverables
• Google Sheets file
• Excel-compatible version
• Clean and well-organized structure
• Basic usability (easy for beginners)
⸻
To Apply (mandatory)
Please include in your proposal:
1. 1–2 examples or portfolio links of budget/finance spreadsheets you created
2. Estimated delivery time
3. Confirmation that the file will be Excel compatible (no scripts/macros)
4. (Optional) a short note explaining how you would structure the dashboard and charts
This is a one-time project with the possibility of future collaborations on similar templates.
Thank you.
I’m looking for a freelancer to create a Monthly Budget Planner 2026 with a clean, modern and intuitive design, built in Google Sheets and fully compatible with Excel (basic formulas only).
The template must be simple, minimal and beginner-friendly, easy to use and easy to customize (colors and fonts). This project is intended for digital resale, so structure and usability are very important.
⸻
Required Sections
1) Monthly Dashboard (Main Page)
• Total Income
• Total Expenses
• Balance (Income – Expenses)
• Savings
• 1–2 simple charts (expense categories and monthly balance)
2) Monthly Budget Table
• Categories (fixed + variable)
• Planned amount
• Actual amount
• Difference
• Automatic totals at the bottom
3) Annual Summary (optional but preferred)
• Overview of all 12 months
• Yearly totals (income, expenses, savings)
• Simple annual chart
4) Notes / Goals Page
• Space for financial notes
• Monthly goals section
⸻
Technical Requirements
• Modern, clean and minimalist design
• Soft, neutral colors (not flashy)
• Fully functional in Excel
• No scripts, no macros, no add-ons
• Clear, organized and easy-to-edit formulas
• 2 revisions included
• All labels and headings in English
⸻
Deliverables
• Google Sheets file
• Excel-compatible version
• Clean and well-organized structure
• Basic usability (easy for beginners)
⸻
To Apply (mandatory)
Please include in your proposal:
1. 1–2 examples or portfolio links of budget/finance spreadsheets you created
2. Estimated delivery time
3. Confirmation that the file will be Excel compatible (no scripts/macros)
4. (Optional) a short note explaining how you would structure the dashboard and charts
This is a one-time project with the possibility of future collaborations on similar templates.
Thank you.