What does “personalised” mean here?

You answer 6 questions about your household (your home, who earns, cars, children and other costs) and the spreadsheet only has the categories you need: no mortgage line if you rent, no car insurance if you don't drive, and school costs only if you have children. It opens in Excel, Google Sheets and Numbers, and the sums are done for you.

I'm paid weekly or every four weeks. Does it still work?

Yes. Each month has its own income lines, so just enter what you actually receive that month. In months with an extra payday, the totals and the year summary update on their own.

Can I add my own categories?

Yes. You can type up to 3 of your own categories before you buy and, in the spreadsheet, you can rename any row at any time.

Does it give advice on what to do with my money?

No. It's a tool to help you get organised. ℹ️ General information, not financial advice.

English editions

Personalised Budget Spreadsheet

€4.90

2 formats · Excel · PDF
A4
Instant download

A household budget spreadsheet built from your answers: how you pay for your home, how many people earn, your cars, your children and the costs you want to add. Twelve months and a year summary, in pounds, with the sums done for you.

Personalise and buy ↓Fill in your details below, check the preview and pay.

Giving it as a gift? At checkout, open “Give as a gift” and enter their email. The files arrive straight away with your note.

What's included

Excel workbook with 12 months and the year sheet
Only the categories you need, already in order
UK bills ready: rent or mortgage, Council Tax, energy, water, broadband
Annual costs such as car insurance, MOT and the TV Licence spread over 12 months
Money left and savings rate worked out for you
A4 sheet to print
Live preview before you pay

Formats

Excel (.xlsx), which also works in Google Sheets
A4 PDF to fill in by hand (one sheet per month)
ℹ️ General information, not financial advice.
Created on your device straight after payment; come back to the download page whenever you need

How to open, print and use the files →