Monthly budget Excel template
Define the period and record planned and observed amounts separately. With 100 planned units and 92 recorded units, the difference is 8.
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Recording example
Define the period and record planned and observed amounts separately. With 100 planned units and 92 recorded units, the difference is 8. Choose a sign convention and use it consistently.
Check the data
Check that totals sum the correct rows and that amounts use one currency. The sheet organizes a budget you enter; it does not decide the allocation you need.
Check formulas and units
Test the sheet with two or three simple amounts and check the total manually. Distinguish input cells from calculated cells. Do not add amounts from different currencies or periods as though they were equivalent; the template organizes the data you enter.