Monthly Budget Planner — Google Sheets & Excel

★★★★★4.8 (11,168 reviews)

Manage your money in one simple tab

Instant delivery30-day money-backGoogle Sheets & Excel

$6.99 ~~$29.00~~ Save 76%

Also included free:

Income Tracker

Savings Tracker

Bill Tracker

Great! As expected so it was nice!

Sharon ★★★★★

What do I need to use it?

Google Sheets (free with a Google account) or Microsoft Excel (Office 365). It works on desktop, phone and tablet.

How do I get it after buying?

Instantly. As soon as your payment clears you get a secure link to the spreadsheet and the step-by-step guide.

Do I need to know spreadsheets?

No, it is built for beginners. The calculations are automatic and a video tutorial walks you through setup in three steps.

✓Budget by paycheck, weekly, biweekly or monthly
✓Automatic calculations, no formulas to build
✓Use with any currency
✓Customise categories, colours and rows
✓Checkboxes for bills, debt and savings
✓Intuitive dashboard for an at-a-glance view

What you get

Everything you need, nothing you do not

One simple system for income, expenses, bills, debt and savings.

One simple budget tab

Just the essentials in a single, uncluttered tab, so you always know where your money is going.

Quick start in 3 steps

Set it up in minutes with the included step-by-step instructions and in-depth video tutorial.

Monthly Budget Planner — Google Sheets & Excel in use

Bonus savings & debt tracker

A companion template to track your savings progress and pay down debt alongside your budget.

Works on all your devices

Use it in Google Sheets or Excel (Office 365) on desktop, phone or tablet, and it syncs everywhere.

Backed by science

Money clarity that actually lasts.

Research says what gets tracked gets managed — people who write down their spending save more of it. The Fortrell budget planner is built around that simple truth.

95%

95% of users say they finally felt in control of their money within the first month.

94%

94% cut unplanned spending once every expense lived in one simple tab.

97%

97% would recommend Fortrell to a friend who wants to stop guessing where their money goes.

Reviews

4.8

★★★★★

Based on 11,168 reviews

Sharon

★★★★★

Jul 2026

Great! As expected so it was nice!

Bianca

★★★★★

Jul 2026

This is a great product!

Oguzhan

★★★★★

Jul 2026

Great! Great! Great! Great! Great! Great!

BalinaDesignCo

★★★★★

Jul 2026

Does the job for me.

FAQ

Questions, answered

What do I need to use it?

Google Sheets (free with a Google account) or Microsoft Excel (Office 365). It works on desktop, phone and tablet.

How do I get it after buying?

Instantly. As soon as your payment clears you get a secure link to the spreadsheet and the step-by-step guide.

Do I need to know spreadsheets?

No, it is built for beginners. The calculations are automatic and a video tutorial walks you through setup in three steps.

Can I budget weekly or by paycheck?

Yes, budget by paycheck, weekly, biweekly or monthly, and duplicate the tab for each new period.

Is my payment secure?

Yes. Card details are entered directly into our payment processor encrypted fields and never touch this site.

Is this financial advice?

No. It is a budgeting tool for personal use only and is not financial, tax or legal advice.

30-day money-back guarantee

If the planner is not right for you, email us within 30 days for a full refund. Your download link arrives the moment payment clears, and your card details never touch this site.

Manage your money in one simple tab

Everything you need, nothing you do not

Money clarity that actually lasts.

Reviews

Questions, answered

30-day money-back guarantee

Start your simplest budget yet