Editable Budget Planner Template

Budget planning sheet with fillable fields

This budget planning sheet has a section for the month and fields for income, fixed expenses, other expenses, debt, savings and a closing recap. You type into the fillable fields on screen, or print the page as it is.

Fields on the budget planning sheet

• Month
• Income source: pay period, gross income, net income, total
• Fixed & other expenses: budget and actual
• Debt: payment, balance
• Savings: amount, balance
• Budget recap: income, fixed expenses, other expenses, savings, debt payments

How to fill it in

Start with your pay details, then enter a budget figure beside each expense and add the actual figure once the money's spent. The recap lists your income, fixed expenses, other expenses, savings and debt payments side by side for the month.

It's listed under personal finance and business owners, so the same budget planner worksheet fits a household budget or a business's monthly figures.

Sizes & colors

You'll get a zipped folder of PDF files in A4 and US Letter. Each comes in 12 colors: red, orange, yellow, green, teal, light blue, dark blue, purple, lavender, pink, brown and grey, so you can color code one sheet per month or per account.

Questions about this fillable budget template

Can I change the layout? No. Only the fillable fields and checkbox areas take input; the text, colors and layout on the page can't be edited, which makes this editable budget template a fixed form.

Can I print it instead? Yes, the PDF prints as is on A4 or US Letter paper, ready for a pen.

Related money printables

• Printable budget worksheet, another budget layout to compare
• Editable bill tracker template with sections for month, date, amount, description & notes, plus total spend
• Printable bill payment record for the bills you pay
• Printable account ledger to record money you spend & receive

See all personal finance printables and editable printables.

Instant digital download; nothing is shipped. PDF files aren't editable. For personal use only; please don't redistribute or resell. © Plan Print Land

All products in this store are digital; no physical products will be shipped.

Printables on this site are for personal use only. You may not alter, redistribute, or resell them for monetary gain. You can read the full set of terms and conditions here.

Due to the range of technology now available, we are unable to provide any technical help at this time.

If you are having any trouble, please do not hesitate to reach out either through my shops form or via my email. I can email files at any point!

File Format

Most of our products are delivered to you in a ZIP file. Within this zipped file, your printables will be in .PDF format. The PDF files you receive will be non-editable, and are designed to be printed as is. 

A PDF viewer is required to open, view and print the items. Most computers today come pre-loaded with Adobe Reader. If your computer does not have it installed, you can download it here for free.

It is recommended that you purchase on a computer (windows/mac), rather than a mobile device or tablet. Most mobile devices such as phones and ipads, do not allow for downloading through a link.

Unzipping a compressed file

On a laptop or PC - Save the folder to your computer. Double clicking the compressed file will work in most situations. If not, right-click and select, "Extract All. If you would then like the files on. your mobile device, you can add them to iCloud or Dropbox. Sometimes, apps on your browser may affect the download process. If this occurs, please try using a different browser.

On a mobile device – Most mobile devices will require a special app to extract the files from a compressed folder. For this reason we suggest against using these devices. If you require an app, we recommend "File explorer Free to unzip the compressed file. Using the file explorer app, you can extract the files and save onto your mobile device. Some mobile devices allow you to long press the zipped file icon and then click "Extract." without downloading a special app first.

If you can't find the file once it's downloaded, try looking in Downloads under my Computer or search the title of the file on your computer for where it could be hiding.