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Natalie Logan
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February 05, 2019

Free Budget Templates for Excel, Google Sheets, and Mobile Apps

"Don't tell me what you value. Show me your budget, and I'll tell you what you value." -Joe Biden

 

Budget Concept. Word on Folder Register of Card Index. Selective Focus.

A well-planned budget means less headaches and chaos down the road. Here at AppSheet, we are in the business of simplifying the menial tasks and giving you the tools to succeed so you can focus your budgeting efforts on the important stuff: the actual budget!

That's why we created three free apps and spreadsheets to meet your budgeting needs.

Ready to budget right away? Skip ahead to access the template and mobile app that's best for you!


Media Budget Planner

Countless roles plan their media budget. Event marketing, Media planning, Digital Marketing, and the PR and Advertisement industry all could benefit from budget planning. I made this spreadsheet to simplify the process of planning, tracking, and managing media budgets—all at your fingertips!

This excel planner keeps track of mediums, key partners, and the actual vs. planned cost. The actual vs. planned cost automatically updates using the query feature, so you don't have to worry about constantly changing your data.

Media Budget Planning Excel

Media Budget Spreadsheet

Download Excel Template

Copy Google Sheet

 


Bonus: Get the mobile-friendly version!

Being constantly on-the-go is a lifestyle, and having the right tools handy is a must-have. Here are three reasons why the mobile app version is right for you!

  • Mobile Data Entry: Using a mobile app makes it far easier to see the data you need when you need to.
  • Graphical Views: Enabling you to see the data with a quarterly or media filter.
  • Modernize Your Data: The app version empowers you to visualize your data in a new light.

Media Budget

 

Get the Media Budget App


Small Business Budget

Small businesses have big budgeting needs. Budgeting doesn't have to be complicated when you have access to amazing tools like excel and google sheets. All of the calculations are done for you; you only need to customize the data and input your budget. It's so easy!

small busines budget app

Copy Google Sheet

Download Excel Template


Bonus: Get the mobile-friendly version!

Budgeting is a necessity on-the-go. Accessing and editing your budget using a spreadsheet on a mobile device can be such a hassle. Using a mobile-friendly version removes those barriers, simplifying your budgeting experience! Here are three reasons why budgeting is easier on-the-go:

  • Time-Stamps: Every time you enter a cost, the app auto-captures the time for future reference. No more piles of paper receipts and manually organizing your expenses!
  • The Budget View: This view pulls data from all cost inputs, put them in different buckets, adds them up, and compares every category's YTD cost against its annual budget.
  • Universal Data Management: This app manages data in one place, so you don't have to navigate around different internal teams to get the information you need.

small business budget app

Get the Budget App


Monthly Business Budget Planner

Planning your budget month-to-month is key to a successful business. Visualizing your year can be overwhelming. Why not break it down into manageable chunks and make the process easier for everybody? This spreadsheet is accessible on both google sheets and as an excel download! This sheet has tabs for both expenses and income so you can easily compare the two.

monthly business excel

 

Download Excel TemplateCopy Google Sheet


Bonus: Get the mobile-friendly version!

I love having my budgeting tools on my mobile device because oftentimes, I need them most when I don't have access to my computer. I need something that's simple, accessible, and easy to change and input new budgets. That's why I made the mobile app version of the spreadsheet above so you can utilize the tools for your business as I do for mine!

  • Dashboard View: On the tablet, you can see all charts at once: Income, Expense, and by Group!
  • Income/Expense Groups: Using a mobile app allows you to view data by group. This would be difficult and confusing on a spreadsheet.
  •  Expenses by Month: Notice patterns in spending month-to-month, and accommodate for unwelcome changes.

monthly business budget app

 monthly business budget app - tablet view-1

Copy Monthly Budget App


Final Note

One of my core values in business is being able to focus on the things that matter: that's where technology comes into play for me. The tool for making your business budget should be simple and easy-to-use, because the time and conscious thought that goes into your budget, as well as the implementation of your budgets and expenses, are what matter most. 

I would love to hear more about how you do your budgeting. Let me know in the comments below!

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