The Avery Monthly Budget Template
The budget that updates itself.
- Who it’s for
- Individuals and couples who want a live monthly snapshot of their finances without spreadsheet upkeep.
- Problem it solves
- Most spreadsheet budgets go stale because nobody wants to paste transactions every week. This template assumes Avery handles the data — you just read it.
We’ll email you a copy and open the template in a new tab. No spam.
Key benefits
- Monthly income, expense, and savings totals
- Budget vs. actual by category
- Rolling 3-month comparison charts
- Works with any number of bank accounts
The Monthly Budget is the flagship Avery template. It's the template we recommend to every new user who doesn't already have a spreadsheet.
What you get
A pre-built Google Sheet with four tabs:
- Dashboard — this month's income, expenses, savings, and charts.
- Transactions — every transaction from every connected account.
- Categories — the full list you can customize.
- Rules — where Avery stores your custom categorization rules.
Why this one
It's opinionated. Most budget templates drown you in fields: sinking funds, variable income routing, net-worth tracking. This template is the minimum viable version — if you do nothing else, you see where your money went this month and whether you're on track.
Once that habit sticks, explore the full template library for more specialized tools.
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