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Budgets — Plan What You Spend Before You Spend It

Most people track expenses after the fact. This template helps you plan ahead — so every project, goal, or shared expense has a budget behind it.

Instead of guessing whether you can afford something, you set a limit first, log expenses as they happen, and watch your remaining budget update automatically. Whether you're planning a home renovation, a trip, a special occasion, or any goal that comes with a price tag, this template gives it a proper financial structure. The Split Bills feature makes shared costs just as easy — enter the total, the number of people, and your percentage, and the math is done for you.

What This Template Helps You Do

• Define project or goal-based budgets with a clear spending limit for each
• Log every related expense and link it to the right project
• Track how much you've spent and how much budget remains in real time
• Split shared expenses among multiple people and track payment status automatically
• Review monthly spending summaries to catch overspending and plan better
• Set monthly income, expense, and spending targets with the budgeting planner

Core Features

• Project Budgets — define each project or goal and set a maximum expense limit
• Project Expenses — log every cost associated with each project, linked to account and date
• Monthly Spendings Overview — automatically aggregates all project expenses into a monthly summary
• Split Bills System — divide shared costs among any number of people, with automatic per-person calculation and payment status tracking
• Monthly Budgeting Planner — record total income and expenses by month and set a spending budget limit
• Example entries and step-by-step setup checklist included

Design & Experience

• Clean, structured layout for fast reference
• Fully responsive across desktop, tablet, and mobile
• Light and dark mode covers included
• Lifetime access — no recurring fees

Set the limit. Log the cost. Stay on budget — every time.