Budget Planner

Create and manage budgets, categories, goals and budget-vs-actual analysis.

CreatorRuns in your browserAI Finance & Accounting

How to use Budget Planner

What does it do?

Splits your monthly income into budget lines by percentage and compares planned vs actual for each.

What you need

Your monthly income.

Steps

  1. Enter your monthly income.
  2. Adjust the lines and percentages until they total 100%.
  3. Enter what you actually spent on each line.
  4. Print the plan or download a CSV.

What you get

A table of planned, actual and difference per line; overspending shows in red.

Tips for better results

  • Treat savings like a fixed bill.
  • Trim lines that go over plan next month.

Requirements

Requires a Creator or Studio plan. Runs in your browser and does not upload your files to any server.

Top 4 uses

1Monthly salary

An employee allocates pay before spending it.

2Newlyweds

A couple builds their first household budget.

3Saving for a goal

Someone sets aside a share for a car.

4Small business

An owner splits revenue across costs.

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