The XLS Wiz Budget Planner is a ready-made budget planner spreadsheet for Excel, Google Sheets and LibreOffice Calc. Track your income, expenses, savings goals, debt payoff and net worth in one automated file — no formulas to build and no accounting knowledge needed. Just enter your numbers and the budget planner does the rest.
Setup takes about five minutes. Open the spreadsheet in Excel or Google Sheets, set your currency and pay cycle, and start entering transactions. Every dashboard, chart and summary is pre-built with formulas, so the planner does the maths for you as you go.
The transaction tracker is the heart of the budget spreadsheet. Record income and expenses, tag them by category, and watch your monthly budget update automatically. It works exactly the same whether you use Microsoft Excel or Google Sheets.
Get paid weekly, bi-weekly or monthly? The paycheck planner allocates each pay period to the bills and savings due before your next one, so you always know what is spoken for and what is free to spend.
The main budget dashboard pulls everything together — income, spending by category, savings and what is left over — into a single clear overview so you can spot problems before they become overdrafts.
Step back from the day-to-day and see all twelve months side by side. The annual budget summary reveals seasonal spending patterns and shows how your finances trend across the whole year.
The automated bill calendar lays out every due date across the month so recurring payments never catch you off guard. It is one of the simplest ways this budget planner helps you avoid late fees.
Both partners can add income and expenses to one shared spreadsheet, making it easy for couples and families to plan money together and finally have calm, clear conversations about the budget.
Set targets for holidays, an emergency fund, a new car or anything else, then track your progress automatically. The savings and sinking-fund trackers turn vague intentions into a concrete plan.
Keep all your bank and card balances in one view so you always know your true cash position across every account without logging into a single app.
The built-in 50/30/20 dashboard splits your income into needs, wants and savings automatically, so you can apply this popular budgeting rule to your own real numbers with zero manual calculation.
Log your assets and liabilities and the net-worth tracker charts the difference month over month. Seeing that number climb is the motivation that keeps the budgeting habit going.
Not confident with spreadsheets? A step-by-step video walkthrough and written guide are included, so you can have the whole budget planner up and running in a few minutes.
One purchase, every platform. The budget spreadsheet is fully compatible with Microsoft Excel, Google Sheets and LibreOffice Calc, on both Windows and Mac, so you can use it wherever you already work.
Over 5 years of development have gone into this budget planner, built by finance graduates and financial professionals from around the world. Some of the sharpest minds in personal finance have contributed to making XLS Wiz what it is today.
Stop juggling apps and broken templates. XLS Wiz is the professional grade budgeting system that tracks every dollar, automates your calculations, and shows you exactly where your money goes all in one elegant spreadsheet.
Only the answers that matter.
Yes. Set income or expenses to repeat weekly, bi-weekly, monthly, or quarterly and the planner handles the math for you automatically.
As long as you want. Each file covers 12 months, and you can duplicate it for the next year with no renewal or extra charge.
Yes. It works with global currencies and is already being used by customers in 40+ countries.
Yes. You can manage shared finances in one file, which makes it useful for couples, families, and households managing money together.
Yes. It is compatible with Microsoft Excel, Google Sheets, and LibreOffice Calc.
No. If you can enter numbers, you can use it. The calculations, dashboards, and planning tools are already built in for you.
Most customers are fully set up in under 5 minutes using the included guide and video walkthrough.
If this helps you catch even one forgotten bill, one hidden charge, or one spending habit you missed before, it has already paid for itself.
