How do you make an Excel budget template?


Quick Answer

Once the budget has been created in a workbook, click Save As to make the workbook a template. Type in the file name, select Excel Template as the type that the workbook should be saved as and click save.

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Full Answer

To make an Excel budget template, the user must first create the workbook that is to become the template. When making a budget template, it is vital to include all sources of income and all expenses. Include both required and discretionary expenses. It is advisable to track spending for a few months to make sure that no expenses are overlooked and that the budgeted amounts are realistic. Sum all expenses and income sources to see if there is a surplus or a deficit for the budget.

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