Template Gallery
Choose from our collection of professional budget templates
How does your BudgetBits data flow into these templates?
BudgetBits stores your transactions, categories, and budgets in our secure database. Each template is a standalone spreadsheet or Notion page. To populate one with YOUR data:
- In BudgetBits, go to Settings → Data Export & Import → Open Exports, then download the CSV you need (Transactions, Budgets, etc.)
- Open the template you want to use
- Paste your CSV into the template's Transactions tab (or any blank sheet — most templates already have one)
- The template's formulas read from your pasted data and auto-fill the rest
Coming shortly: dedicated Import tabs in every template, plus one-click pre-fill that does this for you.
Why this way? Privacy. BudgetBits doesn't write to your Google Drive or Notion workspace. You decide what crosses over.
Personal Monthly Budget
Google Sheets
Simple monthly budget tracker for personal expenses. Track income, expenses, and savings goals with easy-to-use categories.
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Debt Payoff Tracker
Google Sheets
Track multiple debts with snowball and avalanche payment strategies. Visualize your path to becoming debt-free.
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Finance Dashboard
Notion
Privacy-first Notion workspace for tracking every account, every transaction, every goal, without giving away your bank login. Includes pre-built sample data tagged 'Sample' so you can clear it in one filter.
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Weekly Expense Report
Google Sheets
Digital weekly expense tracker with auto-totals by category. Fill it in on any device, see your week at a glance, and export when you need a record.
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50/30/20 Budget
Google Sheets
Allocate every paycheck using the 50/30/20 rule. Auto-calculates needs, wants, and savings targets based on your take-home income.
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Subscription & Bills Tracker
Google Sheets
Track every recurring subscription and bill in one place. See your total monthly burn, next billing dates, and spot services to cancel.
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Savings Goal Tracker
Google Sheets
Set savings goals with target dates and track your progress visually. Covers emergency funds, sinking funds, and big purchases.
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Net Worth Tracker
Google Sheets
Track your total wealth across all accounts. See your assets, liabilities, and month-over-month growth in one clear dashboard.
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Investment Portfolio Tracker
Google Sheets
Monitor your global investments in one place. Track stocks, ETFs, and crypto with cost basis, unrealized gains, and target allocations.
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Freelance & Small Business P&L
Google Sheets
Track self-employed income, deductible expenses, and profit margins. Built for freelancers and side hustlers to simplify tax time.
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Financial Independence Calculator
Google Sheets
Project your path to financial freedom. Model your savings rate, compound growth, and see exactly how many years until you can retire early.
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Irregular Income & Cashflow Budget
Google Sheets
Smooth out spiky freelance income into a predictable monthly budget. Track client payments, automatically set aside taxes, and forecast your cashflow runway.
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Travel Budget Planner
Google Sheets
Plan multi-country trips without currency confusion. Set daily allowances, track expenses in local currencies, and see your total spend converted back to your base currency automatically.
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Couples & Shared Household Budget
Google Sheets
Manage joint expenses without the arguments. Split bills 50/50 or proportionally based on income, track who paid what, and easily settle up at the end of the month.
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Variable Income Zero-Based Budget
Google Sheets
Smooth out unpredictable freelance income into a reliable monthly baseline, then assign every dollar a job using zero-based budgeting.
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Client P&L + Invoice Aging Tracker
Google Sheets
Track time, costs, and invoices per client — then see which clients are profitable and which invoices are overdue at a glance.
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Multi-Currency Consolidated Budget
Google Sheets
Track income and expenses across multiple currencies with live exchange rates, then see everything consolidated in your home currency.
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Tax Residency 183-Day Tracker
Google Sheets
Log your daily location and automatically track days per country against the 183-day tax residency threshold, with Schengen 90/180 monitoring.
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Joint Finance Dashboard
Google Sheets
Split shared expenses fairly based on income proportion, track who owes whom, and see your combined financial picture as a couple.
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Shared Goals & Savings Runway Planner
Google Sheets
Plan multiple savings goals with your partner, track contributions, and see a visual timeline showing when each goal will be funded.
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Crypto Tax Lot Cost Basis Tracker
Google Sheets
Record crypto trades and automatically calculate cost basis using FIFO or LIFO methods for accurate tax reporting.
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Crypto Portfolio Rebalancing Alert System
Google Sheets
Set target allocations for your crypto portfolio, see live drift from targets, and get a ready-made rebalancing trade plan when thresholds are breached.
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Debt Avalanche vs Snowball Comparison
Google Sheets
Compare two proven debt payoff strategies side-by-side — avalanche (highest APR first) vs snowball (smallest balance first) — and see which saves you more money.
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Debt Payoff vs Invest Crossover
Google Sheets
Model three strategies side-by-side — pay debt first, invest first, or a hybrid split — and find the crossover point where investing beats debt payoff.
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Mindful Spending Journal
Google Sheets
Track not just what you spent, but why, how you felt, and whether it was worth it seven days later. See your regret rate, worth-it score, and spending-by-mood patterns that no bank-linked app can show you.
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Visual Budget Planner
Canva
A Canva budget planner you can restyle to your taste. Not built yet. If you want it, request it and we will move it up the list.
Request this template