Why Choose This Template

Budgeting doesn’t need to feel overwhelming. This template is designed to simplify financial planning while giving you enough flexibility to handle weekly, biweekly, monthly, paycheck-based, or even custom budgeting periods. Whether you’re managing bills, setting savings goals, or just trying to cut back on spending, this tool makes money management effortless.

What’s Included

The template includes 3 core tabs to keep your budgeting simple and structured:

  • Instructions Tab – Step-by-step setup guide so you can get started quickly
  • Budget Tab – Track income, expenses, bills, savings, and debts with progress bars and visual summaries
  • Fresh Copy Tab – Duplicate this tab anytime you want to start a new budgeting period without losing past data

With your purchase, you’ll also receive a PDF instantly after checkout. Inside, you’ll find:

  • Clickable links to access the Google Sheets & Excel versions
  • A sample template with prefilled data to explore the features
  • A video tutorial showing exactly how to access and use your files
Who It’s Perfect For

✔️ Families who want a shared, easy-to-use budget planner
✔️ Individuals looking to cut expenses and save more
✔️ Anyone who prefers clear, visual summaries over complicated spreadsheets
✔️ Beginners who want a tool that’s easy to set up and understand

Key Benefits

Stay on Track – Visual color-coded progress bars keep your spending in check
Flexible Planning – Plan by week, month, paycheck, or any period you choose
Smarter Money Habits – Track all income, expenses, bills, savings, and debts in one place
Clarity at a Glance – Get instant insights from summary charts and breakdowns
Reusable Forever – Duplicate fresh copies as many times as you like

Important Notes

Please Read Before Purchasing

  • Digital Download Only – No physical item will be shipped
  • Excel Version – Requires an updated version of Excel that supports modern formulas
  • Gmail Required – Needed to access both Google Sheets and Excel files
  • Template Language – Provided in English (some browsers auto-translate listings, but the spreadsheet itself is English-only)
  • Colors May Vary – Slight differences may appear depending on screen settings
  • No Refunds or Cancellations – Due to the digital nature of this product; please contact us if you need support
  • Personal Use Only – Copyright © Serenata’s Team (Glys Solutions L.P. / Nimbus Reach LLC). Redistribution, resale, or reproduction is strictly prohibited
  • Disclaimer – This is a personal finance organization tool. It does not provide financial, legal, or tax advice. Please consult a licensed professional for those services
  • Liability – By purchasing, you agree Serenata’s Team is not liable for outcomes from its use

What People Are Saying

Customer Reviews

Based on 605 reviews
92%
(556)
6%
(35)
2%
(14)
0%
(0)
0%
(0)
M
Melissa

I just started using this product and it seems pretty simple. I am looking forward to working with it over this year to help me manage my money better.

J
Janlynn

Great budgeting spreadsheet, but the instructions were not clear. Customer service was eventually helpful. If you get this spreadsheet, look up "Serenatas budgeting" on YouTube for the tutorial. The tutorial is awesome, so check it out. The link is not included in the description or the instructions. Happy budgeting!

N
Nancy

Great product just needs a spot for store credits

M
Maddy

Fantastic and very helpful. The instructions and YouTube video are all very clear and accessible. A perfect budget template for beginners.

A
Alicia

Product is great, kind of hard to use and understand the placement of the transactions. Continue to get a error code, but overall its working okay

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No stress, no hunting for files. Right after the checkout, you’ll receive a single PDF containing clickable links to your templates, a step-by-step video tutorial, sample files, and direct contact options. Everything is neatly organized in one place, so you can get started right away!

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FAQs

Please visit our FAQs page for more information.

Do I need to pay a monthly subscription?

Nope! No subscriptions, no hidden fees—just a one-time purchase and it’s yours forever. Access your templates anytime, no extra costs!

Is this spreadsheet beginner-friendly?

Absolutely! Our templates are designed to be super easy to use, with clear instructions to guide you every step of the way. Plus, you’ll find an internal guide and handy tips inside to make things even smoother!

Can I use the spreadsheet on multiple devices?

Yes! Once downloaded, you can access it on any device that supports Google Sheets and Excel (Excel is available only for templates that include an Excel version). Manage everything from your laptop, tablet, or phone—for free!

What if I need help?

We’ve got you! If you have any questions or need assistance, just reach out via our contact form, chat, or email—we’re happy to help!

How do I access my purchase?

After purchase, you’ll receive a confirmation email with an “Access Download” button. Clicking it takes you to your order page, where you’ll find a Download button. This will give you a PDF that contains clickable links to your templates, plus a video guide to help you get started. You can also download the same PDF instantly from the confirmation page after checkout.

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