Monthly Budgeting Tool

How to use this planning tool

Start by entering your monthly income, including your main paycheque and any additional income sources. Next, add your expenses, choosing whether each cost is billed monthly or annually. Annual expenses are automatically converted to a monthly amount for accurate budgeting.

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As you enter your numbers, the planner will instantly calculate your total monthly income, total expenses, and your surplus or deficit. When you’re finished, you can export your budget as a CSV file to open in Excel or Google Sheets for saving, printing, or further planning.