Templates

    Free Template

    Monthly Budget Spreadsheet

    A comprehensive Aussie-edition budget tracker built for local tax and super.

    Template Content

    Aussie Monthly Budget Tracker
    -----------------------------
    Income (Post-Tax):
    - Primary Job: $
    - Side Hustle: $
    - Other: $
    **TOTAL INCOME: $**
    
    Fixed Expenses (Needs):
    - Rent / Mortgage: $
    - Electricity / Gas: $
    - Water: $
    - Internet / Phone: $
    - Insurance: $
    - HECS / Debt Repayments: $
    - Groceries: $
    - Transport / Petrol: $
    **Subtotal Fixed: $**
    
    Variable Expenses (Wants):
    - Dining Out / Takeaway: $
    - Entertainment / Subs: $
    - Shopping: $
    - Gym / Hobby: $
    **Subtotal Variable: $**
    
    Financial Goals (Future):
    - Emergency Fund: $
    - Retirement / Super: $
    - Investments: $
    - Large Purchase Savings: $
    **Subtotal Goals: $**
    
    **REMAINING (Leftover): $**

    How to Use This Budget

    • 1

      Gather your bank statements from the last 30 days.

    • 2

      Enter your total take-home pay (use our calculator if you're not sure).

    • 3

      List all your necessary 'Needs' first—these are non-negotiable.

    • 4

      Track your 'Wants'—this is where most people can find savings.

    • 5

      Allocate a specific amount to 'Goals'—pay your future self first!

    • 6

      Aim for the 50/30/20 rule: 50% Needs, 30% Wants, 20% Goals.

    Pro Tips

    • Automate your goals: Set up automatic transfers to your savings or investment accounts on payday.

    • Be honest with 'Wants': It's okay to enjoy your money, as long as it's within your budget.

    • Review monthly: Your budget isn't static. Adjust it as your income or goals change.

    Next Steps

    Continue your journey with these related resources.