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Free tool

Free familybudget tracker.

Ten minutes a week. Log what you spend, pick the month, and see every category against the budget you set, with what is left before the month ends.

Open the templateSee it on the page

Price
Free
Format
On this page, always current
Built by
Salman Feroz, CPA, CMA and team
Code word
BUDGET
Family budget tracker: a real screen from the workbook, with sample figures
A real screen from the template, shown with sample figures.

What is inside

5 parts, one workbook

Inputs are marked in colour. Everything else calculates. The first sheet is a one-page guide.

  1. 01Setup: income and your budget for each categoryIncluded
  2. 02Spending log for up to 600 entriesIncluded
  3. 03This month: budget, actual and what is leftIncluded
  4. 04Needs, wants and savings against a target you setIncluded
  5. 05Full year by category with a trend chartIncluded

Who it is for

Family budget tracker: who gets the most from it

What comes in, what goes out and what is left, month by month.

Built by The Accounting Doc team in Pickering, Ontario, from the working files we use with clients.

  • Two-income households that earn well and still wonder where it goes
  • Families saving for a home, an RESP or a year off
  • Canadians abroad running a household in two currencies

Get the family budget tracker

Tell us who you are and the full template opens on this page, straight away and every time you come back. Free. We also send you the new tools as they come out.

  • Setup: income and your budget for each category
  • Spending log for up to 600 entries
  • This month: budget, actual and what is left
  • Needs, wants and savings against a target you set

No spam. One email with what you asked for, then you decide.

The template, on the page

View it here, copy the structure into your own sheet. The template stays on this page so it is always the current version; inputs are the shaded cells, everything else calculates.

Leave your email to open the full template

Free. The view opens straight away and stays open on this device.

Open the template

The Accounting Doc
One place for what comes in, what goes out and what is left, month by month. Built for busy households: ten minutes a week keeps it current.
How to use it
Step 1Open Setup. Type your household income and your own monthly budget for each category.
Step 2Open Transactions. Add each thing you spend: date, what it was, category and amount. Once a week is enough.
Step 3Open This month. Pick the month at the top to see budget against actual for every category.
Step 4Open Needs wants savings to see how the month split, and Year for the full picture.
Colour key
Yellow cellsYou type here. Sample entries are already in: type over them or delete them.
White and grey cellsThese calculate on their own. Leave them alone.
What is in this workbook
SetupIncome, categories and your monthly budget for each.
TransactionsYour spending log. Up to 600 entries.
This monthBudget, actual and what is left, by category.
Needs wants savingsHow the month split against a target you set.
YearEvery category, every month, with a trend chart.
Built by The Accounting Doc, Pickering, Ontario. accountingdoc.ca. A working tool, not tax, legal or financial advice. Want the numbers kept for you? Ask for a fixed price quote at accountingdoc.ca.

Family budget tracker: your questions

Is the family budget tracker really free?

Yes. Leave your email and the full template opens on the page straight away, and stays open on this device. No card, no trial.

What do I need to open it?

Nothing. It opens on this page as sheets you can read; the shaded cells are the inputs and the rest calculates. Copy the structure into your own spreadsheet, or ask us to keep it filled in for you.

Will you email me afterwards?

You get the template, then a short series of practical emails for Canadian business owners. Unsubscribe in one click.

Can you set it up for my business?

Yes. That is what the monthly plans are for: we keep the numbers current so the template is filled in for you. Ask for a fixed price quote.

Related

Rather have us keep the numbers?

Two questions, then where to reply. You hear from us within one working day with an indicative range and the plan that fits. The exact price is confirmed in writing before any work starts.

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What do you need?

We never ask for confidential documents on this form. Secure upload happens after onboarding.