How do you make an Excel budget template?

Once the budget has been created in a workbook, click Save As to make the workbook a template. Type in the file name, select Excel Template as the type that the workbook should be saved as and click save.

To make an Excel budget template, the user must first create the workbook that is to become the template. When making a budget template, it is vital to include all sources of income and all expenses. Include both required and discretionary expenses. It is advisable to track spending for a few months to make sure that no expenses are overlooked and that the budgeted amounts are realistic. Sum all expenses and income sources to see if there is a surplus or a deficit for the budget.