Easy-to-Use Budget Planner to
Simplify Budgeting
It’s free to sign up and easy to use.
Seamlessly organize your financial data with our online budget planner templates.
Sync real-time data or import it directly from Excel or Google Sheets.
Customize your budget template easily - edit titles, categories or transactions to suit your needs.
Upgrade and save your budget in popular formats like PNG, JPG and PDF, or share them online with a private or public link.
The leading visual communication platform empowering 34,300,000 users and top brands.
Easy to edit
Budget Planner
Templates
Easily manage your finances with Visme's budget planner templates. Whether you're charting expenses or tracking income, they provide a simple, customizable solution. Ideal for individuals and businesses for hassle-free money management.
Budget Planner Features
Fully Customizable Budget Templates
Choose from hundreds of customizable budget templates from Visme’s library. Whether you’re a business, a nonprofit or an individual doing monthly, quarterly or yearly budgeting, we have the perfect template for you. With Visme’s budget planner, you can create project folders tailored for different types of budgets, clients, months or years.
Comprehensive Budget Planning
Quickly enter your budget data in Visme’s templates by connecting an external source or manually inputting your figures. With our online budget planner, you can use reusable slides and blocks for efficient budgeting planning. By duplicating essential resources, managing your finances becomes simpler and less time-consuming.
Customized Budget Presentation
Utilize our customizable tools to tailor your budget template. Adjust the colors, fonts, size, background, tables and more according to your preference. You can use your brand’s theme or choose from the available color and font presets. Additionally, you can align and position the labels, set up hover effects and decide how elements appear with engaging animations.
More Great Features of the Budget Planner
Multi-Purpose Templates
Use our budget planner templates suited to various requirements – businesses, nonprofits, personal budgets and more.
Endless Design Assets
Improve your budget's visuals with diverse design resources such as vector icons, illustrations and animated graphics.
Time-saving Fields
Save and insert dynamic fields across all your projects, such as personal or company information, to skip repeated data entry.
Data Syncing
Simplify data management by connecting to live data sources like Google Sheets or Excel for streamlined budget tracking.
Editable Content
Personalize your budget details with customized text, graphics, images and data widgets to better reflect your financial goals.
Real-time Collaboration
Collaborate on your projects in real time by inviting team members, or clients, for live editing, commenting, annotating and much more.
Interactive Elements
Add interactive widgets, links, hover effects and more for an engaging experience.
Brand Wizard
Keep your budget presentations consistent by applying your brand colors, brand fonts and logo using our brand design tool.
Privacy Settings
Control your budget visibility– keep it private, share it with select team members or make it accessible publicly.
Version History
Keep track of modifications made to your budgets over time and have the option to restore a previous version if needed.
Analytics Tools
Monitor your budget's usage and effectiveness by tracking unique visits, visitor IP, time spent and more.
Learn More
What is a Budget Planner?
A budget planner or a budgeting tool is a resource that can help you manage and visualize your income and expenses over a specific period. It helps to centralize all your financial information, making it easier to track incoming funds, outgoing expenses and overall financial performance.
Budget planners are ideal for evaluating complex financial information. They allow you to analyze different aspects, such as savings, debts and daily expenses, making them a powerful asset for budgeting and strategic financial planning.
Use the budget planner to visualize and manage financial data effectively.
Visme's budget planner simplifies budgeting for individuals and businesses. Track household expenses like mortgage and utilities, manage business costs like rent, payroll, and supplies, or even plan expenses for a special event like a wedding. Whether you need a weekly, monthly, quarterly or yearly budget planner, Visme's flexible tools make it your ideal financial planning solution.
Everything you need + more
More than a Budget Planner
Make it engaging
Interactivity
Create interactive reports with popup and rollover effects that allow your viewer to interact with your design to learn more information.
Visualize your data
Charts & Graphs
Showcase sales, marketing, website data and more in your reports with Visme’s easy-to-use charts, graphs and other data visualization tools.
Beautify your content
Video & Animation
Choose from over a million stock photos, icons, illustrations, characters, lines, shapes and more to create a completely unique report.
How it works
How to Use the Budget Planner in 5 Steps
Visme's budget planner tool lets anyone create efficient budget plans quickly and easily. Choose a budget template from Visme's library, manually enter your data or import an Excel or Google spreadsheet. Customize your budget categories, change the colors, fonts, layout and more to present your budgeting planning.
Follow our tutorial below to represent your financial data using budget planners in Visme.
- Log in to your account and click on “Create New” to start a new project from the dashboard.
- To access the budget planner templates, type “Budget” in the search bar and select the Budgets template category from the dropdown.
- Choose the budget planner template that best fits your needs and enter your data. You can input the details manually or import them from an Excel or Google sheet.
- Personalize the template to match your style. You can change colors, fonts, categories and other design elements to make the template your own.
- Upgrade and share your finalized budget with anyone by downloading it in PDF, JPG or PNG file format – or share it via email or a public or private link.
Quick tips
How to Get the Most Out of Your Budget Planner
Before starting the budget planning process, gather and categorize your data by collecting bills and receipts.
Start with a professionally-designed budget planner template to achieve a polished and organized look while saving time.
Connect a live data source like Google Sheets or Excel to auto-update your budget and save time.
Use clear labels for income and expenses to easily track and analyze your budget.
Utilize charts, graphs and color-coding to transform complex financial data into easy-to-understand visuals.
Seamlessly incorporate your budget into presentations, reports or infographics using Visme's suite of design tools.
After finalizing your budget, use Visme's Brand Kit feature to maintain a consistent style.
Regularly monitor your spending to spot trouble areas and celebrate successes.
Frequently Asked Questions (FAQs)
Here's a simple approach to getting started with budgeting:
- Calculate Income: Figure out all your income sources and their totals.
- Track Expenses: Monitor your spending across housing, food, etc.
- Set Goals: Define what you want to achieve with your budget (e.g., debt payoff, savings).
- Choose a Tool: The Visme budget planner offers user-friendly templates and visual dashboards to map your plan.
Your budget categories depend on whether you're budgeting for personal or business finances.
Individuals/Households:
- Needs: Housing, food, transportation, debt, healthcare.
- Wants: Entertainment, dining, subscriptions, hobbies.
- Savings: Emergency fund, retirement, specific goals.
Business Owners:
- Revenue: Sales, service income, investments.
- COGS: Materials, production, direct labor.
- Operating Expenses: Rent, salaries, marketing, taxes.
- Debt: Loan payments.
- Profit/Reinvestment: Funds for growth, owner payments.
The Visme budget planner lets you fully customize your categories to match your unique financial needs, whether personal or business!
An effective budget planner should have the following:
- Income Tracking: A clear overview of how much you earn.
- Expense Breakdown: Detailed sections for your recurring and variable expenses.
- Goal Setting Tools: Areas to define your financial objectives.
- Data Visualization: Charts or graphs to help you understand your spending habits.
The Visme budget planner offers all of these features and more!
The Visme budget planner stands out due to its user-friendly interface, customizable templates, seamless integration with Visme's design tools and flexible free and premium options. Try it out and see how it transforms your financial planning!
Yes, the Visme budget planner offers a free plan with core budgeting features. We also offer premium plans with enhanced customization and collaboration functionalities.
Yes. The Visme budget planner allows you to fully customize your income and expense categories to reflect your financial needs.
