Timeline & Updates: Excel Budget Planner

This page provides a brief overview of the budget planner’s development. Detailed information on features and how to use the individual worksheets can be found here.

• v1.7 17th February 2026

  Feature Update:
  'New amount' Column added

  • Building on the previously introduced 'End date', this new column allows for mid-year rate adjustments within a single row.
  • Function: Enter an 'End date' to close the current period and the 'New amount' to automatically apply the updated rate for the remainder of the year.
  • Note: If the 'End date' signifies a final payment, simply leave 'New amount' blank.
• v1.6 20th April 2024

  Improved formulas to better handle zero values and added additional rows.
• v1.5 30th March 2022

  Added an 'End date' column to the 'Fixed Expenses' section (Main tab). Use this to specify a final payment month; the recurring expense will then stop after that date. If left blank, the payment will continue for the entire year.
• v1.4 13th January 2021

  The number of rows for flexible income has been increased by four, for a total of eight. Column widths have been optimized to better accommodate currency settings.
• v1.3 11th January 2021

  The number of lines for fixed expenses has been increased from 21 to 30 rows.
• v1.2 December 2020

  In the "main" tab, the lines of variable income have been increased from two to four. The tab "Chart" has been added for the graphical representation (as bar charts) of

  • the development of total monthly income/expenditure and the corresponding balance;
  • total income and expenditure in the year and corresponding balance;
  • the development of variable monthly individual expenditure, and
  • total variable expenditure in the year.
• v1.1 January 2020

  'main' tab: Optimized formulas for monthly expense averages. Added a currency selection dropdown.
• v1.0 2018 - 2019

  Development of the budget book in its basic features and step-by-step expansion of its functionality with 21 lines for fixed expenditure, 3 lines for income [1x fixed, 2x variable] and 8 lines for flexible expenditure.