1 Download the Family Budget Planner

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Filename: family-budget-planner.xlsx

Return to the Family Budget Planner page to learn more about this template.

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2 Need Help? Ask AI (ChatGPT, Copilot, Agent Mode, etc)

AI Agents have become increasingly useful for Excel. You can also use ChatGPT and other AI tools to help you understand concepts and answer basic Excel questions.

Sample Prompts for AI:

  • I downloaded the Family Budget Planner from Vertex42.com. How should I get started using this template?
  • Please explain how loan, interest, and repayments work.
  • What are some tips for using the Family Budget Planner that can help me get the most out of it?
  • I can't seem to edit the background color in an Excel file. What might be causing that, and how do I edit the color?

3 Learn More About Excel!


4 Try More Templates

Yearly budget planner with categories for a single individual.
Record daily transactions just like you would with Quicken or Microsoft Money. The budget report updates automatically based on your transaction history.
A monthly budget worksheet with the same categories as the family budget planner.
How fast can I get out of debt using the snowball technique?

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