1 Download the Budget Worksheet

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Filename: simple-budget.xlsx

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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 Budget Worksheet 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 Budget Worksheet 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?

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4 Try More Templates

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Money Management Template Money Management Template
Record daily transactions just like you would with Quicken or Microsoft Money. The budget report updates automatically based on your transaction history.
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