2016 Budgeting Spreadsheet

It’s that time again!

New Year’s Resolutions!

For some of you, the resolution you WILL accomplish is having a solid budget, and I want to help you with your goal.

There are some fantastic budgeting programs out there already, but most of them are a little pricey and not set up how I wanted. So I created this spreadsheet for our personal use, and have made it free for anyone who wants to use it.

Announcing the Luke Hicks 2016 Budgeting Spreadsheet!

Some of you may have used my budgeting template that I released last year; well this is the latest and greatest! Please feel free to use it and share this blog so your friends can use it too.

To download the spreadsheet that has no connection to last year’s spreadsheet (likely for most of you) click here.

To download the spreadsheet that pulls in some numbers from the spreadsheet of 2015, click here*.

For those of you who want to learn how to use this spreadsheet, here is a video I made that explains last year’s spreadsheet and will help you with this year’s:


* In the spreadsheet, there are 1 month, 3 month, and yearly averages for the spending categories, as well as the sum of what you earned in the last year. This spreadsheet will reference data from the previous year’s spreadsheet so that the averages and sums are accurate (as long as you didn’t add or remove columns from the 2015 spreadsheet). The file references a file named Budgeting 2015. When you use 2016’s spreadsheet, follow these steps:

  1. Open up the file.
  2. Press CTRL+H (CMD+H for Apple users), then in the ‘find’ box enter ‘Budgeting 2015’. In the ‘Replace’ box, enter the name of last year’s spreadsheet.
  3. Choose ‘Advanced’ and have it search the entire workbook.
  4. Then choose ‘Replace All’, and the spreadsheet should be ready as long as it is saved in the same folder that last year’s spreadsheet is saved in.


Changes made for this year:
– Removed the graphs because they were slowing down the spreadsheet a lot
– Added a 1 mo, 3 mo, and yearly average of each spending category
– Added a total amount earned for the year column
– Categories can now be changed during the year and the sums will be accurate


Questions? Suggestions? Exclamations? Leave a comment below!


Note: I am not a financial adviser in any way, I have no training or certificates. This spreadsheet is not intended to be for financial advice, it is only a tool to help you accomplish your financial goals. For financial advice I would suggest looking at the publications of Dave Ramsey and his Financial Peace University.

Top image thanks to Dan Dimmock via Unsplash

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