Add income and expenses
Your budget insights will appear here automatically.
Plan
Budget Planner
Plan income, control spending, track savings goals, and export a polished monthly budget.
Budget Setup
Name the budget, choose a month, and set your savings target.
Income
Add salary, business income, investments, or other monthly income.
0 sources
+
No income sources yet
Add your first income source or load the example budget.
Expenses
Organize monthly spending into clear, useful categories.
0 expenses
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No expenses yet
Add housing, food, utilities, subscriptions, or any other expense.
Savings Goals
Track emergency funds, travel, large purchases, and other goals.
0 goals
◎
No savings goals yet
Add a goal to track progress visually.
AI Budget Advisor
Quick, practical observations based on your current budget.
Turn income and spending into a budget you can actually follow.
Track categories and savings goals, see the monthly position update live, and export a clear workbook or printable summary.
LIVE PREVIEW
ReadyMonthly budget dashboard
ItemDescriptionAmountStatus
Professional outputStructured and calculated$2,480.00Ready
Business detailsEditable fields and formulas$620.00Checked
Total$3,100.00Export
WHAT YOU GET
A working tool and a finished business output.
The workspace above handles the task. The preview shows what the user receives before downloading or printing.
- Clear guided inputs
- Live calculations and validation
- Professional preview
- Useful export options
Complete the job in three clear steps.
No blank-sheet setup and no guessing what belongs in the final file.
01
Name the budget and choose a month
02
Add income, expenses, and savings goals
03
Review the dashboard, preview, print, or download Excel
Built for work people already do in spreadsheets.
Use SheetWise to create a consistent first version faster and with fewer avoidable mistakes.
Household and personal budgets
Use a repeatable, professional workflow instead of rebuilding the same spreadsheet from scratch.
Small-business operating budgets
Use a repeatable, professional workflow instead of rebuilding the same spreadsheet from scratch.
Department and project planning
Use a repeatable, professional workflow instead of rebuilding the same spreadsheet from scratch.
Replace repetitive setup with a guided workflow.
Build and check everything yourself
Combine receipts and estimates, write totals manually, and rebuild charts whenever the plan changes.
Start with a professional system
Enter each amount once while totals, category views, savings progress, and the final report update together.
Common questions about this tool.
Can I create more than one budget?
Yes. Start a new budget for another month, household, department, or project.
Can I print the monthly budget?
Yes. The preview can be opened through PDF / Print and printed with the same totals shown on screen.
Can I download the budget to Excel?
Yes. Export the workbook for long-term tracking and further customization.
Does it track savings goals?
Yes. Add goals with target amounts and dates, then monitor progress alongside monthly cash flow.