Student Budget Planner
Make your loan last until the next one lands. Work out what you can spend each week, then keep track as the term goes on.
What's inside
- Term Plan: income and fixed costs for three terms, what's left, and what that is per week
- Weekly Budget: split your weekly amount across food, going out, travel and the rest, with this week's spending against each
- Spending Log: everyday spending as it happens, by category
- Weekly Tracker: every week of the year with what you had, what you spent and a running balance that carries over
Good for
- First years working out a budget for the first time
- Making a loan instalment stretch across a long summer term
- Parents and students planning the year together
Good to know
- Set your own term dates and the number of weeks each payment has to cover
- Loan amounts and payment dates come from your student finance provider, so use your own figures
- It is a planning tool, not financial advice
- Works in Microsoft Excel and free Google Sheets
- Instant download, one-off payment
5 tabs, all set up for you
The formulas are already done. You type in the white cells and everything else updates by itself.
- Start HerePick your currency and see how it works
- Term PlanIncome, fixed costs and a weekly spending amount for each term
- Weekly BudgetSplit your weekly amount across food, going out, travel and the rest
- Spending LogEveryday spending as it happens
- Weekly TrackerEvery week of the year: what you had, what you spent and your running balance
Ready in about two minutes
Your file is ready straight after checkout, on the order page and by email.
Double-click to open in Excel. For free Google Sheets, go to sheets.google.com, then File, Import, Upload.
Pick your currency, then type in the white cells. Totals, bars and charts update themselves.
Get this and every other planner for £29
The Whole-Life Bundle includes Student Budget Planner plus 23 more templates, worth £162 if bought separately.
Questions
Something else? Get in touch and we'll help.
How long does it take to arrive?
It's instant. This is a digital download, so nothing is posted and there's no delivery wait. Your download link appears on the order confirmation page straight after payment and is emailed to you too. If you can't see the email, check your junk or spam folder.
Which countries can I buy from?
You can buy from the UK and the United States. US prices are shown in US dollars, and you can switch the spreadsheet to $ on the Start Here tab. We're working on opening up to more countries, so join our email list below to hear first.
Do I need Excel?
No. It works in Microsoft Excel and in free Google Sheets. In Google Sheets, go to File, Import, Upload and choose the file.
Will it work on a Mac, iPad or phone?
Yes, in Excel for Mac or Google Sheets in any browser. The Google Sheets app is handy for quick updates on your phone, but setting it up is easier on a bigger screen. Apple Numbers can open the file, but some features may not work the same.
Can I use it again next year?
Yes. It's a one-off payment with no subscription. Keep a clean copy and start a fresh one whenever you like.
How do I get my file?
You'll get a download link on the order confirmation page and by email as soon as you've paid.
Is this financial advice?
No. It's a planning tool that does the maths for you. For free, impartial guidance, see MoneyHelper.