Enquire now Call Desk Profile Picture 09 849 6285
Enquire now Call Desk Profile Picture 09 849 6285

Personal Budget Template

Get your free Budget Planner. Manage your income, expenses and savings in one simple spreadsheet.

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Tablet displaying MyBudget’s Personal Budget Template for New Zealand users, to help organise finances, get out of debt, start saving and reach financial goals.

Set up your Personal Budget today

See exactly where your money goes. Add your income and expenses to the Personal Budget Template to find savings, pay off debt, and reach your goals faster.

Assign jobs to every dollar

Assign jobs to every dollar

We’ll show you how to use your budget planner to make every dollar count and work harder for your goals.

Outline your financial goals

Outline your financial goals

Turn your goals into a plan with a simple budget template that helps you see what’s possible and make it happen.

See your financial position

See your financial position

Know what you earn, spend and owe. Use your budget to stay on top of your finances today and plan for tomorrow.

Tammy Barton, MyBudget Founder and Director, leading a personal budgeting service that has supported more than 130,000 people for over 25 years.

Tammy Barton | Founder and Director

The MyBudget difference

  • Get a customised budget plan to help you live the life you want
  • Relax while we do all the work to keep your budget on track
  • Save money faster with money experts and an automated system
  • Stay ahead with free money tools and resources.
Enquire today

Budgeting FAQs

Can’t find what you’re looking for? See more FAQs…

  • MyBudget is a personalised budgeting service available throughout New Zealand that helps you stay on top of your bills, reduce debt and build savings. Your dedicated Money Coach works with you to create a personalised budget and a 12-month financial plan, giving you a clear view of what’s ahead and ongoing support to help you stay in control of your money with confidence.

  • MyBudget delivers unique budget help by pairing expert Money Coaches with a personalised 12-month financial plan that provides long-term clarity. We go well beyond simple spreadsheets by actively managing your bill payments, tracking progress, and holding regular coaching sessions to protect your goals. It is all about empowering Kiwi couples and mortgage holders to reduce debt, grow savings, and live life free from constant money worries.

  • By showing where your money goes, a Personal Budget helps identify unnecessary spending so you can redirect funds toward savings or debt reduction.

  • Simply download the free file and enter your income and expenses. You’ll instantly see where your money is going and where you can start saving.

  • You can easily get extra budget help by booking a completely free appointment with one of our expert Money Coaches. They will work closely with you to understand your specific lifestyle and create a highly personalised 12-month budget. We know that trying to manage family finances alone can feel overwhelming, so we provide the exact structure required to succeed. By taking over the heavy lifting and organising your regular payments, we ensure your bills are safely covered.