How to Make a Monthly Household Budget Template in Excel | Microsoft 365

Published on 7 Apr 2026, 16:00

Create a personalized monthly budget tracker in seconds with help from Microsoft 365 Copilot in Excel.

In this video, you’ll see how Copilot in Excel can quickly create a personalized budget spreadsheet based on your income and spending categories – no complex formulas required!

In this video, you’ll learn how to:
• Prompt Copilot in Excel to create a personalized monthly household budget tracker
• Generate a budget based on your income and typical spending categories
• Uncover key spending insights to better manage your monthly finances

Timecodes:
00:00 – Introduction
00:13 – Open Copilot in Excel
00:17 – Prompt Copilot to create a monthly budget tracker

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