Health & Wellness Budget Templates

Prioritize your health and wellness with budget templates for fitness, medical care, nutrition, and mental health services.

Get Started in Minutes

How to Use Our Budget Templates

Get started with our budget templates in just a few simple steps.

Choose a Template.
Browse our collection of free budget templates and select one that matches your needs.
Customize Your Budget.
Edit categories, adjust amounts, and add or remove line items to match your specific situation.
Export and Use.
Download your budget as an Excel file for ongoing tracking or as a PDF for printing and sharing.
Track Your Expenses.
Fill in the "Actual" column as you spend money to see how your spending compares to your budget.
Person budgeting with templates

Going over budget is expensive.

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Feature
ReceiptsAI
Others
Free Templates

Unlimited Forever

Limited or paid only

AI Generation

AI-powered custom budgets

Manual creation only

Export Options

Excel & PDF export

Behind a paywall

Data Capture

Extract everything from Receipts, Invoices, and Statements

Data Entry

Expense Tracking

AI-powered automatic categorization and intelligent expense sorting

Manual categorization

Processing Speed

Process multiple invoices simultaneously in seconds with parallel processing

Slow

Security Standards

GDPR-compliant with bank-level encryption and secure USA-based storage

Data Harvesting

Why Use Our Budget Templates

Everything you need to manage your finances effectively.

AI-Powered Budget Planning

Our AI creates a fast template with common expenses for your next project. It can generate a personalized budget with realistic estimates in seconds.

Export to Excel or PDF

Download as Excel to track expenses throughout the month, or export to PDF for printing and record-keeping. Full compatibility with Google Sheets.

Fully Customizable

Add or remove categories and budget items, adjust estimates, and tailor the budget to match your unique financial situation.

Fitness & Wellness Tracking

Track gym memberships, fitness classes, equipment, and wellness services. Monitor spending on your health and fitness goals.

Healthcare Expense Management

Organize medical expenses, insurance premiums, prescriptions, and preventive care. Track healthcare spending throughout the year.

Wellness Investment Planning

Plan for mental health services, therapy, nutrition programs, and self-care. Invest in your overall well-being with structured budgeting.

Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

Do you have a medical expenses tracker spreadsheet template?

Yes. Health & Wellness templates work well for tracking doctor visits, prescriptions, labs, dental/vision, and insurance-related costs. Export to Excel to add notes and keep everything organized.

How do I budget for therapy or mental health expenses?

Add recurring sessions, copays, and any subscription tools, then track Actual each month. Having a dedicated category makes it easier to plan for consistent care without surprises.

Is there a fitness budget template for gym memberships and classes?

Yes. Use a Health template and include memberships, classes, equipment, supplements, and training. Tracking Estimated vs Actual helps you see what’s worth keeping long-term.

What categories should be in a health and wellness budget?

Common categories include medical, dental/vision, prescriptions, fitness, nutrition, wellness services, and a buffer for unexpected care. Templates give you a starting structure you can refine.

How can I budget for healthier eating without overspending?

Create separate lines for groceries, meal prep, dining out, and supplements. Updating Actual weekly helps you adjust portions of the budget quickly and stay consistent.

Can I use this health budget template in Google Sheets?

Yes. Export to Excel and open it with Google Sheets so you can update it from your phone and share it with a partner if needed.

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