Property Budget Templates

Plan your property projects with professionally designed budget templates for construction, renovation, rental management, and more.

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.

Construction & Renovation Tracking

Track materials, labor, permits, and all project costs. Monitor progress against your construction budget in real-time.

Rental Property Management

Manage multiple properties with separate budgets. Track income, expenses, maintenance, and ROI for each property.

Project Cost Analysis

Compare estimated vs actual costs for each phase of your project. Identify cost overruns early and stay on budget.

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.

What’s the best home renovation budget template in Excel?

A good renovation budget breaks costs into phases (demo, materials, labor, permits, finishes) and lets you track Estimated vs Actual. Choose a Property template here, then export to Excel to customize line items for your project.

Is there a rental property budget spreadsheet for landlords?

Yes. Property templates can be used for rental income/expenses like maintenance, repairs, utilities, insurance, taxes, and vacancy. Pick a template, edit the categories to match your units, and export to Excel or Google Sheets.

What categories should I include in a construction budget?

Common categories include permits/fees, site prep, foundation/framing, HVAC/electrical/plumbing, materials, subcontractors, inspections, and contingency. Our Property templates start with the basics so you can refine them for your build.

How do I estimate renovation costs without missing anything?

Start with a checklist-style template, then add line items for every trade and room. Use a contingency line (often 10–20%) and track receipts/paid invoices in the Actual column as the job progresses.

Can I track contractor payments and draws in this template?

Yes. Add columns for vendor/contractor, due date, and payment status, or split large items into milestones (deposit, progress payments, final). Export to Excel to format it exactly how you want.

Does this property budget template work in Google Sheets?

Yes. Export as Excel (.xlsx), upload to Google Drive, and open with Google Sheets. Then you can share it with a partner, contractor, or property manager for collaboration.

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