Template Library
Browse our full collection of free budget templates or generate your own with AI.
Free Customizable PDF Investment Portfolio Budget Template
Download our free Investment Portfolio Budget template to effectively manage your Retirement & Financial Planning costs. This customizable tool helps retirees and financial planners track expenses for stock investments, fund investments, and alternative investments in one place. Ensure precise financial planning with our easy-to-use Excel and PDF compatible format.
| Expense Type | Estimate | Actual | |
|---|---|---|---|
Est: $1500.00 | Act: $0.00 | |||
— Individual Stocks | $1000 | $— | |
— Dividend Stocks | $500 | $— | |
Est: $1800.00 | Act: $0.00 | |||
— Index Funds | $800 | $— | |
— Mutual Funds | $600 | $— | |
— ETF Investments | $400 | $— | |
Est: $2500.00 | Act: $0.00 | |||
— Real Estate Investment | $2000 | $— | |
— Bonds | $500 | $— | |
Est: $150.00 | Act: $0.00 | |||
— Brokerage Fees | $50 | $— | |
— Management Fees | $100 | $— | |
| TOTAL | $5950.00 | $0.00 | |
Tired of manually budgeting? Save time with ReceiptsAI
Save time generating expense reports, organizing receipts, invoices or bank statements, categorizing transactions, and more. Try it risk-free with 30 credits free.
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.
Why Investors Love our 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.
Retirement Savings Planning
Plan and track contributions to 401(k), IRA, and other retirement accounts. Monitor progress toward your retirement goals.
Investment Portfolio Management
Track investments across stocks, bonds, funds, and alternative investments. Monitor portfolio growth and rebalancing needs.
Financial Goal Achievement
Set and track progress toward financial goals like emergency funds, debt payoff, and major purchases. Stay motivated with clear milestones.
Need more templates?
Explore our library of 100+ free templates, professionally created for retirees and financial planners.
Financial Goals Budget Template
Budget for achieving specific financial goals like buying a house, starting a business, etc.
Retirement Savings Budget Template
Monthly budget for retirement savings and planning
Create an Expense Report in Minutes with AI
Simply upload your documents and our AI automatically categorizes every transaction to give you a clear, visual breakdown of your finances
The #1 Budget Management Software
Why use ReceiptsAI
ReceiptsAI is the gold standard in expense management. Automatically extract, categorize, and track your expenses with AI.
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
PRICING
AI Bookkeeping Assistance for less than a cup of coffee per day.
Try free with 30 free credits. Upgrade at anytime for full access.
Free
Perfect for trying ReceiptsAI risk-free with no credit card required.
$0/month
- 30 free credits
- Data Extraction from Images or PDFs
- Basic categorization
- Email Support
100% Money Back Guarantee
Starter
Get started with basic AI bookkeeping, create your own categories and rules, and begin to automate your bookkeeping.
$12/month
- Process 100 pages per month
- Up to 30 Custom Categories
- Up to 20 Custom Rules
- Custom Document Renaming
- Auto Duplicate Detection
- Email support
Premium
Boost your productivity with advanced AI features and enhanced automation for growing businesses.
$29/month
- Process 500 pages per month
- Up to 100 Custom Categories
- Up to 100 Custom Rules
- Custom Document Renaming
- Auto Duplicate Detection
- Priority Support
- Bulk Processing
All major credit cards accepted
100% money back guarantee
Unsubscribe at any time
Join over 300+ small businesses saving time with ReceiptsAI
C
4.5 (20+ reviews)"Great Service!"
Ronald and the team were super responsive to my questions and feature requests. I've never had an experience like this before from a software developer.
Luis G.
Verified Purchase
"The easiest tool I've ever used."
It is very very easy, as soon as you get a receipt you can scan it, the AI will capture all relevant information and it is very little interaction to get to the final submission of the expense. It is so easy!!!
Kirsten H.
Verified Purchase
"Simple, Straight-forward"
Following business trips or even a few weeks in the office, the last thing that someone wants to do is take time out of their day to sort through receipts. It makes my process much easier.
Vannesa T.
Verified Purchase
"Very easy to use"
ReceiptsAI is very easy to use. As someone who needs to keep track of monthly expenses, it saves me so much time. The AI is incredibly accurate and I love how it categorizes everything automatically.
Norma W.
Verified Purchase
"Impressive!"
I run multiple businesses and keeping track of receipts was a nightmare. Once you have it setup, it completely transformed how I handle expense tracking. Impressive!
Alice K.
Verified Purchase
"Effortless"
It is effortless and saves me hours every month.
Josh D.
Verified Purchase
"Highly recommend!"
The accuracy of the AI is incredible. It catches details I would have missed manually entering receipts.
Sarah L.
Verified Purchase
"Time saver!"
What used to take me hours now takes minutes. The automatic categorization is very good.
Juan R.
Verified Purchase
"Great customer support!"
Not only is the product helpful, but the support team is very responsive.
Emma T.
Verified Purchase
"Great Service!"
Ronald and the team were super responsive to my questions and feature requests. I've never had an experience like this before from a software developer.
Luis G.
Verified Purchase
"The easiest tool I've ever used."
It is very very easy, as soon as you get a receipt you can scan it, the AI will capture all relevant information and it is very little interaction to get to the final submission of the expense. It is so easy!!!
Kirsten H.
Verified Purchase
"Simple, Straight-forward"
Following business trips or even a few weeks in the office, the last thing that someone wants to do is take time out of their day to sort through receipts. It makes my process much easier.
Vannesa T.
Verified Purchase
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.
Is there a retirement budget worksheet I can download in Excel?
- Yes. Retirement & Financial Planning templates help you map out monthly expenses, annual bills, and savings goals. Export to Excel to customize your categories and track Estimated vs Actual.
What expenses should be in a retirement budget?
- Many people include housing, utilities, groceries, transportation, healthcare, insurance, travel, and annual/irregular bills. The template gives you a structured checklist so nothing important gets missed.
How do I budget for irregular yearly expenses (taxes, insurance, repairs)?
- Add a section for annual bills and divide them into monthly amounts (a sinking fund). Tracking Actual payments helps you keep those monthly set-asides realistic year over year.
Can I use this as a debt payoff budget template?
- Yes. Add each debt as a line item with minimum payments, then track extra payments as separate lines. Seeing all payments in one place makes it easier to stick to the plan.
How do I set savings goals in a budget spreadsheet?
- Add goal lines (emergency fund, travel, big purchases) and treat them like recurring expenses. Updating Actual contributions each month helps you stay consistent and course-correct early.
Can I share this financial plan with my spouse or planner?
- Yes. Export to Excel or open it in Google Sheets for easy sharing. That’s often the simplest way to collaborate on a plan and keep assumptions aligned.
Save time managing receipts
Join 300+ small businesses around the world who use ReceiptsAI to assist with their bookkeeping.
