Spreadsheet · Digital download
Retirement Budget Planner
Retirees need to compare fixed income with monthly spending. Retirement Budget Planner gives you a working spreadsheet with built-in formulas, examples and instructions.
- Instant digital download — nothing is shipped.
- Secure checkout by Stripe.
- Version 1.0.1 · updated Nov 8, 2026.
Description
What's inside. Compare retirement income with planned spending month by month and see whether each month runs a surplus or a shortfall. Retirement-Budget-Planner.xlsx: Retirement income vs expenses for 12 months with surplus/shortfall and chart — 77 formulas, 5 results checked against independently calculated values on every build.
Files and formats (XLSX). Retirement-Budget-Planner.xlsx (XLSX, 2 sheets: Start Here, Plan, 10 KB). Every download also includes a ZIP of all files and a licence summary.
Licence. Standard Licence — use it for yourself, your household or your own business and print unlimited copies for that use; completed documents can go to your own clients. No reselling, sharing or redistributing the files.
Who it's for: Older adults and family caregivers.
Included files
- Retirement-Budget-Planner.xlsxRetirement income vs expenses for 12 months with surplus/shortfall and chartXLSX
How to use
Open the .xlsx file, read the Start Here sheet, then replace the yellow example values with your own. Blue cells calculate automatically.
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Frequently asked questions
Is this a physical product?
No. This is a digital download. Nothing is shipped — you download the files from your account after purchase.
How do I get my files?
After payment, go to My Downloads in your account. Your purchase stays available there to re-download.
What can I do with it?
Use for yourself, your household or your own business. Print unlimited copies for that use. No reselling or sharing the files.
How large is the print?
Large-print products use body text of at least 16pt and headings of 22pt or more, with high-contrast colours and generous writing space.
Do these products give medical advice?
No. They are organizers for recording information you receive from healthcare providers. Always follow your provider's instructions.
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