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Create printable budget sheets from scripts

Written by

Bernardo Palos

in

To create printable budget sheets from scripts, follow this simple process using HTML + CSS or a tool like Google Sheets or Excel. Below is a method using HTML/CSS for maximum control and print-readiness (e.g., PDF export), ideal for integrating into a website or document.

🎯 Step-by-Step Guide to Create Printable Budget Sheets from Scripts

1. Determine the Budget Categories

Start by outlining the typical categories, such as:

  • Income

  • Fixed Expenses (Rent, Utilities, Loans)

  • Variable Expenses (Groceries, Transportation)

  • Savings & Investments

  • Miscellaneous

2. Write the Script or Template in HTML

Here’s a complete, clean HTML template with embedded CSS to generate a printable budget sheet.

html
<!DOCTYPE html>
<html lang="en">
<head>
  <meta charset="UTF-8">
  <title>Monthly Budget Sheet</title>
  <style>
    body {
      font-family: Arial, sans-serif;
      margin: 40px;
    }

    h1 {
      text-align: center;
      margin-bottom: 30px;
    }

    table {
      width: 100%;
      border-collapse: collapse;
      margin-bottom: 30px;
    }

    th, td {
      border: 1px solid #000;
      padding: 10px;
      text-align: left;
    }

    th {
      background-color: #f4f4f4;
    }

    .totals {
      font-weight: bold;
      background-color: #e0e0e0;
    }

    @media print {
      body {
        margin: 0;
      }

      table, th, td {
        page-break-inside: avoid;
      }
    }
  </style>
</head>
<body>

  <h1>Monthly Budget Sheet</h1>

  <table>
    <tr>
      <th colspan="2">Income</th>
    </tr>
    <tr>
      <td>Primary Income</td>
      <td>___________</td>
    </tr>
    <tr>
      <td>Secondary Income</td>
      <td>___________</td>
    </tr>
    <tr class="totals">
      <td>Total Income</td>
      <td>___________</td>
    </tr>
  </table>

  <table>
    <tr>
      <th colspan="2">Fixed Expenses</th>
    </tr>
    <tr>
      <td>Rent/Mortgage</td>
      <td>___________</td>
    </tr>
    <tr>
      <td>Utilities</td>
      <td>___________</td>
    </tr>
    <tr>
      <td>Insurance</td>
      <td>___________</td>
    </tr>
    <tr class="totals">
      <td>Total Fixed Expenses</td>
      <td>___________</td>
    </tr>
  </table>

  <table>
    <tr>
      <th colspan="2">Variable Expenses</th>
    </tr>
    <tr>
      <td>Groceries</td>
      <td>___________</td>
    </tr>
    <tr>
      <td>Transport</td>
      <td>___________</td>
    </tr>
    <tr>
      <td>Entertainment</td>
      <td>___________</td>
    </tr>
    <tr class="totals">
      <td>Total Variable Expenses</td>
      <td>___________</td>
    </tr>
  </table>

  <table>
    <tr>
      <th colspan="2">Savings & Investments</th>
    </tr>
    <tr>
      <td>Savings</td>
      <td>___________</td>
    </tr>
    <tr>
      <td>Investments</td>
      <td>___________</td>
    </tr>
    <tr class="totals">
      <td>Total Savings & Investments</td>
      <td>___________</td>
    </tr>
  </table>

  <table>
    <tr>
      <th colspan="2">Miscellaneous</th>
    </tr>
    <tr>
      <td>Other</td>
      <td>___________</td>
    </tr>
    <tr class="totals">
      <td>Total Miscellaneous</td>
      <td>___________</td>
    </tr>
  </table>

  <table>
    <tr class="totals">
      <td>Net Balance (Income - Expenses)</td>
      <td>___________</td>
    </tr>
  </table>

</body>
</html>

✅ How to Use It

  • Open in Browser: Save the code as budget-sheet.html and open in any browser.

  • Print or Export as PDF: Use the browser’s print function (Ctrl+P / Cmd+P) and choose “Save as PDF”.

  • Customize: Modify categories or rows to fit your specific needs.

🛠️ Alternative Option: Use Excel or Google Sheets Script

If you prefer Excel or Google Sheets, you can automate creation with a script.

Google Apps Script Snippet:

javascript
function createBudgetSheet() {
  const sheet = SpreadsheetApp.getActiveSpreadsheet().insertSheet("Budget Sheet");

  const headers = [
    ["Income", "", ""],
    ["Primary Income", "", ""],
    ["Secondary Income", "", ""],
    ["Total Income", "", ""],
    [],
    ["Fixed Expenses", "", ""],
    ["Rent/Mortgage", "", ""],
    ["Utilities", "", ""],
    ["Insurance", "", ""],
    ["Total Fixed Expenses", "", ""],
    [],
    ["Variable Expenses", "", ""],
    ["Groceries", "", ""],
    ["Transport", "", ""],
    ["Entertainment", "", ""],
    ["Total Variable Expenses", "", ""],
    [],
    ["Savings & Investments", "", ""],
    ["Savings", "", ""],
    ["Investments", "", ""],
    ["Total Savings & Investments", "", ""],
    [],
    ["Miscellaneous", "", ""],
    ["Other", "", ""],
    ["Total Miscellaneous", "", ""],
    [],
    ["Net Balance", "", ""]
  ];

  sheet.getRange(1, 1, headers.length, 3).setValues(headers);
  sheet.autoResizeColumns(1, 3);
}

  • Go to Extensions > Apps Script in Google Sheets

  • Paste this code and run it

  • It will create a formatted sheet

You can choose the HTML printable version for clean PDFs or the Google Sheets script for editable budget sheets online. Let me know if you need additional formats like weekly or yearly planners.

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