Do I need to enable macros to use XL Budget Builder?

Yes. VBA macros power key features such as Create Budget, Export to PDF, and Export to Excel. Make sure macros are enabled in Excel.

Can I track different currencies?

By default, the file uses US style currency ($). You can switch to another currency (e.g. €) by formatting the Unit Price and Total columns in the desired currency format.

How do I delete a task?

Double-click the red '✘' in the DELETE column of the TASKS sheet. The row will be removed immediately.

XL Budget Builder – ExcelApps.Store

What is XL Budget Builder?

XL Budget Builder is an Excel-based budgeting solution crafted for professionals and businesses that require frequent, accurate budget creation. Define your task groups, categories, and tasks just once, then select only what you need for each new budget—no more rebuilding from scratch.

Ideal for project managers, construction firms, accountants, marketers, service providers, and facility managers, our tool automates calculations, ensures subtotals per group, and exports budgets to Excel or PDF with a single click.

Main Features

✓ Define reusable Task Groups, Task Categories, and Tasks in one place
✓ Toggle selections with double-click or “Select All” / “Deselect All”
✓ Automatic calculations: unit price × quantity → total
✓ Subtotals per Task Group and a grand total for the entire budget
✓ Export to Excel for further analysis or “Export to PDF” for client-ready deliverables
✓ Print-ready layout with customizable header (Company Name, Project Title, Subtitle) and free-text Notes

Ideal For

🗂️

Project Management Firms

Organize human resources, equipment, and third-party services per project.

🏗️

Construction Companies

Create detailed budgets for each project: labor, materials, and overhead costs.

📊

Accountants & Financial Advisors

Prepare expense or revenue budgets for clients with precise, auditable calculations.

💡

Marketing & Advertising Agencies

Allocate budgets for ad campaigns, media buys, and social media initiatives.

🛎️

Service Businesses

Track costs and revenue per service or client for accurate profitability analysis.

🏢

Facility Management

Generate budgets for maintenance contracts, utilities, and facility operations.

How It Works

Set Up Your Structure
Enter Task Groups, Task Categories, and Tasks once. Task Groups are high-level budget sections; Categories sit under Groups; Tasks contain unit, unit price, and quantity.
Select What You Need
Double-click to toggle Task Groups, Categories, and Tasks on or off. Use “Select All” / “Deselect All” buttons for bulk selection. Quantities and totals update automatically.
Create Your Budget
Click “Create Budget”. The tool compiles selected tasks into a formatted budget sheet, grouped by Task Group with subtotals and a grand total.
Export & Print
Use “Export to Excel” to create a standalone workbook or “Export to PDF” for a client-ready PDF. Print directly from Excel if needed.
Add Notes & Customize
Fill in Company Name, Project Title, Subtitle in the header. Use the Notes section for comments, terms, or instructions.

Limitations

This Excel file relies on VBA macros for key functions (Create Budget, Export to PDF, etc.). You must enable macros to access full functionality. The file is compatible only with desktop versions of Microsoft Excel (2016 or later). It will not work in Excel Online or mobile Excel.

Screenshots

Task Groups Sheet with Task Group names, # of Categories, # of Tasks, and SELECT toggles

Task Categories Sheet showing Category names, linked Group dropdown, # of Tasks, and SELECT toggles

Tasks Sheet with Task Code, Description, Category link, Unit, Unit Price, Quantity, Total, Group, SELECT, and DELETE columns

Budget Output Sheet with grouped tasks, subtotals per group, and grand total at the bottom

Units of Measurement Sheet listing available units (months, hours, pcs., contract, days)

See It in Action

Ready to Get Started?

Take control of your budgeting workflow today with XL Budget Builder.

Buy Now – $199

Need custom features? Contact us for tailored solutions.