Ultimate Budget Dashboard | Excel Budget Planner with 16 Connected Tabs
💰 ULTIMATE BUDGET DASHBOARD — One Connected Spreadsheet for Your Whole Financial Life 💰
✅ One .xlsx workbook that opens in Microsoft Excel and can also be uploaded to your own Google Drive and opened in Google Sheets.
Stop juggling five different spreadsheets. This one connects your income, bills, spending, debt, savings, and net worth, so you update one place and everything else follows.
WHAT YOU GET (1 file, works in both Excel and Google Sheets)
Transaction Log — log income and expenses once, everything else pulls from here
Recurring Bills & Subscriptions — enter a bill once, it repeats every month automatically
Bill Calendar — a real visual calendar showing exactly which bills are due when
Monthly Budget — plan by category, see planned vs actual automatically
Paycheck Planner — works with weekly, biweekly, semimonthly, or monthly pay
Savings Goals & Sinking Funds — see exactly how much to save each month to hit any goal
Debt Payoff Tracker — avalanche and snowball priority calculated for you
Net Worth Snapshot — your full financial picture in one number, tracked over time
6-Month Trend — automatically shows your real last 6 months, no manual updating
Spending by Category, Financial Goals, Meal Planner, Habit Tracker
A full Instructions tab and a Start Here guide
WHY THIS IS DIFFERENT
Real formula-powered automation: enter a bill or a transaction once, and your dashboard, calendar, totals, and charts update themselves
No macros, nothing to install, no fragile setup
Designed for use in Microsoft Excel and Google Sheets. For the best editing experience, use a desktop or laptop computer.
16 tabs, all connected to each other, not 16 separate disconnected trackers
HOW IT WORKS
Purchase and download instantly
Open in Excel, or upload to Google Drive and open with Google Sheets
If using Google Sheets, upload the .xlsx file to your own Google Drive and open it with Google Sheets.
Follow the Start Here tab, takes about 15 minutes to set up
Update your Transaction Log weekly, and everything else stays current
GOOD TO KNOW
This is a DIGITAL DOWNLOAD. No physical item will be shipped.
1 Excel file (.xlsx), fully compatible with Google Sheets
For personal use only. Please do not resell, share, or redistribute this file.
Because this is a digital download, refunds are generally not available after access or download. However, if you experience a technical issue, receive an incorrect file, or make a duplicate purchase, please contact MindStack within 7 days so we can review and help resolve the issue.
Instant digital download. Clear setup guidance. Built to help you organize your money in one connected workbook.
This product was designed with the assistance of AI tools based on the seller's original creative direction and prompts.
Thank you for building a better budget with MindStack! 💜
NEED HELP?
For technical download or file issues, contact us through Etsy Messages and include the product name and a brief description of the issue.
Please read any included Start Here guide before using your files.
If your download contains a ZIP file, extract it before opening the contents.