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Monthly Budget Tracker for Excel

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$9.99
$9.99
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💵 Do You Know How Much You Spend Each Month?

A personal budget tracker for one calendar year.

Dashboard: 2 charts, plus total income, expenses, net savings, savings rate, and the top 5 spending categories with budget comparison.

Categories: Settings for tracking year, currency, a high-value flag (default $400), and the savings category.

Income Tracker: 1,000 rows with a monthly summary.

Expense Tracker: 2,000 rows with sub-categories, a recurring flag, and "HIGH" flags on big one-time purchases.

Monthly Budget: Budget vs. actual for a chosen month.

Checks: Reconciliation tests that should all read PASS.

Instructions: Step-by-step setup.

👉 Get your Budget Tracker today and take your first step toward more organized finances!

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You will get a XLSX (145KB) file