Monthly Budget Tracker – Excel Spending Dashboard

See where every euro goes – and what is left – in 5 minutes a month.

What's included

• 1 .xlsx file with 3 sheets: Transactions, Dashboard, How to use
• Transactions: date, description, category and type dropdowns (11 categories, Income/Expense), amount
• Dashboard: monthly budget per category, auto-calculated spent and left, total, income and net
• Red highlight when a category goes over budget, and when net is negative
• Pie chart of spending by category, built in
• Starter rows included – overwrite them with your own
• Works in Microsoft Excel.

Who it’s for

• Students, young professionals and families who want a simple monthly budget without a paid app.

How to use it in 3 steps

1. Open the file in Microsoft Excel.
2. Type your monthly budget for each category in the Dashboard.
3. Log each expense or income in Transactions – the Dashboard and chart update instantly.

Format

• .xlsx · instant download