Budget Tracker Lite

Simple beginner budgeting — budget, transactions and bills with a clear dashboard.

Includes Excel + Google Sheets.

WHAT'S INSIDE

• 6-sheet editable Excel workbook (.xlsx)

• Budget — category, budget, actual, remaining, status

• Transactions — date, description, category, type, amount

• Bills — bill, amount, due date, paid

• Dashboard — progress overview

• Start Here guide + Settings

• Personal-use license

WHY IT WORKS

• Know what you spend — A simple log — date, category, amount, done.

• Set easy limits — Budget vs actual with remaining per category.

• Keep bills in view — Amounts, due dates and paid status.

• Start in minutes — A small workbook with a clear Start Here guide.

HOW IT WORKS

1. Buy and download the ZIP instantly.

2. Extract it and read the Start Here guide.

3. Replace the labeled example content with your own.

4. Review your dashboard regularly.

YOU'LL RECEIVE

• 1 editable Excel workbook (.xlsx)

• Native Google Sheets version — “Make Your Copy” access link (PDF)

• Start Here quick-setup guide (TXT)

• Personal-use license (TXT)

• Delivered as instant ZIP download

REQUIREMENTS

• Microsoft Excel — best compatibility (desktop recommended)

• Free Google account for the Google Sheets version

• Works on Windows & Mac

• Excel: no add-ins, no macros, no internet needed

Microsoft Excel offers the best compatibility. A tested native Google Sheets version is also included through a “Make Your Copy” link.

IMPORTANT

Digital product only — no physical item will be shipped. Personal-use license. This is an organizational template: no financial, health, business or other outcomes are guaranteed. Appearance and formatting may vary slightly by device and software version.