Multi-Project Budget Tracker (Excel)

Know if your projects are on budget before they finish. This Excel project budget tracker handles renovation budgets, client jobs, campaigns and product launches in one workbook, with a dashboard for all your projects and one for each.

EXCEL ONLY

Built for Microsoft Excel 2016 or later (Windows or Mac), including Microsoft 365. Not compatible with Google Sheets. No macros and no subscription.

WHAT YOU GET

- Blank template for your own projects

- Completed example with sample data

- Start Here sheet with simple instructions

WHAT IT DOES

- Tracks original budget, approved changes, actual spending, open POs and forecast to complete

- Shows forecast at completion and projected variance by project and category

- Marks every category On Track, Approaching Budget, At Risk or Over Budget, with a plain-English reason

- Matches invoices to purchase orders so nothing is counted twice

- Flags duplicate expenses and leaves them out of actual spending

- Compares all your projects side by side, up to 50

- Prints one-page summaries for clients, managers or owners

GOOD FOR

Renovations, contractors, agencies and consultants, grant-funded projects, marketing campaigns and product launches.

GOOD TO KNOW:

• You enter your own numbers. The spreadsheet does not connect to banks or accounting software.
• Instant digital download. Nothing is shipped
• The budget tracker is the budget side only of project management. It does not include task lists or Gantt charts.

Questions? Email friendlyledger@gmail.com.

The Friendly Ledger