Budget Planner Pro: Excel budget spreadsheet with dashboard, debt payoff, savings goals and net worth (US, UK, EU, Canada, Australia, South Africa)

A complete personal finance system for Microsoft Excel. Log each transaction once and the whole workbook updates itself: dashboard, budget, charts and plans.

What is inside (10 linked sheets):

Dashboard: income, spending, saved and left over for any month you pick, a doughnut chart of where the money went, a month by month income and spending chart, and budget vs actual for every category.

Transactions: room for 1,500 entries with category dropdowns. Type and month fill in automatically, and a wrong category is flagged.

Budget vs actual: monthly and year to date for every category, with data bars and red warnings when you overspend.

50/30/20 check: compares your needs, wants and savings with the classic 50/30/20 rule.

Savings goals: up to 12 goals with progress bars, months to go, projected finish date and an on track or behind status.

Debt payoff planner: avalanche or snowball, your extra monthly payment, months to clear each debt, interest paid and your debt-free date.

Bills and subscriptions: due days, next due date, a paid tick for every month and a red flag for anything missed.

Net worth: assets and debts month by month with a net worth chart.

Categories: 24 ready-made categories, all editable, each with a monthly budget and a needs, wants or savings group.

Start here: a step by step guide.

Six editions included: US dollar, Canadian dollar, Australian dollar, British pound, euro and South African rand.

Comes filled with a year of sample data so you can see exactly how it works; clear the yellow cells to start fresh. No macros, no add-ins, no subscription. Built for Microsoft Excel (Windows and Mac). Instant download.