Monthly Budget & Expense Tracker (Excel & Google Sheets)
See where every dollar goes. Set a budget for each category, log your spending, and watch your savings grow.
What's inside:
- Dashboard: pick any month to see income, expenses, money left over and savings rate
- Budget vs actual for every expense category; over-budget categories turn red
- Whole-year table and income vs expenses chart
- Transactions: date, description, category from a dropdown, amount and payment method
- Your own categories with monthly budgets
- Start Here guide and example data
Details:
- Works in Microsoft Excel and Google Sheets
- Room for 40 categories and 3,000 transactions
- Any currency
- Formulas are protected so they can't be broken by accident
Who it's for: households, individuals and small businesses who want control of their spending.
Licence: for personal or single-business use. Please don't share or resell the file.
Questions? Message me through this shop and I'll help.