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Personal Budget Tracker | Excel Template for Income and Expenses | Customizable Monthly Planner

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$5.99
$5.99
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✨ PERSONAL BUDGET — SIMPLE & FLEXIBLE EXCEL TEMPLATE


Tired of expensive subscription apps that know too much about you?

This template gives you full control over your finances. Your data stays with you.


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🎯 WHAT YOU GET


• Excel file (.xlsx) — works in Microsoft Excel, Google Sheets, and LibreOffice

• 4 ready-made sheets: Transactions, Summary, Settings, Guide

• 20 expense categories + 10 income categories (all customizable)

• 24 months ahead (2026–2027)

• 500 transaction rows — enough for years

• 642 built-in formulas — everything calculates automatically

• Built-in usage guide


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💎 FEATURES


✓ Automatic monthly summary calculation

✓ Plan vs Actual with color indicators

✓ Dropdown lists for quick entry

✓ Auto-filter by month and category

✓ KPIs: Income / Expenses / Balance / Savings %

✓ Stats: average daily spend, largest expense

✓ No macros — works everywhere

✓ No currency lock-in — fits any currency


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📋 HOW IT WORKS


1️⃣ CUSTOMIZE — fill in your expense categories and monthly limits

2️⃣ TRACK — enter transactions from dropdown lists

3️⃣ REVIEW — pick a month in Summary, everything updates automatically


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👤 WHO IT'S FOR


• People who want to start budgeting without complexity

• Those tired of subscription apps and ads

• Anyone who values control over their data

• People who trust the simplicity and reliability of Excel


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⚡ INSTANT DOWNLOAD


File is available immediately after purchase.

Nothing physical will be shipped.


📱 REQUIREMENTS


• Microsoft Excel 2016+ / Google Sheets / LibreOffice Calc

• PC, Mac, tablet, or phone

• No additional software needed


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❓ QUESTIONS


If the template doesn't open, categories don't calculate, or you need help —

message me. I'll respond within 24 hours.


💛 FEEDBACK


If the template helped you — a review would mean a lot ⭐⭐⭐⭐⭐


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⚠️ IMPORTANT


This is a digital product. Refunds are not available after download.

For personal use only. Resale and redistribution prohibited.


You will get a XLSX (32KB) file