Budget & Expense Tracker
Excel + Google Sheets

Budget and expense tracker spreadsheet

Know exactly where your money goes. Add each income and expense in one line, and the dashboard calculates monthly totals, budget vs. actual, savings rate and charts for you.

$9One-time payment · instant download
Available soon
  • Works in Excel, Google Sheets and Numbers
  • 19 editable categories
  • Savings goals with progress bars
  • Debt tracker with months-to-payoff
Need more than one? Get all 7 kits for $29 in the Everything Bundle.

What's inside

  • Dashboard with income vs. expenses chart and spending pie chart
  • Monthly totals for 19 editable categories
  • Budget vs. actual for the whole year
  • Transactions sheet with drop-down categories
  • Savings goals with progress bars and 'save per month'
  • Debt tracker with months-to-payoff
  • Start-here guide and example rows

Made for

  • Families and couples building a monthly budget
  • Anyone paying off debt or saving for a goal
  • People who want Excel or free Google Sheets, not another app

Questions

Does it work in Google Sheets?

Yes. Upload the file to Google Drive and open it with Google Sheets. All formulas keep working.

Can I change the categories?

Yes. Rename them on the Setup sheet and everything updates.

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