Personal Finance — Template 01
Budget Planner & Money Tracker
Know where every pound goes.
£2.40 £12.99
Instant download
Microsoft Excel◆Google Sheets◆.xlsx file
Log your income and spending in one simple list — the dashboards, charts and progress bars do everything else. Pick any month and instantly see money in, money out, what's left and your savings rate, with overspent categories highlighting themselves.
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What's inside · 9 tabs
- Monthly Dashboard — pick any month — money in, money out, what's left and your savings rate, plus a budget bar for every category
- Transactions — one simple log for all money in and out, with dropdown categories
- Budget — set your plan per category, per month — with year totals
- Bill Tracker — every bill on one row, tick off all 12 months as you pay
- Savings Goals — progress bars plus “save this much per month” calculated from your target date
- Debt Payoff — watch every balance fall with payoff progress bars
- Yearly Overview — income vs spending chart and where-it-went category breakdown
- Settings — rename categories to fit your life — everything updates automatically
In Motion
Fourteen seconds, zero formulas.
Type a number and watch the whole dashboard answer — budget bars fill, bills tick themselves off, and your savings rate updates as you go.
Pairs Beautifully With
