Personal Budget & Expense Tracker (Excel / Google Sheets)

About this course

A simple, good-looking budget that you'll actually keep using. Set a budget per category, add transactions as you go, and the dashboard tells you exactly where your money went this month.

What's inside

• Categories — 40 editable categories grouped as Income, Needs, Wants or Savings & Investments, each with a monthly budget.
• Transactions — 1,500 rows with category and payment-mode drop-downs.
• Dashboard — pick any month: income, needs, wants, savings, left over, savings rate, budget vs actual with progress bars and the 50/30/20 check.
• Year view — 12-month table and chart of income, spending and saving.
• Sample data for a salaried household so you can see how it works.

Who it's for

• Salaried professionals and families
• Students and first-jobbers learning to budget
• Anyone saving for an emergency fund, a home or investments

Format

Works in Microsoft Excel (2010 or later), Google Sheets and LibreOffice Calc. Instant download after payment — available any time in your account.