Microsoft Excel
Budget tracker

Welcome to my Excel Budget Tracker!
This powerful tool is designed to help you manage your finances effectively.
Whether you're tracking personal or business expenses, this user-friendly spreadsheet will provide you with a comprehensive overview of your financial situation.

This Excel budget tracker includes the following sheets:

  • Info: This sheet contains question and general info on how to use the budget tracker.

  • Dashboard: Here all the information will be summarised and visualised.

  • Incomes: In this page you need to save all the monthly incomes divided by category.

  • Expenses: In this page you need to save all the monthly expenses for each category.

  • Dashboard Future_Plans: Here the information about the Future_Plan sheet will be calculated and visualised.

  • Future_Plans: Here the user can enter their details if they are planning to budget for a future expense.

  • Pivot_Tables: This page should not be changed or modified in any case. It contains all the Pivot Tables necessary for the calculations.

How to use it

To make the most of the Excel budget tracker, simply download the file and start inputting your financial data. Follow the instructions provided in the Info sheet to ensure that you are maximizing the benefits of this file.