Budget Planner – Excel Monthly Budget & Expense Tracker with Budget vs Actual Dashboard

See it in action

Take control of your money in a few minutes a week. Set up your income and spending categories with a monthly budget, then record your transactions as they happen. The Budget Planner shows money in, money out, what’s left over and how much you’ve saved — with every category compared against its budget and colour-coded on track, near the limit or over budget.

What it does

• Monthly dashboard – money in, money out, left over, saved and spending vs budget for any month
• Budget vs actual – budget, actual, remaining, % used and a status for every category
• Spending by group – essentials, lifestyle and savings & debt compared
• Year at a glance – 12-month table of income, spending and what’s left, with a chart
• Simple transactions log – 1,000 rows: date, description, category, amount and how you paid
• Your own categories – up to 30 categories in four groups, any currency
• Protected formulas – calculations are locked and hidden so nothing breaks by accident

Who it’s for

Individuals, couples, families, students and anyone who wants a clear, simple monthly budget.

What’s included

• 1 Excel workbook (.xlsx): How to Use, Dashboard, Transactions and Settings
• 20 ready-made categories and 9 months of sample transactions
• Built-in How to Use guide and sample data you can clear in one step

Requirements

Microsoft Excel 2010 or later, including Excel 2019, 2021 and Microsoft 365 (Windows or Mac). Not designed for Google Sheets.

This is a digital download. No physical item will be shipped. Your file is available to download immediately after purchase.