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Budget Planner Spreadsheet | Monthly Budget & Expense Tracker, Bill Tracker, Yearly Dashboard (Google Sheets + Excel)

NowPrice:$6.49

Original Price: $12.99

50% off

•

Sale ends on November 6

Includes Etsy Purchase Protection

You can only make an offer when buying a single item

Highlights

  • Digital download
  • Digital file type(s): 3 Files

Plan every month, track every expense and see where your money really goes. Monthly budget, expense tracker and a yearly dashboard in one file.

WHAT'S INCLUDED

- Budget-Planner.xlsx: The budget planner workbook (clean, ready to fill in)
- Google-Sheets-Setup.pdf: How to import the spreadsheet into Google Sheets (1 page)
- READ-ME-FIRST.pdf: What is inside and how to use it (3 pages)

FEATURES

- Excel workbook (.xlsx) for Excel 2010 or newer that also imports into Google Sheets
- 6 tabs: Start Here, Settings, Transactions, Monthly Budget, Bills, Yearly Dashboard
- Settings: budget name, currency symbol, budget year and the month your year starts
- Up to 8 income, 30 expense and 8 savings categories, each with a monthly amount
- "Left to assign" shows planned income minus the expense budget minus planned savings
- Transactions tab with 1,500 rows and a category dropdown; the Type column fills itself in
- Monthly Budget: pick any month for budget vs actual per category, left to spend, progress bars and two charts
- Bills checklist for 25 bills with due day, amount, autopay and a paid tick for each month
- Yearly Dashboard: 12-month income vs spending chart, savings rate, month-by-month table and every category total
- Money moved to savings categories counts as saved, not as spending
- Formulas locked with sheet protection that has no password; light yellow cells are for typing
- Buyer file is clean (no sample data); common categories are pre-filled and can be renamed
- Includes READ-ME-FIRST and Google Sheets setup PDFs

HOW IT WORKS

1. Download the files from your Etsy purchases page.
2. Open the .xlsx in Excel, or import it into Google Sheets (the setup guide shows how).
3. Read START HERE, then type your own numbers. The formulas work out the totals for you.

GOOD TO KNOW

- This is a digital download. Nothing is shipped.
- Spreadsheets work in Microsoft Excel (2010 or newer) and in Google Sheets (free).
- A tool to organise your own numbers, not tax, legal or financial advice.
- For your own personal or business use. Please do not resell or share the files.
- Questions before or after you buy? Message me. I reply within 24 hours.

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Listed on Oct 17, 2026
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