Description
DESCRIPTION
Make budgeting feel clear, calm and achievable.
This premium Budget & Savings Tracker is designed for customers who want one attractive place to plan a month, record real figures and see exactly where their money is going. The automatic dashboard turns entries into an instant overview of income, expenses, money left over, savings rate and goal progress.
WHAT IS INCLUDED
• Clean Budget & Savings Tracker .xlsx file
• Automatic dashboard with key monthly figures
• Monthly income and expense sections
• Budgeted versus actual comparisons
• 20 editable expense categories
• 8 editable income sources
• 10 savings goals with targets, dates and progress
• Month, Received? and Paid? dropdowns
• Seven-currency display selector
• Comprehensive Instructions tab
CURRENCY OPTIONS
GBP (£), USD ($), EUR (€), AUD (A$), CAD (C$), NZD (NZ$) and JPY (¥).
Changing the selector changes the displayed currency symbol only. It does not convert amounts or apply exchange rates. Enter ordinary numbers without typing currency symbols.
COMPATIBILITY
Designed for Microsoft Excel as a normal macro-free .xlsx file. It can also be uploaded to Google Sheets. Core formulas and dropdowns are compatible, although chart styling and conditional number formatting may appear slightly different after import.
HOW IT WORKS
1. Open the Instructions tab and choose your currency.
2. Select the month and enter the year.
3. Add budgeted and actual income and expenses.
4. Update your savings goals.
5. Review the automatic dashboard.
PLEASE NOTE
This is a digital spreadsheet download. No physical item will be posted. Spreadsheet software is required. This template is an organisational tool and does not provide financial, tax or investment advice.
