Personal Budget Planner — Excel Spreadsheet Template
Take control of your money in minutes. This Personal Budget Planner spreadsheet gives you a complete system to track income, manage expenses, and hit your savings goals — all in one ready-to-use Excel workbook.WHAT'S INSIDE (5 TABS, 128 FORMULAS):• How To Use — Step-by-step walkthrough so you can start budgeting immediately• Monthly Budget — Set income sources and budget targets for 16 spending categories with auto-calculated totals and status tracking• Expense Log — Record every purchase with date, category, description, amount, and payment method. Dropdown menus keep everything consistent• Dashboard — Auto-populated overview showing total income, total spent, remaining budget, savings rate, and a visual category breakdown chart• Savings Goals — Track up to 15 savings targets with progress bars, remaining amounts, and target datesHOW IT WORKS:1. Enter your income sources (salary, side hustle, investments)2. Set budget targets for each spending category3. Log your purchases in the Expense Log4. Watch the Dashboard and Monthly Budget update automatically5. Track savings goals with visual progress indicatorsEverything is connected by formulas — enter your data once and every tab updates in real time. No manual math.FEATURES:• Dropdown menus for categories and payment methods — no typos• Conditional formatting — green when on track, red when over budget• 200+ pre-formatted rows in the Expense Log• Color-coded cells: blue = editable, gray = calculated• Print-ready landscape layout• Works with Excel, Google Sheets, and LibreOfficeBEST FOR:• Anyone starting their budgeting journey• Couples managing shared household finances• Young professionals tracking spending for the first time• Side hustlers juggling multiple income streams• Anyone who prefers spreadsheets over budgeting appsInstant digital download. No physical item shipped.
Get it → norgren3.gumroad.com