← All products
2027 Budget + Savings Tracker dashboard
Seasonal · Spreadsheet

2027 Budget + Savings Tracker

$12.99Available soon
Google Sheets + Excel12 monthly budgetsDebt snowball + avalancheExample file + guide

Log your spending in one list and the spreadsheet does the rest: budget versus actual for every month, a yearly dashboard with charts, a debt payoff plan and savings goals. No formulas to touch.

What's included

  • Setup with 30 categories 1 tab
  • Transactions log 1,500 rows
  • Monthly budget vs actual 12 tabs
  • Dashboard with 3 charts 1 tab
  • Debt payoff planner up to 8 debts
  • Savings goals 12 goals
  • Bills checklist 25 bills
  • Filled-in example file 1
  • Quick start guide PDF

How it works

  1. Check out securely and get your download link right away by email.
  2. Open the file in Excel, or import it into Google Sheets in under a minute.
  3. Fill in Setup, then add spending as you go. Everything else updates itself.
Do I need Excel?

No. It works in free Google Sheets too: import the file and everything, including dropdowns and charts, carries over. In Excel it needs 2019 or newer, or Microsoft 365.

Can I change the categories?

Yes. Rename, add or remove up to 30 categories on the Setup tab and every other tab updates.

Will anything be shipped?

No. You get the spreadsheet, a filled-in example and a PDF guide straight away.

$12.99Available soon