Budget & Expense Tracker PRO — Any Year (Excel & Google Sheets Template)
Budget & Expense Tracker PRO — Any Year (Excel & Google Sheets Template)
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Take control of your money in minutes. A professional, ready-to-use spreadsheet to plan budgets, track expenses and income, and see savings—with dashboards, KPIs, and charts that update automatically. Works for any year.
Key benefits
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Any-Year selector: switch year from a dropdown—no rebuilds needed.
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Executive dashboard: YTD Income, Expenses, Net Savings, Savings Rate.
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Clear monthly view: budget vs actual with automatic SUMIFS.
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Clean data entry: validated Transactions table with categories and payment methods.
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Smart categories: prefilled income/expense lists + easy customization.
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Works in Excel & Google Sheets; instant digital download.
What’s inside
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1 x PRO Spreadsheet: DPKey Budget & Expense Tracker (Any Year)
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Sheets: Dashboard, Settings (Year), Monthly Summary, Budget, Transactions, Categories
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Charts: Income vs Expenses + Savings (combo), Top Expense Categories (pie)
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Formatting: currency & percent styles, frozen panes, table stripes, named ranges
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Who it’s for
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Freelancers, small-business owners, side-hustlers, and families who need a fast, reliable budget spreadsheet that looks professional and is easy to maintain.
How it works
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Open the file in Excel (or upload to Google Sheets).
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Go to Settings → Year, choose your year.
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In Budget, enter monthly budgeted income & expenses.
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Log transactions in Transactions (date, type, category, amount).
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View insights on Dashboard and Monthly Summary.
Features you’ll love
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KPI cards (YTD Income, Expenses, Net Savings, Savings Rate)
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Monthly totals + Totals row
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Category & payment-method dropdowns
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Top 10 expense categories breakdown
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Professional color styling for a clean, modern look
Compatibility
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Microsoft Excel (.xlsx) and Google Sheets
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Windows, macOS, ChromeOS (via Sheets)
Licensing & notes
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Personal and business use for a single brand/store.
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Digital download; no physical item.
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Due to the nature of digital goods, all sales are final.
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