• Budget & Expense Tracker – Printable Excel/Google Sheets Template for Small Businesses & Personal Finance
1 1

Budget & Expense Tracker PRO — Any Year (Excel & Google Sheets Template)

Budget & Expense Tracker PRO — Any Year (Excel & Google Sheets Template)

€1,99 EUR
€1,99 EUR
Sale Sold out
Taxes included. Shipping calculated at checkout.

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

  • Any-Year selector: switch year from a dropdown—no rebuilds needed.

  • Executive dashboard: YTD Income, Expenses, Net Savings, Savings Rate.

  • Clear monthly view: budget vs actual with automatic SUMIFS.

  • Clean data entry: validated Transactions table with categories and payment methods.

  • Smart categories: prefilled income/expense lists + easy customization.

  • Works in Excel & Google Sheets; instant digital download.

What’s inside

  • 1 x PRO Spreadsheet: DPKey Budget & Expense Tracker (Any Year)

    • Sheets: Dashboard, Settings (Year), Monthly Summary, Budget, Transactions, Categories

    • Charts: Income vs Expenses + Savings (combo), Top Expense Categories (pie)

    • Formatting: currency & percent styles, frozen panes, table stripes, named ranges

Who it’s for

  • 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

  1. Open the file in Excel (or upload to Google Sheets).

  2. Go to Settings → Year, choose your year.

  3. In Budget, enter monthly budgeted income & expenses.

  4. Log transactions in Transactions (date, type, category, amount).

  5. View insights on Dashboard and Monthly Summary.

Features you’ll love

  • KPI cards (YTD Income, Expenses, Net Savings, Savings Rate)

  • Monthly totals + Totals row

  • Category & payment-method dropdowns

  • Top 10 expense categories breakdown

  • Professional color styling for a clean, modern look

Compatibility

  • Microsoft Excel (.xlsx) and Google Sheets

  • Windows, macOS, ChromeOS (via Sheets)

Licensing & notes

  • Personal and business use for a single brand/store.

  • Digital download; no physical item.

  • Due to the nature of digital goods, all sales are final.

View full details