Monthly Budget and Expense Tracker
12 monthsBudget vs. actualSavings rate
Plan your budget, track income and expenses and compare budget vs. actual for all 12 months. The dashboard updates itself and shows your savings…
$10Excel + Google Sheets
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Personal Finance · Excel + Google Sheets
Net Worth and Savings Goals Tracker
Update your balances once a month and watch your net worth grow. Set up to 15 savings goals and see how much to save each month and whether you are on track.
What's inside
- Checking, savings, retirement, investments, home, car, loans and cards
- Net worth, total debt and liquid cash on one dashboard
- Month-by-month trend chart and change this year
- Up to 15 savings goals: emergency fund, vacation, down payment, sinking funds
- Monthly amount needed and on-track status for every goal
- Takes about 5 minutes a month
Real screenshots
Try the free compound interest calculator
Run a quick version in your browser, then get the template for the full analysis.
Questions
Does it work in Google Sheets?
Yes. Your download includes the Excel file and a PDF with a link that makes your own private Google Sheets copy in one click. Both versions work the same way.
Which version of Excel do I need?
Excel 2016 or later on Windows or Mac, or Excel for the web. No macros, add-ins or subscriptions are needed.
How do I get it after I buy?
You check out on Etsy and download the files right away from your Etsy purchases page. Etsy also emails you the download link.
Is there a Spanish version?
Yes. Patrimonio Neto y Metas de Ahorro is the same template, fully in Spanish.
Is this financial advice?
No. The template is an educational tool that organizes and calculates your own numbers.
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