Auto-updating dashboard for your whole year.
Annual Budget & Expense Tracker
Take control of your money without building a spreadsheet from scratch. Enter your income and expenses and the dashboard, charts, and totals update on their own.
On a budget? The Monthly Budget Tracker covers the basics for free. This Pro template adds a full-year dashboard, automatic charts, built-in category budgeting, and month-by-month summaries.
What's inside
- Live financial dashboard: total income, expenses, net savings, and savings rate at a glance
- Automatic charts: expense distribution and income vs. expenses by month
- Built-in category budgeting: set a budget per category and see budget vs. actual vs. variance
- Simple transaction log: 500 rows with dropdown menus for category and type
- Monthly summary: every month's income, spending, and net side by side
- Pre-filled example data so you can see how it works, then clear it and make it yours
Frequently asked questions
Does it work in Google Sheets?
Yes. It works in Microsoft Excel and uploads straight to Google Sheets.
Do I need to know formulas?
No. Everything is pre-built. You just enter your income and expenses.
Is this a one-time purchase?
Yes. Pay once and use it every year, with lifetime access to the file.
Planning disclaimer
These templates are tools for personal planning and organization only. They do not provide personalized financial, investment, tax, legal, or accounting advice.
Other templates
- Monthly Bill & Subscription Tracker — See what your subscriptions really cost.
- Debt Payoff Planner — Snowball & avalanche, side by side.
- Savings Goals Tracker — Hit every goal on time.
- Personal Finance Starter Bundle — All four templates — save $15.