Excel Personal Budget Template
✨ Product Description
Take control of your finances with this ready-to-use Personal Budget Dashboard Template.
Track your income, expenses, and balance with ease, and visualize everything in an interactive Excel dashboard.No advanced Excel skills needed – just enter your data, and the dashboard updates automatically.
Includes a step-by-step How-To Guide (Word) to help you (or your clients) get started immediately.
🛠️ What’s Included
✅ Excel file with full dataset (2023–2025 pre-filled)
✅ Dashboard with charts for monthly insights
✅ Data sheet for easy transaction entry
✅ Automated calculations (no manual formulas needed)
✅ Professional How-To Guide (Word) with setup, usage, and advanced tips
🎯 Perfect For
Individuals managing personal budgets
Freelancers & side hustlers tracking income/expenses
Students & families monitoring monthly spending
Coaches/consultants who want to offer clients a finance tool
Security & Trust
Data stays with you.
FAQ
Q: Do I need advanced Excel skills?
A: No, everything is automated. Just enter transactions, the dashboard updates itself.Q: Can I change categories (e.g., add “Travel”)?
A: Yes, transactions are fully customizable. I can pre-build categories for you or you.Q: Will this work in Google Sheets?
A: It’s optimized for Excel. Basic functions work in Google Sheets, but charts may look different.Q: Do I get lifetime access?
A: Yes – once downloaded, it’s yours to use forever.