Excel Personal Budget Template

Track income, expenses, and balance in a ready-to-use Excel dashboard that updates as you add transactions.
Best for
Individuals, students, families, freelancers, and side hustlers
Coaches or consultants who want a practical budgeting resource for clients
What you get
An Excel workbook with sample data for 2023–2025
A transaction sheet with automated calculations
Monthly dashboard charts for income, expenses, and balance
A step-by-step Word guide for setup, use, and customisation
Why it helps
Start with a working budget system, change the categories to suit your life, and keep the file under your control.