Personal Budget Tracker & Savings Planner | Google Sheets Finance Dashboard

Welcome to your all-in-one Personal Budget & Savings Hub!
This Google Sheets template makes managing your finances simple, visual, and stress-free.

Personal Budget Tracker Demo

Easy Setup
Choose your month and year in the Setup tab and the dashboard updates automatically.

Simple Transaction Logging
Quickly enter income, expenses, or savings using dynamic drop-downs on the Transactions tab. Your dashboard refreshes instantly to reflect your monthly summary.

Insightful Dashboard
View income, expenses, and savings at a glance. Track top spending categories, month-to-date and year-to-date totals, savings goals, and expense breakdowns by category and account type with clean, colorful charts. The dashboard is designed to display up to 14 expense categories by default to keep everything organized and easy to read.

Customizable & Printable
Edit drop-downs to match your categories and generate a polished PDF report with one click, perfect for printing or saving to your Google Drive.
Note: PDF export uses Google Apps Script and works on desktop versions of Google Sheets. All other features, including dynamic drop-downs, work on mobile and tablet devices. Updates may take a few seconds.

Start organizing your finances in style ✨