Templates / Budgeting
Simple Budget Tracker
Log every expense and see, per category, what you planned, what you spent and what is left. Overspending turns red automatically.
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Date | Category | Amount | Note |
| 2 | Nov 1 | Rent | $1,200 | November |
| 3 | Nov 2 | Groceries | $84.50 | Weekly shop |
| 4 | Nov 3 | Transport | $45 | Bus pass |
| 5 | Nov 5 | Fun | $62 | Concert |
| 6 | Nov 8 | Groceries | $97.20 | Weekly shop |
| 7 | Nov 9 | Bills | $138 | Electricity |
| 8 | Nov 12 | Fun | $95 | Dinner out |
| 9 | Nov 15 | Groceries | $91.30 | Weekly shop |
| 10 | Nov 18 | Transport | $30 | Taxi |
| 11 | Nov 20 | Fun | $74 | Gift |
| 12 | ||||
| 13 | Category | Budget | Spent | Left |
| 14 | Rent | $1,200 | $1,200 | $0 |
| 15 | Groceries | $300 | $273 | $27 |
| 16 | Transport | $120 | $75 | $45 |
| 17 | Bills | $160 | $138 | $22 |
| 18 | Fun | $200 | $231 | −$31 |
| 19 | Total | $1,980 | $1,917 | $63 |
Free
The exact sheet built in the video
- Expense log with date, category, amount and note
- Budget vs spent per category with SUMIF
- Totals and an automatic red flag when you overspend
- Works in Google Sheets and Excel
Free. One email when a new template is out. Unsubscribe anytime.
Pro
Everything in the free version, plus:
- Monthly tabs for the whole year
- Charts and a yearly summary
- Setup guide
FAQ
Does it work in Excel?
Yes. You get a Google Sheets copy link and an .xlsx file.
How do I use the Google Sheets version?
Open the link, choose "Make a copy", and the sheet is yours to edit.
Can I build it myself instead?
Yes, the video shows every step.