Let’s get your finances organised!
Tired of wondering where your money went, feeling unsure if you’re staying within budget, or avoiding your finances because they feel overwhelming? This personal finance tracker gives you a simple, visual way to understand your income and expenses, compare your spending to your budget, and feel more confident managing your money.
Designed for beginners and anyone who wants a clear, simple system, this tracker helps you stay organised, build awareness around your spending, and finally get a handle on your finances without complicated tools or manual calculations.
Features:
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Easy-to-use income and expense tracking table; just enter your transactions and let Excel do the maths.
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Customisable income category plus 13 flexible spending categories to suit where your money typically goes.
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Annual overview showing spending across all categories for the entire year.
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Monthly summaries for each spending category.
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Category-based summaries across every month of the year.
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Annual comparison of actual spending vs budgeted amounts for clear, at-a-glance insights.
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Bonus Bill Splitter sheet to easily divide shared expenses with friends, partners, or family.
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Step-by-step setup guide to help you customise categories, set budgets, and choose your date ranges.
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Setup video included to walk you through everything and help you tweak the tracker to suit your needs.
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Fully unlocked Excel file so you can customise and build on it as you’d like.
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Instant digital download with access to all future updates.
Benefits you’ll love:
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Know exactly where your money is going with no more guessing at the end of the month.
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Compare your spending to your budget with clarity and confidence.
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Spend as little as 10-15 minutes per week keeping your finances up to date.
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Enjoy peace of mind from having all your financial information in one place.
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Reuse the tracker year after year by saving a clean copy for each new period.
Whether you’re just getting started with personal finance or simply want an easier way to track your spending, this tracker helps you build clarity and confidence with your money.
Start organising your finances today!
