Monthly Budget Tracker, Dashboard, Savings & Debt Goals (Google Sheets Web App)

Bring your monthly budget into one clear view. This Google Sheets budget planner combines a visual dashboard, an expense tracker, savings and debt goals, and a paycheck planner so you can review your money in one organized workspace.

KEY FEATURES

◦ Monthly dashboard with total income, total spent, net cash flow and savings rate

◦ Year and month filters

◦ Transaction log

◦ Five dashboard tabs

◦ Two-way sync between Budget Data and the dashboard

BENEFITS

• See your budget totals and transaction details together

• Find differences between what you planned and what you spent

• Keep savings targets and debt payoff goals visible

• Review how each paycheck is allocated

• Switch between monthly detail and a longer-term overview

IDEAL FOR

• Personal and household budget reviews

• Planning around your pay schedule

• Organizing income and everyday expenses

• Following savings and debt goals

PLANNER SECTIONS

▸ Monthly Dashboard

▸ Multi-Year Summary

▸ Debt & Savings

▸ Paycheck Planner

▸ Settings and Budget Data

HOW TO USE THE PLANNER

1. Open your Google Sheets planner in a desktop browser.

2. Review the setup and enter your own income, expenses and budget amounts.

3. Select a month and compare your planned and actual spending.

4. Review goal allocations and your paycheck plan as your budget changes.

PLEASE READ BEFORE BUYING

This is a digital Google Sheets template. No physical item is shipped.

Listing images show sample data to demonstrate the layout and features. The amounts and completed goals shown are examples, not promised financial outcomes.

The dashboard is shown in a desktop browser. This is a Google Sheets template only. It will not work with Microsoft Excel. Use the Budget Data tab in the Google Sheets mobile app for updates on the go; use the dashboard in a desktop browser. Budget Data and the dashboard support two-way sync.