I will create a custom personal budget tracker
About this Gig
Take control of your finances with a clean, easy-to-use Excel personal finance dashboard.
I will provide or customise a professional Excel workbook that helps you track your income, expenses, monthly budget, account balances and savings goals in one place.
The dashboard includes automatic calculations and clear visual summaries, making it easy to understand where your money is going each month.
Features include:
- Interactive monthly dashboard
- Income and expense tracking
- Spending by category
- Monthly budget vs actual spending
- 12-month income vs expense trend
- Account balance tracking
- Savings goal tracking
- Automatic formulas and charts
- Simple Start Here instructions
Choose the Basic package for the ready-to-use template, Standard for a customised version, or Premium for a fully personalised finance setup.
Please message me before ordering if you need custom features outside the listed packages.
Time horizon:
Monthly Budgeting
Tracking method:
Spreadsheet-Based Tracking
Language:
English
Target country:
United Kingdom
FAQ
Do I need advanced Excel knowledge?
No. The workbook is designed to be simple to use. Editable cells are clearly identified and the Start Here sheet explains the setup.
Can you change the categories and account names?
Yes. Custom categories and account names are included in the Standard and Premium packages.
Can you change the currency?
Yes. Tell me the currency you use when ordering.
Will the dashboard update automatically?
Yes. Once transactions are entered correctly, the dashboard, budgets and charts update automatically.
Can you add extra features?
Yes. Message me first with what you need and I can confirm whether it fits a package or requires a custom offer.

