I will create a custom budget tracker spreadsheet in google sheets or excel
About this Gig
Tried budgeting apps and templates that don't fit your life? I'll build a budget spreadsheet around your real income, bills and goals, in Google Sheets or Excel.
WHAT I CAN BUILD
- Monthly or yearly budget: planned vs actual by category
- Transactions log that fills in the budget by itself
- Debt payoff plan, snowball or avalanche, with your debt-free date
- Savings goals and sinking funds
- Net worth tracker, month by month
- Irregular income, paycheck budgets or a shared family budget
- Dashboard with charts
WHY ME
- Every formula is checked against an independent calculation before delivery.
- Real work in my portfolio: budget, debt payoff and net worth spreadsheets I've built.
- Drop-down categories and input checks, so the totals stay right.
- Plain-English instructions. Works in free Google Sheets or Excel (.xlsx).
HOW IT WORKS
- Tell me how you budget today and what you want to track.
- I confirm the plan within 24 hours.
- You get the file and can ask for revisions.
Note: I build tools, not financial, tax or investment advice. You don't need to share real amounts: sample numbers work. Never send passwords or bank logins.
Time horizon:
Monthly Budgeting
Tracking method:
Spreadsheet-Based Tracking
Language:
English
•
Spanish
Target country:
United States
My Portfolio
FAQ
Do I need to share my real finances?
No. Describe your categories and use sample numbers if you prefer. You type your real amounts once you have the file.
Can it import my bank transactions?
In Premium, yes: you paste your bank's CSV export into an import tab and formulas sort it into your categories using keyword rules you can edit. It doesn't connect to your bank.
Can my partner and I use it together?
Yes. In Google Sheets you both edit the same file. I can split income and spending by person and show shared totals.
Will you tell me how much to save or invest?
No. I'm not a financial advisor: I build the tool and the math. Your goals and rules (like 50/30/20) are yours to set, and the sheet follows them.
Can it handle irregular income?
Yes. It can budget from last month's income, from a minimum you set, or paycheck by paycheck, whichever fits how you get paid.
How many revisions are included?
Basic includes 1 revision, Standard 2 and Premium 3. Anything I got wrong is fixed for free, even after the revisions.

