I will create a custom excel budget and expense tracker
About this Gig
Know where your money goes with a clean, easy-to-use Excel budget tracker.
I will create a custom monthly workbook to help you record income, track expenses and compare your overall spending with your budget.
The Basic package includes:
Up to 5 spending categories of your choice
A table for manually entering income and expenses
10 formulas for category spending, total income, total expenses, remaining balance, total budget and overall budget difference
1 chart showing spending by category
Clear formatting and simple instructions
An editable Excel (.xlsx) file
3-day delivery and 1 revision within the original scope
Tell me your preferred categories, currency and style. You can start with a blank tracker; sharing personal financial records is not required.
This package covers one monthly tracker. Macros, bank connections, automatic transaction imports and financial advice are not included.
For additional categories, annual tracking or other features, please message me before ordering to agree on the scope.
Platform:
Excel
Development technology:
Excel
Expertise:
Formatting
•
Formulas
•
Functions
•
Charts
FAQ
Will the tracker connect to my bank automatically?
No. You enter your income and expenses manually, and the Excel formulas update the totals and chart. Bank connections, automatic imports and macros are not included.
Can I choose my categories and currency?
Yes. The Basic package includes up to 5 spending categories of your choice and one currency, with no currency conversion. You receive an editable Excel file with instructions. Please message me before ordering if you need more categories or an annual tracker.

