I will build a custom budget or finance tracker in excel or google sheets
About this Gig
Need a budget, savings or debt tracker that fits your situation, not a generic template? I'll build a clean, easy-to-use spreadsheet that works in both Excel and Google Sheets.
What you get:
- Your categories, your currency, your layout
- Automatic totals, monthly summaries and a simple dashboard
- Drop-down menus and colour-coded inputs so it's hard to break
- A "Start Here" tab explaining how to use it
- Tested formulas, no macros
Examples of what I've built: debt payoff (snowball vs avalanche), bills and subscriptions with due dates, yearly budget planner, savings goals, wedding budget (see the gallery).
Please message me before ordering with what you want to track. I'll confirm what's possible and the right package.
Note: the spreadsheet organises your numbers; it is not financial advice. Files are built with AI assistance, then checked and tested before delivery.
Platform:
Excel
•
Google Sheets
Development technology:
Excel
Expertise:
Formatting
•
Formulas
•
Dashboard
•
Charts
•
Data validation
FAQ
Excel or Google Sheets?
Both. Files are built to work in either Excel or Google Sheets.
Do you use macros?
No. Everything uses standard formulas, so it works on any device and in Google Sheets.
Is this AI-assisted?
Yes. Files are built with AI assistance, then checked and tested before delivery.
Do you give financial or tax advice?
No. The spreadsheets organise your numbers; they are not financial or tax advice.

