I will create an excel budget forecast and financial planning spreadsheet

Struggling to keep track of your money or plan ahead? I will build you a clean, fully automated Excel budget forecasting and tracking spreadsheet, customized to your needs.

What you get:

Monthly budget plan by category

Transaction log with dropdown categories (just type in your spending)

Budget vs Actual tracker showing where you're on track or overspending

12-month forecast that uses your real spending to project the rest of the year

Dashboard with charts for a quick overview

Everything updates automatically with formulas, no manual calculations

Perfect for individuals, freelancers, families and small businesses.

How it works:

1. Send me your categories, income sources and any existing data
2. I build and customize your spreadsheet
3. You get the finished Excel file plus simple instructions

Higher packages add more accounts, more forecast years, a methodology report and consultation calls.

Message me before ordering if you have special requirements. I'm happy to help!