Budget Planner · Google Sheets + Excel
Stop guessing.
Start knowing where
your money goes.
A dark-mode budget spreadsheet that does the math for you. Income, expenses, savings goals — all in one dashboard. $9.99. Instant download.
One-time payment · No subscription · Instant access
Dashboard live · Auto-calculations on
Net Balance +$1,247
Product Preview
Your financial command center.
Everything updates the moment you enter a number. No formulas to write. No accounting knowledge needed.
BUDGET_PLANNER.XLSX — DASHBOARD
TOTAL INCOME
$6,555
↑ $555 vs expected
TOTAL EXPENSES
$4,690
71.5% of income
NET BALANCE
$1,865
Savings rate 28.5%
CATEGORY
BUDGETED
ACTUAL
REMAINING
% USED
🏠 Housing
$1,500
$1,500
$0
100%
🛒 Groceries
$400
$365
$35
91%
🍽️ Dining Out
$200
$310
−$110
155%
💰 Savings
$800
$800
$0
100%
What's Included
Four tabs. One system.
Complete control.
📊
Dashboard Tab
Auto-updating overview. Income, expenses, net balance, savings rate, and every category — calculated the second you type.
📥
Budget Tab
Log income from any source. Set budgets per category. Enter actuals. The math is done. You just read the numbers.
🎯
Goals Tracker
Set a target. Enter what you've saved. Watch the progress bar fill. Emergency fund, travel, down payment — tracked.
📝
Transaction Log
Record every transaction with date, amount, and category. Green for income. Red for expenses. Clear at a glance.
🌙
Dark Mode Design
Not your corporate grey Excel template. Built to look good and feel good to open every Sunday morning.
📖
10-Page PDF Guide
Step-by-step setup guide, FAQ, tips. Go from download to first budget in under 10 minutes.
Compatibility
Works exactly how you work.
| Feature | Status |
|---|
| Cost to use | Free — Google account only |
| Automatic saving | Yes — every change saved instantly |
| Share with partner | Yes — real-time collaboration |
| Access from any device | Yes — browser-based |
| How to open | Upload to Google Drive → Open with Sheets → File → Make a Copy |
| Feature | Status |
|---|
| Required software | Excel 2016 or later |
| Mac compatible | Yes — fully supported |
| All formulas work | Yes — no add-ins needed |
| How to open | Double-click → Enable Editing → Save As your own copy |
| Platform | How |
|---|
| iPhone / iPad | Google Sheets app (free) or Excel Mobile |
| Android | Google Sheets app (free) or Excel Mobile |
| Best experience | Google Sheets app |
| Sync across devices | Yes — via Google Drive |
Who It's For
If any of this sounds like you,
this is for you.
😰
The Overwhelmed Professional
26–34 · Earns well, saves little
You make good money but can't figure out where it goes. Tried budgeting apps, gave up. Want something that actually sticks.
MillennialFirst salaryRent + debt
💻
The Freelancer
24–38 · Variable income
Multiple income streams, irregular paychecks. Need a system that handles messy, variable money without a finance degree.
Self-employedSide hustleIrregular income
🎓
The Fresh Starter
21–27 · First real job
Just entered adult financial life. Bills, rent, groceries — no one taught you how to manage this. Want a system, not a lecture.
Recent gradFirst apartmentBuilding habits
Pricing
One price. Everything included.
Yours forever.
$9.99
One-time · No subscription · No renewal
✓ Budget Planner Spreadsheet (.xlsx)
✓ Works in Google Sheets (free) + Excel
✓ 10-page illustrated PDF guide
✓ Dark mode, 4-tab system
✓ Any currency
✓ Instant download — files arrive immediately
SECURE CHECKOUT · ACCEPTED PAYMENTS
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🔒 SSL encrypted · Powered by Shopify · No physical shipping
What you're downloading
📊
Budget_Planner.xlsx
4-tab spreadsheet · Google Sheets + Excel
📖
Budget_Planner_Guide.pdf
10-page illustrated Quick Start Guide
How delivery works
After checkout, your download link appears immediately. Files also sent to your email. No waiting.
FAQ
Questions answered.
Do I need to pay for Google Sheets? +
No. Google Sheets is completely free for anyone with a Google account. Upload the file to Google Drive, open with Sheets, make a copy — done.
Does this work on a Mac? +
Yes. Both Google Sheets and Excel for Mac are fully supported.
Can I change the currency? +
Yes. Format Cells → Number → Custom → replace $ with £, €, or any symbol.
Can two people use this for a joint budget? +
Yes. Share the Google Sheet link with your partner for real-time collaboration.
How do I use it for multiple months? +
Right-click the Budget tab → Move or Copy → rename it "Jun 2025". Takes 30 seconds.
What if I need more expense categories? +
Insert a new row in the Budget tab between existing expense rows. Formulas extend automatically.
Budget Planner — Google Sheets + Excel · Instant Download
$9.99