I think that budget tracking is the single most important thing for people to do if they want to take control of their finances.įinally, if you have any comments, suggestions, or questions, I would love to hear them. You do not need to link this to your bank accounts, so data privacy is not an issueĮxcel is awesome! All calculations are auditable and transparent ![]() On the dashboard, you can easily toggle between viewing different time periods (last 1 / 3 / 6 / 12 months, year to date, custom), and can also select an individual expense category to isolate and see how it has trended over time You have the flexibility to change the categories used to label your expenses (e.g., restaurants, going out, gym, debt, etc.) and income ![]() ![]() In my opinion, this is a good tool for the job because:Įxpenses and income are entered in a simple way You can find the excel template spreadsheet and a guide on how to create your own version of this file here. I wanted to share the underlying template so that others can use this tool if they'd like. I've been tracking my budget for nearly four years, and recently added some dashboarding functionality.
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