Household Budget Dashboard - Excel & Google Sheets Template (Auto-Calculating)

Stop wondering where the money went. Type each payment once and this spreadsheet updates your dashboard, monthly report, charts and yearly totals automatically.

What you get

• BLANK workbook, ready for your own numbers
• EXAMPLE workbook with 9 months of sample data to show how it works
• EXAMPLE PDF: a printable preview of the example workbook
• Quick-start guide, plus a "Start Here" tab inside the workbook

Inside

• Dashboard: pick any month and see Income, Spending, Saved, Left Over, Savings Rate and Spend vs Budget
• Top 10 spending categories with On track / Watch / Over budget status
• Year-at-a-glance table and 3 live charts
• Transactions: 1,000 ready rows, category and account dropdowns, filters
• Monthly Report: every category by month, year actual vs budget, color-coded variance
• Setup: budget year, up to 40 editable categories (Income / Expense / Savings) with budgets

Requirements

Works in Excel 2010 or newer (Windows, Mac, 365) and Google Sheets (upload the .xlsx to Drive and open with Sheets; steps inside). Standard formulas only: no macros, add-ins or subscription. Instant digital download (ZIP); nothing is shipped. For your own use; please do not resell or share.

This is a budgeting tool, not financial, tax or investment advice.