D008 Personal Income Expense and Saving Tracker

Personal Budget Template – Income, Expense and Saving Dashboard

📝 This template is suitable for tracking your personal income, expenses, and savings. Not suitable for business use. There are 5 colors to choose from (choose one color from the options above). In the example below uses Light-Blue color/theme. You can see other colors from the picture above.

⚙ The template is ready to use – comes with preset 6 income channels and 15 expenses category and 70 expenses sub-category which covers almost all common categories. You can start using the template right the way without having to set up anything. However, it can be edit or add according to your needs.

General Information
The Personal Budget Template supports below structure without having to further edit any formulas.
10 Income Channels
25 Main Expenses Categories
15 Sub-Categories under 1 Main Category
30 Savings Accounts (6 accounts can be displayed on the Saving Dashboard as Saving Trees at a time)
Easy to set up, easy to use, can be adjusted to suit each individual’s use.
The template has no lock, no password, no VBA, making it easy to customize.

📄 There are a total of 8 Sheets in the file (6 Sheets for set up, tracking, and dashboard). The other 2 Sheets are used for calculation purposes only, which do not require any editing. However, they are open for editing if needed.

1. One Page Dashboard displaying annual and monthly income, expenses, and savings summaries.

2. Transaction Tracker for recording income and expenses

3. Saving Tracker for setting saving goals and record saving in different accounts.