What is included
- Transaction records feed monthly income/spending views and a full-year category summary.
- Category budgets and account records support the remaining-budget dashboard.
- Up to 12 savings goals and 20 bills track entered progress, due dates and status.
- Includes Google Sheets and a separate Excel 365 for Windows edition; transaction forms and script buttons are Sheets-only.
Based on the Etsy listing reviewed October 28, 2026. Check the current listing for any later changes.
What to prepare
For the workflow this product is designed around, gather:
- The month and budget categories you will use
- Recorded expenses and regular bills
- Your savings-goal plans for the period
A practical way to use your records
Start with the figures you already maintain and use consistent categories when adding expenses. Review the month against its plan and keep savings assumptions current. Compare periods only after checking that the records use the same definitions.
A worked example
Fictional example: a household compares a monthly spending plan with the expense records entered during the month.
- Planned spending
- $2,100 across the chosen categories
- Actual recorded spending
- $2,240 across the same categories
- Separate savings plan
- A goal recorded outside this spending comparison
- Use the same category definitions and dates for the planned and actual figures.
- Find the entries behind the difference before revising the next plan, keeping savings transfers distinguishable from spending where that matches your recording method.
Result: Recorded spending is $140 above the stated plan. The dashboard is a starting point for reviewing the supporting entries; it should not turn an unexplained total into an assumption about which category caused the difference.
Fictional figures explain the workflow; they do not represent customer results or guarantee particular template fields. See the included features above and the current Etsy listing.
A closer look at Financial Dashboard Budget Spreadsheet for Google Sheets & Excel
Additional previews from this product's Etsy listing. Open any image for a larger view.
Questions about this product
Does the spreadsheet include bill and savings-goal records?
Yes. Expense tracking, bills and savings goals are included.
Is this specifically the 2027 annual planner?
No. This is a monthly financial-dashboard budget spreadsheet. The 2027 annual budget planner is a separate listing.
Which spreadsheet formats are listed?
This product is described for Google Sheets and Excel. Confirm the included files, software requirements and delivery instructions on its current Etsy listing.
