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Free Excel template

Financial Organizer

One workbook to track income, expenses, monthly budget and savings goals — with smart dropdowns and auto-calculated dashboards. Pick your language below.

🇺🇸
English
.xlsx · ~25 KB

Track income, expenses, budget and goals — all in one workbook.

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🇩🇪
Deutsch
.xlsx · ~25 KB

Einnahmen, Ausgaben, Budget und Ziele in einer Arbeitsmappe.

Vorlage holen
🇫🇷
Français
.xlsx · ~25 KB

Revenus, dépenses, budget et objectifs — un seul classeur.

Obtenir le modèle
🇪🇸
Español
.xlsx · ~25 KB

Ingresos, gastos, presupuesto y metas en un mismo libro.

Conseguir la plantilla

What's inside

  • Dashboard — income, expenses, balance and savings rate per month
  • Transactions — 300 rows with dropdowns for Type, Category, Account and Method
  • Budget — planned vs actual per category with status indicator
  • Goals — target, saved so far, deadline and progress bar
  • Config — edit the lists that feed every dropdown

Works in Microsoft Excel, Google Sheets, Apple Numbers and LibreOffice Calc.