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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.

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.