Tap the image to zoom · 4 images · Formats: Notion, Google Sheets, Excel
Budget & Expense Tracker
Zero-based budgeting with live charts — Notion or Sheets.
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What's inside
A personal budgeting system as importable spreadsheet sheets with a setup guide: log expenses, and the sheets roll them into category budgets, monthly summaries and a savings rate.
01Transaction sheet
Date, description, category, amount and account columns with a validated category list.
02Monthly budget sheet
Planned versus actual per category with variance and a remaining-to-spend figure.
03Income & savings
Income logging with an automatic savings-rate calculation.
04Annual summary
Twelve-month roll-up by category, ready to chart.
05Bills calendar
Recurring bills with due dates and a paid checkbox per month.
06Setup guide
How to import to Google Sheets or Excel, adjust categories and keep the formulas intact.
About this product
A personal finance system with pre-built formulas: categorised expense capture, monthly zero-based budget, savings-rate tracking and net-worth history. Shipped in both a Notion workspace and a Google Sheets edition with automatic charts.
- Zero-based monthly budget
- Auto category charts
- Savings-rate tracker
- Net-worth history
Questions
Which currency does it use?
Any — currency and date format are a single settings cell.
Is this financial advice?
No. It's an organisational tool, not regulated financial advice.
What buyers say
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