← All templates
Personal Finance Tracker
Every number. One workbook.
Three editions·$14.99 – $19.99
personal financebudget trackerfinance trackerexcel templategoogle sheetsbudget plannerdebt trackersavings tracker
What's inside
Every detail engineered.
Automated Dashboard
Live KPIs update the moment you add a transaction. Zero manual charts.
Smart Budget
Category budgets with overage warnings and YTD variance — per month.
Debt Payoff Planner
APR, min payments, and payoff date calculated automatically with NPER.
Savings Goals
Track multiple goals with progress bars, target dates, and status.
Net Worth Snapshot
Month-over-month assets, liabilities, and net worth trend chart.
Yearly Summary
Full-year rollup: income, expenses, savings rate, category mix.
Inside the workbook
Real sheets. Real data. Real returns.
Get Personal Finance Tracker on Etsy.
Three editions — Dark, Light, and the brand-immersive Mawxy edition. Instant download. Lifetime access. Excel + Google Sheets.