Instructions
Set up in minutes, plain-English steps.
Know the moment you go over budget — not at the end of the month.
Set a budget per category, log expenses from dropdowns, and get an instant red alert the second you overspend.
In the $10 bundle
Comes with 4 more finance templates · 7-day money-back guarantee · Excel + Google Sheets.
The built-in dashboard — budget vs actual across every category, with overspend flagged automatically.
What's inside
Built to stay accurate
Settings
Currency, budget period and your category list in one place.
Budget Setup
Set a planned amount for each spending category.
Expense Log
Record expenses fast using dropdown menus — no typos, no broken formulas.
Dashboard
KPI tiles plus budget-vs-actual, with over-budget categories highlighted red.
Why it's worth it
Spending under control
Instant overspend alerts — any category over budget turns red automatically.
Log expenses in seconds — dropdown menus keep entries clean and formulas intact.
Budget vs actual, side by side — see where you're under, on track or over.
KPI tiles up top — total budget, total spent and what's left, calculated for you.
Excel and Google Sheets — track from your laptop or your phone, one-time purchase.
Who it's for: small business owners, freelancers and side-hustlers who want spending under control without a bookkeeping degree.
Questions
Before you buy
Can I set my own categories?
Yes. Define your categories in Settings and they flow into the budget setup, expense dropdowns and dashboard.
How do the over-budget alerts work?
Conditional formatting compares your actual spend to your budget per category and turns anything over the limit red — no setup needed.
Does it work in Google Sheets?
Yes. Built in Excel and fully compatible with Google Sheets.