Your total control over income, expenses and savings — effortlessly.
The problem
Tracking income, expenses and savings on improvised spreadsheets makes it hard to see where your money actually goes and to plan next month’s budget.
The solution
Personal Financial Planner automatically calculates a dashboard, monthly budget and forecasts from the expenses you log: no formulas to understand, no macros to set up.
What you can do
- Log income and expenses in seconds
- Dashboard updated automatically with charts
- Monthly budget and forecasts
- Expense breakdown by category
How it works
- Log your expenses and income.
- The file automatically calculates the budget and category breakdown.
- Check the dashboard and forecasts to plan the month.
Gallery
Compatibility
Requires Microsoft Excel 2016 or later (including Microsoft 365). Generally also compatible with Google Sheets, with possible minor formatting differences.
What’s included
- Ready-to-use Excel file
- Built-in guide inside the file
- Free updates in case of genuine errors
- Support via the Contact page
FAQ
Do I need advanced Excel skills?
No, the file is ready to use: just enter your data.
How do I receive the product?
Automatic delivery by email right after purchase.
Is it compatible with my version of Excel?
Requires Excel 2016 or later, including Microsoft 365.
Can I use it on Google Sheets?
Generally yes, with possible minor formatting differences.