Description
Take control of your money with this Excel Budget & Transaction Tracker — designed to help you clearly see where your money goes.
Inspired by the simplicity of the Mint app, this tool is more than a budget planner: it’s a powerful transaction tracking system that organizes your income, bills, expenses, debts, and savings into one clean dashboard.
✨ What’s Included
• ✅ Excel Budget & Transaction Tracker File (ready to use)
• ✅ Built-in categories & subcategories for easy setup (Auto, Utilities, Food, Entertainment, etc.)
• ✅ Automatic summaries, breakdowns, and data visuals
• ✅ Video tutorial: guided walkthrough of how to use your new Excel tracker
✨ Key Features
• Track every transaction with date, description, amount, and category
• Organize into 5 main cash flow groups: Income, Savings, Bills, Expenses, Debts
• Compare budget vs actual spending automatically
• Visual indicators show how close you are to your budget limit
• Dropdown menus to filter by cash flow, category, or subcategory
• “Spending Overview” section highlights top 6 transactions and spending trends
• Easy to customize: add, edit, or delete categories to match your lifestyle
✨ Why This Tracker?
• Works just like a Mint budgeting app, but you own the file and data.
• No subscriptions, no third-party apps, no worries.
• Perfect if you want a clear, visual, and customizable way to track where your money really goes.
✨ Bonus – Make It Yours!
We include 10 exclusive Excel Theme Colors to change the entire look of your file in one click. The included tutorial shows you exactly how to install them, so you can choose the vibe that fits you best.
✨ What You’ll Get (Digital Download)
• 1x Excel Budget & Transaction Tracker (.xlsx)
• 10x Excel Theme Color Files (.xml)
• 1x Guide: Installing & Using Theme Colors (.pdf)
• 2x Youtube Tutorial Video: How to Use the Excel Tracker and Installing & Using Theme Colors
📌 Compatibility:
• Microsoft Excel 365
• Windows & Mac compatible
• Works with Excel desktop, not optimized for Google Sheets
IMPORTANT:
– Files will be available for download immediately after purchase.
– Digital items aren’t eligible for returns or exchanges because of the nature of these items.
– No physical products will be shipped.
– For personal use only, cannot be reproduced or resold.
Feel free to contact me if you have any questions!
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