Budget Tracker with Harshita Kapoor

Monthly Budget Tracker — Automated Excel & Google Sheets Dashboard (Instant Download)

Stop guessing where your money goes. This isn't a static printable — it's a fully automated spreadsheet that calculates your income, expenses, and savings for you, the moment you log a transaction.

WHAT'S INCLUDED:

- Welcome tab with simple setup instructions and a color-coded legend

- Setup tab — customize your own categories and monthly budget amounts

- Transactions tab — a simple log with dropdown menus for Type and Category (no typing errors, no messy data)

- Dashboard tab — automatically updates with:

- Total Income, Total Expenses, Net Savings, and Savings Rate for the current month

- A category-by-category Budget vs Actual table (with over-budget rows highlighted automatically)

- A live pie chart showing your expense breakdown

- A live bar chart comparing budgeted vs actual spending

- All-time totals tracked automatically

WHY YOU'LL LOVE IT:

- No manual math, ever — every number updates itself from SUMIFS formulas

- Works in both Excel and Google Sheets

- Simple enough for a beginner, powerful enough to actually change your spending habits

- Soft, easy-to-read design — not an intimidating finance spreadsheet

WHO IT'S FOR:

Anyone who wants to actually see where their money goes each month without building a budget system from scratch or paying for a subscription app.

INSTANT DOWNLOAD:

This is a digital product, no physical item will be shipped. After purchase, download your file instantly. Due to the nature of digital files, all sales are final.

HOW TO USE: Open in Excel or Google Sheets, enter your monthly budgets in the Setup tab, and start logging transactions. Your Dashboard updates automatically — no setup, no formulas to write yourself.