Budget Template & Spending Tracker

• Monthly Dashboard (12 tabs – Jan–Dec): Track income, expenses, savings, debt, and investments month by month.

Category Overview: See exactly how much you've spent in each subcategory throughout the year—like groceries, subscriptions, car payments, groceries, and more.

Spending Breakdown Pie Chart: Instantly see where your money went with percentage-based visuals showing fixed expenses, variable spending, debt, contributions, and savings at a glance.

• Budget vs. Actual Tracking: Easily compare planned vs actual spending with built-in visuals.

• Income Tracker: Track multiple income sources with clear monthly totals.

• Fixed & Variable Expense Tracking: Organize bills and everyday spending with automatic over/under budget calculations.

• Custom Expenses: Create your own categories custom to your life & spending habits.(ex: groceries, gas, eating out, health)

• Savings & Investments Tracker: Monitor savings, retirement, and investment contributions.

• Debt Tracker: Track debt payments and payment goals in one place.

• Payment Due Dates Tracker: Stay on top of bills with due dates and paid checkboxes.

• Goals & “My Why” Section: Set your monthly goals and long-term goals Stay motivated by keeping the reasons you want to track your finances.