Annual Budget Dashboard Spreadsheet | Income, Expense & Goal Tracker Template (Excel + Google Sheets)

Master Your Money with Ease.
This Annual Budget Dashboard Spreadsheet is designed for creators, families, and small business owners who want a clear overview of their finances — without complicated formulas.

✅ What It Does:

• Tracks all income, expenses, and savings goals automatically.

• Provides a visual dashboard with monthly charts and top spending categories.

• Calculates your savings rate and projected year-end balance instantly.

• Works seamlessly in Excel and Google Sheets.

💡 Perfect For:

• Personal monthly and yearly budgeting

• Freelancers and entrepreneurs

• Families managing shared expenses

• Side hustlers tracking income and bills

📊 Features:

• Automated Monthly & Annual Summaries

• Smart formulas for income, expenses, and goals

• Color-coded dashboard and data validations

• Goal Tracker Tab with real-time progress

• Charts for spending trends and income vs expenses

• Printable Year-End Summary for records or clients

📁 What’s Included:

• 1 Editable Excel (.xlsx) file

• Ready for Google Sheets upload

• Instruction sheet for quick setup

📌 How to Use:

1. Open in Excel or Google Sheets.

2. Customize your categories and goals.

3. Log your transactions — everything updates automatically!